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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

200 managers (200 13F filers) reported a position in SCHK shares at 2025-03-31, 71,046,468 shares in all. 30 filers opened a position and 19 filers sold out during the quarter.

Managers
200
13F filers
200
New
30
Added
61
Reduced
43
Sold out
19
Shares held by filers
71,046,468

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.46,971,859$1.26B2.71%-744,25113F-HRTimeline
Legacy Wealth Management, LLC6,893,528$186M12.37%-77,14613F-HRTimeline
Warwick Investment Management, Inc.4,082,418$110M22.83%-305,53013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,633,266$74.5M5.95%013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,994,283$53.7M6.52%+55,22513F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…933,018$25.1M9.34%-349,95413F-HRTimeline
Creative Planningin group Creative Planning854,195$23M0.02%+741,45913F-HRTimelineGroup
Plum Street Advisors, LLC745,637$20.1M9.67%+15,51613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth485,542$13.1M0.03%-16,59113F-HR/ATimelineGroup
Blake Schutter Theil Wealth Advisors, L…357,125$9.61M10.92%-264,10913F-HRTimeline
Lighthouse Wealth Management Inc.343,601$9.25M8.48%+6,31313F-HRTimeline
Main Street Financial Solutions, LLC340,144$9.16M0.8%+36,75513F-HRTimeline
Mariner, LLCin group Mariner, LLC310,113$8.35M0.01%+67,22013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…200,177$5.39M0.14%+1,02513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/192,474$5.18M<0.01%-12,72113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\157,228$4.23M0.01%+34,08613F-HRTimelineGroup
HBK Sorce Advisory LLC134,140$3.61M0.11%013F-HRTimeline
LPL Financial LLC128,554$3.46M<0.01%+25,72913F-HRTimeline
Donor Advised Charitable Giving, Inc.120,288$3.24M0.09%013F-HRTimeline
Parkside Advisors LLC120,127$3.23M0.78%013F-HRTimeline
MAI Capital Management110,935$2.99M0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC92,625$2.49M0.01%-1,48313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS80,228$2.16M0.01%+613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,110$2.16M<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY79,365$2.14M<0.01%+74813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC76,082$2.05M0.02%+58,21713F-HRTimeline
FMR LLCin group FMR LLC75,927$2.04M<0.01%+66613F-HRTimelineGroup
Aptus Capital Advisors, LLC75,700$2.04M0.02%-3,13213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC75,700$2.04M0.16%-3,13213F-HRTimeline
MML INVESTORS SERVICES, LLC75,507$2.03M0.01%+1,24713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …74,028$1.99M0.41%+22513F-HRTimeline
Bawa N Mallick Trust69,780$1.88M0.89%013F-HRTimeline
Cetera Investment Advisers69,194$1.86M<0.01%+8,22813F-HRTimeline
NorthRock Partners, LLC67,305$1.81M0.06%-1,22513F-HRTimeline
Richardson Capital Management LLC62,094$1.67M1.04%-8013F-HRTimeline
Kohmann Bosshard Financial Services, LLC61,008$1.64M0.19%013F-HRTimeline
Brookwood Investment Group LLC53,969$1.45M0.25%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,714$1.42M<0.01%+5,15913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,561$1.28M<0.01%-1,81613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC47,377$1.27M<0.01%+63613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp43,405$1.17M0.05%new13F-HRTimelineGroup
Merit Financial Group, LLC40,187$1.08M0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC39,766$1M0.22%+25,56613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,900$993K<0.01%-55,30013F-HRTimeline
Sherrill & Hutchins Financial Advisory,…36,684$988K0.84%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,302$977K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC34,934$940K0.49%+3313F-HRTimeline
Pinion Investment Advisors, LLC32,726$881K0.19%+16,41313F-HRTimeline
Evanson Asset Management, LLC31,421$846K0.06%-14313F-HRTimeline
Clearstead Advisors, LLC31,095$837K0.01%+4,42213F-HRTimeline
Everhart Financial Group, Inc.30,568$823K0.11%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC30,090$810K0.01%+4,36813F-HRTimeline
Visionary Wealth Advisors28,395$764K0.05%-57013F-HRTimeline
Avant Capital LLC28,070$756K0.63%+28813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC27,510$741K0.2%-5,11413F-HRTimeline
Blue Sky Capital Consultants Group, Inc.26,147$704K0.46%-38,65213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$700K<0.01%013F-HRTimelineGroup
