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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

219 managers (220 13F filers) reported a position in SCHK shares at 2025-06-30, 73,934,496 shares in all. 31 filers opened a position and 13 filers sold out during the quarter.

Managers
219
13F filers
220
New
31
Added
73
Reduced
49
Sold out
13
Shares held by filers
73,934,496

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.46,607,159$1.39B2.77%-364,70013F-HRTimeline
Legacy Wealth Management, LLC6,650,328$198M12.33%-243,20013F-HRTimeline
Warwick Investment Management, Inc.4,087,699$122M23.65%+5,28113F-HRTimeline
Creative Planningin group Creative Planning3,092,202$92.2M0.08%+2,238,00713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,436,076$72.6M5.5%-197,19013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,987,028$59.3M6.32%-7,25513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…949,650$28.3M9.49%+16,63213F-HRTimeline
Plum Street Advisors, LLC710,335$21.2M9.35%-35,30213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding489,155$14.6M+3,613Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co422,373$12.6M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC421,110$12.6M<0.01%+397,76313F-HRTimelineGroup
Main Street Financial Solutions, LLC394,821$11.8M0.85%+54,67713F-HRTimeline
Lighthouse Wealth Management Inc.344,735$10.3M8.9%+1,13413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…330,530$9.86M11.18%-26,59513F-HRTimeline
Mariner, LLCin group Mariner, LLC307,814$9.18M0.01%-2,29913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\217,159$6.48M0.01%+59,93113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…201,803$6.02M0.14%+1,62613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,034$5.7M<0.01%-1,44013F-HRTimelineGroup
LPL Financial LLC153,283$4.57M<0.01%+24,72913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC150,750$4.5M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,480$4.06M0.01%+112,53913F-HRTimeline
HBK Sorce Advisory LLC126,274$3.77M0.1%-7,86613F-HRTimeline
Donor Advised Charitable Giving, Inc.120,288$3.59M0.07%013F-HRTimeline
Parkside Advisors LLC116,215$3.47M0.76%-3,91213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC114,639$3.42M0.01%+22,01413F-HRTimelineGroup
MAI Capital Management110,935$3.31M0.02%013F-HRTimeline
Richardson Capital Management LLC89,045$2.66M1.39%+26,95113F-HRTimeline
Blue Capital, Inc.86,230$2.57M1.82%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …84,123$2.51M0.48%+10,09513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY81,186$2.42M<0.01%+1,82113F-HRTimelineGroup
FMR LLCin group FMR LLC79,081$2.36M<0.01%+3,15413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC78,759$2.35M0.01%+3,25213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS78,522$2.34M0.01%-1,70613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,671$2.32M<0.01%+41,36913F-HRTimelineGroup
Aptus Capital Advisors, LLC76,840$2.29M0.02%+1,14013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC76,840$2.29M0.16%+1,14013F-HRTimeline
Cetera Investment Advisers69,793$2.08M<0.01%+59913F-HRTimeline
Bawa N Mallick Trust69,780$2.08M0.86%013F-HRTimeline
NorthRock Partners, LLC66,905$2M0.05%-40013F-HR/ATimeline
Kohmann Bosshard Financial Services, LLC61,008$1.82M0.2%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,307$1.44M<0.01%+74613F-HRTimelineGroup
Brookwood Investment Group LLC48,138$1.44M0.23%-5,83113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,531$1.3M<0.01%-9,18313F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC39,851$1.19M0.21%+8513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,400$1.17M<0.01%+2,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,410$1.12M<0.01%-9,96713F-HRTimeline
Everhart Financial Group, Inc.37,412$1.12M0.13%+6,84413F-HRTimeline
Sherrill & Hutchins Financial Advisory,…36,684$1.09M0.85%013F-HRTimeline
DIVERSIFIED TRUST CO36,084$1.08M0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35,212$1.05M0.05%-8,19313F-HRTimelineGroup
Red Tortoise LLC34,963$1.04M0.51%+2913F-HRTimeline
Merit Financial Group, LLC33,995$1.01M0.01%-6,19213F-HRTimeline
Clearstead Advisors, LLC33,313$993K0.01%+2,21813F-HRTimeline
Evanson Asset Management, LLC31,431$937K0.06%+1013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,200$930K<0.01%new13F-HRTimelineGroup
McAdam, LLC31,079$927K0.05%+18,16213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30,757$917K0.36%+24,09313F-HRTimeline
