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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
31,095
shares
|
$884,652
0.01% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
30,568
shares
|
$869,659
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
30,090
shares
|
$856,060
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
28,395
shares
|
$807,837
0.05% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
28,070
shares
|
$798,591
0.64% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
27,510
shares
|
$782,659
0.2% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
26,147
shares
|
$743,882
0.46% of portfolio
|
Q1 2025
Reduced 59.65%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
26,000
shares
|
$739,700
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
24,065
shares
|
$684,649
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
23,347
shares
|
$664,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,310
shares
|
$663,169
0.0% of portfolio
|
Q1 2025
Added 122.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,236
shares
|
$661,064
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
23,064
shares
|
$656,170
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
22,916
shares
|
$651,960
0.02% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22,755
shares
|
$647,379
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,941
shares
|
$624,221
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
21,145
shares
|
$601,575
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
20,131
shares
|
$572,726
0.08% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
19,631
shares
|
$558,501
0.28% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,041
shares
|
$541,716
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
19,000
shares
|
$540,550
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
18,526
shares
|
$527,064
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
18,248
shares
|
$519,155
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,949
shares
|
$510,649
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
17,799
shares
|
$506,381
0.09% of portfolio
|
Q1 2025
Added 0.3%
|