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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,978
shares
|
$312,324
0.03% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
10,447
shares
|
$297,217
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
10,315
shares
|
$293,461
0.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
9,980
shares
|
$283,931
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,737
shares
|
$277,017
0.0% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,712
shares
|
$276,306
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
9,683
shares
|
$275,481
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,620
shares
|
$273,689
0.01% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,342
shares
|
$265,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
9,293
shares
|
$264,385
0.22% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,290
shares
|
$264,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
9,279
shares
|
$263,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,250
shares
|
$263,162
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
9,180
shares
|
$261,171
0.15% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,124
shares
|
$259,577
0.01% of portfolio
|
Q1 2025
Added 8427.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,116
shares
|
$259,350
0.0% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,105
shares
|
$259,037
0.04% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
8,831
shares
|
$251,241
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
8,752
shares
|
$248,994
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
8,731
shares
|
$248,396
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,646
shares
|
$245,978
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,612
shares
|
$245,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,421
shares
|
$239,577
0.0% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
8,378
shares
|
$238,354
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$237,329
0.01% of portfolio
|
Q4 2023
New holding
|