Skip to content
Disclosery

SCHK SCHWAB STRATEGIC TR

Follow

1000 INDEX ETF (fund)

227 managers (227 13F filers) reported a position in SCHK shares at 2025-09-30, 72,561,921 shares in all. 23 filers opened a position and 13 filers sold out during the quarter.

Managers
227
13F filers
227
New
23
Added
82
Reduced
51
Sold out
13
Shares held by filers
72,561,921

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.44,629,004$1.43B2.74%-1,978,15513F-HRTimeline
Legacy Wealth Management, LLC6,361,635$204M12.03%-288,69313F-HRTimeline
Warwick Investment Management, Inc.3,499,310$112M19.51%-588,38913F-HRTimeline
Creative Planningin group Creative Planning3,133,039$101M0.08%+40,83713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,429,812$78M5.5%-6,26413F-HRTimeline
WADDELL & ASSOCIATES, LLC2,050,350$65.9M5.6%+63,32213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,588,114$51M0.01%+1,165,74113F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,196,453$38.4M12.11%+246,80313F-HRTimeline
Plum Street Advisors, LLC682,089$21.9M8.46%-28,24613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding477,929$15.4M-11,226Timeline
Main Street Financial Solutions, LLC411,347$13.2M0.85%+16,52613F-HRTimeline
Lighthouse Wealth Management Inc.359,078$11.5M9.36%+14,34313F-HRTimeline
Mariner, LLCin group Mariner, LLC314,680$10.1M0.01%+6,86613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,094$9.61M<0.01%+108,06013F-HR/ATimelineGroup
Blake Schutter Theil Wealth Advisors, L…270,524$8.69M8.59%-60,00613F-HRTimeline
LPL Financial LLC210,418$6.76M<0.01%+57,13513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…208,123$6.68M0.14%+6,32013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\195,937$6.29M0.01%-21,22213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,452$4.72M0.01%+11,97213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC138,364$4.44M<0.01%-282,74613F-HRTimelineGroup
HBK Sorce Advisory LLC126,511$4.06M0.1%+23713F-HR/ATimeline
Donor Advised Charitable Giving, Inc.120,288$3.86M0.08%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC113,746$3.65M0.01%-89313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC111,600$3.58M<0.01%+72,20013F-HRTimeline
MAI Capital Management110,935$3.56M0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC104,596$3.36M0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC97,509$3.13M0.12%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …84,364$2.71M0.47%+24113F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC83,297$2.68M1.41%new13F-HRTimeline
FMR LLCin group FMR LLC81,899$2.63M<0.01%+2,81813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,041$2.6M<0.01%-14513F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS77,505$2.49M0.01%-1,01713F-HRTimeline
Aptus Capital Advisors, LLC75,125$2.41M0.02%-1,71513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC75,125$2.41M0.16%-1,71513F-HRTimeline
Cetera Investment Advisers73,989$2.38M<0.01%+4,19613F-HRTimeline
Richardson Capital Management LLC72,794$2.34M1.11%-16,25113F-HRTimeline
MML INVESTORS SERVICES, LLC70,723$2.27M0.01%-8,03613F-HRTimeline
Bawa N Mallick Trust69,780$2.24M0.85%013F-HRTimeline
NorthRock Partners, LLC66,905$2.15M0.04%013F-HRTimeline
RFG Advisory, LLC62,011$1.99M0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,337$1.97M<0.01%-16,33413F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC61,008$1.96M0.2%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd57,668$1.85M0.04%+30,04313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,283$1.49M<0.01%-2,02413F-HRTimelineGroup
Sherrill & Hutchins Financial Advisory,…46,033$1.48M1.07%+9,34913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,738$1.4M<0.01%+20713F-HRTimelineGroup
Brookwood Investment Group LLC43,014$1.38M0.18%-5,12413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC39,919$1.28M0.2%+6813F-HRTimeline
DIVERSIFIED TRUST CO39,576$1.27M0.03%+3,49213F-HRTimeline
Everhart Financial Group, Inc.37,593$1.21M0.12%+18113F-HRTimeline
Red Tortoise LLC34,994$1.12M0.49%+3113F-HRTimeline
Merit Financial Group, LLC33,943$1.09M0.01%-5213F-HR/ATimeline
Clearstead Advisors, LLC33,877$1.09M0.02%+56413F-HRTimeline
Claro Advisors Inc.33,795$1.09M0.16%new13F-HRTimeline
Evanson Asset Management, LLC31,442$1.01M0.06%+1113F-HRTimeline
McAdam, LLC31,068$998K0.05%-1113F-HRTimeline
Gemmer Asset Management LLC30,792$989K0.08%+1,85813F-HRTimeline
