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On this page, we present all of the funds holding SCHK from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHK, with a link to that fund's top holdings. The next columns
indicate the amount of SCHK stock held by each of the funds holding SCHK, followed by the SCHK position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 133 funds holding SCHK within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Financial Engines Advisors L.L.C.. For more details on the positions held by Financial Engines Advisors L.L.C.
(or by any of the other funds holding SCHK), click the fund name in the "Holder" column of the funds-holding-SCHK table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Financial Engines Advisors L.L.C. | 25,155,133 | $1,158,785 | 12/31/2023 | SCHK | 25,155,133 | $1,158,785 | 12/31/2023 | Legacy Wealth Management Inc | 3,683,412 | $186,638 | 03/31/2024 | SCHK | 3,683,412 | $186,638 | 03/31/2024 | Armstrong Advisory Group Inc. | 1,246,826 | $63,177 | 03/31/2024 | SCHK | 1,246,826 | $63,177 | 03/31/2024 | Waddell & Associates LLC | 975,639 | $44,938 | 12/31/2023 | SCHK | 975,639 | $44,938 | 12/31/2023 | Warwick Investment Management Inc. | 827,358 | $38,108 | 12/31/2023 | SCHK | 827,358 | $38,108 | 12/31/2023 | Colony Group LLC | 269,944 | $12,434 | 12/31/2023 | SCHK | 269,944 | $12,434 | 12/31/2023 | Bank of America Corp DE | 259,758 | $11,964 | 12/31/2023 | SCHK | 259,758 | $11,964 | 12/31/2023 | Cedar Brook Financial Partners LLC | 96,958 | $4,913 | 03/31/2024 | SCHK | 96,958 | $4,913 | 03/31/2024 | Mariner LLC | 102,403 | $4,717 | 12/31/2023 | SCHK | 102,403 | $4,717 | 12/31/2023 | HBK Sorce Advisory LLC | 67,797 | $3,123 | 12/31/2023 | SCHK | 67,797 | $3,123 | 12/31/2023 | US Bancorp DE | 67,463 | $3,107 | 12/31/2023 | SCHK | 67,463 | $3,107 | 12/31/2023 | Parkside Advisors LLC | 60,064 | $3,043 | 03/31/2024 | SCHK | 60,064 | $3,043 | 03/31/2024 | Schwab Charitable Fund | 60,144 | $2,770 | 12/31/2023 | SCHK | 60,144 | $2,770 | 12/31/2023 | Cerity Partners LLC | 47,923 | $2,207 | 12/31/2023 | SCHK | 47,923 | $2,207 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 45,424 | $2,092 | 12/31/2023 | SCHK | 45,424 | $2,092 | 12/31/2023 | MML Investors Services LLC | 35,918 | $1,654 | 12/31/2023 | SCHK | 35,918 | $1,654 | 12/31/2023 | Creative Planning | 35,866 | $1,652 | 12/31/2023 | SCHK | 35,866 | $1,652 | 12/31/2023 | Richardson Capital Management LLC | 31,436 | $1,593 | 03/31/2024 | SCHK | 31,436 | $1,593 | 03/31/2024 | Kohmann Bosshard Financial Services LLC | 30,315 | $1,536 | 03/31/2024 | SCHK | 30,315 | $1,536 | 03/31/2024 | Citadel Advisors LLC | 32,587 | $1,501 | 12/31/2023 | SCHK | 32,587 | $1,501 | 12/31/2023 | Collective Family Office LLC | 23,832 | $1,208 | 03/31/2024 | SCHK | 23,832 | $1,208 | 03/31/2024 | Aptus Capital Advisors LLC | 26,154 | $1,205 | 12/31/2023 | SCHK | 26,154 | $1,205 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 26,154 | $1,205 | 12/31/2023 | SCHK | 26,154 | $1,205 | 12/31/2023 | Renaissance Technologies LLC | 25,700 | $1,184 | 12/31/2023 | SCHK | 25,700 | $1,184 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 23,443 | $1,080 | 12/31/2023 | SCHK | 23,443 | $1,080 | 12/31/2023 | LPL Financial LLC | 22,361 | $1,030 | 12/31/2023 | SCHK | 22,361 | $1,030 | 12/31/2023 | Red Tortoise LLC | 22,358 | $1,030 | 12/31/2023 | SCHK | 22,358 | $1,030 | 12/31/2023 | HighTower Advisors LLC | 21,649 | $997 | 12/31/2023 | SCHK | 21,649 | $997 | 12/31/2023 | Private Capital Management LLC | 19,654 | $996 | 03/31/2024 | SCHK | 19,654 | $996 | 03/31/2024 | Sherrill & Hutchins Financial Advisory Inc | 18,800 | $953 | 03/31/2024 | SCHK | 18,800 | $953 | 03/31/2024 | Susquehanna International Group LLP | 18,859 | $869 | 12/31/2023 | SCHK | 18,859 | $869 | 12/31/2023 | Royal Bank of Canada | 17,546 | $808 | 12/31/2023 | SCHK | 17,546 | $808 | 12/31/2023 | Evanson Asset Management LLC | 15,037 | $762 | 03/31/2024 | SCHK | 15,037 | $762 | 03/31/2024 | Everhart Financial Group Inc. | 15,417 | $710 | 12/31/2023 | SCHK | 15,417 | $710 | 12/31/2023 | Cetera Investment Advisers | 15,388 | $709 | 12/31/2023 | SCHK | 15,388 | $709 | 12/31/2023 | Visionary Wealth Advisors | 15,023 | $692 | 12/31/2023 | SCHK | 15,023 | $692 | 12/31/2023 | Cetera Advisors LLC | 13,335 | $614 | 12/31/2023 | SCHK | 13,335 | $614 | 12/31/2023 | Ancora Advisors LLC | 13,183 | $607 | 12/31/2023 | SCHK | 13,183 | $607 | 12/31/2023 | Jane Street Group LLC | 12,785 | $589 | 12/31/2023 | SCHK | 12,785 | $589 | 12/31/2023 | Commonwealth Equity Services LLC | 12,273 | $565 | 12/31/2023 | SCHK | 12,273 | $565 | 12/31/2023 | Atria Wealth Solutions Inc. | 12,234 | $564 | 12/31/2023 | SCHK | 12,234 | $564 | 12/31/2023 | Wells Fargo & Company MN | 12,031 | $554 | 12/31/2023 | SCHK | 12,031 | $554 | 12/31/2023 | SMI Advisory Services LLC | 10,455 | $525 | 03/31/2024 | SCHK | 10,455 | $525 | 03/31/2024 | Stratos Wealth Advisors LLC | 10,015 | $507 | 03/31/2024 | SCHK | 10,015 | $507 | 03/31/2024 | Red Door Wealth Management LLC | 9,745 | $494 | 03/31/2024 | SCHK | 9,745 | $494 | 03/31/2024 | Johnson Investment Counsel Inc. | 10,603 | $488 | 12/31/2023 | SCHK | 10,603 | $488 | 12/31/2023 | Morgan Stanley | 10,546 | $486 | 12/31/2023 | SCHK | 10,546 | $486 | 12/31/2023 | Kaizen Financial Strategies | 10,467 | $482 | 12/31/2023 | SCHK | 10,467 | $482 | 12/31/2023 | Crewe Advisors LLC | 10,007 | $461 | 12/31/2023 | SCHK | 10,007 | $461 | 12/31/2023 | Leavell Investment Management Inc. | 9,990 | $460 | 12/31/2023 | SCHK | 9,990 | $460 | 12/31/2023 | Raymond James & Associates | 9,959 | $459 | 12/31/2023 | SCHK | 9,959 | $459 | 12/31/2023 | McAdam LLC | 9,685 | $446 | 12/31/2023 | SCHK | 9,685 | $446 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 8,660 | $439 | 03/31/2024 | SCHK | 8,660 | $439 | 03/31/2024 | SOL Capital Management CO | 9,500 | $438 | 12/31/2023 | SCHK | 9,500 | $438 | 12/31/2023 | Vise Technologies Inc. | 8,767 | $404 | 12/31/2023 | SCHK | 8,767 | $404 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 8,697 | $401 | 12/31/2023 | SCHK | 8,697 | $401 | 12/31/2023 | Prime Capital Investment Advisors LLC | 8,608 | $396 | 12/31/2023 | SCHK | 8,608 | $396 | 12/31/2023 | TIAA Trust National Association | 8,413 | $388 | 12/31/2023 | SCHK | 8,413 | $388 | 12/31/2023 | Focus Financial Network Inc. ADV | 8,342 | $384 | 12/31/2023 | SCHK | 8,342 | $384 | 12/31/2023 | KC Investment Advisors LLC | 7,982 | $368 | 12/31/2023 | SCHK | 7,982 | $368 | 12/31/2023 | Associated Banc Corp | 7,919 | $365 | 12/31/2023 | SCHK | 7,919 | $365 | 12/31/2023 | Welch Group LLC | 7,190 | $364 | 03/31/2024 | SCHK | 7,190 | $364 | 03/31/2024 | Alamar Capital Management LLC | 7,911 | $364 | 12/31/2023 | SCHK | 7,911 | $364 | 12/31/2023 | Omega Financial Group LLC | 6,811 | $345 | 03/31/2024 | SCHK | 6,811 | $345 | 03/31/2024 | Chicago Partners Investment Group LLC | 7,304 | $342 | 12/31/2023 | SCHK | 7,304 | $342 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 7,199 | $332 | 12/31/2023 | SCHK | 7,199 | $332 | 12/31/2023 | Axxcess Wealth Management LLC | 7,150 | $329 | 12/31/2023 | SCHK | 7,150 | $329 | 12/31/2023 | HB Wealth Management LLC | 7,005 | $323 | 12/31/2023 | SCHK | 7,005 | $323 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 6,809 | $314 | 12/31/2023 | SCHK | 6,809 | $314 | 12/31/2023 | Advisor Group Holdings Inc. | 6,755 | $311 | 12/31/2023 | SCHK | 6,755 | $311 | 12/31/2023 | Northern Trust Corp | 6,195 | $285 | 12/31/2023 | SCHK | 6,195 | $285 | 12/31/2023 | CI Private Wealth LLC | 5,959 | $274 | 12/31/2023 | SCHK | 5,959 | $274 | 12/31/2023 | Resources Investment Advisors LLC. | 5,884 | $271 | 12/31/2023 | SCHK | 5,884 | $271 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,681 | $262 | 12/31/2023 | SCHK | 5,681 | $262 | 12/31/2023 | Allworth Financial LP | 5,635 | $260 | 12/31/2023 | SCHK | 5,635 | $260 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 5,504 | $254 | 12/31/2023 | SCHK | 5,504 | $254 | 12/31/2023 | Captrust Financial Advisors | 5,282 | $243 | 12/31/2023 | SCHK | 5,282 | $243 | 12/31/2023 | Peachtree Investment Partners LLC | 5,247 | $242 | 12/31/2023 | SCHK | 5,247 | $242 | 12/31/2023 | Meridian Wealth Management LLC | 5,240 | $241 | 12/31/2023 | SCHK | 5,240 | $241 | 12/31/2023 | JPMorgan Chase & Co. | 5,015 | $231 | 12/31/2023 | SCHK | 5,015 | $231 | 12/31/2023 | KCM Investment Advisors LLC | 4,856 | $224 | 12/31/2023 | SCHK | 4,856 | $224 | 12/31/2023 | Thomasville National Bank | 4,220 | $214 | 03/31/2024 | SCHK | 4,220 | $214 | 03/31/2024 | Cardiff Park Advisors LLC | 4,442 | $205 | 12/31/2023 | SCHK | 4,442 | $205 | 12/31/2023 | MCF Advisors LLC | 4,000 | $203 | 03/31/2024 | SCHK | 4,000 | $203 | 03/31/2024 | Qube Research & Technologies Ltd | 3,645 | $168 | 12/31/2023 | SCHK | 3,645 | $168 | 12/31/2023 | Comerica Bank | 3,566 | $164 | 12/31/2023 | SCHK | 3,566 | $164 | 12/31/2023 | Element Wealth LLC | 3,512 | $162 | 12/31/2023 | SCHK | 3,512 | $162 | 12/31/2023 | ZRC Wealth Management LLC | 3,332 | $153 | 12/31/2023 | SCHK | 3,332 | $153 | 12/31/2023 | Pflug Koory LLC | 2,418 | $123 | 03/31/2024 | SCHK | 2,418 | $123 | 03/31/2024 | Pinnacle Financial Partners Inc. | 2,530 | $117 | 12/31/2023 | SCHK | 2,530 | $117 | 12/31/2023 | TD Capital Management LLC | 2,508 | $116 | 12/31/2023 | SCHK | 2,508 | $116 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 1,912 | $88 | 12/31/2023 | SCHK | 1,912 | $88 | 12/31/2023 | Clear Investment Research LLC | 1,883 | $87 | 12/31/2023 | SCHK | 1,883 | $87 | 12/31/2023 | McIlrath & Eck LLC | 1,869 | $86 | 12/31/2023 | SCHK | 1,869 | $86 | 12/31/2023 | Atlas Capital Advisors LLC | 1,413 | $72 | 03/31/2024 | SCHK | 1,413 | $72 | 03/31/2024 | GWM Advisors LLC | 1,419 | $65 | 12/31/2023 | SCHK | 1,419 | $65 | 12/31/2023 | Strategic Investment Solutions Inc. IL | | $65 | 12/31/2023 | SCHWAB MUTL