Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
7,450
shares
|
$216,869
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,244
shares
|
$210,872
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,100
shares
|
$206,681
0.01% of portfolio
|
Q4 2024
Added 95.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
7,095
shares
|
$206,535
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
7,024
shares
|
$204,468
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$200,364
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,664
shares
|
$193,989
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$184,382
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$180,860
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$175,562
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,886
shares
|
$171,341
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,692
shares
|
$165,694
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,338
shares
|
$155,389
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
5,221
shares
|
$151,983
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,898
shares
|
$142,580
0.01% of portfolio
|
Q4 2024
Added 93.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,880
shares
|
$142,056
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
4,856
shares
|
$141,358
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
4,836
shares
|
$140,775
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,442
shares
|
$129,306
0.02% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,361
shares
|
$126,948
0.01% of portfolio
|
Q3 2024
Added 169.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,912
shares
|
$113,878
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,809
shares
|
$110,879
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,768
shares
|
$109,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,767
shares
|
$109,657
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,759
shares
|
$109,424
0.0% of portfolio
|
Q4 2024
Added 99.95%
|