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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
220
shares
|
$6,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
211
shares
|
$6,152
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$5,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
197
shares
|
$5,744
0.0% of portfolio
|
Q1 2022
Reduced 7.08%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
166
shares
|
$4,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
151
shares
|
$4,403
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
142
shares
|
$4,140
0.0% of portfolio
|
Q3 2024
Added 65.12%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
101
shares
|
$2,945
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
100
shares
|
$2,916
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,245
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$1,953
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
65
shares
|
$1,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,866
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,458
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48
shares
|
$1,399
0.0% of portfolio
|
Q1 2023
Reduced 4.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
40
shares
|
$1,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
34
shares
|
$991
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
26
shares
|
$758
0.0% of portfolio
|
Q2 2024
Reduced 82.19%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
25
shares
|
$729
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20
shares
|
$583
0.0% of portfolio
|
Q2 2023
Added 5.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17
shares
|
$495
0.0% of portfolio
|
Q4 2021
Added 30.77%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
10
shares
|
$291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2024
New holding
|