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 239 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
44,629,004
shares
|
$1.44 Billion
2.75% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
6,361,635
shares
|
$205 Million
12.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
3,499,310
shares
|
$113 Million
19.69% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,133,039
shares
|
$101 Million
0.08% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,429,812
shares
|
$78.5 Million
5.96% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,050,350
shares
|
$66.2 Million
5.67% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,588,114
shares
|
$51.3 Million
0.01% of portfolio
|
Q3 2025
Added 276.0%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
682,089
shares
|
$22 Million
8.46% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
411,347
shares
|
$13.3 Million
0.85% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
359,078
shares
|
$11.6 Million
9.36% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
314,680
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
299,094
shares
|
$9.66 Million
0.0% of portfolio
|
Q3 2025
Added 56.57%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$9.31 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
270,524
shares
|
$8.74 Million
8.59% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
210,418
shares
|
$6.8 Million
0.0% of portfolio
|
Q3 2025
Added 37.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
208,123
shares
|
$6.72 Million
0.15% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
195,937
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
146,452
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
138,364
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.14%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
136,558
shares
|
$4.41 Million
1.44% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
126,511
shares
|
$4.09 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
120,288
shares
|
$3.89 Million
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
116,215
shares
|
$3.75 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
113,746
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
111,600
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2025
Added 183.25%
|
|