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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
515
shares
|
$14,651
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
505
shares
|
$14,367
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
480
shares
|
$13,656
0.0% of portfolio
|
Q1 2025
Reduced 68.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
476
shares
|
$13,542
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
412
shares
|
$11,721
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
401
shares
|
$11,408
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
400
shares
|
$11,380
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
394
shares
|
$11,209
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
301
shares
|
$8,563
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
216
shares
|
$6,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
216
shares
|
$6,145
0.0% of portfolio
|
Q1 2025
Added 1250.0%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
202
shares
|
$5,746
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$5,690
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
191
shares
|
$5,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
134
shares
|
$3,812
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
96
shares
|
$2,731
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
80
shares
|
$2,276
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,190
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,820
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59
shares
|
$1,678
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$1,479
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
50
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,422
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
40
shares
|
$1,138
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
37
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
Added 12.12%
|