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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$23,874
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
786
shares
|
$23,485
0.0% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
750
shares
|
$22,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
710
shares
|
$21,214
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
624
shares
|
$18,645
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
601
shares
|
$17,957
0.0% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
562
shares
|
$16,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
515
shares
|
$15,388
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
505
shares
|
$15,089
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
480
shares
|
$14,342
0.0% of portfolio
|
Q1 2025
Reduced 68.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
476
shares
|
$14,222
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
412
shares
|
$12,310
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
401
shares
|
$11,981
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
400
shares
|
$11,952
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
394
shares
|
$11,772
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
336
shares
|
$10,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
301
shares
|
$8,993
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
216
shares
|
$6,454
0.0% of portfolio
|
Q1 2025
Added 1250.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
216
shares
|
$6,454
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
202
shares
|
$6,035
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$5,976
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
191
shares
|
$5,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
134
shares
|
$4,003
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
96
shares
|
$2,868
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
80
shares
|
$2,390
0.0% of portfolio
|
Q4 2024
Added 100.0%
|