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 187 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
9,949
shares
|
$290,013
0.04% of portfolio
|
Q4 2024
Added 89.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,564
shares
|
$278,790
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
8,821
shares
|
$257,132
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,809
shares
|
$256,782
0.09% of portfolio
|
Q4 2024
Added 60.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,714
shares
|
$254,013
0.0% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,634
shares
|
$251,681
0.06% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$247,920
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
8,377
shares
|
$244,189
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$243,169
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
8,225
shares
|
$239,758
0.19% of portfolio
|
Q4 2024
Added 97.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,153
shares
|
$237,659
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,131
shares
|
$237,018
0.2% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,000
shares
|
$233,200
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
8,000
shares
|
$233,200
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$231,917
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
7,919
shares
|
$230,838
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,522
shares
|
$219,266
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
7,450
shares
|
$217,167
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,244
shares
|
$211,162
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,100
shares
|
$206,965
0.01% of portfolio
|
Q4 2024
Added 95.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
7,095
shares
|
$206,819
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,997
shares
|
$203,962
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$200,639
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,710
shares
|
$195,596
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,664
shares
|
$194,255
0.08% of portfolio
|
Q4 2024
Added 100.0%
|