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 72.7 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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
19,575
shares
|
$624,051
0.0% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
19,000
shares
|
$605,720
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
18,364
shares
|
$585,444
0.03% of portfolio
|
Q1 2025
Reduced 96.29%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
18,312
shares
|
$583,786
0.25% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
18,068
shares
|
$576,007
0.02% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
17,850
shares
|
$569,058
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,175
shares
|
$547,539
0.03% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
16,562
shares
|
$527,996
0.27% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
16,410
shares
|
$523,150
0.18% of portfolio
|
Q2 2025
Reduced 49.86%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
16,003
shares
|
$510,175
0.27% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
15,838
shares
|
$504,915
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
15,794
shares
|
$503,512
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
15,751
shares
|
$502,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,563
shares
|
$496,148
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
15,063
shares
|
$480,208
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
14,380
shares
|
$458,434
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
14,247
shares
|
$454,194
0.04% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,010
shares
|
$446,638
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,004
shares
|
$446,447
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,618
shares
|
$434,141
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
13,552
shares
|
$432,037
0.07% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$428,722
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
13,445
shares
|
$428,626
0.02% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
13,201
shares
|
$420,847
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
13,183
shares
|
$420,274
0.01% of portfolio
|
Q2 2025
Reduced 82.67%
|