Destination Wealth Management24,065$648K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,347$629K<0.01%new13F-HR/ATimelineGroup
HighTower Advisors, LLC23,310$628K<0.01%+12,81313F-HRTimeline
Atria Wealth Solutions, Inc.23,236$626K0.01%-28713F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$621K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$617K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC22,755$615K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,941$591K<0.01%+1,19713F-HRTimeline
Opulen Financial Group LLC21,145$569K0.52%new13F-HRTimeline
Crewe Advisors LLC20,131$542K0.08%+2313F-HRTimeline
COMERICA BANK19,041$513K<0.01%-13713F-HRTimeline
SOL Capital Management CO19,000$511K0.06%013F-HRTimeline
SigFig Wealth Management, LLC18,526$496K0.02%new13F-HRTimeline
GAMMA Investing LLC18,364$494K0.04%013F-HR/ATimeline
Gemmer Asset Management LLC18,248$491K0.05%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,949$483K0.03%-11713F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC17,799$479K0.09%+5413F-HRTimeline
SMI Advisory Services, LLC19,631$477K0.11%-41613F-HRTimeline
Kaizen Financial Strategies16,562$446K0.26%-5,82113F-HRTimeline
Alamar Capital Management, LLC15,974$430K0.26%+3013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$426K0.01%013F-HRTimelineGroup
HEADINVEST, LLC15,794$425K0.08%new13F-HRTimeline
Chicago Partners Investment Group LLC15,069$408K0.01%+1413F-HRTimeline
Engineers Gate Manager LP15,140$408K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC15,068$406K<0.01%+1013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,622$394K<0.01%+2,34113F-HRTimelineGroup
Welch Group, LLC14,380$385K0.02%013F-HRTimeline
HB Wealth Management, LLC14,010$377K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,954$376K0.07%013F-HRTimeline
Allworth Financial LP14,069$371K<0.01%+79013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$367K0.01%013F-HRTimeline
Verity & Verity, LLC13,496$363K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,495$363K0.02%-24513F-HRTimeline
RFG Advisory, LLC13,086$352K0.01%new13F-HRTimeline
McAdam, LLC12,917$348K0.02%-4,96613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,907$347K<0.01%-1,20913F-HRTimelineGroup
Waverly Advisors, LLC11,775$317K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC11,767$317K<0.01%+40013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,344$305K<0.01%+9313F-HRTimelineGroup
YHB Investment Advisors, Inc.10,978$296K0.02%-3,63213F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,447$281K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC10,315$278K0.11%+3013F-HRTimeline
ARS Wealth Advisors Group, LLC9,980$269K0.04%+3113F-HRTimeline
Cambridge Investment Research Advisors,…9,737$262K<0.01%-67613F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,712$261K0.01%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,683$261K0.21%013F-HRTimeline
Meridian Wealth Management, LLC9,620$259K0.01%-57213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,342$251K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…9,290$250K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,279$250K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,250$249K<0.01%-5013F-HRTimelineGroup
Brucke Financial, Inc.9,293$248K0.22%+1,35513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,124$246K0.01%+9,01713F-HRTimelineGroup
Red Door Wealth Management, LLC9,105$245K0.04%-10,08913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,116$245K<0.01%+1,55613F-HR/ATimelineGroup
Omega Financial Group, LLC8,831$238K0.09%+2213F-HRTimeline
Ironwood Financial, llc8,752$236K0.05%+37513F-HRTimeline
Accredited Investors Inc.8,731$235K0.01%+513F-HRTimeline
TWO SIGMA SECURITIES, LLC8,646$233K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC8,612$232K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,421$227K<0.01%-1,18913F-HRTimelineGroup
Bouchey Financial Group, Ltd.8,378$226K0.02%013F-HRTimeline
Composition Wealth, LLC8,178$220K<0.01%+2513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS8,115$218K0.17%-11013F-HRTimeline
MCF Advisors LLC8,000$215K0.02%013F-HRTimeline
True Vision MN LLC8,000$215K0.13%013F-HRTimeline
Sequoia Financial Advisors, LLC7,943$214K<0.01%+22413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,488$202K<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC7,454$201K0.01%013F-HRTimeline
