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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,510
shares
|
$99,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,265
shares
|
$92,889
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,196
shares
|
$90,926
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
3,100
shares
|
$88,195
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,948
shares
|
$83,870
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,933
shares
|
$83,443
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,697
shares
|
$76,729
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,572
shares
|
$73,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,197
shares
|
$62,504
0.01% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,154
shares
|
$61,281
0.01% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$56,900
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,600
shares
|
$45,520
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,577
shares
|
$44,865
0.02% of portfolio
|
Q1 2025
Added 120.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$44,097
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,174
shares
|
$33,400
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,004
shares
|
$28,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
909
shares
|
$25,861
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
826
shares
|
$23,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$22,731
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
786
shares
|
$22,361
0.0% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
750
shares
|
$21,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
710
shares
|
$20,199
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
624
shares
|
$17,752
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
601
shares
|
$17,098
0.0% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
562
shares
|
$15,988
0.01% of portfolio
|
Q1 2025
New holding
|