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 215 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
79,365
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
76,082
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Added 325.87%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
75,700
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,700
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
75,507
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
74,028
shares
|
$2.11 Million
0.41% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
69,194
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
67,305
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
62,094
shares
|
$1.77 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.74 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
61,008
shares
|
$1.74 Million
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
53,969
shares
|
$1.54 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
52,714
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
47,561
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,377
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
44,380
shares
|
$1.26 Million
0.26% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
43,405
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
40,187
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
39,766
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Added 180.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
36,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.98%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Apr 10, 2025 Q1 2025 |
36,684
shares
|
$1.04 Million
0.84% of portfolio
|
Q4 2024
Added 95.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,302
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
34,934
shares
|
$993,872
0.49% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
32,726
shares
|
$931,054
0.21% of portfolio
|
Q1 2025
Added 100.61%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,421
shares
|
$893,927
0.06% of portfolio
|
Q1 2025
Reduced 0.45%
|