254 tracked 13F filers disclose a position in SCHK as of the latest SEC 13F filings, a combined $2.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.5B | 41.9M | ▼−3.9% Reduced · −1.7M sh | Q2 2026 | |
| 2 | ARMSTRONG ADVISORY GROUP, INC | $235.1M | 6.5M | ▲+163% Added · +4.0M sh | Q2 2026 | |
| 3 | Legacy Wealth Management, LLC | $210.9M | 5.8M | ▼−2.5% Reduced · −152K sh | Q2 2026 | |
| 4 | Creative Planning | $122.2M | 3.9M | ▲+24% Added · +765K sh | Q1 2026 | |
| 5 | Warwick Investment Management, Inc. | $129.3M | 3.6M | ▲+0.1% Added · +5K sh | Q2 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $108.1M | 3.5M | ▼−0.8% Reduced · −27K sh | Q1 2026 | |
| 7 | WADDELL & ASSOCIATES, LLC | $77.3M | 2.1M | ▲+0.2% Added · +4K sh | Q2 2026 | |
| 8 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $47.2M | 1.3M | ▼−2.8% Reduced · −38K sh | Q2 2026 | |
| 9 | FreeGulliver LLC | $17.4M | 483K | ▲+229% Added · +336K sh | Q2 2026 | |
| 10 | Focus Partners Wealth | $15.0M | 478K | ▲~0% Added · +231 sh | Q1 2026 | |
| 11 | Main Street Financial Solutions, LLC | $16.8M | 466K | ▲+3.7% Added · +17K sh | Q2 2026 | |
| 12 | Mariner, LLC | $14.1M | 449K | ▲+43% Added · +136K sh | Q1 2026 | |
| 13 | Lighthouse Wealth Management Inc. | $13.6M | 378K | ▼−3.5% Reduced · −14K sh | Q2 2026 | |
| 14 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $9.3M | 258K | ▲+0.1% Added · +284 sh | Q2 2026 | |
| 15 | LPL Financial LLC | $7.7M | 246K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 16 | Blake Schutter Theil Wealth Advisors, LLC | $6.9M | 190K | —Held | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $5.4M | 174K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 18 | NorthRock Partners, LLC | $6.2M | 171K | ▼−2.4% Reduced · −4K sh | Q2 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 136K | ▲+235% Added · +95K sh | Q1 2026 | |
| 20 | HBK Sorce Advisory LLC | $4.6M | 125K | —Held | Q2 2026 | |
| 21 | Cerity Partners LLC | $3.7M | 117K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 117K | ▼−6.1% Reduced · −8K sh | Q2 2026 | |
| 23 | Principia Wealth Advisory, LLC | $4.2M | 116K | ▲12× Added · +107K sh | Q2 2026 | |
| 24 | Donor Advised Charitable Giving, Inc. | $4.2M | 116K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 25 | MAI Capital Management | $3.4M | 110K | ▲+0.3% Added · +329 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SCHK and 26 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 138 funds | $31.4B |
| MICROSOFT CORPMSFT | 136 funds | $21.7B |
| APPLE INCAAPL | 134 funds | $26.2B |
| AMAZON.COM INCAMZN | 133 funds | $14.2B |
| ALPHABET INC-CL AGOOGL | 133 funds | $12.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 132 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 131 funds | $6.6B |
| VISA INC-CLASS A SHARESV | 130 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 129 funds | $11.5B |
| ISHARES CORE S&P 500 ETFIVV | 129 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 128 funds | $4.8B |
Ranked by how many of SCHK's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for SCHK
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHK/capital-change-brief"
Use Arkolith's capital_change_brief for SCHK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCHK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.