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Institutional Holders of SCHK

There is a long list of 137 institutional holders of SCHK within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHK by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHK table below, the initial column indicates the name of each top institutional holder of SCHK, with a link to that fund's top holdings. The next columns indicate the amount of SCHK stock held by each of the institutional holders of SCHK, followed by the SCHK position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Main Street Financial Solutions LLC112,351$5,693 03/31/2024
     SCHK112,351$5,693 03/31/2024
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
Red Tortoise LLC22,444$1,137 03/31/2024
     SCHK22,444$1,137 03/31/2024
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
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
Raymond James & Associates11,910$603 03/31/2024
     SCHK11,910$603 03/31/2024
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
Raymond James Financial Services Advisors Inc.10,049$509 03/31/2024
     SCHK10,049$509 03/31/2024
Stratos Wealth Advisors LLC10,015$507 03/31/2024
     SCHK10,015$507 03/31/2024
Leavell Investment Management Inc.9,945$504 03/31/2024
     SCHK9,945$504 03/31/2024
McAdam LLC9,745$494 03/31/2024
     SCHK9,745$494 03/31/2024
Red Door Wealth Management LLC9,745$494 03/31/2024
     SCHK9,745$494 03/31/2024

See All: Funds Holding SCHK
See Details: Top 10 Hedge Funds Holding SCHK
Also See: SCHK Holdings Changes

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