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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
25,722
shares
|
$702,982
0.01% of portfolio
|
Q4 2024
Added 114.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,523
shares
|
$642,883
0.01% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
23,064
shares
|
$630,339
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
22,916
shares
|
$626,294
0.02% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
22,383
shares
|
$611,727
0.38% of portfolio
|
Q4 2024
Added 75.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
20,744
shares
|
$566,933
0.0% of portfolio
|
Q4 2024
Added 116.9%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
20,108
shares
|
$549,551
0.08% of portfolio
|
Q4 2024
Added 100.24%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
20,047
shares
|
$547,884
0.15% of portfolio
|
Q4 2024
Added 95.54%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,194
shares
|
$524,572
0.09% of portfolio
|
Q4 2024
Added 100.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,178
shares
|
$524,134
0.0% of portfolio
|
Q4 2024
Added 120.08%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
19,000
shares
|
$519,269
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
18,364
shares
|
$501,888
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,066
shares
|
$493,743
0.03% of portfolio
|
Q4 2024
Added 86.02%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
17,883
shares
|
$488,742
0.03% of portfolio
|
Q4 2024
Added 92.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
17,865
shares
|
$488,250
0.01% of portfolio
|
Q4 2024
Added 57.41%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
17,745
shares
|
$484,970
0.09% of portfolio
|
Q4 2024
Added 101.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
16,834
shares
|
$460,073
0.04% of portfolio
|
Q4 2024
Added 94.97%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
16,313
shares
|
$445,834
0.19% of portfolio
|
Q4 2024
Added 100.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,901
shares
|
$434,574
0.0% of portfolio
|
Q4 2024
Added 86.96%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
15,838
shares
|
$432,852
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
15,314
shares
|
$418,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
15,058
shares
|
$411,535
0.0% of portfolio
|
Q4 2024
Added 100.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,055
shares
|
$411,453
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,610
shares
|
$399,291
0.03% of portfolio
|
Q4 2024
Added 197.01%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
14,380
shares
|
$393,005
0.02% of portfolio
|
Q4 2024
Added 100.0%
|