AI Holders Summary · Q1 2026

252 institutions reported SCHK in Q1 2026. Financial Engines Advisors L.L.C. leads at 57.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Financial Engines Advisors L.L.C.

CIK 0001420473

$1.4B43.6M2.77%Q1 2026 02

ARMSTRONG ADVISORY GROUP, INC

CIK 0001932952

$235M6.5M14.31%Q2 2026 03

Legacy Wealth Management, Inc

CIK 0001488921

$211M5.8M11.03%Q2 2026 04

Creative Planning

CIK 0001540235

$122M3.9M0.08%Q1 2026 05

Warwick Investment Management, Inc.

CIK 0001931041

$112M3.6M16.26%Q1 2026 06

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$108M3.5M0.02%Q1 2026 07

WADDELL & ASSOCIATES, LLC

CIK 0001776757

$77M2.1M3.83%Q2 2026 08

Plum Street Advisors, LLC

CIK 0002068236

$23M721K7.82%Q1 2026 09

Focus Partners Wealth

CIK 0001542153

$16M477K0.02%Q4 2025 10

Mariner, LLC

CIK 0001373442

$14M449K0.02%Q1 2026 11

Lighthouse Wealth Management Inc.

CIK 0002042810

$14M378K8.46%Q2 2026 12

Main Street Financial Solutions, LLC

CIK 0001763350

$14M414K1.02%Q4 2025 13

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CIK 0002044324

$8M258K1.25%Q1 2026 14

LPL Financial LLC

CIK 0001403438

$8M246K0.00%Q1 2026 15

Blake Schutter Theil Wealth Advisors, LLC

CIK 0002042011

$7M190K4.64%Q2 2026 16

NorthRock Partners, LLC

CIK 0001632097

$5M175K0.09%Q1 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M174K0.00%Q1 2026 18

FreeGulliver LLC

CIK 0002032561

$5M147K1.94%Q1 2026 19

HBK Sorce Advisory LLC

CIK 0001379995

$4M125K0.09%Q1 2026 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$4M136K0.00%Q1 2026

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