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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
134
shares
|
$3,662
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
107
shares
|
$2,924
0.0% of portfolio
|
Q4 2024
Reduced 94.82%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
96
shares
|
$2,623
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
80
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,104
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,749
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
55
shares
|
$1,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
52
shares
|
$1,421
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
50
shares
|
$1,366
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,366
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
40
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
32
shares
|
$874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20
shares
|
$546
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
20
shares
|
$546
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17
shares
|
$464
0.0% of portfolio
|
Q4 2021
Added 30.77%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$437
0.0% of portfolio
|
Q4 2024
Reduced 88.73%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
Reduced 99.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|