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 223 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 $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
32,726
shares
|
$977,852
0.21% of portfolio
|
Q1 2025
Added 100.61%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
31,431
shares
|
$939,158
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
31,095
shares
|
$929,118
0.01% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
31,079
shares
|
$928,640
0.05% of portfolio
|
Q2 2025
Added 140.61%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
30,757
shares
|
$919,019
0.36% of portfolio
|
Q2 2025
Added 361.54%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
30,568
shares
|
$913,371
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
30,090
shares
|
$899,089
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
28,395
shares
|
$848,442
0.05% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
28,070
shares
|
$838,731
0.64% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
26,167
shares
|
$781,869
0.03% of portfolio
|
Q2 2025
Added 41.24%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
26,147
shares
|
$781,272
0.46% of portfolio
|
Q1 2025
Reduced 59.65%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
26,000
shares
|
$776,880
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
24,065
shares
|
$719,062
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
23,347
shares
|
$697,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,310
shares
|
$696,502
0.0% of portfolio
|
Q1 2025
Added 122.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,236
shares
|
$694,291
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
23,064
shares
|
$689,152
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
22,916
shares
|
$684,730
0.02% of portfolio
|
Q4 2024
Added 73.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
22,650
shares
|
$676,782
0.18% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
21,145
shares
|
$631,812
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
20,131
shares
|
$601,514
0.08% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
19,633
shares
|
$586,634
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,041
shares
|
$568,945
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
19,000
shares
|
$567,720
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,364
shares
|
$548,716
0.03% of portfolio
|
Q1 2025
Reduced 96.29%
|