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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

266 managers (269 13F filers) reported a position in SCHK shares at 2026-06-30, 78,898,594 shares in all. 45 filers opened a position and 14 filers sold out during the quarter.

Managers
266
13F filers
269
New
45
Added
80
Reduced
70
Sold out
14
Shares held by filers
78,898,594

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.41,923,365$1.51B2.68%-1,689,88613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,518,923$235M14.31%+4,041,00613F-HRTimeline
Legacy Wealth Management, LLC5,848,312$211M11.03%-152,22913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,837,047$174M0.02%+1,386,09413F-HRTimelineGroup
Creative Planningin group Creative Planning3,852,974$139M0.08%-46,17413F-HRTimelineGroup
Warwick Investment Management, Inc.3,585,472$129M14.51%+4,89313F-HRTimeline
WADDELL & ASSOCIATES, LLC2,144,798$77.3M3.83%+3,74613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,308,887$47.2M12.73%-37,99013F-HRTimeline
Plum Street Advisors, LLC670,890$24.2M7.73%-49,98413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding584,479$21.1M+96,268Timeline
FreeGulliver LLC483,033$17.4M6.14%+336,34713F-HRTimeline
Main Street Financial Solutions, LLC466,270$16.8M1.08%+16,84813F-HRTimeline
Mariner, LLCin group Mariner, LLC450,207$16.2M0.02%+1,03413F-HRTimelineGroup
Lighthouse Wealth Management Inc.378,027$13.6M8.46%-13,63413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …258,451$9.32M1.22%+28413F-HRTimeline
LPL Financial LLC247,609$8.93M<0.01%+1,30213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…190,089$6.85M4.64%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC185,500$6.69M0.01%+68,63313F-HRTimelineGroup
NorthRock Partners, LLC171,106$6.17M0.09%-4,21113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,842$5.73M<0.01%-14,89813F-HRTimelineGroup
HBK Sorce Advisory LLC124,797$4.63M0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,778$4.25M0.01%-7,53713F-HRTimeline
Principia Wealth Advisory, LLC116,446$4.2M2.1%+106,67613F-HRTimeline
Donor Advised Charitable Giving, Inc.115,563$4.17M0.09%-1,68413F-HRTimeline
MAI Capital Management109,552$3.95M0.02%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\105,150$3.79M<0.01%-98713F-HRTimelineGroup
Visionary Wealth Advisors102,670$3.7M0.15%+30,16213F-HRTimeline
Wescott Financial Advisory Group, LLC93,807$3.38M0.26%+2,81913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…93,749$3.38M0.06%-124,07813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS88,333$3.19M<0.01%+8,66113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY87,022$3.14M<0.01%-50413F-HRTimelineGroup
FMR LLCin group FMR LLC85,404$3.08M<0.01%-81913F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC83,747$3.02M1.5%+1,93013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC82,447$2.97M0.34%+41,25513F-HRTimeline
Cetera Investment Advisers81,847$2.95M<0.01%+3,56313F-HRTimeline
Crusonia Wealth Advisors LLC77,899$2.81M0.46%-56513F-HRTimeline
Bawa N Mallick Trust77,416$2.79M0.9%+7,63613F-HRTimeline
Aptus Capital Advisors, LLC77,113$2.78M0.02%+52313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC77,113$2.78M0.16%+52313F-HRTimeline
MML INVESTORS SERVICES, LLC69,794$2.52M0.01%+2,23813F-HRTimeline
Kohmann Bosshard Financial Services, LLC61,008$2.2M0.19%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…58,554$2.11M<0.01%+4,47113F-HRTimelineGroup
WESPAC Advisors, LLC57,078$2.06M1%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.54,381$1.96M<0.01%+22,41813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC49,000$1.77M<0.01%new13F-HRTimeline
Sherrill & Hutchins Financial Advisory,…46,325$1.67M0.8%+913F-HRTimeline
Empirical Financial Services, LLC d.b.a…43,505$1.57M0.02%+21213F-HRTimeline
Gemmer Asset Management LLC41,222$1.49M0.1%+1,20013F-HRTimeline
Richardson Capital Management LLC39,620$1.43M0.61%-41113F-HRTimeline
DIVERSIFIED TRUST CO39,576$1.43M0.02%013F-HRTimeline
Everhart Financial Group, Inc.39,519$1.43M0.09%+14013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,554$1.39M<0.01%-4,24413F-HRTimelineGroup
Wolfstich Capital, LLC86,462$1.39M1.07%-21,99113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,470$1.39M<0.01%+2,17513F-HRTimelineGroup
HighTower Advisors, LLC37,873$1.37M<0.01%+4,34813F-HRTimeline
Curry Webb Wealth Management LLC37,863$1.37M0.57%-6,13613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.37,069$1.34M0.57%-86,05613F-HRTimeline
Catalyst Investment Management LLC36,986$1.33M1.21%+82113F-HRTimeline
