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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

236 managers (237 13F filers) reported a position in SCHK shares at 2025-12-31, 73,722,688 shares in all. 23 filers opened a position and 25 filers sold out during the quarter.

Managers
236
13F filers
237
New
23
Added
70
Reduced
64
Sold out
25
Shares held by filers
73,722,688

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.43,678,983$1.43B2.71%-950,02113F-HRTimeline
Legacy Wealth Management, LLC6,117,568$201M11.56%-244,06713F-HRTimeline
Warwick Investment Management, Inc.3,502,454$115M17.7%+3,14413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,477,532$114M0.02%+1,889,41813F-HRTimelineGroup
Creative Planningin group Creative Planning3,134,187$103M0.07%+1,14813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,526,887$82.9M5.6%+97,07513F-HRTimeline
WADDELL & ASSOCIATES, LLC2,071,165$67.9M4.58%+20,81513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,290,890$42.3M12.55%+94,43713F-HRTimeline
Plum Street Advisors, LLC696,130$22.8M8.13%+14,04113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding489,115$16M+11,186Timeline
Main Street Financial Solutions, LLC413,934$13.6M1.02%+2,58713F-HRTimeline
Lighthouse Wealth Management Inc.375,340$12.3M8.41%+16,26213F-HRTimeline
Mariner, LLCin group Mariner, LLC313,584$10.3M0.01%-1,09613F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…250,139$8.2M6.75%-20,38513F-HRTimeline
LPL Financial LLC236,115$7.74M<0.01%+25,69713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…205,569$6.74M0.14%-2,55413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …194,308$6.37M1.03%+109,94413F-HRTimeline
NorthRock Partners, LLC179,217$5.88M0.1%+112,31213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/178,118$5.84M<0.01%-120,97613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,261$4.88M0.01%-19113F-HRTimeline
HBK Sorce Advisory LLC124,797$4.15M0.1%-1,71413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC118,305$3.88M0.01%+4,55913F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.117,247$3.85M0.09%-3,04113F-HRTimeline
MAI Capital Management109,220$3.58M0.02%-1,71513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\108,954$3.57M<0.01%-86,98313F-HRTimelineGroup
Principia Wealth Advisory, LLC108,220$3.55M2.22%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC108,648$3.49M0.01%+4,05213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC90,623$2.97M0.26%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85,631$2.81M<0.01%+4,59013F-HR/ATimelineGroup
ORSER CAPITAL MANAGEMENT, LLC83,197$2.73M1.54%-10013F-HRTimeline
FMR LLCin group FMR LLC81,931$2.69M<0.01%+3213F-HRTimelineGroup
Aptus Capital Advisors, LLC79,895$2.62M0.02%+4,77013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC79,895$2.62M0.16%+4,77013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS78,753$2.58M<0.01%+1,24813F-HRTimeline
Crusonia Wealth Advisors LLC78,464$2.57M0.57%13F-HRTimeline
FreeGulliver LLC77,041$2.53M1.13%new13F-HRTimeline
Cetera Investment Advisers76,825$2.52M<0.01%+2,83613F-HRTimeline
MML INVESTORS SERVICES, LLC70,100$2.3M0.01%-62313F-HRTimeline
Bawa N Mallick Trust69,780$2.29M0.85%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC61,009$2M0.18%+113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC50,800$1.67M<0.01%-60,80013F-HRTimeline
Wolfstich Capital, LLC108,453$1.58M1.45%new13F-HRTimeline
Curry Webb Wealth Management LLC46,736$1.53M0.76%13F-HRTimeline
Sherrill & Hutchins Financial Advisory,…46,182$1.51M1.07%+14913F-HRTimeline
RFG Advisory, LLC45,917$1.51M0.03%-16,09413F-HRTimeline
Richardson Capital Management LLC45,885$1.51M0.76%-26,90913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,332$1.49M<0.01%-95113F-HRTimelineGroup
Brookwood Investment Group LLC42,506$1.39M0.17%-50813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,189$1.35M<0.01%-2,54913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,540$1.33M<0.01%-20,79713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC40,009$1.31M0.19%+9013F-HRTimeline
DIVERSIFIED TRUST CO39,576$1.3M0.02%013F-HRTimeline
Everhart Financial Group, Inc.37,521$1.23M0.11%-7213F-HRTimeline
Catalyst Investment Management LLC36,521$1.2M1.13%13F-HRTimeline
Clearstead Advisors, LLC33,854$1.11M0.01%-2313F-HRTimeline
Gemmer Asset Management LLC33,451$1.1M0.08%+2,65913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,316$1.09M<0.01%+4,50013F-HRTimelineGroup
Red Tortoise LLC33,275$1.09M0.47%-1,71913F-HRTimeline
