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 239 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
13,552
shares
|
$437,729
0.07% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$434,370
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
13,245
shares
|
$427,813
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
13,201
shares
|
$426,392
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$415,119
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,766
shares
|
$412,341
0.01% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
12,720
shares
|
$410,855
0.12% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,701
shares
|
$410,242
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,506
shares
|
$403,943
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,132
shares
|
$391,863
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
11,648
shares
|
$376,230
0.04% of portfolio
|
Q3 2025
Added 27.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$373,161
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,342
shares
|
$366,346
0.01% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,638
shares
|
$343,607
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
10,112
shares
|
$326,617
0.02% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,064
shares
|
$325,067
0.0% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
10,037
shares
|
$324,195
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,742
shares
|
$314,666
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
9,712
shares
|
$313,697
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
9,654
shares
|
$311,824
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,608
shares
|
$310,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,461
shares
|
$305,590
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,436
shares
|
$304,782
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
9,427
shares
|
$304,492
0.22% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,290
shares
|
$300,067
0.01% of portfolio
|
Q1 2025
New holding
|
|