SigFig Wealth Management, LLC35,494$1.27M0.03%-3,03413F-HRTimeline
Clearstead Advisors, LLC35,009$1.26M0.01%-12713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,973$1.26M<0.01%-8513F-HRTimelineGroup
Opulen Financial Group LLC34,672$1.25M0.79%+2,01213F-HRTimeline
BIP Wealth, LLC33,221$1.2M0.03%new13F-HRTimeline
Sanctuary Advisors, LLC30,670$1.11M0.01%+1113F-HRTimeline
Avant Capital LLC30,085$1.08M0.68%-12713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,021$1.05M0.01%-26613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,252$1.02M<0.01%-14,38313F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC28,107$1.01M0.3%-2,15513F-HRTimeline
Farther Finance Advisors, LLC27,884$1.01M0.01%+1,16413F-HRTimeline
Arax Advisory Partners27,038$975K0.01%+13,47613F-HRTimeline
RWA WEALTH PARTNERS, LLC26,739$964K0.01%new13F-HRTimeline
One Capital Management, LLC30,673$961K0.03%013F-HRTimeline
Veracity Capital LLC26,143$943K0.25%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$938K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,936$935K<0.01%+9,68413F-HRTimelineGroup
Merit Financial Group, LLC25,270$911K0.01%-74713F-HR/ATimeline
Quantinno Capital Management LP25,124$906K<0.01%+1,03213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,509$884K<0.01%+2,15713F-HRTimelineGroup
R2 Capital Strategies, LLC24,261$875K0.4%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC24,176$872K0.18%-4,39513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC23,959$864K0.11%-713F-HRTimeline
Kaizen Financial Strategies23,760$856K0.34%+1,42213F-HRTimeline
Prime Capital Investment Advisors, LLC23,348$842K0.01%013F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$832K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$826K0.02%013F-HRTimelineGroup
TIAAgroup of 3 filers holding22,685$817KnewTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,458$810K<0.01%+75513F-HRTimelineGroup
Vise Technologies, Inc.20,692$746K0.01%+4,85313F-HRTimeline
Operose Advisors LLC20,553$741K0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,320$733K<0.01%-1,38813F-HRTimeline
Heartwood Wealth Advisors LLC19,817$715K0.06%+4,23413F-HRTimeline
Lafayette Investments, Inc.19,512$704K0.13%+5113F-HRTimeline
SMI Advisory Services, LLC18,709$679K0.11%-44413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,598$671K<0.01%-72413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,410$664K<0.01%-71213F-HRTimelineGroup
Crewe Advisors LLC18,403$664K0.05%+58613F-HRTimeline
GAMMA Investing LLC18,364$662K0.02%013F-HRTimeline
McAdam, LLC18,227$657K0.03%-11,70013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,272$654K<0.01%-32,68213F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC18,008$649K0.1%+4713F-HRTimeline
Integrated Wealth Concepts LLC17,537$632K<0.01%+6,42313F-HRTimeline
FLOW TRADERS U.S. LLC17,226$621K0.03%new13F-HRTimeline
Pinion Investment Advisors, LLC16,598$599K0.11%+4313F-HRTimeline
Chicago Partners Investment Group LLC16,407$584K0.01%+9513F-HRTimeline
Alamar Capital Management, LLC16,116$581K0.29%+2613F-HRTimeline
Waldron Private Wealth LLC16,000$577K0.02%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$571K0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC15,203$548K<0.01%-34013F-HRTimeline
Waverly Advisors, LLC14,451$521K<0.01%-89013F-HRTimeline
Welch Group, LLC14,431$520K0.02%+5113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,337$517K0.03%-13913F-HRTimelineGroup
HB Wealth Management, LLC14,010$505K<0.01%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,521$488K0.01%new13F-HRTimeline
Journey Advisory Group, LLC13,250$478K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,005$469K<0.01%+3213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,388$447K0.06%-10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,896$429K<0.01%013F-HRTimelineGroup
Allworth Financial LP11,628$419K<0.01%-2,38713F-HRTimeline
BRIGHTON JONES LLC11,409$411K0.01%-1,37813F-HRTimeline
Cardinal Point Capital Management ULC11,400$411K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,338$408K<0.01%+15113F-HRTimelineGroup
Verity & Verity, LLC11,250$406K0.03%013F-HRTimeline
Foundation Wealth Management, LLC\PA11,206$404K0.12%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,135$402K0.01%-19013F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC10,862$392K0.3%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,347$373K<0.01%-2,62313F-HR/ATimeline
Premier Private Wealth Management LLC10,334$373K0.33%-1,54613F-HRTimeline
ARS Wealth Advisors Group, LLC10,123$365K0.03%+2613F-HRTimeline
