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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
14,200
shares
|
$388,086
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,010
shares
|
$382,893
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,954
shares
|
$381,362
0.08% of portfolio
|
Q4 2024
Added 99.43%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
13,740
shares
|
$375,514
0.02% of portfolio
|
Q4 2024
Added 97.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,618
shares
|
$372,179
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
13,496
shares
|
$368,845
0.03% of portfolio
|
Q4 2024
Added 94.19%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$367,533
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
13,279
shares
|
$362,915
0.0% of portfolio
|
Q4 2024
Added 130.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$351,245
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
12,400
shares
|
$338,892
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,281
shares
|
$335,639
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$315,743
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,367
shares
|
$310,660
0.0% of portfolio
|
Q4 2024
Added 93.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,251
shares
|
$307,489
0.0% of portfolio
|
Q4 2024
Added 97.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,131
shares
|
$304,210
0.0% of portfolio
|
Q4 2024
Added 65.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,497
shares
|
$286,883
0.0% of portfolio
|
Q4 2024
Added 86.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,447
shares
|
$285,516
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,413
shares
|
$284,587
0.0% of portfolio
|
Q4 2024
Added 95.07%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
10,285
shares
|
$281,089
0.11% of portfolio
|
Q4 2024
Added 96.99%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,192
shares
|
$278,547
0.01% of portfolio
|
Q4 2024
Added 95.44%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
9,949
shares
|
$271,906
0.04% of portfolio
|
Q4 2024
Added 89.9%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
9,712
shares
|
$265,428
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
9,683
shares
|
$264,636
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,610
shares
|
$262,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$254,168
0.0% of portfolio
|
Q4 2024
Added 257.55%
|