Who owns SCHK (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-Q1 13F filings. 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
20 tracked funds added or opened SCHK while 26 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp 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 2025-Q4 and 2026-Q1, across 234 tracked filers holding SCHK, 116 increased or opened the position and 76 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 2025-Q4 and 2026-Q1 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 6
- JANE STREET GROUP, LLC$1M
- One Capital Management, LLC$961K
- Lafayette Investments, Inc.$610K
- FIFTH THIRD BANCORP$599K
- HRT FINANCIAL LP$574K
- GOLDMAN SACHS GROUP INC$509K
Full exits 9
- Main Street Financial Solutions, LLC$14M
- Principia Wealth Advisory, LLC$4M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Brookwood Investment Group LLC$1M
- Y-Intercept (Hong Kong) Ltd$968K
- Engineers Gate Manager LP$835K
Largest adds
- Creative Planning$19M
- Mariner, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Blue Sky Capital Consultants Group, Inc.$3M
- FreeGulliver LLC$2M
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$2M
Largest trims
- Financial Engines Advisors L.L.C.$66M
- Legacy Wealth Management, LLC$13M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6M
- ARMSTRONG ADVISORY GROUP, INC$5M
- Warwick Investment Management, Inc.$3M
- Blake Schutter Theil Wealth Advisors, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 43,613,251 | $1.4B | 59.5% | 2026-Q1 |
| Legacy Wealth Management, LLC trimmed | 6,000,541 | $188M | 8.2% | 2026-Q1 |
| Creative Planning added | 3,899,148 | $122M | 5.3% | 2026-Q1 |
| Warwick Investment Management, Inc. added | 3,580,579 | $112M | 4.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,450,953 | $108M | 4.7% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 2,477,917 | $78M | 3.4% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 2,141,052 | $67M | 2.9% | 2026-Q1 |
| Plum Street Advisors, LLC added | 720,874 | $23M | 1.0% | 2026-Q1 |
| Focus Partners Wealth added | 477,541 | $15M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 449,173 | $14M | 0.6% | 2026-Q1 |
| Lighthouse Wealth Management Inc. added | 391,661 | $12M | 0.5% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 258,167 | $8M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 246,307 | $8M | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 217,827 | $7M | 0.3% | 2026-Q1 |
| Blake Schutter Theil Wealth Advisors, LLC trimmed | 190,089 | $6M | 0.3% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 175,317 | $5M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 173,740 | $5M | 0.2% | 2026-Q1 |
| FreeGulliver LLC added | 146,686 | $5M | 0.2% | 2026-Q1 |
| HBK Sorce Advisory LLC | 124,797 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 135,910 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 124,315 | $4M | 0.2% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. added | 123,125 | $4M | 0.2% | 2026-Q1 |
| Donor Advised Charitable Giving, Inc. | 117,247 | $4M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 116,867 | $4M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 109,549 | $3M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 106,137 | $3M | 0.1% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 90,988 | $3M | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 87,526 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 86,223 | $3M | 0.1% | 2026-Q1 |
| ORSER CAPITAL MANAGEMENT, LLC trimmed | 81,817 | $3M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 79,672 | $2M | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC | 78,464 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 78,284 | $2M | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 76,590 | $2M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 76,590 | $2M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 72,508 | $2M | 0.1% | 2026-Q1 |
| Bawa N Mallick Trust | 69,780 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 67,556 | $2M | 0.1% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 61,009 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 54,083 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 50,954 | $2M | 0.1% | 2026-Q1 |
| Wolfstich Capital, LLC | 108,453 | $1M | 0.1% | 2026-Q1 |
| Sherrill & Hutchins Financial Advisory, Inc added | 46,316 | $1M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 43,293 | $1M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 42,798 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 42,635 | $1M | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 41,192 | $1M | 0.1% | 2026-Q1 |
| Richardson Capital Management LLC trimmed | 40,031 | $1M | 0.1% | 2026-Q1 |
| Gemmer Asset Management LLC added | 40,022 | $1M | 0.1% | 2026-Q1 |
| Diversified Trust Co | 39,576 | $1M | 0.1% | 2026-Q1 |
| Catalyst Investment Management LLC trimmed | 36,165 | $1M | 0.1% | 2026-Q1 |
| Everhart Financial Group, Inc. added | 39,379 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 39,245 | $1M | 0.1% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 38,528 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 36,295 | $1M | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 35,136 | $1M | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 35,058 | $1M | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 33,525 | $1M | 0.0% | 2026-Q1 |
| Red Tortoise LLC trimmed | 33,192 | $1M | 0.0% | 2026-Q1 |
| Opulen Financial Group LLC added | 32,660 | $1M | 0.0% | 2026-Q1 |
| BlackRock, Inc. added | 31,963 | $1M | 0.0% | 2026-Q1 |
| One Capital Management, LLC added | 30,673 | $961K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 30,659 | $961K | 0.0% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC | 30,262 | $948K | 0.0% | 2026-Q1 |
| Avant Capital LLC trimmed | 30,212 | $947K | 0.0% | 2026-Q1 |
| McAdam, LLC trimmed | 29,927 | $938K | 0.0% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 29,287 | $918K | 0.0% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 28,571 | $895K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 26,720 | $843K | 0.0% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 26,017 | $815K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC | 26,000 | $815K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 24,092 | $755K | 0.0% | 2026-Q1 |
| Kaizen Financial Strategies added | 22,338 | $755K | 0.0% | 2026-Q1 |
| CAMBIENT FAMILY OFFICE, LLC added | 23,966 | $751K | 0.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 23,348 | $731K | 0.0% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ | 23,064 | $723K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC | 22,916 | $718K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 22,352 | $700K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,708 | $680K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 21,703 | $680K | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 19,322 | $634K | 0.0% | 2026-Q1 |
| Lafayette Investments, Inc. new | 19,461 | $610K | 0.0% | 2026-Q1 |
| SMI Advisory Services, LLC trimmed | 19,153 | $608K | 0.0% | 2026-Q1 |
| Main Street Financial Solutions, LLC added | 413,934 | $14M | 0.6% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 150,750 | $4M | 0.2% | 2025-Q2 stale |
| Principia Wealth Advisory, LLC new | 108,220 | $4M | 0.2% | 2025-Q4 stale |
| Parkside Advisors LLC trimmed | 116,215 | $3M | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 97,509 | $3M | 0.1% | 2025-Q3 stale |
| Blue Capital, Inc. new | 86,230 | $3M | 0.1% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 50,800 | $2M | 0.1% | 2025-Q4 stale |
| Brookwood Investment Group LLC trimmed | 42,506 | $1M | 0.1% | 2025-Q4 stale |
| Claro Advisors LLC new | 33,795 | $1M | 0.0% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd trimmed | 29,510 | $968K | 0.0% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 31,200 | $930K | 0.0% | 2025-Q2 stale |
| Engineers Gate Manager LP added | 25,466 | $835K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 22,056 | $708K | 0.0% | 2025-Q3 stale |
| Destination Wealth Management new | 24,065 | $648K | 0.0% | 2025-Q1 stale |
| River Wealth Advisors LLC | 19,515 | $640K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 19,122 | $627K | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,236 | $626K | 0.0% | 2025-Q1 stale |
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.