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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,767
shares
|
$351,597
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$345,203
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,344
shares
|
$338,958
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,342
shares
|
$338,898
0.01% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
10,980
shares
|
$328,082
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
10,447
shares
|
$312,156
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
10,315
shares
|
$308,212
0.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
10,009
shares
|
$299,068
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,737
shares
|
$290,941
0.0% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,712
shares
|
$290,194
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,620
shares
|
$287,445
0.01% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
9,436
shares
|
$281,947
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
9,427
shares
|
$281,678
0.22% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,342
shares
|
$279,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
9,293
shares
|
$277,674
0.22% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,290
shares
|
$277,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
9,279
shares
|
$277,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,250
shares
|
$276,390
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
9,180
shares
|
$274,298
0.15% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,124
shares
|
$272,625
0.01% of portfolio
|
Q1 2025
Added 8427.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,116
shares
|
$272,386
0.0% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,105
shares
|
$272,057
0.04% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
8,831
shares
|
$263,870
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
8,752
shares
|
$261,509
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
8,731
shares
|
$260,882
0.01% of portfolio
|
Q1 2025
Added 0.06%
|