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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
110,935
shares
|
$3.58 Million
0.02% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
104,596
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
97,509
shares
|
$3.15 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
84,364
shares
|
$2.72 Million
0.47% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
83,297
shares
|
$2.69 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
81,041
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
77,505
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
75,125
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
75,125
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
73,989
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
72,794
shares
|
$2.35 Million
1.11% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
70,723
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
66,905
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
62,011
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
61,337
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.98 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
61,008
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
57,668
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Added 108.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
46,283
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Oct 07, 2025 Q3 2025 |
46,033
shares
|
$1.49 Million
1.07% of portfolio
|
Q3 2025
Added 25.49%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
44,380
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
43,738
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
43,014
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
39,919
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
39,576
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 9.68%
|
|