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 200 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
47,716,110
shares
|
$1.41 Billion
2.85% of portfolio
|
Q4 2024
Added 66.84%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
6,970,674
shares
|
$207 Million
12.67% of portfolio
|
Q4 2024
Added 94.02%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
4,387,948
shares
|
$130 Million
25.69% of portfolio
|
Q4 2024
Added 109.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,633,266
shares
|
$78 Million
5.98% of portfolio
|
Q4 2024
Added 107.33%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
1,939,058
shares
|
$57.5 Million
5.64% of portfolio
|
Q4 2024
Added 101.41%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
621,234
shares
|
$18.4 Million
18.57% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
438,200
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
337,288
shares
|
$9.99 Million
8.74% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
303,389
shares
|
$8.99 Million
0.84% of portfolio
|
Q4 2024
Added 108.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$8.54 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
242,893
shares
|
$7.2 Million
0.01% of portfolio
|
Q4 2024
Added 135.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
205,195
shares
|
$6.08 Million
0.0% of portfolio
|
Q4 2024
Added 84.72%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
199,152
shares
|
$5.9 Million
0.14% of portfolio
|
Q4 2024
Added 99.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
136,558
shares
|
$4.05 Million
1.44% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
134,140
shares
|
$3.97 Million
0.15% of portfolio
|
Q4 2024
Added 98.11%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
123,142
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 94.92%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
120,288
shares
|
$3.56 Million
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
120,127
shares
|
$3.56 Million
0.8% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
112,736
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Added 119.23%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
110,935
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
102,825
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Added 110.16%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
94,108
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 100.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
92,200
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Added 299.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
80,222
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Added 123.54%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
78,832
shares
|
$2.34 Million
0.19% of portfolio
|
Q4 2024
Added 113.69%
|