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Funds Holding SCHK

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.25,155,133$1,158,785 12/31/2023
     SCHK25,155,133$1,158,785 12/31/2023
Legacy Wealth Management Inc3,683,412$186,638 03/31/2024
     SCHK3,683,412$186,638 03/31/2024
Armstrong Advisory Group Inc.1,246,826$63,177 03/31/2024
     SCHK1,246,826$63,177 03/31/2024
Waddell & Associates LLC975,639$44,938 12/31/2023
     SCHK975,639$44,938 12/31/2023
Warwick Investment Management Inc.827,358$38,108 12/31/2023
     SCHK827,358$38,108 12/31/2023
Colony Group LLC269,944$12,434 12/31/2023
     SCHK269,944$12,434 12/31/2023
Bank of America Corp DE259,758$11,964 12/31/2023
     SCHK259,758$11,964 12/31/2023
Cedar Brook Financial Partners LLC96,958$4,913 03/31/2024
     SCHK96,958$4,913 03/31/2024
Mariner LLC102,403$4,717 12/31/2023
     SCHK102,403$4,717 12/31/2023
HBK Sorce Advisory LLC67,797$3,123 12/31/2023
     SCHK67,797$3,123 12/31/2023
US Bancorp DE67,463$3,107 12/31/2023
     SCHK67,463$3,107 12/31/2023
Parkside Advisors LLC60,064$3,043 03/31/2024
     SCHK60,064$3,043 03/31/2024
Schwab Charitable Fund60,144$2,770 12/31/2023
     SCHK60,144$2,770 12/31/2023
Cerity Partners LLC47,923$2,207 12/31/2023
     SCHK47,923$2,207 12/31/2023
Cassady Schiller Wealth Management LLC45,424$2,092 12/31/2023
     SCHK45,424$2,092 12/31/2023
MML Investors Services LLC35,918$1,654 12/31/2023
     SCHK35,918$1,654 12/31/2023
Creative Planning35,866$1,652 12/31/2023
     SCHK35,866$1,652 12/31/2023
Richardson Capital Management LLC31,436$1,593 03/31/2024
     SCHK31,436$1,593 03/31/2024
Kohmann Bosshard Financial Services LLC30,315$1,536 03/31/2024
     SCHK30,315$1,536 03/31/2024
Citadel Advisors LLC32,587$1,501 12/31/2023
     SCHK32,587$1,501 12/31/2023
Collective Family Office LLC23,832$1,208 03/31/2024
     SCHK23,832$1,208 03/31/2024
Aptus Capital Advisors LLC26,154$1,205 12/31/2023
     SCHK26,154$1,205 12/31/2023
Guardian Wealth Advisors LLC NC26,154$1,205 12/31/2023
     SCHK26,154$1,205 12/31/2023
Renaissance Technologies LLC25,700$1,184 12/31/2023
     SCHK25,700$1,184 12/31/2023
Northwestern Mutual Wealth Management Co.23,443$1,080 12/31/2023
     SCHK23,443$1,080 12/31/2023
LPL Financial LLC22,361$1,030 12/31/2023
     SCHK22,361$1,030 12/31/2023
Red Tortoise LLC22,358$1,030 12/31/2023
     SCHK22,358$1,030 12/31/2023
HighTower Advisors LLC21,649$997 12/31/2023
     SCHK21,649$997 12/31/2023
Private Capital Management LLC19,654$996 03/31/2024
     SCHK19,654$996 03/31/2024
Sherrill & Hutchins Financial Advisory Inc18,800$953 03/31/2024
     SCHK18,800$953 03/31/2024
Susquehanna International Group LLP18,859$869 12/31/2023
     SCHK18,859$869 12/31/2023
Royal Bank of Canada17,546$808 12/31/2023
     SCHK17,546$808 12/31/2023
Evanson Asset Management LLC15,037$762 03/31/2024
     SCHK15,037$762 03/31/2024
Everhart Financial Group Inc.15,417$710 12/31/2023
     SCHK15,417$710 12/31/2023
Cetera Investment Advisers15,388$709 12/31/2023
     SCHK15,388$709 12/31/2023
Visionary Wealth Advisors15,023$692 12/31/2023
     SCHK15,023$692 12/31/2023
Cetera Advisors LLC13,335$614 12/31/2023
     SCHK13,335$614 12/31/2023
Ancora Advisors LLC13,183$607 12/31/2023
     SCHK13,183$607 12/31/2023
Jane Street Group LLC12,785$589 12/31/2023
     SCHK12,785$589 12/31/2023
Commonwealth Equity Services LLC12,273$565 12/31/2023
     SCHK12,273$565 12/31/2023
Atria Wealth Solutions Inc.12,234$564 12/31/2023
     SCHK12,234$564 12/31/2023
