Who owns SCHK
Which tracked institutional funds hold SCHK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHK is one-sided between 2026-Q1 and 2026-Q2: 53 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHK’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 264 tracked filers holding SCHK, 127 increased or opened the position and 95 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- WESPAC Advisors, LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- BIP Wealth, LLC$1M
- RWA WEALTH PARTNERS, LLC$964K
- Veracity Capital LLC$943K
- R2 Capital Strategies, LLC$875K
Full exits 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- JANE STREET GROUP, LLC$1M
- HighTower Advisors, LLC$1M
- Red Tortoise LLC$1M
- HRT FINANCIAL LP$574K
Largest adds
- ARMSTRONG ADVISORY GROUP, INC$157M
- Financial Engines Advisors L.L.C.$145M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$66M
- Legacy Wealth Management, LLC$23M
- Warwick Investment Management, Inc.$17M
- Creative Planning$17M
Largest trims
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$3M
- Blue Sky Capital Consultants Group, Inc.$3M
- JPMORGAN CHASE & CO$896K
- McAdam, LLC$280K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 41,923,365 | $1.5B | 53.8% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 6,518,923 | $235M | 8.4% | 2026-Q2 |
| Legacy Wealth Management, LLC trimmed | 5,848,312 | $211M | 7.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,837,047 | $174M | 6.2% | 2026-Q2 |
| Creative Planning trimmed | 3,852,974 | $139M | 4.9% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 3,585,472 | $129M | 4.6% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 2,144,798 | $77M | 2.8% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 1,308,887 | $47M | 1.7% | 2026-Q2 |
| Plum Street Advisors, LLC trimmed | 670,890 | $24M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 573,808 | $21M | 0.7% | 2026-Q2 |
| FreeGulliver LLC added | 483,033 | $17M | 0.6% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 466,270 | $17M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 450,207 | $16M | 0.6% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 378,027 | $14M | 0.5% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 258,451 | $9M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 247,609 | $9M | 0.3% | 2026-Q2 |
| Blake Schutter Theil Wealth Advisors, LLC | 190,089 | $7M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 185,500 | $7M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 171,106 | $6M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 158,842 | $6M | 0.2% | 2026-Q2 |
| HBK Sorce Advisory LLC | 124,797 | $5M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 116,778 | $4M | 0.2% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 116,446 | $4M | 0.1% | 2026-Q2 |
| Donor Advised Charitable Giving, Inc. trimmed | 115,563 | $4M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 109,552 | $4M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 105,150 | $4M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 102,670 | $4M | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 93,807 | $3M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 93,749 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 88,333 | $3M | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 87,022 | $3M | 0.1% | 2026-Q2 |
| Wolfstich Capital, LLC trimmed | 86,462 | $1M | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 85,404 | $3M | 0.1% | 2026-Q2 |
| ORSER CAPITAL MANAGEMENT, LLC added | 83,747 | $3M | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 82,447 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 81,847 | $3M | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 77,899 | $3M | 0.1% | 2026-Q2 |
| Bawa N Mallick Trust added | 77,416 | $3M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 77,113 | $3M | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 77,113 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 69,794 | $3M | 0.1% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC trimmed | 61,008 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 58,554 | $2M | 0.1% | 2026-Q2 |
| WESPAC Advisors, LLC new | 57,078 | $2M | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 54,381 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 49,000 | $2M | 0.1% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc added | 46,325 | $2M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 43,505 | $2M | 0.1% | 2026-Q2 |
| Gemmer Asset Management LLC added | 41,222 | $1M | 0.1% | 2026-Q2 |
| Richardson Capital Management LLC trimmed | 39,620 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 39,576 | $1M | 0.1% | 2026-Q2 |
| Everhart Financial Group, Inc. added | 39,519 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 38,554 | $1M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 38,470 | $1M | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 38,067 | $1M | 0.0% | 2026-Q2 |
| Curry Webb Wealth Management LLC trimmed | 37,863 | $1M | 0.0% | 2026-Q2 |
| Blue Sky Capital Consultants Group, Inc. trimmed | 37,069 | $1M | 0.0% | 2026-Q2 |
| Catalyst Investment Management LLC added | 36,986 | $1M | 0.0% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 35,494 | $1M | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 35,009 | $1M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 34,973 | $1M | 0.0% | 2026-Q2 |
| Opulen Financial Group LLC added | 34,672 | $1M | 0.0% | 2026-Q2 |
| BIP Wealth, LLC new | 33,221 | $1M | 0.0% | 2026-Q2 |
| One Capital Management, LLC | 30,673 | $961K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 30,670 | $1M | 0.0% | 2026-Q2 |
| Avant Capital LLC trimmed | 30,085 | $1M | 0.0% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 29,021 | $1M | 0.0% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC trimmed | 28,107 | $1M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27,884 | $1M | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 27,038 | $975K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC new | 26,739 | $964K | 0.0% | 2026-Q2 |
| Veracity Capital LLC new | 26,143 | $943K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC | 26,000 | $938K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 25,936 | $935K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 25,270 | $911K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 25,124 | $906K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 24,509 | $884K | 0.0% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 24,261 | $875K | 0.0% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 24,176 | $872K | 0.0% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC trimmed | 23,959 | $864K | 0.0% | 2026-Q2 |
| Kaizen Financial Strategies added | 23,760 | $856K | 0.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC | 23,348 | $842K | 0.0% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ | 23,064 | $832K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 22,916 | $826K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,458 | $810K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. added | 20,692 | $746K | 0.0% | 2026-Q2 |
| Operose Advisors LLC new | 20,553 | $741K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,320 | $733K | 0.0% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 19,817 | $715K | 0.0% | 2026-Q2 |
| Lafayette Investments, Inc. added | 19,512 | $704K | 0.0% | 2026-Q2 |
| SMI Advisory Services, LLC trimmed | 18,709 | $679K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 18,598 | $671K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 18,410 | $664K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC added | 18,403 | $664K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 18,364 | $662K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 18,272 | $654K | 0.0% | 2026-Q2 |
| McAdam, LLC trimmed | 18,227 | $657K | 0.0% | 2026-Q2 |
| D L CARLSON INVESTMENT GROUP INC added | 18,008 | $649K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 17,537 | $632K | 0.0% | 2026-Q2 |
| Pinion Investment Advisors, LLC added | 16,598 | $599K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.