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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35,212
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
34,963
shares
|
$1.11 Million
0.51% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
33,995
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
33,313
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
31,431
shares
|
$997,934
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,200
shares
|
$990,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
31,079
shares
|
$986,758
0.05% of portfolio
|
Q2 2025
Added 140.61%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
30,757
shares
|
$976,534
0.36% of portfolio
|
Q2 2025
Added 361.54%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
30,302
shares
|
$962,088
0.74% of portfolio
|
Q2 2025
Added 43.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
29,623
shares
|
$940,530
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,934
shares
|
$918,654
0.08% of portfolio
|
Q2 2025
Added 58.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
28,084
shares
|
$891,667
0.05% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
27,625
shares
|
$877,093
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
26,950
shares
|
$855,662
0.63% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
26,167
shares
|
$830,802
0.03% of portfolio
|
Q2 2025
Added 41.24%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
26,000
shares
|
$825,500
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
25,739
shares
|
$817,213
0.39% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,667
shares
|
$814,927
0.0% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
25,394
shares
|
$806,259
0.0% of portfolio
|
Q2 2025
Added 239.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
24,858
shares
|
$789,241
0.0% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
23,064
shares
|
$732,282
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
22,916
shares
|
$727,583
0.02% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
22,650
shares
|
$719,137
0.18% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
20,932
shares
|
$664,591
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
20,153
shares
|
$639,857
0.09% of portfolio
|
Q2 2025
Added 0.11%
|