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Disclosery

SCHK SCHWAB STRATEGIC TR

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1000 INDEX ETF (fund)

241 managers (242 13F filers) reported a position in SCHK shares at 2026-03-31, 74,861,397 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
241
13F filers
242
New
25
Added
93
Reduced
55
Sold out
19
Shares held by filers
74,861,397

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.43,613,251$1.37B2.77%-65,73213F-HRTimeline
Legacy Wealth Management, LLC6,000,541$188M10.96%-117,02713F-HRTimeline
Creative Planningin group Creative Planning3,899,148$122M0.08%+764,96113F-HRTimelineGroup
Warwick Investment Management, Inc.3,580,579$112M16.26%+78,12513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,450,953$108M0.02%-26,57913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,477,917$77.6M5.21%-48,97013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,141,052$67.1M3.78%+69,88713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,346,877$42.2M12.51%+55,98713F-HRTimeline
Plum Street Advisors, LLC720,874$22.6M7.82%+24,74413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding488,211$15.3M-904Timeline
Main Street Financial Solutions, LLC449,422$14.1M1.03%+35,48813F-HRTimeline
Mariner, LLCin group Mariner, LLC449,173$14.1M0.02%+135,58913F-HRTimelineGroup
Lighthouse Wealth Management Inc.391,661$12.3M8.34%+16,32113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …258,167$8.09M1.25%+63,85913F-HRTimeline
LPL Financial LLC246,307$7.72M<0.01%+10,19213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…217,827$6.82M0.14%+12,25813F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…190,089$5.96M4.85%-60,05013F-HRTimeline
NorthRock Partners, LLC175,317$5.49M0.09%-3,90013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173,740$5.44M<0.01%-4,37813F-HRTimelineGroup
FreeGulliver LLC146,686$4.6M1.94%+69,64513F-HRTimeline
HBK Sorce Advisory LLC124,797$4.43M0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,910$4.26M0.01%+95,37013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,315$3.93M0.01%-21,94613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.123,125$3.86M1.84%+94,79513F-HRTimeline
Donor Advised Charitable Giving, Inc.117,247$3.67M0.09%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC116,867$3.66M0.01%-1,43813F-HRTimelineGroup
MAI Capital Management109,549$3.43M0.02%+32913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\106,137$3.33M<0.01%-2,81713F-HRTimelineGroup
Wescott Financial Advisory Group, LLC90,988$2.85M0.25%+36513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY87,526$2.74M<0.01%+1,89513F-HRTimelineGroup
FMR LLCin group FMR LLC86,223$2.7M<0.01%+4,29213F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC81,817$2.56M1.68%-1,38013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,672$2.5M<0.01%+91913F-HRTimeline
Crusonia Wealth Advisors LLC78,464$2.46M0.51%013F-HRTimeline
Cetera Investment Advisers78,284$2.45M<0.01%+1,45913F-HRTimeline
Aptus Capital Advisors, LLC76,590$2.4M0.02%-3,30513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC76,590$2.4M0.15%-3,30513F-HRTimeline
Visionary Wealth Advisors72,508$2.27M0.1%+40,91513F-HRTimeline
Bawa N Mallick Trust69,780$2.19M0.9%013F-HRTimeline
MML INVESTORS SERVICES, LLC67,556$2.12M0.01%-2,54413F-HRTimeline
Kohmann Bosshard Financial Services, LLC61,008$1.91M0.19%-113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,083$1.69M<0.01%+12,89413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,954$1.55M<0.01%+35,12813F-HR/ATimelineGroup
Wolfstich Capital, LLC108,453$1.47M1.28%013F-HRTimeline
Sherrill & Hutchins Financial Advisory,…46,316$1.45M0.86%+13413F-HRTimeline
Curry Webb Wealth Management LLC43,999$1.38M0.65%-2,73713F-HRTimeline
Empirical Financial Services, LLC d.b.a…43,293$1.36M0.02%+36,46013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,798$1.34M0.01%-65,85013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP42,635$1.34M<0.01%+25,17513F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC41,192$1.29M0.17%+1,18313F-HRTimeline
Richardson Capital Management LLC40,031$1.25M0.61%-5,85413F-HRTimeline
Gemmer Asset Management LLC40,022$1.25M0.1%+6,57113F-HRTimeline
DIVERSIFIED TRUST CO39,576$1.24M0.02%013F-HRTimeline
Catalyst Investment Management LLC36,165$1.24M1.37%-35613F-HRTimeline
Everhart Financial Group, Inc.39,379$1.23M0.11%+1,85813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,245$1.23M<0.01%new13F-HRTimelineGroup
SigFig Wealth Management, LLC38,528$1.21M0.04%+10,05113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,295$1.14M<0.01%+2,97913F-HRTimelineGroup
