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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
44
shares
|
$1,421
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
40
shares
|
$1,292
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
32
shares
|
$1,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
20
shares
|
$646
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
20
shares
|
$646
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17
shares
|
$549
0.0% of portfolio
|
Q4 2021
Added 30.77%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$64
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2
shares
|
$64
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2024
Reduced 99.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|