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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,200
shares
|
$297,160
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
9,180
shares
|
$296,514
0.15% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
9,085
shares
|
$293,445
0.17% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,872
shares
|
$286,565
0.09% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,843
shares
|
$285,628
0.0% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
8,752
shares
|
$282,689
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
8,750
shares
|
$282,625
0.01% of portfolio
|
Q3 2025
Reduced 75.15%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,740
shares
|
$282,302
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,515
shares
|
$275,034
0.0% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
8,378
shares
|
$270,609
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$269,446
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
8,244
shares
|
$266,281
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,228
shares
|
$265,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
8,000
shares
|
$258,399
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
8,000
shares
|
$258,399
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,957
shares
|
$257,011
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
7,860
shares
|
$253,877
0.15% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,499
shares
|
$242,217
0.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
7,450
shares
|
$240,634
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,418
shares
|
$239,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,303
shares
|
$235,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,244
shares
|
$233,981
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,042
shares
|
$227,456
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,014
shares
|
$226,552
0.04% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
6,997
shares
|
$226,003
0.07% of portfolio
|
Q3 2025
Reduced 1.88%
|
|