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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

192 managers (192 13F filers) reported a position in SCHK shares at 2024-12-31, 72,064,204 shares in all. 22 filers opened a position and 14 filers sold out during the quarter.

Managers
192
13F filers
192
New
22
Added
150
Reduced
2
Sold out
14
Shares held by filers
72,064,204

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.47,716,110$1.35B2.84%+19,115,41313F-HRTimeline
Legacy Wealth Management, LLC6,970,674$197M12.67%+3,377,86513F-HRTimeline
Warwick Investment Management, Inc.4,387,948$124M25.6%+2,290,16313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,633,266$74.5M5.95%+1,363,20013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,939,058$54.9M5.6%+976,33213F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,282,972$36.3M14.51%+749,15713F-HRTimeline
Plum Street Advisors, LLC730,121$20.7M10.2%+352,79313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…621,234$17.6M18.57%+310,61713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth502,133$14.2M0.04%+250,09213F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP438,200$12.4M0.03%new13F-HRTimelineGroup
Lighthouse Wealth Management Inc.337,288$9.55M8.74%13F-HRTimeline
Main Street Financial Solutions, LLC303,389$8.59M0.85%+157,64713F-HRTimeline
Mariner, LLCin group Mariner, LLC242,893$6.88M0.01%+139,56813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,195$5.81M<0.01%+94,11013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…199,152$5.64M0.14%+99,43013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC136,558$3.87M1.42%+72,16013F-HRTimeline
HBK Sorce Advisory LLC134,140$3.8M0.11%+66,43113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\123,142$3.49M<0.01%+59,96713F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.120,288$3.41M0.08%+60,14413F-HRTimeline
Parkside Advisors LLC120,127$3.4M0.8%+60,06313F-HRTimeline
Creative Planningin group Creative Planning112,736$3.19M<0.01%+61,31313F-HRTimelineGroup
MAI Capital Management110,935$3.14M0.02%+55,54513F-HRTimeline
LPL Financial LLC102,825$2.91M<0.01%+53,89813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC94,108$2.66M0.01%+47,09413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC92,200$2.61M<0.01%+69,10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS80,222$2.27M0.01%+44,33513F-HRTimeline
Aptus Capital Advisors, LLC78,832$2.23M0.03%+41,94113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC78,832$2.23M0.18%+41,94113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY78,617$2.23M<0.01%+38,73813F-HR/ATimelineGroup
FMR LLCin group FMR LLC75,261$2.13M<0.01%+37,69813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC74,260$2.1M0.01%+37,80613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …73,803$2.09M0.45%+37,02213F-HRTimeline
Bawa N Mallick Trust69,780$1.98M0.87%13F-HRTimeline
NorthRock Partners, LLC68,530$1.94M0.06%+34,17013F-HR/ATimeline
Blue Sky Capital Consultants Group, Inc.64,799$1.83M1.1%13F-HRTimeline
Richardson Capital Management LLC62,174$1.76M1.12%+30,90313F-HRTimeline
Kohmann Bosshard Financial Services, LLC61,008$1.73M0.21%+30,50413F-HRTimeline
Cetera Investment Advisers60,966$1.73M<0.01%+30,48013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,377$1.4M<0.01%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,555$1.35M<0.01%+23,18513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,741$1.32M<0.01%+24,07713F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…44,380$1.26M0.25%+21,86913F-HRTimeline
Sherrill & Hutchins Financial Advisory,…36,684$1.04M0.92%+17,88413F-HRTimeline
Red Tortoise LLC34,901$988K0.52%+12,49913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC32,624$924K0.25%+16,31213F-HRTimeline
Windsor Advisory Group, LLC32,017$906K1.05%+8113F-HRTimeline
Evanson Asset Management, LLC31,564$894K0.06%+15,86513F-HRTimeline
Everhart Financial Group, Inc.30,568$865K0.18%+15,28413F-HRTimeline
Visionary Wealth Advisors28,965$820K0.05%+14,00213F-HRTimeline
Avant Capital LLC27,782$786K0.65%13F-HRTimeline
Clearstead Advisors, LLC26,673$755K0.01%+15,69013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$736K<0.01%+13,00013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC25,722$728K0.01%+13,72713F-HRTimeline
Atria Wealth Solutions, Inc.23,523$666K0.01%+11,76813F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$653K0.02%+11,53213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$649K0.01%+9,73313F-HRTimelineGroup