Opulen Financial Group LLC30,386$976K0.74%+8413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30,262$972K0.35%-49513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC30,184$970K<0.01%-7,22613F-HRTimeline
Sanctuary Advisors, LLC30,149$968K0.01%+1113F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC29,668$953K0.01%+4513F-HRTimeline
Avant Capital LLC29,331$942K0.66%+2,38113F-HRTimeline
HighTower Advisors, LLC28,980$931K<0.01%+3,31313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,816$926K<0.01%+3,42213F-HRTimelineGroup
Visionary Wealth Advisors27,514$884K0.04%-57013F-HRTimeline
SigFig Wealth Management, LLC26,278$841K0.03%+11113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$835K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,823$797K0.01%+11,64013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,029$772K<0.01%new13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/23,064$741K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$736K0.01%013F-HRTimelineGroup
Allworth Financial LP22,314$717K<0.01%+8,31013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,056$708K0.02%+22,04113F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC21,621$694K0.17%-1,02913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,567$693K0.01%+63513F-HRTimelineGroup
Kaizen Financial Strategies21,003$678K0.31%+4,44113F-HRTimeline
Crewe Advisors LLC20,503$659K0.06%+35013F-HRTimeline
Beacon Pointe Advisors, LLC20,011$643K0.01%+4,44813F-HRTimeline
SMI Advisory Services, LLC19,585$632K0.12%-4813F-HRTimeline
River Wealth Advisors LLC19,515$627K0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,713$624K<0.01%+13813F-HRTimelineGroup
COMERICA BANK19,292$620K<0.01%-57413F-HRTimeline
GAMMA Investing LLC18,364$590K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.18,312$588K0.26%-7,42713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,907$575K0.1%+5713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,917$543K<0.01%-19313F-HR/ATimelineGroup
Pinion Investment Advisors, LLC16,457$537K0.15%+4713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.16,272$523K0.03%-90313F-HRTimelineGroup
Alamar Capital Management, LLC16,031$515K0.27%+2813F-HRTimeline
Vise Technologies, Inc.15,915$511K0.02%-2,15313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$509K0.01%013F-HRTimelineGroup
HEADINVEST, LLC15,794$507K0.1%013F-HRTimeline
Chicago Partners Investment Group LLC15,076$499K0.01%+1313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,908$479K<0.01%-84313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,825$476K<0.01%new13F-HRTimelineGroup
Welch Group, LLC14,380$462K0.02%013F-HRTimeline
Heartwood Wealth Advisors LLC14,247$458K0.04%+2,30613F-HRTimeline
HB Wealth Management, LLC14,010$450K<0.01%+21013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$437K0.01%013F-HRTimeline
Cornerstone Advisory, LLC13,594$437K0.04%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,552$435K0.07%-20013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,245$425K0.02%-20013F-HRTimeline
Verity & Verity, LLC13,201$424K0.03%-29513F-HRTimeline
BRIGHTON JONES LLC12,766$410K0.01%-85113F-HRTimeline
STEVENS CAPITAL PARTNERS12,720$409K0.12%+48913F-HRTimeline
Waverly Advisors, LLC12,701$408K<0.01%+1,27013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,506$402K<0.01%+7713F-HRTimelineGroup
OneDigital Investment Advisors LLC12,132$390K<0.01%+713F-HRTimeline
Red Door Wealth Management, LLC11,648$374K0.04%+2,53913F-HRTimeline
Farther Finance Advisors, LLC11,342$364K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,638$342K<0.01%-1,23413F-HRTimelineGroup
YHB Investment Advisors, Inc.10,112$324K0.02%-86813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,064$323K<0.01%+2,29913F-HRTimelineGroup
ARS Wealth Advisors Group, LLC10,037$322K0.03%+2813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,742$313K<0.01%+40013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,712$312K0.01%013F-HRTimeline
Meridian Wealth Management, LLC9,654$310K0.01%+2613F-HRTimeline
Wealthspire Advisors, LLC9,608$309K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,461$304K0.02%new13F-HRTimeline
RVW Wealth, LLC9,436$303K0.02%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,427$303K0.22%013F-HRTimeline
Brucke Financial, Inc.9,085$298K0.17%-57413F-HRTimeline
Robertson Stephens Wealth Management, L…9,290$298K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9,200$296K<0.01%+10013F-HRTimelineGroup
Omega Financial Group, LLC8,872$285K0.1%+2113F-HRTimeline
Cambridge Investment Research Advisors,…8,843$284K<0.01%-93913F-HRTimeline
