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Institutional Ownership · SEC Form 13F

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.

234
Institutional holders
72,997,754
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. trimmed43,613,251$1.4B59.5%2026-Q1
Legacy Wealth Management, LLC trimmed6,000,541$188M8.2%2026-Q1
Creative Planning added3,899,148$122M5.3%2026-Q1
Warwick Investment Management, Inc. added3,580,579$112M4.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed3,450,953$108M4.7%2026-Q1
ARMSTRONG ADVISORY GROUP, INC trimmed2,477,917$78M3.4%2026-Q1
WADDELL & ASSOCIATES, LLC added2,141,052$67M2.9%2026-Q1
Plum Street Advisors, LLC added720,874$23M1.0%2026-Q1
Focus Partners Wealth added477,541$15M0.7%2026-Q1
Mariner, LLC added449,173$14M0.6%2026-Q1
Lighthouse Wealth Management Inc. added391,661$12M0.5%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added258,167$8M0.4%2026-Q1
LPL Financial LLC added246,307$8M0.3%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added217,827$7M0.3%2026-Q1
Blake Schutter Theil Wealth Advisors, LLC trimmed190,089$6M0.3%2026-Q1
NorthRock Partners, LLC trimmed175,317$5M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed173,740$5M0.2%2026-Q1
FreeGulliver LLC added146,686$5M0.2%2026-Q1
HBK Sorce Advisory LLC124,797$4M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added135,910$4M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed124,315$4M0.2%2026-Q1
Blue Sky Capital Consultants Group, Inc. added123,125$4M0.2%2026-Q1
Donor Advised Charitable Giving, Inc.117,247$4M0.2%2026-Q1
Cerity Partners LLC trimmed116,867$4M0.2%2026-Q1
MAI Capital Management added109,549$3M0.1%2026-Q1
US BANCORP \DE\ trimmed106,137$3M0.1%2026-Q1
Wescott Financial Advisory Group, LLC added90,988$3M0.1%2026-Q1
MORGAN STANLEY added87,526$3M0.1%2026-Q1
FMR LLC added86,223$3M0.1%2026-Q1
ORSER CAPITAL MANAGEMENT, LLC trimmed81,817$3M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added79,672$2M0.1%2026-Q1
Crusonia Wealth Advisors LLC78,464$2M0.1%2026-Q1
Cetera Investment Advisers added78,284$2M0.1%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed76,590$2M0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed76,590$2M0.1%2026-Q1
Visionary Wealth Advisors added72,508$2M0.1%2026-Q1
Bawa N Mallick Trust69,780$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed67,556$2M0.1%2026-Q1
Kohmann Bosshard Financial Services, LLC61,009$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added54,083$2M0.1%2026-Q1
JPMORGAN CHASE & CO added50,954$2M0.1%2026-Q1
Wolfstich Capital, LLC108,453$1M0.1%2026-Q1
Sherrill & Hutchins Financial Advisory, Inc added46,316$1M0.1%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added43,293$1M0.1%2026-Q1
Lido Advisors, LLC trimmed42,798$1M0.1%2026-Q1
Corient Private Wealth LLC added42,635$1M0.1%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC added41,192$1M0.1%2026-Q1
Richardson Capital Management LLC trimmed40,031$1M0.1%2026-Q1
Gemmer Asset Management LLC added40,022$1M0.1%2026-Q1
Diversified Trust Co39,576$1M0.1%2026-Q1
Catalyst Investment Management LLC trimmed36,165$1M0.1%2026-Q1
Everhart Financial Group, Inc. added39,379$1M0.1%2026-Q1
JANE STREET GROUP, LLC added39,245$1M0.1%2026-Q1
SigFig Wealth Management, LLC added38,528$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added36,295$1M0.0%2026-Q1
Clearstead Advisors, LLC added35,136$1M0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed35,058$1M0.0%2026-Q1
HighTower Advisors, LLC added33,525$1M0.0%2026-Q1
Red Tortoise LLC trimmed33,192$1M0.0%2026-Q1
Opulen Financial Group LLC added32,660$1M0.0%2026-Q1
BlackRock, Inc. added31,963$1M0.0%2026-Q1
One Capital Management, LLC added30,673$961K0.0%2026-Q1
Sanctuary Advisors, LLC added30,659$961K0.0%2026-Q1
ELEVATION WEALTH PARTNERS, LLC30,262$948K0.0%2026-Q1
Avant Capital LLC trimmed30,212$947K0.0%2026-Q1
McAdam, LLC trimmed29,927$938K0.0%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed29,287$918K0.0%2026-Q1
COLLECTIVE FAMILY OFFICE LLC added28,571$895K0.0%2026-Q1
Farther Finance Advisors, LLC added26,720$843K0.0%2026-Q1
Merit Financial Group, LLC trimmed26,017$815K0.0%2026-Q1
BROWN ADVISORY INC26,000$815K0.0%2026-Q1
Quantinno Capital Management LP added24,092$755K0.0%2026-Q1
Kaizen Financial Strategies added22,338$755K0.0%2026-Q1
CAMBIENT FAMILY OFFICE, LLC added23,966$751K0.0%2026-Q1
Prime Capital Investment Advisors, LLC trimmed23,348$731K0.0%2026-Q1
OLD NATIONAL BANCORP /IN/23,064$723K0.0%2026-Q1
Ancora Advisors LLC22,916$718K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC added22,352$700K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed21,708$680K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed21,703$680K0.0%2026-Q1
Equitable Holdings, Inc. trimmed19,322$634K0.0%2026-Q1
Lafayette Investments, Inc. new19,461$610K0.0%2026-Q1
SMI Advisory Services, LLC trimmed19,153$608K0.0%2026-Q1
Main Street Financial Solutions, LLC added413,934$14M0.6%2025-Q4 stale
CITADEL ADVISORS LLC added150,750$4M0.2%2025-Q2 stale
Principia Wealth Advisory, LLC new108,220$4M0.2%2025-Q4 stale
Parkside Advisors LLC trimmed116,215$3M0.2%2025-Q2 stale
GTS SECURITIES LLC new97,509$3M0.1%2025-Q3 stale
Blue Capital, Inc. new86,230$3M0.1%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC trimmed50,800$2M0.1%2025-Q4 stale
Brookwood Investment Group LLC trimmed42,506$1M0.1%2025-Q4 stale
Claro Advisors LLC new33,795$1M0.0%2025-Q3 stale
Y-Intercept (Hong Kong) Ltd trimmed29,510$968K0.0%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed31,200$930K0.0%2025-Q2 stale
Engineers Gate Manager LP added25,466$835K0.0%2025-Q4 stale
Tower Research Capital LLC (TRC) added22,056$708K0.0%2025-Q3 stale
Destination Wealth Management new24,065$648K0.0%2025-Q1 stale
River Wealth Advisors LLC19,515$640K0.0%2025-Q4 stale
COMERICA BANK trimmed19,122$627K0.0%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed23,236$626K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership