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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
355
shares
|
$10,348
0.0% of portfolio
|
Q4 2023
Reduced 35.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
330
shares
|
$9,619
0.0% of portfolio
|
Q4 2023
Reduced 98.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
326
shares
|
$9,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
257
shares
|
$7,491
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
251
shares
|
$7,316
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
211
shares
|
$6,150
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
202
shares
|
$5,888
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$5,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
166
shares
|
$4,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
151
shares
|
$4,401
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
149
shares
|
$4,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
142
shares
|
$4,139
0.0% of portfolio
|
Q3 2024
Added 65.12%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
100
shares
|
$2,915
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
96
shares
|
$2,798
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,244
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$1,953
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,865
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
52
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
50
shares
|
$1,457
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
40
shares
|
$1,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
34
shares
|
$991
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
32
shares
|
$932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20
shares
|
$583
0.0% of portfolio
|
Q2 2023
Added 5.26%
|