Kaizen Financial Strategies22,383$634K0.36%+9,59813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,744$587K<0.01%+11,18213F-HR/ATimeline
Crewe Advisors LLC20,108$569K0.08%+10,06613F-HRTimeline
SMI Advisory Services, LLC20,047$564K0.13%+9,79513F-HRTimeline
Red Door Wealth Management, LLC19,194$543K0.08%+9,59813F-HRTimeline
COMERICA BANK19,178$543K<0.01%+10,46413F-HR/ATimeline
SOL Capital Management CO19,000$538K0.06%+9,50013F-HRTimeline
GAMMA Investing LLC18,364$520K0.04%+9,18213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,066$511K0.02%+8,35413F-HRTimelineGroup
McAdam, LLC17,883$506K0.03%+8,60313F-HRTimeline
Prime Capital Investment Advisors, LLC17,865$506K0.01%+6,51613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,745$502K0.09%+8,92413F-HRTimeline
Vise Technologies, Inc.16,834$477K0.04%+8,20013F-HRTimeline
Pinion Investment Advisors, LLC16,313$462K0.18%+8,18213F-HRTimeline
Alamar Capital Management, LLC15,944$451K0.25%+7,98813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,901$450K<0.01%+7,39613F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp15,838$448K0.01%+7,91913F-HRTimelineGroup
Fisher Asset Management, LLC15,314$434K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC15,055$429K0.01%+1413F-HRTimeline
Beacon Pointe Advisors, LLC15,058$426K<0.01%+7,53613F-HRTimeline
YHB Investment Advisors, Inc.14,610$414K0.03%+9,69113F-HRTimeline
Welch Group, LLC14,380$409K0.02%+7,19013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,116$400K<0.01%+7,40613F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC14,200$399K0.09%new13F-HRTimeline
HB Wealth Management, LLC14,010$397K<0.01%+7,00513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,954$395K0.08%+6,95713F-HRTimeline
Allworth Financial LP13,279$390K<0.01%+7,52013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,740$389K0.02%+6,77013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$386K0.01%+6,80913F-HRTimeline
Verity & Verity, LLC13,496$382K0.03%+6,54613F-HRTimeline
BANK OF HAWAII12,400$351K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,281$348K<0.01%+45813F-HRTimelineGroup
OneDigital Investment Advisors LLC11,367$322K<0.01%+5,48113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,251$319K<0.01%+5,55913F-HRTimelineGroup
HighTower Advisors, LLC10,497$297K<0.01%+4,88313F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,447$296K0.01%+5,22313F-HRTimeline
Cambridge Investment Research Advisors,…10,413$295K<0.01%+5,07513F-HRTimeline
Peachtree Investment Partners, LLC10,285$291K0.11%+5,06413F-HRTimeline
Meridian Wealth Management, LLC10,192$289K0.01%+4,97713F-HRTimeline
ARS Wealth Advisors Group, LLC9,949$282K0.04%+4,71013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,712$275K0.01%+4,85613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,683$274K0.23%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,610$272K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,300$263K<0.01%+6,69913F-HRTimelineGroup
Omega Financial Group, LLC8,809$249K0.09%+3,30613F-HRTimeline
Accredited Investors Inc.8,726$247K0.01%+4,36513F-HRTimeline
Bouchey Financial Group, Ltd.8,378$237K0.02%+4,18913F-HRTimeline
Ironwood Financial, llc8,377$237K0.05%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS8,225$233K0.19%+4,06413F-HRTimeline
Brucke Financial, Inc.7,938$231K0.2%13F-HRTimeline
Composition Wealth, LLC8,153$231K<0.01%+4,09013F-HRTimeline
MCF Advisors LLC8,000$226K0.02%+4,00013F-HRTimeline
True Vision MN LLC8,000$226K0.13%+4,00013F-HRTimeline
Sequoia Financial Advisors, LLC7,719$219K<0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,560$214K<0.01%+4,27113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC7,454$211K0.01%+3,54213F-HRTimeline
MANCHESTER FINANCIAL INC7,450$211K0.05%+3,72513F-HRTimeline
Venture Visionary Partners LLC7,303$207K0.01%+3,49413F-HR/ATimeline
SPINNAKER TRUST7,244$205K0.01%+3,62213F-HRTimeline
Thomasville National Bank7,100$201K0.01%+3,46013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,095$201K0.07%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,034$199K<0.01%+3,52513F-HRTimelineGroup
Element Wealth, LLC7,024$199K0.1%+3,51213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,664$189K0.08%+3,33213F-HRTimeline
BLAIR WILLIAM & CO/IL5,376$152K<0.01%+4,97613F-HRTimeline
