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 $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,100
shares
|
$279,643
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
8,851
shares
|
$271,991
0.09% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
8,807
shares
|
$270,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
8,752
shares
|
$268,948
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
8,735
shares
|
$268,426
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,378
shares
|
$257,455
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$256,349
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,220
shares
|
$252,600
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
8,042
shares
|
$247,130
0.16% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
8,000
shares
|
$245,840
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
8,000
shares
|
$245,840
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,937
shares
|
$243,904
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,765
shares
|
$238,618
0.0% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
7,450
shares
|
$228,938
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,303
shares
|
$224,421
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,244
shares
|
$222,608
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
7,170
shares
|
$220,334
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
7,131
shares
|
$219,135
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,024
shares
|
$215,847
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$211,514
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,870
shares
|
$211,115
0.03% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,800
shares
|
$208,964
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
6,777
shares
|
$208,257
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,772
shares
|
$208,103
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$194,643
0.08% of portfolio
|
Q1 2024
New holding
|