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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$222,320
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
6,871
shares
|
$221,933
0.0% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
6,800
shares
|
$219,639
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
6,781
shares
|
$219,026
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,542
shares
|
$211,306
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
6,504
shares
|
$210,079
0.1% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
6,502
shares
|
$210,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$200,679
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,124
shares
|
$197,805
0.0% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$194,801
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,792
shares
|
$187,081
0.0% of portfolio
|
Q3 2025
Added 47.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,764
shares
|
$186,177
0.0% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
5,218
shares
|
$168,541
0.06% of portfolio
|
Q3 2025
Reduced 49.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,941
shares
|
$159,594
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,880
shares
|
$157,624
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
4,843
shares
|
$156,428
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,442
shares
|
$143,476
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4,200
shares
|
$135,660
0.0% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,738
shares
|
$120,737
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,696
shares
|
$119,380
0.0% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,510
shares
|
$113,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,509
shares
|
$113,340
0.0% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,284
shares
|
$106,073
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,100
shares
|
$100,129
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,942
shares
|
$95,026
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|