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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,567
shares
|
$696,614
0.01% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
21,003
shares
|
$678,396
0.34% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
20,503
shares
|
$662,246
0.07% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
20,011
shares
|
$646,355
0.01% of portfolio
|
Q3 2025
Added 28.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,713
shares
|
$636,729
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
19,585
shares
|
$632,595
0.29% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
19,515
shares
|
$630,334
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
19,292
shares
|
$623,131
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
18,364
shares
|
$593,157
0.03% of portfolio
|
Q1 2025
Reduced 96.29%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
18,312
shares
|
$591,477
0.25% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
17,907
shares
|
$578,396
0.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,917
shares
|
$546,419
0.0% of portfolio
|
Q3 2025
Added 49.13%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
16,457
shares
|
$531,561
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
16,272
shares
|
$525,585
0.03% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,031
shares
|
$517,801
0.28% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,915
shares
|
$514,054
0.02% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
15,838
shares
|
$511,567
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
15,794
shares
|
$510,146
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
15,076
shares
|
$486,954
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,908
shares
|
$481,528
0.0% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
14,380
shares
|
$464,473
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
14,247
shares
|
$460,178
0.04% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,010
shares
|
$452,522
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,618
shares
|
$439,861
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
13,594
shares
|
$439,086
0.05% of portfolio
|
Q3 2025
New holding
|
|