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 158 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
34,200
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2024
Added 30.76%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 17, 2024 Q1 2024 |
31,436
shares
|
$1.67 Million
1.3% of portfolio
|
Q1 2024
Added 1049.4%
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
30,315
shares
|
$1.61 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
28,725
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
24,772
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Added 10.78%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
22,692
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
22,635
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
22,444
shares
|
$1.19 Million
0.63% of portfolio
|
Q1 2024
Added 0.38%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
22,347
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Added 74.79%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
21,404
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Added 13.49%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
19,654
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2024
Added 6.44%
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Apr 17, 2024 Q1 2024 |
18,800
shares
|
$996,588
0.87% of portfolio
|
Q4 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
17,979
shares
|
$953,066
0.0% of portfolio
|
Q1 2024
Added 2.47%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
15,616
shares
|
$827,804
0.06% of portfolio
|
Q1 2024
Added 3.95%
|
|
Everhart Financial Group, Inc.
|
May 13, 2024 Q1 2024 |
15,284
shares
|
$810,204
0.23% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
15,037
shares
|
$797,111
0.06% of portfolio
|
Q1 2024
Added 0.02%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
13,843
shares
|
$733,817
0.65% of portfolio
|
Q3 2023
Added 1.04%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$712,878
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
13,183
shares
|
$698,830
0.02% of portfolio
|
Q4 2022
New holding
|
|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
12,605
shares
|
$668,191
0.37% of portfolio
|
Q1 2024
Added 20.43%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
12,241
shares
|
$648,895
0.01% of portfolio
|
Q1 2024
Added 0.06%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,077
shares
|
$640,201
0.0% of portfolio
|
Q1 2024
Added 14.52%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
11,910
shares
|
$631,349
0.0% of portfolio
|
Q1 2024
Added 19.59%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
11,443
shares
|
$606,593
0.0% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
11,368
shares
|
$602,617
0.01% of portfolio
|
Q1 2024
Added 7.21%
|