Clearstead Advisors, LLC35,136$1.1M0.01%+1,28213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,058$1.1M<0.01%-10,27413F-HRTimelineGroup
HighTower Advisors, LLC33,525$1.05M<0.01%+3,25313F-HRTimeline
Red Tortoise LLC33,192$1.04M0.44%-8313F-HRTimeline
Opulen Financial Group LLC32,660$1.02M0.72%+1,50013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,963$1M<0.01%+22,13813F-HRTimelineGroup
One Capital Management, LLC30,673$961K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC30,659$961K0.01%+49813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30,262$948K0.34%013F-HRTimeline
Avant Capital LLC30,212$947K0.67%-84313F-HRTimeline
McAdam, LLC29,927$938K0.04%-73013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,287$918K0.01%-34013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC28,571$895K0.2%+2,86913F-HRTimeline
Farther Finance Advisors, LLC26,720$843K0.01%+1,80813F-HRTimeline
Merit Financial Group, LLC26,017$815K0.01%-58013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,000$815K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP24,092$755K<0.01%+4,24213F-HRTimeline
Kaizen Financial Strategies22,338$755K0.32%+1,33513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC23,966$751K0.1%+34613F-HRTimeline
Prime Capital Investment Advisors, LLC23,348$731K0.01%-1,47913F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$723K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,916$718K0.02%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,352$700K<0.01%+7,44313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,708$680K<0.01%-3,76813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,703$680K<0.01%-27513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,322$634K<0.01%-1,55413F-HRTimelineGroup
Lafayette Investments, Inc.19,461$610K0.12%new13F-HRTimeline
SMI Advisory Services, LLC19,153$608K0.1%-42113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,122$599K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC18,364$575K0.03%013F-HRTimeline
HRT FINANCIAL LP18,337$574K<0.01%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,961$563K0.1%013F-HRTimeline
Chicago Partners Investment Group LLC16,312$559K0.01%+1,23513F-HRTimeline
Crewe Advisors LLC17,817$558K0.05%+29913F-HRTimeline
Vise Technologies, Inc.15,839$520K0.01%013F-HRTimeline
Pinion Investment Advisors, LLC16,555$519K0.12%+4813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,252$509K<0.01%new13F-HRTimelineGroup
Alamar Capital Management, LLC16,090$504K0.31%+2913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,838$496K0.01%013F-HRTimelineGroup
Heartwood Wealth Advisors LLC15,583$488K0.04%+1,33613F-HRTimeline
Beacon Pointe Advisors, LLC15,543$487K<0.01%+27013F-HRTimeline
Waverly Advisors, LLC15,341$481K<0.01%-1,24213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,476$454K0.03%-1,63413F-HRTimelineGroup
Welch Group, LLC14,380$451K0.02%013F-HRTimeline
Allworth Financial LP14,015$439K<0.01%-3,82513F-HRTimeline
HB Wealth Management, LLC14,010$439K<0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,618$427K0.01%013F-HRTimeline
Arax Advisory Partners13,562$425K0.01%+16913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,973$406K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,970$406K<0.01%+55913F-HRTimeline
STEVENS CAPITAL PARTNERS12,796$401K0.1%+3713F-HRTimeline
BRIGHTON JONES LLC12,787$401K0.01%new13F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,488$391K0.06%+10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,395$388K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,896$373K<0.01%+11,18613F-HRTimelineGroup
Premier Private Wealth Management LLC11,880$372K0.39%-66313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,325$355K0.01%013F-HRTimeline
Verity & Verity, LLC11,250$352K0.03%-1,95113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,187$351K<0.01%-13113F-HRTimelineGroup
Integrated Wealth Concepts LLC11,114$348K<0.01%+4,70613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,873$341K<0.01%new13F-HRTimelineGroup
FULCRUM WEALTH ADVISORS, LLC10,862$340K0.28%013F-HRTimeline
Sequoia Financial Advisors, LLC10,277$322K<0.01%+2,04713F-HRTimeline
ARS Wealth Advisors Group, LLC10,097$316K0.03%+2913F-HRTimeline
OneDigital Investment Advisors LLC9,955$312K<0.01%+5013F-HRTimeline
Principia Wealth Advisory, LLC9,770$306K0.17%-98,45013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,712$304K0.01%013F-HRTimeline
Meridian Wealth Management, LLC9,709$304K0.01%+2713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,701$304K<0.01%+113F-HRTimelineGroup
