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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.
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 | Main Street Financial Solutions LLC | 112,351 | $5,693 | 03/31/2024 | SCHK | 112,351 | $5,693 | 03/31/2024 | 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 | Red Tortoise LLC | 22,444 | $1,137 | 03/31/2024 | SCHK | 22,444 | $1,137 | 03/31/2024 | 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 | 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 | Raymond James & Associates | 11,910 | $603 | 03/31/2024 | SCHK | 11,910 | $603 | 03/31/2024 | 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 | Raymond James Financial Services Advisors Inc. | 10,049 | $509 | 03/31/2024 | SCHK | 10,049 | $509 | 03/31/2024 | Stratos Wealth Advisors LLC | 10,015 | $507 | 03/31/2024 | SCHK | 10,015 | $507 | 03/31/2024 | Leavell Investment Management Inc. | 9,945 | $504 | 03/31/2024 | SCHK | 9,945 | $504 | 03/31/2024 | McAdam LLC | 9,745 | $494 | 03/31/2024 | SCHK | 9,745 | $494 | 03/31/2024 | Red Door Wealth Management LLC | 9,745 | $494 | 03/31/2024 | SCHK | 9,745 | $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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