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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,442
shares
|
$132,726
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,187
shares
|
$125,107
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,972
shares
|
$118,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,793
shares
|
$113,334
0.0% of portfolio
|
Q1 2025
Added 145.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,759
shares
|
$112,318
0.0% of portfolio
|
Q4 2024
Added 99.95%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,738
shares
|
$111,691
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$110,556
0.0% of portfolio
|
Q1 2025
Added 467.48%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,510
shares
|
$104,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,275
shares
|
$97,857
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,196
shares
|
$95,496
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,100
shares
|
$92,628
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,948
shares
|
$88,086
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,933
shares
|
$87,638
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,697
shares
|
$80,586
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,572
shares
|
$76,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,197
shares
|
$65,646
0.01% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,154
shares
|
$64,361
0.01% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$59,760
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,600
shares
|
$47,808
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,577
shares
|
$47,120
0.02% of portfolio
|
Q1 2025
Added 120.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$46,314
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,498
shares
|
$44,760
0.0% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,174
shares
|
$35,079
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
909
shares
|
$27,160
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
826
shares
|
$24,680
0.0% of portfolio
|
Q4 2024
New holding
|