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 224 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
80
shares
|
$2,429
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,338
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$1,943
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59
shares
|
$1,791
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,518
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
40
shares
|
$1,214
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
37
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
32
shares
|
$971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20
shares
|
$607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
20
shares
|
$607
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17
shares
|
$516
0.0% of portfolio
|
Q4 2021
Added 30.77%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2
shares
|
$60
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2
shares
|
$60
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$60
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2024
Reduced 99.42%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|