Opulen Financial Group LLC30,302$904K0.74%+9,15713F-HRTimeline
Sanctuary Advisors, LLC30,138$899K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,623$883K0.01%-46713F-HRTimeline
Gemmer Asset Management LLC28,934$863K0.08%+10,68613F-HRTimeline
Visionary Wealth Advisors28,084$837K0.04%-31113F-HRTimeline
Y-Intercept (Hong Kong) Ltd27,625$824K0.02%new13F-HRTimeline
Avant Capital LLC26,950$804K0.62%-1,12013F-HRTimeline
SigFig Wealth Management, LLC26,167$776K0.03%+7,64113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$775K<0.01%013F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.25,739$768K0.39%-40813F-HRTimeline
HighTower Advisors, LLC25,667$765K<0.01%+2,35713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,394$757K<0.01%+17,90613F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/23,064$688K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$683K0.01%013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC22,650$675K0.17%-4,86013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,932$624K0.01%new13F-HRTimelineGroup
Crewe Advisors LLC20,153$601K0.09%+2213F-HRTimeline
COMERICA BANK19,866$592K<0.01%+82513F-HRTimeline
SMI Advisory Services, LLC19,633$592K0.11%+213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,575$584K<0.01%+6,66813F-HR/ATimelineGroup
SOL Capital Management CO19,000$567K0.05%013F-HRTimeline
GAMMA Investing LLC18,364$548K0.03%013F-HRTimeline
Vise Technologies, Inc.18,068$539K0.02%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,850$532K0.1%+5113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,175$512K0.03%-77413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,110$510K<0.01%+5,76613F-HRTimelineGroup
Kaizen Financial Strategies16,562$494K0.25%013F-HRTimeline
Pinion Investment Advisors, LLC16,410$489K0.17%-16,31613F-HRTimeline
Alamar Capital Management, LLC16,003$477K0.26%+2913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$472K0.01%013F-HRTimelineGroup
HEADINVEST, LLC15,794$471K0.1%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,751$470K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC15,563$464K<0.01%+49513F-HRTimeline
Chicago Partners Investment Group LLC15,063$461K0.01%-613F-HRTimeline
Welch Group, LLC14,380$429K0.02%013F-HRTimeline
Allworth Financial LP14,004$418K<0.01%-6513F-HRTimeline
HB Wealth Management, LLC13,800$412K<0.01%-21013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,752$410K0.07%-20213F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$406K0.01%013F-HRTimeline
BRIGHTON JONES LLC13,617$406K0.01%new13F-HRTimeline
Verity & Verity, LLC13,496$402K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,445$401K0.02%-5013F-HRTimeline
Prime Capital Investment Advisors, LLC13,183$393K0.01%-62,89913F-HRTimeline
STEVENS CAPITAL PARTNERS12,231$373K0.13%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,429$371K<0.01%-2,19313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC12,125$362K<0.01%+35813F-HRTimeline
Heartwood Wealth Advisors LLC11,941$356K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,872$354K<0.01%+3,45113F-HRTimelineGroup
Waverly Advisors, LLC11,431$341K<0.01%-34413F-HRTimeline
Farther Finance Advisors, LLC11,342$338K0.01%-11,41313F-HRTimeline
YHB Investment Advisors, Inc.10,980$327K0.03%+213F-HRTimeline
Integrated Wealth Concepts LLC10,508$313K<0.01%+1,89613F-HRTimeline
ARS Wealth Advisors Group, LLC10,009$298K0.03%+2913F-HRTimeline
Cambridge Investment Research Advisors,…9,782$292K<0.01%+4513F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,712$290K0.01%013F-HRTimeline
Brucke Financial, Inc.9,659$288K0.2%+36613F-HRTimeline
Meridian Wealth Management, LLC9,628$287K0.01%+813F-HRTimeline
RVW Wealth, LLC9,436$281K0.02%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,427$281K0.22%-25613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,342$279K<0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…9,290$277K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,281$277K0.01%-1,16613F-HRTimeline
Red Door Wealth Management, LLC9,109$272K0.03%+413F-HRTimeline
UBS Group AGin group UBS Group AG9,100$271K<0.01%-15013F-HRTimelineGroup
Omega Financial Group, LLC8,851$264K0.1%+2013F-HRTimeline
Accredited Investors Inc.8,735$260K0.02%+413F-HRTimeline
Bouchey Financial Group, Ltd.8,378$250K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC8,290$247K<0.01%+34713F-HRTimeline
Composition Wealth, LLC8,220$245K<0.01%+4213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS8,042$240K0.16%-7313F-HRTimeline