Wells Fargo & Company MN12,031$554 12/31/2023
     SCHK12,031$554 12/31/2023
SMI Advisory Services LLC10,455$525 03/31/2024
     SCHK10,455$525 03/31/2024
Stratos Wealth Advisors LLC10,015$507 03/31/2024
     SCHK10,015$507 03/31/2024
Red Door Wealth Management LLC9,745$494 03/31/2024
     SCHK9,745$494 03/31/2024
Johnson Investment Counsel Inc.10,603$488 12/31/2023
     SCHK10,603$488 12/31/2023
Morgan Stanley10,546$486 12/31/2023
     SCHK10,546$486 12/31/2023
Kaizen Financial Strategies10,467$482 12/31/2023
     SCHK10,467$482 12/31/2023
Crewe Advisors LLC10,007$461 12/31/2023
     SCHK10,007$461 12/31/2023
Leavell Investment Management Inc.9,990$460 12/31/2023
     SCHK9,990$460 12/31/2023
Raymond James & Associates9,959$459 12/31/2023
     SCHK9,959$459 12/31/2023
McAdam LLC9,685$446 12/31/2023
     SCHK9,685$446 12/31/2023
Wealth Enhancement Advisory Services LLC8,660$439 03/31/2024
     SCHK8,660$439 03/31/2024
SOL Capital Management CO9,500$438 12/31/2023
     SCHK9,500$438 12/31/2023
Vise Technologies Inc.8,767$404 12/31/2023
     SCHK8,767$404 12/31/2023
Raymond James Financial Services Advisors Inc.8,697$401 12/31/2023
     SCHK8,697$401 12/31/2023
Prime Capital Investment Advisors LLC8,608$396 12/31/2023
     SCHK8,608$396 12/31/2023
TIAA Trust National Association8,413$388 12/31/2023
     SCHK8,413$388 12/31/2023
Focus Financial Network Inc. ADV8,342$384 12/31/2023
     SCHK8,342$384 12/31/2023
KC Investment Advisors LLC7,982$368 12/31/2023
     SCHK7,982$368 12/31/2023
Associated Banc Corp7,919$365 12/31/2023
     SCHK7,919$365 12/31/2023
Welch Group LLC7,190$364 03/31/2024
     SCHK7,190$364 03/31/2024
Alamar Capital Management LLC7,911$364 12/31/2023
     SCHK7,911$364 12/31/2023
Omega Financial Group LLC6,811$345 03/31/2024
     SCHK6,811$345 03/31/2024
Chicago Partners Investment Group LLC7,304$342 12/31/2023
     SCHK7,304$342 12/31/2023
Blue Bell Private Wealth Management LLC7,199$332 12/31/2023
     SCHK7,199$332 12/31/2023
Axxcess Wealth Management LLC7,150$329 12/31/2023
     SCHK7,150$329 12/31/2023
HB Wealth Management LLC7,005$323 12/31/2023
     SCHK7,005$323 12/31/2023
U.S. Capital Wealth Advisors LLC6,809$314 12/31/2023
     SCHK6,809$314 12/31/2023
Advisor Group Holdings Inc.6,755$311 12/31/2023
     SCHK6,755$311 12/31/2023
Northern Trust Corp6,195$285 12/31/2023
     SCHK6,195$285 12/31/2023
CI Private Wealth LLC5,959$274 12/31/2023
     SCHK5,959$274 12/31/2023
Resources Investment Advisors LLC.5,884$271 12/31/2023
     SCHK5,884$271 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,681$262 12/31/2023
     SCHK5,681$262 12/31/2023
Allworth Financial LP5,635$260 12/31/2023
     SCHK5,635$260 12/31/2023
Cambridge Investment Research Advisors Inc.5,504$254 12/31/2023
     SCHK5,504$254 12/31/2023
Captrust Financial Advisors5,282$243 12/31/2023
     SCHK5,282$243 12/31/2023
Peachtree Investment Partners LLC5,247$242 12/31/2023
     SCHK5,247$242 12/31/2023
Meridian Wealth Management LLC5,240$241 12/31/2023
     SCHK5,240$241 12/31/2023
JPMorgan Chase & Co.5,015$231 12/31/2023
     SCHK5,015$231 12/31/2023
KCM Investment Advisors LLC4,856$224 12/31/2023
     SCHK4,856$224 12/31/2023
Thomasville National Bank4,220$214 03/31/2024
     SCHK4,220$214 03/31/2024
Cardiff Park Advisors LLC4,442$205 12/31/2023
     SCHK4,442$205 12/31/2023
MCF Advisors LLC4,000$203 03/31/2024
     SCHK4,000$203 03/31/2024
Qube Research & Technologies Ltd3,645$168 12/31/2023
     SCHK3,645$168 12/31/2023
Comerica Bank3,566$164 12/31/2023
     SCHK3,566$164 12/31/2023
