SCHK institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding267
Shares held78,904,354
Reported value$2.8bn
Quarter flows49 new, 81 added, 69 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.41,923,365$1.5bn2.7%
ARMSTRONG ADVISORY GROUP, INC6,518,923$235.1m14.3%
Legacy Wealth Management, LLC5,848,312$210.9m11.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,837,047$174.4m0.0%
Creative Planning3,852,974$138.9m0.1%
Warwick Investment Management, Inc.3,585,472$129.3m14.5%
WADDELL & ASSOCIATES, LLC2,144,798$77.3m3.8%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.1,308,887$47.2m12.7%
Plum Street Advisors, LLC670,890$24.2m7.7%
Focus Partners Wealth573,808$20.7m0.0%
FreeGulliver LLC483,033$17.4m6.1%
Main Street Financial Solutions, LLC466,270$16.8m1.1%
Mariner, LLC450,207$16.2m0.0%
Lighthouse Wealth Management Inc.378,027$13.6m8.5%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC258,451$9.3m1.2%
LPL Financial LLC247,609$8.9m0.0%
Blake Schutter Theil Wealth Advisors, LLC190,089$6.9m4.6%
Cerity Partners LLC185,500$6.7m0.0%
NorthRock Partners, LLC171,106$6.2m0.1%
BANK OF AMERICA CORP /DE/158,842$5.7m0.0%
HBK Sorce Advisory LLC124,797$4.6m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC116,778$4.3m0.0%
Principia Wealth Advisory, LLC116,446$4.2m2.1%
Donor Advised Charitable Giving, Inc.115,563$4.2m0.1%
MAI Capital Management109,552$4.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCHK"). SCHK price history · All 13F data

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