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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
5,221
shares
|
$151,095
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,215
shares
|
$150,922
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,130
shares
|
$148,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,919
shares
|
$142,355
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
4,856
shares
|
$140,532
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
4,836
shares
|
$139,953
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,442
shares
|
$128,551
0.02% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,361
shares
|
$126,207
0.01% of portfolio
|
Q3 2024
Added 169.53%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,189
shares
|
$121,229
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
4,161
shares
|
$120,419
0.22% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$115,760
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,962
shares
|
$114,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,912
shares
|
$113,213
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,809
shares
|
$110,232
0.01% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,767
shares
|
$109,016
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,725
shares
|
$107,801
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,622
shares
|
$104,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,512
shares
|
$101,637
0.1% of portfolio
|
Q3 2023
Reduced 16.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,509
shares
|
$101,550
0.0% of portfolio
|
Q3 2024
Added 192.17%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,332
shares
|
$96,428
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,289
shares
|
$95,183
0.0% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,255
shares
|
$94,199
0.0% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$93,765
0.1% of portfolio
|
Q3 2024
Added 62.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,601
shares
|
$75,272
0.0% of portfolio
|
Q3 2024
Added 302.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,531
shares
|
$73,247
0.01% of portfolio
|
Q3 2024
Added 0.6%
|