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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,154
shares
|
$68,389
0.01% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$63,500
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,960
shares
|
$62,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,600
shares
|
$50,800
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,568
shares
|
$49,784
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$49,212
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,498
shares
|
$47,561
0.0% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,174
shares
|
$37,274
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$31,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
909
shares
|
$28,860
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
870
shares
|
$27,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
826
shares
|
$26,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
807
shares
|
$25,622
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$25,368
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
785
shares
|
$24,923
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
750
shares
|
$23,812
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
710
shares
|
$22,542
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
624
shares
|
$19,812
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
601
shares
|
$19,081
0.0% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
595
shares
|
$18,891
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
564
shares
|
$17,907
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
516
shares
|
$16,383
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
507
shares
|
$16,097
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
425
shares
|
$13,493
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
420
shares
|
$13,335
0.0% of portfolio
|
Q2 2025
Added 94.44%
|