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 |
---|---|---|---|---|---|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
4,189
shares
|
$222,058
0.02% of portfolio
|
Q1 2024
New holding
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
4,059
shares
|
$215,167
0.01% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
4,053
shares
|
$214,849
0.0% of portfolio
|
Q1 2024
Added 13.66%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
4,000
shares
|
$212,040
0.02% of portfolio
|
Q4 2023
New holding
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
3,512
shares
|
$186,171
0.1% of portfolio
|
Q3 2023
Reduced 16.84%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
3,332
shares
|
$176,629
0.08% of portfolio
|
Q4 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
2,516
shares
|
$133,373
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,418
shares
|
$128,178
0.01% of portfolio
|
Q2 2023
Added 16.92%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
2,110
shares
|
$111,851
0.02% of portfolio
|
Q1 2024
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
1,983
shares
|
$105,118
0.06% of portfolio
|
Q1 2024
Added 3.71%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,952
shares
|
$103,475
0.0% of portfolio
|
Q1 2023
Reduced 61.53%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
1,869
shares
|
$99,075
0.02% of portfolio
|
Q4 2021
Reduced 0.74%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,520
shares
|
$80,575
0.0% of portfolio
|
Q1 2024
Added 7.12%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
1,413
shares
|
$74,903
0.01% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
1,000
shares
|
$53,010
0.0% of portfolio
|
Q1 2024
Reduced 60.47%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
800
shares
|
$42,408
0.01% of portfolio
|
Q4 2022
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
797
shares
|
$42,248
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
772
shares
|
$40,923
0.0% of portfolio
|
Q4 2023
Added 82.94%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
723
shares
|
$38,326
0.01% of portfolio
|
Q4 2023
Added 2.99%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
715
shares
|
$37,902
0.0% of portfolio
|
Q1 2024
Added 120.0%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
693
shares
|
$36,735
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
647
shares
|
$34,297
0.0% of portfolio
|
Q1 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
587
shares
|
$31,116
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
574
shares
|
$30,427
0.0% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
532
shares
|
$28,201
0.0% of portfolio
|
Q1 2024
New holding
|