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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
16,834
shares
|
$478,927
0.04% of portfolio
|
Q4 2024
Added 94.97%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
16,562
shares
|
$471,188
0.27% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
15,974
shares
|
$454,460
0.26% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
15,838
shares
|
$450,591
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
15,794
shares
|
$449,339
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
15,140
shares
|
$430,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,069
shares
|
$428,713
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,068
shares
|
$428,684
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,622
shares
|
$415,995
0.0% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
14,380
shares
|
$409,111
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
14,069
shares
|
$400,263
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
14,010
shares
|
$398,584
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13,954
shares
|
$396,991
0.07% of portfolio
|
Q4 2024
Added 99.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,618
shares
|
$387,432
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
13,496
shares
|
$383,961
0.03% of portfolio
|
Q4 2024
Added 94.19%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,495
shares
|
$383,932
0.02% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$382,595
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,086
shares
|
$372,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
12,917
shares
|
$367,488
0.02% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,907
shares
|
$367,204
0.0% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$365,639
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,775
shares
|
$334,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,767
shares
|
$334,771
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$328,682
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,344
shares
|
$322,736
0.0% of portfolio
|
Q1 2025
Added 0.83%
|