Element Wealth LLC3,512$162 12/31/2023
     SCHK3,512$162 12/31/2023
ZRC Wealth Management LLC3,332$153 12/31/2023
     SCHK3,332$153 12/31/2023
Pflug Koory LLC2,418$123 03/31/2024
     SCHK2,418$123 03/31/2024
Pinnacle Financial Partners Inc.2,530$117 12/31/2023
     SCHK2,530$117 12/31/2023
TD Capital Management LLC2,508$116 12/31/2023
     SCHK2,508$116 12/31/2023
RE Dickinson Investment Advisors LLC1,912$88 12/31/2023
     SCHK1,912$88 12/31/2023
Clear Investment Research LLC1,883$87 12/31/2023
     SCHK1,883$87 12/31/2023
McIlrath & Eck LLC1,869$86 12/31/2023
     SCHK1,869$86 12/31/2023
Atlas Capital Advisors LLC1,413$72 03/31/2024
     SCHK1,413$72 03/31/2024
GWM Advisors LLC1,419$65 12/31/2023
     SCHK1,419$65 12/31/2023
Strategic Investment Solutions Inc. IL $65 12/31/2023
     SCHWAB MUTL FUNDS558$57 12/31/2023
     SCHK166$8 12/31/2023
FMR LLC1,021$47 12/31/2023
     SCHK1,021$47 12/31/2023
Capital Advisors Ltd. LLC800$41 03/31/2024
     SCHK800$41 03/31/2024
Private Ocean LLC797$40 03/31/2024
     SCHK797$40 03/31/2024
Hexagon Capital Partners LLC723$37 03/31/2024
     SCHK723$37 03/31/2024
Harbour Investments Inc.772$36 12/31/2023
     SCHK772$36 12/31/2023
Ronald Blue Trust Inc.792$36 12/31/2023
     SCHK792$36 12/31/2023
Bank of Montreal Can751$35 12/31/2023
     SCHK751$35 12/31/2023
Resurgent Financial Advisors LLC600$28 12/31/2023
     SCHK600$28 12/31/2023
McClarren Financial Advisors Inc.583$27 12/31/2023
     SCHK583$27 12/31/2023
Woodmont Investment Counsel LLC518$26 03/31/2024
     SCHK518$26 03/31/2024
GHP Investment Advisors Inc.396$18 12/31/2023
     SCHK396$18 12/31/2023
The PNC Financial Services Group Inc.355$16 12/31/2023
     SCHK355$16 12/31/2023
Sandy Spring Bank325$15 12/31/2023
     SCHK325$15 12/31/2023
IFP Advisors Inc330$15 12/31/2023
     SCHK330$15 12/31/2023
Bogart Wealth LLC312$14 12/31/2023
     SCHK312$14 12/31/2023
Advisory Services Network LLC250$12 12/31/2023
     SCHK250$12 12/31/2023
CWM LLC210$11 03/31/2024
     SCHK210$11 03/31/2024
Assetmark Inc.238$11 12/31/2023
     SCHK238$11 12/31/2023
Capital Analysts LLC249$11 12/31/2023
     SCHK249$11 12/31/2023
Bessemer Group Inc.225$10 12/31/2023
     SCHK225$10 12/31/2023
JFS Wealth Advisors LLC197$9 12/31/2023
     SCHK197$9 12/31/2023
Tower Research Capital LLC TRC 181$8 12/31/2023
     SCHK181$8 12/31/2023
Investors Research Corp171$8 12/31/2023
     SCHK171$8 12/31/2023
Beacon Capital Management LLC181$8 12/31/2023
     SCHK181$8 12/31/2023
Signaturefd LLC150$7 12/31/2023
     SCHK150$7 12/31/2023
Pacific Capital Wealth Advisors Inc.140$6 12/31/2023
     SCHK140$6 12/31/2023
Game Plan Financial Advisors LLC101$5 03/31/2024
     SCHK101$5 03/31/2024
Delta Asset Management LLC TN100$5 12/31/2023
     SCHK100$5 12/31/2023
Simplex Trading LLC100$5 12/31/2023
     SCHK100$5 12/31/2023
Retirement Group LLC63$3 12/31/2023
     SCHK63$3 12/31/2023
Trifecta Capital Advisors LLC40$2 03/31/2024
     SCHK40$2 03/31/2024
Planning Capital Management Corp50$2 12/31/2023
     SCHK50$2 12/31/2023
Signature Resources Capital Management LLC25$1 03/31/2024
     SCHK25$1 03/31/2024
Financial Synergies Wealth Advisors Inc.2$0 03/31/2024
     SCHK2$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     SCHK0$0 12/31/2023
Glassman Wealth Services1$0 12/31/2023
     SCHK1$0 12/31/2023
Atlantic Edge Private Wealth Management LLC6$0 12/31/2023
     SCHK6$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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