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 202 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
78,832
shares
|
$2.15 Million
0.19% of portfolio
|
Q4 2024
Added 113.69%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
78,617
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 97.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
74,260
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Added 103.71%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
73,803
shares
|
$2.02 Million
0.45% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
68,530
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
64,799
shares
|
$1.77 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
62,174
shares
|
$1.7 Million
1.12% of portfolio
|
Q4 2024
Added 98.82%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.68 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
61,008
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
60,966
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,377
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
47,555
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 95.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
47,253
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
46,741
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 106.23%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
44,380
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
36,684
shares
|
$1 Million
0.92% of portfolio
|
Q4 2024
Added 95.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
34,901
shares
|
$953,844
0.52% of portfolio
|
Q4 2024
Added 55.79%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
32,624
shares
|
$891,613
0.26% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
32,017
shares
|
$875,024
1.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,564
shares
|
$862,644
0.06% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
30,568
shares
|
$835,423
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
28,965
shares
|
$791,613
0.05% of portfolio
|
Q4 2024
Added 93.58%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
27,782
shares
|
$759,282
0.66% of portfolio
|
Q4 2024
Added 100.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
26,673
shares
|
$728,973
0.01% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
26,000
shares
|
$710,580
0.0% of portfolio
|
Q4 2024
Added 100.0%
|