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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,510
shares
|
$102,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,509
shares
|
$102,146
0.0% of portfolio
|
Q3 2024
Added 192.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,289
shares
|
$95,742
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,255
shares
|
$94,753
0.0% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$94,316
0.1% of portfolio
|
Q3 2024
Added 62.49%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,920
shares
|
$85,001
0.02% of portfolio
|
Q4 2024
Added 101.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,601
shares
|
$75,715
0.0% of portfolio
|
Q3 2024
Added 302.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,065
shares
|
$60,112
0.0% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$56,036
0.0% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,869
shares
|
$54,406
0.02% of portfolio
|
Q4 2021
Reduced 0.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,600
shares
|
$46,576
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,520
shares
|
$44,247
0.0% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,291
shares
|
$37,581
0.01% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,217
shares
|
$35,426
0.0% of portfolio
|
Q4 2024
Added 63.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,148
shares
|
$33,418
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$29,110
0.0% of portfolio
|
Q1 2024
Reduced 60.47%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
972
shares
|
$28,294
0.0% of portfolio
|
Q4 2024
Added 100.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
880
shares
|
$25,616
0.0% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
826
shares
|
$24,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$23,258
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
775
shares
|
$22,560
0.0% of portfolio
|
Q2 2024
Added 8.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
766
shares
|
$22,298
0.0% of portfolio
|
Q4 2024
Added 115.77%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
716
shares
|
$20,842
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
624
shares
|
$18,164
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
587
shares
|
$17,087
0.01% of portfolio
|
Q4 2024
Added 100.0%
|