Evanson Asset Management, LLC32,428$1.06M0.06%+98613F-HRTimeline
Visionary Wealth Advisors31,593$1.04M0.05%+4,07913F-HRTimeline
Opulen Financial Group LLC31,160$1.02M0.74%+77413F-HRTimeline
Avant Capital LLC31,055$1.02M0.7%+1,72413F-HRTimeline
McAdam, LLC30,657$1.01M0.05%-41113F-HRTimeline
HighTower Advisors, LLC30,272$993K<0.01%+1,29213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30,262$993K0.35%013F-HRTimeline
Sanctuary Advisors, LLC30,161$989K0.01%+1213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,627$972K0.01%-4113F-HRTimeline
Y-Intercept (Hong Kong) Ltd29,510$968K0.02%-28,15813F-HRTimeline
SigFig Wealth Management, LLC28,477$934K0.03%+2,19913F-HRTimeline
Blue Sky Capital Consultants Group, Inc.28,330$929K0.41%+10,01813F-HRTimeline
Merit Financial Group, LLC26,597$872K0.01%-7,34613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$853K<0.01%013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC25,702$843K0.19%+4,08113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,476$836K<0.01%-4,70813F-HRTimeline
Engineers Gate Manager LP25,466$835K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC24,912$817K0.01%+13,57013F-HRTimeline
Prime Capital Investment Advisors, LLC24,827$814K0.01%+413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC23,620$775K0.11%13F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$756K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$752K0.02%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,978$721K<0.01%+2,26513F-HRTimelineGroup
Kaizen Financial Strategies21,003$689K0.3%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,876$685K<0.01%-69113F-HRTimelineGroup
SMI Advisory Services, LLC19,574$656K0.11%-1113F-HRTimeline
Quantinno Capital Management LP19,850$651K<0.01%+12,43213F-HRTimeline
River Wealth Advisors LLC19,515$640K0.07%013F-HRTimeline
COMERICA BANK19,122$627K<0.01%-17013F-HRTimeline
GAMMA Investing LLC18,364$602K0.03%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,961$589K0.1%+5413F-HRTimeline
Allworth Financial LP17,840$585K<0.01%-4,47413F-HRTimeline
Crewe Advisors LLC17,518$575K0.05%-2,98513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,460$573K<0.01%+4,95413F-HR/ATimelineGroup
Waverly Advisors, LLC16,583$544K<0.01%+3,88213F-HRTimeline
Pinion Investment Advisors, LLC16,507$541K0.13%+5013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.16,110$528K0.03%-16213F-HRTimelineGroup
Alamar Capital Management, LLC16,061$527K0.29%+3013F-HRTimeline
Vise Technologies, Inc.15,839$520K0.01%-7613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$519K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,826$519K<0.01%-1,09113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,608$512K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC15,077$501K0.01%+113F-HRTimeline
Beacon Pointe Advisors, LLC15,273$501K<0.01%-4,73813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,909$489K<0.01%new13F-HRTimelineGroup
Welch Group, LLC14,380$472K0.02%013F-HRTimeline
Heartwood Wealth Advisors LLC14,247$467K0.04%013F-HRTimeline
HB Wealth Management, LLC14,010$460K<0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$447K0.01%013F-HRTimeline
Arax Advisory Partners13,393$439K0.01%new13F-HRTimeline
Verity & Verity, LLC13,201$433K0.03%013F-HRTimeline
Premier Private Wealth Management LLC12,543$420K0.43%13F-HRTimeline
STEVENS CAPITAL PARTNERS12,759$418K0.11%+3913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,411$407K<0.01%-2,49713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,388$406K0.06%-1,16413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,325$371K0.02%-1,92013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,318$371K<0.01%+1,25413F-HRTimelineGroup
FULCRUM WEALTH ADVISORS, LLC10,862$356K0.29%13F-HRTimeline
ARS Wealth Advisors Group, LLC10,068$330K0.03%+3113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,018$329K0.02%+55713F-HRTimeline
OneDigital Investment Advisors LLC9,905$325K<0.01%-2,22713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,825$322K<0.01%-5,00013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,712$319K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,700$318K<0.01%-4213F-HRTimelineGroup
Meridian Wealth Management, LLC9,682$318K0.01%+2813F-HRTimeline
Red Door Wealth Management, LLC9,552$313K0.03%-2,09613F-HRTimeline
UBS Group AGin group UBS Group AG9,457$310K<0.01%+25713F-HRTimelineGroup
RVW Wealth, LLC9,436$309K0.02%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,427$309K0.22%013F-HRTimeline