Meridian Wealth Management, LLC9,733$351K0.01%+2413F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,712$350K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,702$350K<0.01%+113F-HRTimelineGroup
Red Door Wealth Management, LLC9,513$343K0.03%-1013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …9,287$335K0.26%013F-HRTimeline
UBS Group AGin group UBS Group AG9,223$333K<0.01%+4,37613F-HRTimelineGroup
RVW Wealth, LLC9,148$330K0.02%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC9,120$329K0.05%+3813F-HRTimeline
Omega Financial Group, LLC8,934$322K0.1%+1913F-HRTimeline
Van Cleef Asset Management,Inc8,900$321K0.03%-14613F-HRTimeline
Composition Wealth, LLC8,876$320K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,836$319K0.01%-17513F-HRTimeline
Accredited Investors Inc.8,753$316K0.01%+413F-HRTimeline
Ironwood Financial, llc8,547$309K0.05%-20513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,522$307K<0.01%-3,87313F-HRTimelineGroup
RFG Advisory, LLC8,407$303K<0.01%-32413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,395$303K0.01%-67213F-HRTimeline
Brucke Financial, Inc.8,383$302K0.13%-55913F-HRTimeline
Bouchey Financial Group, Ltd.8,378$302K0.02%013F-HRTimeline
STEVENS CAPITAL PARTNERS8,300$299K0.06%-4,49613F-HRTimeline
Sequoia Financial Advisors, LLC8,278$299K<0.01%-1,99913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,019$289K<0.01%+2013F-HRTimeline
MCF Advisors LLC8,000$288K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,996$288K<0.01%+48213F-HRTimelineGroup
EP Wealth Advisors, LLC7,946$287K<0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC7,800$281K0.06%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,661$276K0.11%-9913F-HRTimeline
MANCHESTER FINANCIAL INC7,450$269K0.05%013F-HRTimeline
SPINNAKER TRUST7,244$261K0.01%013F-HRTimeline
Fortis Group Advisors, LLC7,016$253K0.04%013F-HRTimeline
Abound Wealth Management6,906$249K0.05%013F-HRTimeline
Lynx Investment Advisory6,900$249K0.08%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC6,853$247K0.05%-15313F-HRTimeline
Long Island Wealth Management, Inc.6,800$245K0.1%013F-HRTimeline
AssuredPartners Investment Advisors, LLC6,797$245K0.02%+213F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,767$244K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,709$242K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC6,542$236K0.04%013F-HRTimeline
Element Wealth, LLC6,504$235K0.09%013F-HRTimeline
Evanson Financial, LLC6,278$226K0.01%13F-HRTimeline
Grantvest Financial Group LLC6,243$225K0.13%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC6,163$222K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,124$221K<0.01%013F-HRTimeline
Pure Financial Advisors, LLC6,020$217K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.6,000$216K0.02%new13F-HRTimeline
Westbourne Investment Advisors, Inc.5,836$210K0.06%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,830$210K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC5,801$209K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,760$208K<0.01%-1,85613F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp5,718$206K0.01%013F-HRTimelineGroup
Livet Wealth, LLC5,685$205K0.12%new13F-HRTimeline
Prosperity Consulting Group, LLC5,671$204K0.01%-1,37113F-HRTimeline
Sterling Investment Advisors, Ltd.5,638$203K0.03%new13F-HRTimeline
Ignite Planners, LLC5,582$201K0.03%new13F-HRTimeline
Peachtree Investment Partners, LLC5,262$190K0.06%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$176K0.01%013F-HRTimeline
Pflug Koory, LLC4,874$176K0.07%+1313F-HRTimeline
Cornerstone Planning Group LLC4,677$168K0.02%+1213F-HRTimeline
Register Financial Advisors LLC4,645$167K0.05%new13F-HRTimeline
Medallion Wealth Advisors, LLC4,525$163K0.05%013F-HRTimeline
IFP Advisors, Inc4,033$145K<0.01%+14113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,957$143K<0.01%-26613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,544$128K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$127K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,439$124K<0.01%13F-HRTimeline
AlphaCore Capital LLC3,292$119K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,776$100K<0.01%-3,11113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,699$97.3K<0.01%-22013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$92.7K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,536$91.4K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC2,283$82.3K0.01%-1,73613F-HRTimeline
AE Wealth Management LLC2,197$79.2K<0.01%-1513F-HRTimeline