MCF Advisors LLC8,000$239K0.02%013F-HRTimeline
True Vision MN LLC8,000$239K0.13%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,937$237K0.01%new13F-HRTimeline
Ironwood Financial, llc8,752$236K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,765$231K<0.01%-1,35113F-HR/ATimelineGroup
MANCHESTER FINANCIAL INC7,450$222K0.05%013F-HRTimeline
Venture Visionary Partners LLC7,303$218K0.01%new13F-HRTimeline
SPINNAKER TRUST7,244$216K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC7,170$214K0.1%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,131$213K0.06%new13F-HRTimeline
Element Wealth, LLC7,024$209K0.1%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,870$205K0.03%-1,77613F-HRTimeline
Long Island Wealth Management, Inc.6,800$203K0.11%new13F-HRTimeline
Grantvest Financial Group LLC6,777$202K0.15%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,772$202K<0.01%-3413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,124$183K<0.01%-68813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,269$157K<0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC5,204$155K0.06%-5,11113F-HRTimeline
TD Capital Management LLC4,927$147K0.01%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$146K0.01%013F-HRTimeline
Pflug Koory, LLC4,836$144K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC4,525$135K0.05%+1,47513F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$132K0.01%013F-HRTimeline
Qube Research & Technologies Ltd4,305$128K<0.01%+1,60813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,200$125K<0.01%+22813F-HRTimelineGroup
SIMPLEX TRADING, LLC4,140$123K<0.01%new13F-HRTimeline
AE Wealth Management LLC4,096$122K<0.01%+3,61613F-HRTimeline
Arax Advisory Partners3,969$118K0.01%-21813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,921$117K<0.01%+12813F-HRTimeline
McIlrath & Eck, LLC3,738$111K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,700$110K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC3,696$110K<0.01%+50013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$105K0.01%013F-HRTimeline
IFP Advisors, Inc3,509$105K<0.01%-25013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,275$97.6K<0.01%+1013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,100$92.4K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC2,949$87.9K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,847$84.9K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$76.7K<0.01%013F-HR/ATimelineGroup
Key Financial Inc2,197$65.5K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,154$64.2K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,960$58.4K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,600$48K0.01%013F-HRTimeline
Costello Asset Management, INC1,568$46.8K0.02%-913F-HRTimeline
Sound Income Strategies, LLC1,498$44.7K<0.01%+49413F-HRTimeline
Breakwater Investment Management1,174$35K0.01%013F-HRTimeline
Larson Financial Group LLC1,000$29.8K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN909$27.1K<0.01%013F-HRTimelineGroup
Choate Investment Advisors870$25.9K<0.01%new13F-HRTimeline
Crews Bank & Trust826$24.6K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.807$24.1K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.785$23.4K<0.01%-113F-HRTimeline
Bernard Wealth Management Corp.750$22.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…710$21.2K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC624$18.6K<0.01%013F-HRTimeline
Blue Trust, Inc.601$17.9K<0.01%013F-HRTimeline
Kilter Group LLC595$17.7K0.01%new13F-HRTimeline
North Capital, Inc.564$16.8K0.01%+213F-HRTimeline
Bell Investment Advisors, Inc516$15.4K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC507$15K<0.01%+213F-HRTimelineGroup
CWM, LLCin group CWM, LLC425$13K<0.01%-5113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC420$12.5K<0.01%+20413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC412$12.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC402$12K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…400$11.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC394$11.8K<0.01%013F-HRTimeline
HOWE & RUSLING INC337$10.1K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC301$8.97K<0.01%013F-HRTimeline
Promus Capital, LLC216$6.44K<0.01%013F-HR/ATimeline
Quaker Wealth Management, LLC210$6.26K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC202$6.02K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$5.96K<0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc191$5.7K0.01%013F-HRTimeline