SCHK · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHK)
Who is buying and selling SCHK: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 32
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHK at a glance
- No open-market insider purchases or sales of SCHK were filed in the last 90 days.
- 32 13F filers hold SCHK among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Armstrong Advisory Group, Inc (12.3%), Pension & Wealth Management Advisors, Inc. (11.6%) and Legacy Wealth Management, LLC (11.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in SCHK.
SCHK insider trading
No open-market insider purchases or sales of SCHK were filed in the last 90 days.
Who owns SCHK? Hedge funds and superinvestors
32 13F filers hold SCHK among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Armstrong Advisory Group, Inc (12.3%), Pension & Wealth Management Advisors, Inc. (11.6%) and Legacy Wealth Management, LLC (11.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 2.7% | $1.5B | 41,923,365 | -3.9% shares | Q2 2026 |
| Legacy Wealth Management, LLCWealth manager | 11.1% | $209.9M | 5,724,705 | -2.1% shares | Q3 2026 |
| Armstrong Advisory Group, IncWealth manager | 12.3% | $204.8M | 5,586,285 | -14.3% shares | Q3 2026 |
| Waddell & Associates, LLCInvestment manager | 3.8% | $77.3M | 2,144,798 | +0.2% shares | Q2 2026 |
| Pension & Wealth Management Advisors, Inc.Pension fund | 11.6% | $51.2M | 1,397,559 | +6.8% shares | Q3 2026 |
| Plum Street Advisors, LLCWealth manager | 7.7% | $24.2M | 670,890 | -6.9% shares | Q2 2026 |
| Warwick Investment Management, Inc.Wealth manager | 2.4% | $20.8M | 566,518 | -84.2% shares | Q3 2026 |
| FreeGulliver LLCWealth manager | 6.1% | $17.4M | 483,033 | +229.3% shares | Q2 2026 |
| Main Street Financial Solutions, LLCWealth manager | 1.1% | $16.8M | 466,270 | +3.7% shares | Q2 2026 |
| Lighthouse Wealth Management Inc.Wealth manager | 8.5% | $14.0M | 382,338 | +1.1% shares | Q3 2026 |
| Cornerstone Advisors Asset Management, LLCInstitutional asset manager | 1.2% | $9.3M | 258,451 | +0.1% shares | Q2 2026 |
| Blake Schutter Theil Wealth Advisors, LLCWealth manager | 4.6% | $6.9M | 190,089 | +0.0% shares | Q2 2026 |
| Donor Advised Charitable Giving, Inc.Investment manager | 0.1% | $4.2M | 115,563 | +0.0% shares | Q3 2026 |
| Principia Wealth Advisory, LLCWealth manager | 2.1% | $4.2M | 116,446 | — | Q2 2026 |
| Orser Capital Management, LLCWealth manager | 1.7% | $3.1M | 83,652 | -0.1% shares | Q3 2026 |
| Crusonia Wealth Advisors LLCWealth manager | 0.4% | $2.9M | 77,769 | -0.2% shares | Q3 2026 |
| Fiduciary Financial Group, LLCWealth manager | 0.3% | $2.8M | 76,907 | — | Q3 2026 |
| Bawa N Mallick TrustInvestment manager | 0.9% | $2.8M | 77,416 | +10.9% shares | Q2 2026 |
| WESPAC Advisors, LLCInstitutional asset manager | 1.1% | $2.1M | 57,786 | +1.2% shares | Q3 2026 |
| Opulen Financial Group LLCWealth manager | 1.2% | $2.0M | 54,724 | +57.8% shares | Q3 2026 |
| Blue Sky Capital Consultants Group, Inc.Wealth manager | 0.7% | $1.7M | 47,413 | +27.9% shares | Q3 2026 |
| Sherrill & Hutchins Financial Advisory, IncWealth manager | 0.8% | $1.7M | 46,063 | -0.6% shares | Q3 2026 |
| Richardson Capital Management LLCWealth manager | 0.6% | $1.4M | 39,336 | -0.7% shares | Q3 2026 |
| Catalyst Investment Management LLCWealth manager | 1.2% | $1.4M | 36,986 | +0.0% shares | Q3 2026 |
| Wolfstich Capital, LLCWealth manager | 1.0% | $1.2M | 75,483 | -12.7% shares | Q3 2026 |
| Curry Webb Wealth Management LLCWealth manager | 0.5% | $1.2M | 33,788 | -10.8% shares | Q3 2026 |
| Avant Capital LLCWealth manager | 0.7% | $1.1M | 30,085 | -0.4% shares | Q2 2026 |
| Elevation Wealth Partners, LLCWealth manager | 0.3% | $1.0M | 28,107 | +0.0% shares | Q3 2026 |
| Kaizen Financial StrategiesWealth manager | 0.4% | $895K | 24,415 | — | Q3 2026 |
| SMI Advisory Services, LLCWealth manager | 0.1% | $693K | 18,520 | -1.0% shares | Q3 2026 |
The 30 largest of 32 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 12). Screen SCHK in the grand portfolio →
SCHK stock trades by members of Congress
No member of Congress has disclosed a trade in SCHK.
SCHK questions and answers
Are insiders buying SCHK stock?
No open-market insider purchases or sales of SCHK were filed in the last 90 days.
Which hedge funds own SCHK?
32 13F filers hold SCHK among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Armstrong Advisory Group, Inc (12.3%), Pension & Wealth Management Advisors, Inc. (11.6%) and Legacy Wealth Management, LLC (11.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded SCHK?
No member of Congress has disclosed a trade in SCHK.
Who is the largest holder of SCHK?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SCHK position, $1.5B (41,923,365 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Armstrong Advisory Group, Inc's: 12.3% of its portfolio.
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