TD Capital Management LLC4,898$139K0.01%+2,36713F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$138K0.01%+2,44013F-HRTimeline
Pflug Koory, LLC4,836$137K0.07%+2,41813F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$126K0.01%013F-HRTimeline
Key Financial Inc3,768$107K0.02%new13F-HRTimeline
IFP Advisors, Inc3,759$106K<0.01%+1,87913F-HRTimeline
McIlrath & Eck, LLC3,738$106K0.01%+1,86913F-HRTimeline
Qube Research & Technologies Ltd3,567$101K<0.01%+1,64213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$99.4K0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,255$92.2K<0.01%+1,63213F-HRTimeline
Medallion Wealth Advisors, LLC3,050$86.3K0.04%13F-HRTimeline
NewEdge Advisors, LLC2,947$83.4K<0.01%+1,42713F-HRTimeline
Hexagon Capital Partners LLC2,920$82.7K0.02%+1,47113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,154$61K0.01%+86313F-HRTimeline
Pinnacle Financial Partners Inc1,000$55.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,600$45K0.01%+80013F-HRTimeline
Sandy Spring Bank1,549$43.9K<0.01%+77413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,545$43.7K<0.01%+66513F-HRTimeline
AE Wealth Management LLC1,501$42.5K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,217$34.5K<0.01%+47213F-HRTimeline
CoreCap Advisors, LLC1,197$33.9K<0.01%new13F-HRTimeline
Breakwater Investment Management1,174$33.2K0.01%+58713F-HR/ATimeline
Blue Trust, Inc.1,148$32.5K<0.01%+57413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC989$28K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.972$27.5K<0.01%+48813F-HRTimeline
Crews Bank & Trust826$23.4K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…766$21.7K<0.01%+41113F-HRTimelineGroup
Bernard Wealth Management Corp.750$21.2K0.01%13F-HR/ATimeline
Costello Asset Management, INC716$20.3K0.01%+35813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.652$18.6K<0.01%+32613F-HRTimelineGroup
Bogart Wealth, LLC624$17.7K<0.01%+31213F-HRTimeline
Salomon & Ludwin, LLC557$15.8K<0.01%new13F-HRTimeline
NWK Group, Inc.520$14.7K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc516$14.6K<0.01%+25913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC504$14K<0.01%+25313F-HRTimelineGroup
SIMPLEX TRADING, LLC477$13K<0.01%+44313F-HRTimeline
CWM, LLCin group CWM, LLC474$13K<0.01%+26313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC430$12.2K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC400$11.3K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…400$11.3K<0.01%+20013F-HRTimeline
JFS WEALTH ADVISORS, LLC394$11.2K<0.01%+19713F-HRTimeline
Strategic Investment Solutions, Inc. /IL332$9.4K<0.01%+16613F-HRTimeline
SIGNATUREFD, LLC301$8.52K<0.01%+15013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC149$8.24K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC216$6.12K<0.01%13F-HR/ATimeline
Game Plan Financial Advisors, LLC202$5.72K<0.01%+10113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$5.66K<0.01%+10013F-HRTimeline
Coppell Advisory Solutions LLC153$4.35K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$3.79K<0.01%+6713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…107$3.03K<0.01%-1,95813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.96$3K<0.01%+4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RE Dickinson Investment Advisors, LLC9,180$2.6K0.15%+5,94013F-HR/ATimeline
Trifecta Capital Advisors, LLC80$2.27K<0.01%+4013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55$1.56K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC52$1.47K<0.01%+2613F-HRTimeline
Signature Resources Capital Management,…50$1.42K<0.01%+2513F-HRTimeline
Glen Eagle Advisors, LLC40$1.13K<0.01%+2013F-HRTimeline
Armor Investment Advisors, LLC33$934<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32$906<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.20$567<0.01%+1013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20$566<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC20$566<0.01%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$453<0.01%-12613F-HRTimelineGroup
Robinswood Financial LLC2$75<0.01%+113F-HRTimeline
Glassman Wealth Services2$57<0.01%+113F-HRTimeline
Global Retirement Partners, LLC2$57<0.01%+113F-HRTimeline
Integrity Financial Corp /WA2$57<0.01%+113F-HRTimeline
Investors Research Corp1$25<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Heritage Wealth Advisors0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.