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 |
---|---|---|---|---|---|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
800
shares
|
$43,840
0.01% of portfolio
|
Q4 2022
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$43,785
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
775
shares
|
$42,470
0.0% of portfolio
|
Q2 2024
Added 8.39%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
710
shares
|
$38,908
0.0% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
647
shares
|
$35,455
0.0% of portfolio
|
Q1 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
587
shares
|
$32,167
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
574
shares
|
$31,455
0.0% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
537
shares
|
$29,427
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
476
shares
|
$26,084
0.0% of portfolio
|
Q2 2024
Added 6.49%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
400
shares
|
$21,920
0.0% of portfolio
|
Q2 2024
Reduced 42.28%
|
|
Costello Asset Management, Inc
|
Aug 01, 2024 Q2 2024 |
358
shares
|
$19,618
0.01% of portfolio
|
Q2 2024
Added 90.43%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
355
shares
|
$19,454
0.0% of portfolio
|
Q4 2023
Reduced 35.45%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
330
shares
|
$18,084
0.0% of portfolio
|
Q4 2023
Reduced 98.32%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
326
shares
|
$17,864
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
312
shares
|
$17,097
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
256
shares
|
$14,028
0.0% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
250
shares
|
$13,700
0.0% of portfolio
|
Q1 2024
Added 0.4%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
225
shares
|
$12,330
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
210
shares
|
$11,508
0.0% of portfolio
|
Q1 2024
Added 0.48%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
197
shares
|
$10,795
0.0% of portfolio
|
Q1 2022
Reduced 7.08%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
172
shares
|
$9,425
0.0% of portfolio
|
Q1 2024
Added 0.58%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
150
shares
|
$8,220
0.0% of portfolio
|
Q1 2023
New holding
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
101
shares
|
$5,534
0.0% of portfolio
|
Q4 2023
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
100
shares
|
$5,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
86
shares
|
$4,712
0.0% of portfolio
|
Q2 2024
Reduced 63.87%
|