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 182 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
36,781
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2022
Added 52.92%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
36,684
shares
|
$1.06 Million
0.92% of portfolio
|
Q4 2024
Added 95.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
36,454
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
35,887
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
32,624
shares
|
$944,138
0.26% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
31,936
shares
|
$924,227
1.99% of portfolio
|
Q3 2024
Reduced 58.6%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,564
shares
|
$913,462
0.06% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
31,271
shares
|
$904,982
1.21% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
30,504
shares
|
$882,785
0.21% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,486
shares
|
$882,264
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
24,370
shares
|
$705,267
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
23,100
shares
|
$668,514
0.0% of portfolio
|
Q3 2024
Reduced 33.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,664
shares
|
$655,896
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
22,511
shares
|
$651,468
0.23% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
22,402
shares
|
$648,313
0.62% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
20,047
shares
|
$580,160
0.15% of portfolio
|
Q4 2024
Added 95.54%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,194
shares
|
$555,474
0.09% of portfolio
|
Q4 2024
Added 100.02%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
18,364
shares
|
$531,454
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
15,284
shares
|
$442,318
0.19% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,041
shares
|
$435,286
0.03% of portfolio
|
Q3 2024
Added 99.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,963
shares
|
$433,029
0.05% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
14,200
shares
|
$410,948
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,010
shares
|
$405,449
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
13,843
shares
|
$400,616
0.65% of portfolio
|
Q3 2023
Added 1.04%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
13,496
shares
|
$390,574
0.03% of portfolio
|
Q4 2024
Added 94.19%
|