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 241 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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
14,010
shares
|
$452,522
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
13,618
shares
|
$439,861
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
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%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Jan 27, 2026 Q4 2025 |
12,759
shares
|
$412,115
0.11% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
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%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,638
shares
|
$343,607
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
10,068
shares
|
$325,196
0.03% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
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%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 28, 2026 Q4 2025 |
10,018
shares
|
$323,581
0.02% of portfolio
|
Q4 2025
Added 5.89%
|
|
|
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
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,552
shares
|
$308,529
0.03% of portfolio
|
Q4 2025
Reduced 17.99%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
9,457
shares
|
$305,461
0.0% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
9,436
shares
|
$304,782
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 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
|
|