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 |
---|---|---|---|---|---|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
6,705
shares
|
$355,432
0.07% of portfolio
|
Q1 2024
Reduced 23.52%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,478
shares
|
$343,398
0.0% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$335,765
0.08% of portfolio
|
Q1 2024
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$329,351
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
6,195
shares
|
$328,396
0.0% of portfolio
|
Q2 2022
Added 30.09%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
6,147
shares
|
$325,852
0.0% of portfolio
|
Q1 2024
Added 11.68%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$319,703
0.03% of portfolio
|
Q2 2020
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
5,965
shares
|
$316,204
0.0% of portfolio
|
Q1 2024
Added 0.1%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,885
shares
|
$311,963
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
5,638
shares
|
$298,870
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
5,437
shares
|
$288,215
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
5,412
shares
|
$286,890
0.0% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
5,273
shares
|
$279,521
0.0% of portfolio
|
Q1 2024
Added 44.66%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 10, 2024 Q1 2024 |
5,263
shares
|
$278,991
0.11% of portfolio
|
Q1 2024
Added 0.3%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
5,143
shares
|
$272,630
0.0% of portfolio
|
Q1 2024
Added 2.55%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
5,138
shares
|
$272,365
0.01% of portfolio
|
Q1 2024
Reduced 28.14%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
5,009
shares
|
$265,527
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 07, 2024 Q1 2024 |
4,856
shares
|
$257,416
0.01% of portfolio
|
Q2 2023
New holding
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
4,844
shares
|
$256,780
0.01% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
4,774
shares
|
$253,069
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
4,442
shares
|
$235,470
0.02% of portfolio
|
Q3 2023
Added 0.36%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,417
shares
|
$234,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
4,415
shares
|
$234,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
4,392
shares
|
$232,819
0.01% of portfolio
|
Q1 2024
New holding
|
|
Thomasville National Bank
|
Apr 10, 2024 Q1 2024 |
4,220
shares
|
$223,702
0.02% of portfolio
|
Q1 2024
Reduced 6.22%
|