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 235 institutions that hold shares in the stock, with a total of 73 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
110,935
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
105,096
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
89,045
shares
|
$2.83 Million
1.39% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
86,230
shares
|
$2.74 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
84,123
shares
|
$2.67 Million
0.48% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
81,186
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
78,759
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
78,522
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
77,671
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 113.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
76,840
shares
|
$2.44 Million
0.17% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
76,840
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,793
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
66,905
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.95 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
61,008
shares
|
$1.94 Million
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,307
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
48,138
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
44,380
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
43,531
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
39,851
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
39,400
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
37,412
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Added 22.39%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
37,410
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jul 10, 2025 Q2 2025 |
36,684
shares
|
$1.16 Million
0.85% of portfolio
|
Q4 2024
Added 95.13%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
36,084
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|