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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,849
shares
|
$92,022
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,572
shares
|
$83,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,197
shares
|
$70,963
0.01% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,154
shares
|
$69,574
0.01% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,600
shares
|
$51,679
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,570
shares
|
$50,710
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$50,064
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,498
shares
|
$48,385
0.0% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,174
shares
|
$37,920
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,078
shares
|
$34,819
0.0% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$32,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
827
shares
|
$26,712
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
826
shares
|
$26,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$25,807
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
750
shares
|
$24,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
710
shares
|
$22,932
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
624
shares
|
$20,155
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
601
shares
|
$19,412
0.0% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
595
shares
|
$19,218
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
567
shares
|
$18,314
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
518
shares
|
$16,731
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
508
shares
|
$16,408
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
501
shares
|
$16,182
0.0% of portfolio
|
Q3 2025
Reduced 87.77%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
500
shares
|
$16,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
450
shares
|
$14,534
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|