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 181 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,065
shares
|
$59,699
0.0% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$55,651
0.0% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,869
shares
|
$54,032
0.02% of portfolio
|
Q4 2021
Reduced 0.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,623
shares
|
$46,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,520
shares
|
$43,943
0.0% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,449
shares
|
$41,890
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,291
shares
|
$37,322
0.01% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$28,910
0.0% of portfolio
|
Q1 2024
Reduced 60.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
880
shares
|
$25,440
0.0% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
800
shares
|
$23,128
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$23,099
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
775
shares
|
$22,405
0.0% of portfolio
|
Q2 2024
Added 8.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
745
shares
|
$21,537
0.0% of portfolio
|
Q3 2024
Reduced 76.56%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
587
shares
|
$16,970
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
574
shares
|
$16,594
0.0% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$14,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
484
shares
|
$13,992
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
400
shares
|
$11,564
0.0% of portfolio
|
Q2 2024
Reduced 42.28%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
358
shares
|
$10,349
0.01% of portfolio
|
Q2 2024
Added 90.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
355
shares
|
$10,263
0.0% of portfolio
|
Q4 2023
Reduced 35.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
330
shares
|
$9,540
0.0% of portfolio
|
Q4 2023
Reduced 98.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
326
shares
|
$9,424
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
312
shares
|
$9,019
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
257
shares
|
$7,429
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
251
shares
|
$7,256
0.0% of portfolio
|
Q3 2024
Added 0.4%
|