Red Door Wealth Management, LLC9,523$298K0.03%-2913F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …9,287$291K0.26%013F-HRTimeline
RVW Wealth, LLC9,148$287K0.02%-28813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC9,082$285K0.05%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,067$284K0.01%-95113F-HRTimeline
Van Cleef Asset Management,Inc9,046$283K0.03%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,011$282K0.01%+10313F-HRTimeline
Brucke Financial, Inc.8,942$280K0.14%+313F-HRTimeline
Omega Financial Group, LLC8,915$279K0.09%+2113F-HRTimeline
Composition Wealth, LLC8,876$278K<0.01%+63213F-HRTimeline
Bouchey Financial Group, Ltd.8,378$274K0.02%013F-HRTimeline
Ironwood Financial, llc8,752$274K0.05%013F-HRTimeline
Accredited Investors Inc.8,749$274K0.01%+513F-HRTimeline
RFG Advisory, LLC8,731$274K0.01%-37,18613F-HRTimeline
MCF Advisors LLC8,000$251K0.01%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,999$251K<0.01%+2013F-HRTimeline
True Vision MN LLC7,970$250K0.13%-3013F-HRTimeline
Cadent Capital Advisors, LLC7,800$244K0.06%new13F-HRTimeline
Brooklyn Investment Group7,780$244K0.01%+78813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,760$243K0.11%-10013F-HRTimeline
Fortis Group Advisors, LLC7,016$243K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…7,616$239K<0.01%-28913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,514$235K<0.01%+713F-HRTimelineGroup
MANCHESTER FINANCIAL INC7,450$233K0.04%013F-HRTimeline
SPINNAKER TRUST7,244$227K0.01%013F-HRTimeline
Evanson Asset Management, LLC7,209$226K0.01%-25,21913F-HRTimeline
Prosperity Consulting Group, LLC7,042$221K0.01%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,006$220K0.06%+413F-HRTimeline
Abound Wealth Management6,906$216K0.05%+4,33513F-HRTimeline
AssuredPartners Investment Advisors, LLC6,795$216K0.02%new13F-HRTimeline
Long Island Wealth Management, Inc.6,800$213K0.1%013F-HRTimeline
UPTICK PARTNERS, LLC6,542$205K0.04%013F-HRTimeline
Element Wealth, LLC6,504$204K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,124$192K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,887$184K<0.01%+19513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,718$179K0.01%-60213F-HRTimelineGroup
Peachtree Investment Partners, LLC5,248$164K0.06%+1413F-HRTimeline
Cornerstone Planning Group LLC4,665$163K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,880$153K0.01%013F-HRTimeline
Pflug Koory, LLC4,861$152K0.07%+1113F-HRTimeline
UBS Group AGin group UBS Group AG4,847$152K<0.01%-4,61013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,525$142K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$139K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,223$132K<0.01%+2313F-HRTimelineGroup
Parallel Advisors, LLC4,030$126K<0.01%+3,67313F-HR/ATimeline
TD Capital Management LLC4,019$126K0.01%+1213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,544$123K<0.01%+25013F-HRTimeline
IFP Advisors, Inc3,892$122K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC3,738$117K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$110K0.01%013F-HRTimeline
AlphaCore Capital LLC3,292$103K<0.01%-50013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,919$91.5K<0.01%13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,572$80.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC2,212$69.3K<0.01%+1,71113F-HRTimeline
Strive Financial Group ,LLC2,150$67K0.04%013F-HRTimeline
Sound Income Strategies, LLC2,009$63.4K<0.01%+70313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,000$62.7K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,600$50K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,551$48.6K<0.01%013F-HRTimelineGroup
Dorato Capital Management1,200$39.1K0.03%013F-HRTimeline
Key Financial Inc1,179$36.9K0.01%013F-HRTimeline
Breakwater Investment Management1,174$36.8K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,100$34.5K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,064$33.3K<0.01%-2,44713F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,000$31.3K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.954$29.9K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC846$26.5K0.01%013F-HR/ATimeline
Archer Investment Corp837$26.2K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.829$26K<0.01%+213F-HRTimeline
Crews Bank & Trust826$25.9K<0.01%013F-HRTimeline
Costello Asset Management, INC818$25.6K0.01%+113F-HRTimeline
Bernard Wealth Management Corp.750$23.5K0.01%013F-HRTimeline
Blue Trust, Inc.746$23.4K<0.01%-75413F-HRTimeline