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 169 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
13,183
shares
|
$722,428
0.02% of portfolio
|
Q4 2022
New holding
|
|
Kaizen Financial Strategies
|
Aug 02, 2024 Q2 2024 |
12,620
shares
|
$691,576
0.43% of portfolio
|
Q2 2024
Added 0.12%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
12,336
shares
|
$676,012
0.01% of portfolio
|
Q2 2024
Reduced 85.52%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
12,241
shares
|
$670,806
0.01% of portfolio
|
Q1 2024
Added 0.06%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
12,141
shares
|
$665,326
0.01% of portfolio
|
Q2 2024
Added 6.8%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
11,323
shares
|
$620,500
0.0% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 15, 2024 Q2 2024 |
10,585
shares
|
$580,058
0.14% of portfolio
|
Q2 2024
Added 1.24%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
10,019
shares
|
$549,041
0.06% of portfolio
|
Q1 2024
Added 0.12%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
9,825
shares
|
$538,410
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
9,668
shares
|
$529,806
0.09% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
9,548
shares
|
$523,230
0.03% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
9,500
shares
|
$520,600
0.06% of portfolio
|
Q3 2023
Reduced 20.13%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
9,449
shares
|
$517,805
0.02% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
9,182
shares
|
$503,173
0.07% of portfolio
|
Q2 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
8,951
shares
|
$490,514
0.0% of portfolio
|
Q2 2024
Added 3.36%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$457,141
0.01% of portfolio
|
Q4 2023
New holding
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
8,008
shares
|
$438,838
0.21% of portfolio
|
Q1 2024
Added 0.33%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,950
shares
|
$435,660
0.0% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
Alamar Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
7,926
shares
|
$434,344
0.3% of portfolio
|
Q2 2024
Added 0.19%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
7,919
shares
|
$433,961
0.01% of portfolio
|
Q1 2022
New holding
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
7,524
shares
|
$412,315
0.02% of portfolio
|
Q2 2024
Added 1.69%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
7,512
shares
|
$411,657
0.0% of portfolio
|
Q2 2024
Reduced 16.11%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
7,254
shares
|
$397,519
0.07% of portfolio
|
Q2 2024
Added 8.19%
|
|
Welch Group, LLC
|
Jul 17, 2024 Q2 2024 |
7,190
shares
|
$394,012
0.02% of portfolio
|
Q1 2024
Reduced 11.71%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
7,005
shares
|
$383,874
0.0% of portfolio
|
Q4 2023
Added 0.07%
|