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 176 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
4,442
shares
|
$124,287
0.02% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
4,198
shares
|
$117,460
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,189
shares
|
$117,208
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,154
shares
|
$116,228
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,102
shares
|
$114,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,063
shares
|
$113,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
4,043
shares
|
$113,123
0.01% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
4,000
shares
|
$111,920
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
4,000
shares
|
$111,920
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,809
shares
|
$106,575
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,725
shares
|
$104,225
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
3,640
shares
|
$101,847
0.02% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,622
shares
|
$101,343
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,512
shares
|
$98,265
0.1% of portfolio
|
Q3 2023
Reduced 16.84%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,332
shares
|
$93,229
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
2,516
shares
|
$70,397
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,440
shares
|
$68,271
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,418
shares
|
$67,655
0.01% of portfolio
|
Q2 2023
Added 16.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,329
shares
|
$65,165
0.0% of portfolio
|
Q2 2024
Reduced 55.83%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
1,994
shares
|
$55,792
0.06% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,869
shares
|
$52,294
0.02% of portfolio
|
Q4 2021
Reduced 0.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,656
shares
|
$46,334
0.0% of portfolio
|
Q2 2024
Reduced 83.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,623
shares
|
$45,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,520
shares
|
$42,529
0.0% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,449
shares
|
$40,543
0.02% of portfolio
|
Q3 2024
Added 2.55%
|