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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
166
shares
|
$4,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
151
shares
|
$4,224
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
101
shares
|
$2,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
100
shares
|
$2,798
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
86
shares
|
$2,406
0.0% of portfolio
|
Q2 2024
Reduced 63.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,154
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
67
shares
|
$1,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
65
shares
|
$1,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,790
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
50
shares
|
$1,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
48
shares
|
$1,343
0.0% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
40
shares
|
$1,119
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
26
shares
|
$727
0.0% of portfolio
|
Q2 2024
Reduced 82.19%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
25
shares
|
$699
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
20
shares
|
$559
0.0% of portfolio
|
Q2 2023
Added 5.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17
shares
|
$475
0.0% of portfolio
|
Q4 2021
Added 30.77%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
10
shares
|
$279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
3
shares
|
$83
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|