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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
37,593
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
34,994
shares
|
$1.13 Million
0.49% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
33,943
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
33,877
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,795
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
31,442
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
31,068
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
30,792
shares
|
$994,581
0.08% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
30,386
shares
|
$981,467
0.74% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
30,262
shares
|
$977,462
0.35% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,184
shares
|
$974,943
0.0% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
29,668
shares
|
$958,276
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
29,331
shares
|
$947,391
0.67% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
28,980
shares
|
$936,053
0.0% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
28,816
shares
|
$930,756
0.0% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
27,514
shares
|
$888,702
0.05% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
26,278
shares
|
$848,779
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
26,000
shares
|
$839,799
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
24,823
shares
|
$801,782
0.01% of portfolio
|
Q3 2025
Added 88.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,029
shares
|
$776,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
23,064
shares
|
$744,967
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
22,916
shares
|
$740,186
0.02% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
22,314
shares
|
$720,742
0.0% of portfolio
|
Q3 2025
Added 59.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
22,056
shares
|
$712,408
0.02% of portfolio
|
Q3 2025
Added 146940.0%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
21,621
shares
|
$698,358
0.17% of portfolio
|
Q3 2025
Reduced 4.54%
|
|