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Get Institutions for : 
Schwab 1000 Index ETF (SCHK)  
$50.80 0.35 (0.69%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    1
Total shares held : 
38,791,733  
% of shares held : 
88.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
1,492,281  
% of shares held change : 
  3.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$41.23  
Last Quarter's Ending Price : 
$46.06  
Last Quarter's Average Price
$42.97  
Change from last quarter's     
avg. price to the last closing  : 
7.83 (18.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,153,790
 2.97%
 
Increased Positions :
40
 547,647
 1.41%
 
Unchanged Positions :
36
 289,956
 0.75%
 
Decreased Positions :
39
-187,768
-0.48%
 
Closed Positions :
15
-21,388
-0.06%
 
Guru Positions :
1
4,415
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARMSTRONG ADVISORY GROUP INC 4 - 2024-03-31 1,246,826 $57,429,000 0
   HBK SORCE ADVISORY LLC 92 - 2024-03-31 67,797 $3,435,000 0
   Schwab Charitable Fund 7 - 2024-03-31 60,144 $3,047,000 0
   MADISON WEALTH MANAGEMENT 60 - 2023-09-30 61,320 $2,533,000 0
   Kohmann Bosshard Financial Services LLC 61 - 2024-03-31 30,315 $1,536,000 0
   Sherrill & Hutchins Financial Advisory Inc 4 - 2024-03-31 18,800 $953,000 0
   ANCORA ADVISORS, LLC 445 - 2024-03-31 13,183 $668,000 0
   SOL CAPITAL MANAGEMENT CO 226 - 2024-03-31 9,500 $481,000 0
   ASSOCIATED BANC-CORP 243 - 2024-03-31 7,919 $401,000 0
   HB Wealth Management LLC 596 - 2024-03-31 7,005 $355,000 0
   U.S. Capital Wealth Advisors LLC 535 - 2024-03-31 6,809 $345,000 0
   NORTHERN TRUST CORP 3726 - 2024-03-31 6,195 $314,000 0
   BerganKDV Wealth Management LLC 212 - 2023-06-30 6,031 $258,000 0
   KCM INVESTMENT ADVISORS LLC 346 - 2024-03-31 4,856 $246,000 0
   CARDIFF PARK ADVISORS LLC 237 - 2024-03-31 4,442 $225,000 0
   MCF Advisors LLC 223 - 2024-03-31 4,000 $203,000 0
   Element Wealth LLC 141 - 2024-03-31 3,512 $178,000 0
   ZRC WEALTH MANAGEMENT LLC 121 - 2024-03-31 3,332 $169,000 0
   Pflug Koory LLC 183 - 2024-03-31 2,418 $123,000 0
   McIlrath & Eck LLC 181 - 2024-03-31 1,869 $95,000 0
   ATLAS CAPITAL ADVISORS LLC 486 - 2024-03-31 1,413 $72,000 0
   Capital Advisors Ltd. LLC 469 - 2024-03-31 800 $41,000 0
   Hexagon Capital Partners LLC 495 - 2024-03-31 723 $37,000 0
   Kalos Management Inc. 81 - 2023-06-30 623 $27,000 0
   PNC FINANCIAL SERVICES GROUP INC 3469 - 2024-03-31 355 $18,000 0
   Bogart Wealth LLC 550 - 2024-03-31 312 $16,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1355 - 2024-03-31 238 $12,000 0
   BESSEMER GROUP INC 1540 - 2024-03-31 225 $11,000 0
   JFS WEALTH ADVISORS, LLC 808 - 2024-03-31 197 $10,000 0
   SIGNATUREFD, LLC 2362 - 2024-03-31 150 $8,000 0
   Game Plan Financial Advisors LLC 235 - 2024-03-31 101 $5,000 0
   DELTA ASSET MANAGEMENT LLC/TN 508 - 2024-03-31 100 $5,000 0
   Planning Capital Management Corp 538 - 2024-03-31 50 $3,000 0
   Trifecta Capital Advisors LLC 292 - 2024-03-31 40 $2,000 0
   Signature Resources Capital Management LLC 335 - 2024-03-31 25 $1,000 0
   Cribstone Capital Management LLC 377 - 2022-12-31 17 $1,000 0
   Glassman Wealth Services 360 - 2024-03-31 1 $0 0
   Cape Investment Advisory Inc. 1127 *Closed 2023-12-31 0 $0 0
   Atlantic Edge Private Wealth Management LLC 510 - 2024-03-31 6 $0 0
   PROEQUITIES INC. 10171 - 2024-03-31 0 $0 0

  40 Records found
  1    
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