FUNDS | 558 | $57 | 12/31/2023 | SCHK | 166 | $8 | 12/31/2023 | FMR LLC | 1,021 | $47 | 12/31/2023 | SCHK | 1,021 | $47 | 12/31/2023 | Capital Advisors Ltd. LLC | 800 | $41 | 03/31/2024 | SCHK | 800 | $41 | 03/31/2024 | Private Ocean LLC | 797 | $40 | 03/31/2024 | SCHK | 797 | $40 | 03/31/2024 | Hexagon Capital Partners LLC | 723 | $37 | 03/31/2024 | SCHK | 723 | $37 | 03/31/2024 | Harbour Investments Inc. | 772 | $36 | 12/31/2023 | SCHK | 772 | $36 | 12/31/2023 | Ronald Blue Trust Inc. | 792 | $36 | 12/31/2023 | SCHK | 792 | $36 | 12/31/2023 | Bank of Montreal Can | 751 | $35 | 12/31/2023 | SCHK | 751 | $35 | 12/31/2023 | Resurgent Financial Advisors LLC | 600 | $28 | 12/31/2023 | SCHK | 600 | $28 | 12/31/2023 | McClarren Financial Advisors Inc. | 583 | $27 | 12/31/2023 | SCHK | 583 | $27 | 12/31/2023 | Woodmont Investment Counsel LLC | 518 | $26 | 03/31/2024 | SCHK | 518 | $26 | 03/31/2024 | GHP Investment Advisors Inc. | 396 | $18 | 12/31/2023 | SCHK | 396 | $18 | 12/31/2023 | The PNC Financial Services Group Inc. | 355 | $16 | 12/31/2023 | SCHK | 355 | $16 | 12/31/2023 | Sandy Spring Bank | 325 | $15 | 12/31/2023 | SCHK | 325 | $15 | 12/31/2023 | IFP Advisors Inc | 330 | $15 | 12/31/2023 | SCHK | 330 | $15 | 12/31/2023 | Bogart Wealth LLC | 312 | $14 | 12/31/2023 | SCHK | 312 | $14 | 12/31/2023 | Advisory Services Network LLC | 250 | $12 | 12/31/2023 | SCHK | 250 | $12 | 12/31/2023 | CWM LLC | 210 | $11 | 03/31/2024 | SCHK | 210 | $11 | 03/31/2024 | Assetmark Inc. | 238 | $11 | 12/31/2023 | SCHK | 238 | $11 | 12/31/2023 | Capital Analysts LLC | 249 | $11 | 12/31/2023 | SCHK | 249 | $11 | 12/31/2023 | Bessemer Group Inc. | 225 | $10 | 12/31/2023 | SCHK | 225 | $10 | 12/31/2023 | JFS Wealth Advisors LLC | 197 | $9 | 12/31/2023 | SCHK | 197 | $9 | 12/31/2023 | Tower Research Capital LLC TRC | 181 | $8 | 12/31/2023 | SCHK | 181 | $8 | 12/31/2023 | Investors Research Corp | 171 | $8 | 12/31/2023 | SCHK | 171 | $8 | 12/31/2023 | Beacon Capital Management LLC | 181 | $8 | 12/31/2023 | SCHK | 181 | $8 | 12/31/2023 | Signaturefd LLC | 150 | $7 | 12/31/2023 | SCHK | 150 | $7 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 140 | $6 | 12/31/2023 | SCHK | 140 | $6 | 12/31/2023 | Game Plan Financial Advisors LLC | 101 | $5 | 03/31/2024 | SCHK | 101 | $5 | 03/31/2024 | Delta Asset Management LLC TN | 100 | $5 | 12/31/2023 | SCHK | 100 | $5 | 12/31/2023 | Simplex Trading LLC | 100 | $5 | 12/31/2023 | SCHK | 100 | $5 | 12/31/2023 | Retirement Group LLC | 63 | $3 | 12/31/2023 | SCHK | 63 | $3 | 12/31/2023 | Trifecta Capital Advisors LLC | 40 | $2 | 03/31/2024 | SCHK | 40 | $2 | 03/31/2024 | Planning Capital Management Corp | 50 | $2 | 12/31/2023 | SCHK | 50 | $2 | 12/31/2023 | Signature Resources Capital Management LLC | 25 | $1 | 03/31/2024 | SCHK | 25 | $1 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 2 | $0 | 03/31/2024 | SCHK | 2 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | SCHK | 0 | $0 | 12/31/2023 | Glassman Wealth Services | 1 | $0 | 12/31/2023 | SCHK | 1 | $0 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 6 | $0 | 12/31/2023 | SCHK | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHK
See Details: Top 10 Hedge Funds Holding SCHK
Also See: SCHK Holdings Changes
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