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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
9,180
shares
|
$250,889
0.15% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,809
shares
|
$240,749
0.09% of portfolio
|
Q4 2024
Added 60.08%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
8,726
shares
|
$238,481
0.01% of portfolio
|
Q4 2024
Added 100.09%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,378
shares
|
$228,970
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
8,377
shares
|
$228,943
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$227,986
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
8,225
shares
|
$224,789
0.19% of portfolio
|
Q4 2024
Added 97.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,153
shares
|
$222,821
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,000
shares
|
$218,640
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
8,000
shares
|
$218,640
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$217,437
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
7,938
shares
|
$216,945
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,719
shares
|
$210,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,560
shares
|
$206,614
0.0% of portfolio
|
Q4 2024
Added 129.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
7,454
shares
|
$203,717
0.01% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
7,450
shares
|
$203,608
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,303
shares
|
$199,590
0.01% of portfolio
|
Q4 2024
Added 91.73%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,244
shares
|
$197,978
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,100
shares
|
$194,043
0.01% of portfolio
|
Q4 2024
Added 95.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
7,095
shares
|
$193,906
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,034
shares
|
$192,239
0.0% of portfolio
|
Q4 2024
Added 100.46%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
7,024
shares
|
$191,965
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$188,112
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,664
shares
|
$182,127
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$173,108
0.08% of portfolio
|
Q1 2024
New holding
|