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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
412
shares
|
$13,081
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
402
shares
|
$12,763
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
400
shares
|
$12,700
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
394
shares
|
$12,509
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
336
shares
|
$10,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
301
shares
|
$9,556
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
216
shares
|
$6,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
210
shares
|
$6,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
202
shares
|
$6,413
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
200
shares
|
$6,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
191
shares
|
$6,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
134
shares
|
$4,254
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
96
shares
|
$3,048
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
80
shares
|
$2,540
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
77
shares
|
$2,444
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$2,032
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$1,651
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
50
shares
|
$1,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,587
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
43
shares
|
$1,365
0.0% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
40
shares
|
$1,270
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
32
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
20
shares
|
$635
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20
shares
|
$635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$635
0.0% of portfolio
|
Q2 2025
Added 900.0%
|