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 235 institutions that hold shares in the stock, with a total of 72.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$409,721
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,766
shares
|
$406,980
0.01% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
12,720
shares
|
$405,513
0.12% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
12,429
shares
|
$396,236
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,125
shares
|
$386,545
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,872
shares
|
$378,479
0.0% of portfolio
|
Q2 2025
Added 40.98%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
11,648
shares
|
$371,338
0.04% of portfolio
|
Q3 2025
Added 27.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$368,309
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,431
shares
|
$364,420
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,344
shares
|
$361,646
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,342
shares
|
$361,582
0.01% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$334,995
0.0% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
10,315
shares
|
$328,842
0.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
10,112
shares
|
$322,370
0.02% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
10,037
shares
|
$319,979
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,782
shares
|
$311,850
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,712
shares
|
$309,618
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
9,659
shares
|
$307,928
0.2% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,628
shares
|
$306,940
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,461
shares
|
$301,616
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,436
shares
|
$300,819
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
9,427
shares
|
$300,532
0.22% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,342
shares
|
$297,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
9,290
shares
|
$296,165
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,281
shares
|
$295,878
0.01% of portfolio
|
Q2 2025
Reduced 11.16%
|