Ironwood Financial, llc8,752$281K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,750$281K0.01%-26,46213F-HRTimelineGroup
Accredited Investors Inc.8,740$281K0.02%+513F-HRTimeline
Integrated Wealth Concepts LLC8,515$273K<0.01%-1,99313F-HRTimeline
Bouchey Financial Group, Ltd.8,378$269K0.02%013F-HRTimeline
Composition Wealth, LLC8,244$265K<0.01%+2413F-HRTimeline
Sequoia Financial Advisors, LLC8,228$264K<0.01%-6213F-HRTimeline
MCF Advisors LLC8,000$257K0.02%013F-HRTimeline
True Vision MN LLC8,000$257K0.13%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,957$256K0.01%+2013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,860$252K0.15%-18213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,499$241K<0.01%+72713F-HRTimelineGroup
MANCHESTER FINANCIAL INC7,450$239K0.05%013F-HRTimeline
Quantinno Capital Management LP7,418$238K<0.01%new13F-HRTimeline
Venture Visionary Partners LLC7,303$235K0.01%013F-HRTimeline
SPINNAKER TRUST7,244$233K0.01%013F-HRTimeline
Prosperity Consulting Group, LLC7,042$226K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,014$225K0.03%+14413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC6,997$225K0.06%-13413F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,871$221K<0.01%-2,41013F-HRTimeline
Long Island Wealth Management, Inc.6,800$218K0.11%013F-HRTimeline
Grantvest Financial Group LLC6,781$218K0.15%+413F-HRTimeline
UPTICK PARTNERS, LLC6,542$210K0.06%new13F-HRTimeline
Element Wealth, LLC6,504$209K0.09%-52013F-HRTimeline
Welch & Forbes LLC6,502$209K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,124$197K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,792$186K<0.01%+1,87113F-HRTimeline
Qube Research & Technologies Ltd5,764$185K<0.01%+1,45913F-HRTimeline
Peachtree Investment Partners, LLC5,218$168K0.06%+1413F-HRTimeline
TD Capital Management LLC4,941$159K0.01%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$157K0.01%013F-HRTimeline
Pflug Koory, LLC4,843$156K0.07%+713F-HRTimeline
Medallion Wealth Advisors, LLC4,525$145K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$143K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,200$135K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC3,738$120K0.01%013F-HRTimeline
AlphaCore Capital LLC3,696$119K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$113K0.01%013F-HRTimeline
IFP Advisors, Inc3,509$113K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,284$105K<0.01%+913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,100$99.6K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC2,942$94.5K<0.01%-713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,849$91.5K<0.01%+213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$82.6K<0.01%013F-HRTimelineGroup
Key Financial Inc2,197$70.8K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,600$51K0.01%013F-HRTimeline
Costello Asset Management, INC1,570$50.4K0.02%+213F-HRTimeline
Sound Income Strategies, LLC1,498$48.5K<0.01%013F-HRTimeline
Breakwater Investment Management1,174$37.7K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,078$34.6K<0.01%+16913F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.1,000$32.1K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.827$26.5K<0.01%+4213F-HRTimeline
Crews Bank & Trust826$26.5K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.750$24.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…710$22.8K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC624$20K<0.01%013F-HRTimeline
Blue Trust, Inc.601$19.3K<0.01%013F-HRTimeline
Kilter Group LLC598$19.2K0.01%+313F-HRTimeline
North Capital, Inc.567$18.2K0.01%+313F-HRTimeline
Bell Investment Advisors, Inc518$16.6K<0.01%+213F-HRTimeline
AE Wealth Management LLC501$16.1K<0.01%-3,59513F-HRTimeline
Advisory Services Network, LLC500$16.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$16K<0.01%+113F-HRTimelineGroup
CWM, LLCin group CWM, LLC450$14K<0.01%+2513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC420$13.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC412$13.2K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC404$13K<0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…400$12.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC394$12.7K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC345$11.1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC338$10.9K<0.01%+113F-HRTimeline
Nalls Sherbakoff Group, LLC326$10.5K0.01%new13F-HRTimeline
SIGNATUREFD, LLC301$9.66K<0.01%013F-HRTimeline