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 $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$197,262
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,124
shares
|
$194,437
0.0% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$191,484
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,269
shares
|
$167,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,927
shares
|
$156,432
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,880
shares
|
$154,940
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,836
shares
|
$153,543
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,442
shares
|
$141,033
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,305
shares
|
$136,683
0.0% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,200
shares
|
$133,350
0.0% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,140
shares
|
$131,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,096
shares
|
$130,048
0.0% of portfolio
|
Q2 2025
Added 753.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,969
shares
|
$126,015
0.01% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,921
shares
|
$124,491
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
3,738
shares
|
$118,681
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$117,475
0.0% of portfolio
|
Q1 2025
Added 467.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,696
shares
|
$117,348
0.0% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,510
shares
|
$111,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,509
shares
|
$111,410
0.0% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,275
shares
|
$103,981
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,100
shares
|
$98,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,949
shares
|
$93,630
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,847
shares
|
$90,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,572
shares
|
$81,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,197
shares
|
$69,754
0.01% of portfolio
|
Q1 2025
Reduced 41.69%
|