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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,178
shares
|
$232,664
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
8,115
shares
|
$230,871
0.17% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
8,000
shares
|
$227,600
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
8,000
shares
|
$227,600
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,943
shares
|
$225,978
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,488
shares
|
$213,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,454
shares
|
$212,066
0.01% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
7,450
shares
|
$211,952
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$195,821
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,812
shares
|
$193,801
0.0% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,806
shares
|
$193,630
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
6,664
shares
|
$189,590
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$180,202
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$176,759
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$171,581
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,913
shares
|
$139,774
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,880
shares
|
$138,836
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
4,836
shares
|
$137,584
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,442
shares
|
$126,374
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,187
shares
|
$119,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,972
shares
|
$113,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,793
shares
|
$107,910
0.0% of portfolio
|
Q1 2025
Added 145.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,759
shares
|
$106,943
0.0% of portfolio
|
Q4 2024
Added 99.95%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,738
shares
|
$106,346
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$105,265
0.0% of portfolio
|
Q1 2025
Added 467.48%
|