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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,646
shares
|
$258,342
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,612
shares
|
$257,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,421
shares
|
$251,619
0.0% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
8,378
shares
|
$250,334
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$249,258
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,178
shares
|
$244,358
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
8,042
shares
|
$240,294
0.16% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
8,000
shares
|
$239,040
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
8,000
shares
|
$239,040
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,943
shares
|
$237,336
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,488
shares
|
$223,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,454
shares
|
$222,725
0.01% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
7,450
shares
|
$222,606
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,303
shares
|
$218,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
7,131
shares
|
$213,074
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$205,664
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,812
shares
|
$203,542
0.0% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,806
shares
|
$203,363
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$189,259
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$185,644
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$180,206
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,269
shares
|
$157,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,913
shares
|
$146,800
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,880
shares
|
$145,814
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
4,836
shares
|
$144,499
0.07% of portfolio
|
Q4 2024
Added 100.0%
|