Robertson Stephens Wealth Management, L…9,291$305K0.01%+113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …9,287$305K0.29%13F-HRTimeline
Ironwood Financial, llc8,752$293K0.05%013F-HRTimeline
Brucke Financial, Inc.8,939$293K0.16%-14613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,908$292K0.01%new13F-HR/ATimeline
Omega Financial Group, LLC8,894$292K0.1%+2213F-HRTimeline
Accredited Investors Inc.8,744$287K0.02%+413F-HRTimeline
Bouchey Financial Group, Ltd.8,378$275K0.02%013F-HRTimeline
Composition Wealth, LLC8,244$270K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC8,230$270K<0.01%+213F-HRTimeline
MCF Advisors LLC8,000$262K0.01%013F-HRTimeline
True Vision MN LLC8,000$262K0.13%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,979$262K<0.01%+2213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,860$260K0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…7,905$259K<0.01%-93813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,507$246K<0.01%+813F-HRTimelineGroup
MANCHESTER FINANCIAL INC7,450$244K0.05%013F-HRTimeline
SPINNAKER TRUST7,244$238K0.01%013F-HRTimeline
Fortis Group Advisors, LLC7,016$233K0.04%new13F-HRTimeline
Brooklyn Investment Group6,992$232K0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC7,042$231K0.01%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,002$230K0.06%+513F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,833$224K<0.01%-3813F-HRTimeline
Long Island Wealth Management, Inc.6,800$223K0.11%013F-HRTimeline
Grantvest Financial Group LLC6,765$222K0.14%-1613F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,735$221K<0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC6,542$215K0.05%013F-HRTimeline
Element Wealth, LLC6,504$213K0.09%013F-HRTimeline
EP Wealth Advisors, LLC6,440$211K<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC6,408$210K<0.01%-2,10713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,320$207K0.01%-2,43013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,124$201K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,692$187K<0.01%-10013F-HRTimeline
Peachtree Investment Partners, LLC5,234$172K0.06%+1613F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$160K0.01%013F-HRTimeline
Pflug Koory, LLC4,850$159K0.07%+713F-HRTimeline
Medallion Wealth Advisors, LLC4,525$148K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$146K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,200$138K<0.01%013F-HRTimelineGroup
TD Capital Management LLC4,007$131K0.01%-93413F-HRTimeline
IFP Advisors, Inc3,891$128K<0.01%+38213F-HRTimeline
AlphaCore Capital LLC3,792$124K<0.01%+9613F-HRTimeline
McIlrath & Eck, LLC3,738$123K0.01%013F-HRTimeline
Qube Research & Technologies Ltd3,511$115K<0.01%-2,25313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$115K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,294$108K<0.01%+1013F-HRTimeline
Global Retirement Partners, LLC3,277$107K<0.01%+3,27513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$84.3K<0.01%013F-HRTimelineGroup
Abound Wealth Management2,571$84.3K0.02%new13F-HRTimeline
Strive Financial Group ,LLC2,150$70.5K0.04%13F-HR/ATimeline
NewEdge Advisors, LLC1,690$55.4K<0.01%-1,25213F-HRTimeline
Capital Advisors, Ltd. LLC1,600$52K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,551$50.9K<0.01%-1,29813F-HRTimelineGroup
Blue Trust, Inc.1,500$49.2K<0.01%+89913F-HRTimeline
Garner Asset Management Corp1,341$44K0.02%new13F-HRTimeline
Sound Income Strategies, LLC1,306$43.6K<0.01%-19213F-HRTimeline
Dorato Capital Management1,200$39.9K0.03%13F-HRTimeline
Key Financial Inc1,179$38.7K0.01%-1,01813F-HRTimeline
Breakwater Investment Management1,174$38.5K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,100$36.1K<0.01%-2,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,000$32.8K<0.01%-7813F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.1,000$32.8K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.954$31.3K<0.01%13F-HRTimeline
Lodestone Wealth Management LLC846$27.7K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.827$27.1K<0.01%013F-HRTimeline
Crews Bank & Trust826$27.1K<0.01%013F-HRTimeline
Costello Asset Management, INC817$26.8K0.01%-75313F-HRTimeline
Bernard Wealth Management Corp.750$24.6K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…710$23.3K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC681$22.3K<0.01%+26113F-HRTimelineGroup
Bogart Wealth, LLC624$20.5K<0.01%013F-HRTimeline
Kilter Group LLC598$19.6K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.536$17.6K<0.01%new13F-HRTimeline