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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
420
shares
|
$13,565
0.0% of portfolio
|
Q2 2025
Added 94.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
412
shares
|
$13,307
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
404
shares
|
$13,049
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
400
shares
|
$12,919
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
394
shares
|
$12,726
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
345
shares
|
$11,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
338
shares
|
$10,917
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
301
shares
|
$9,722
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
263
shares
|
$8,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
250
shares
|
$8,074
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
216
shares
|
$6,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
210
shares
|
$6,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
202
shares
|
$6,524
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$6,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
196
shares
|
$6,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
191
shares
|
$6,169
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
178
shares
|
$5,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
134
shares
|
$4,328
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
96
shares
|
$3,100
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
80
shares
|
$2,584
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,487
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
74
shares
|
$2,390
0.0% of portfolio
|
Q3 2025
Reduced 98.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$2,067
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
50
shares
|
$1,614
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|