MANCHESTER FINANCIAL INC7,450$201K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,812$183K<0.01%+1,43613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,806$183K<0.01%-22813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC6,664$179K0.08%013F-HRTimeline
TD Capital Management LLC4,913$132K0.01%+1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$131K0.01%013F-HRTimeline
Pflug Koory, LLC4,836$130K0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$120K0.01%013F-HRTimeline
Arax Advisory Partners4,187$113K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,972$107K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,793$102K<0.01%+2,24813F-HRTimeline
IFP Advisors, Inc3,759$101K<0.01%013F-HRTimeline
McIlrath & Eck, LLC3,738$101K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$94.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,700$88.3K<0.01%+3,04813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,265$87.9K<0.01%+1013F-HRTimeline
AlphaCore Capital LLC3,196$86K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,100$83.5K0.02%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC3,050$82.4K0.04%013F-HRTimeline
NewEdge Advisors, LLC2,948$79.4K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC2,933$79K0.01%+1313F-HRTimeline
Qube Research & Technologies Ltd2,697$72.6K<0.01%-87013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$69.2K<0.01%new13F-HRTimelineGroup
Key Financial Inc2,197$59.1K0.01%-1,57113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,154$58K0.01%013F-HRTimeline
Pinnacle Financial Partners Inc2,000$56.6K<0.01%+1,00013F-HRTimeline
Capital Advisors, Ltd. LLC1,600$43K0.01%013F-HRTimeline
Costello Asset Management, INC1,577$42.5K0.02%+86113F-HRTimeline
Sandy Spring Bank1,550$41.7K<0.01%+113F-HRTimeline
Breakwater Investment Management1,174$31.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,004$27K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN909$24.5K<0.01%-14,99213F-HRTimelineGroup
Crews Bank & Trust826$22.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.786$21.2K<0.01%-18613F-HRTimeline
Bernard Wealth Management Corp.750$20.2K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…710$19.1K<0.01%-5613F-HRTimelineGroup
Bogart Wealth, LLC624$16.8K<0.01%013F-HRTimeline
Blue Trust, Inc.601$16.2K<0.01%-54713F-HRTimeline
North Capital, Inc.562$15.1K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC505$14K<0.01%+113F-HRTimelineGroup
Bell Investment Advisors, Inc515$13.9K<0.01%-113F-HRTimeline
CWM, LLCin group CWM, LLC476$13K<0.01%+213F-HRTimelineGroup
AE Wealth Management LLC480$12.9K<0.01%-1,02113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC412$11.1K<0.01%-1813F-HRTimeline
VSM Wealth Advisory, LLC401$10.8K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…400$10.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC394$10.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC336$9.05K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC301$8.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC216$5.82K<0.01%+20013F-HRTimelineGroup
Promus Capital, LLC216$5.82K<0.01%013F-HR/ATimeline
Game Plan Financial Advisors, LLC202$5.44K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$5.38K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc191$5.14K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$3.61K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.96$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trifecta Capital Advisors, LLC80$2.15K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59$1.59K<0.01%+413F-HRTimelineGroup
Beacon Capital Management, LLC52$1.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50$1.35K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…50$1.35K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC40$1.08K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC37$996<0.01%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32$906<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.20$539<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20$538<0.01%013F-HRTimeline
Robinswood Financial LLC2$71<0.01%013F-HRTimeline
Glassman Wealth Services2$54<0.01%013F-HRTimeline
Integrity Financial Corp /WA2$54<0.01%013F-HRTimeline
Investors Research Corp1$23<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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Plante Moran Financial Advisors, LLC0$00%new13F-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.