Inst. Holders
50 funds
SC
SCHK
SCHWAB STRATEGIC TR
$37.02 ▲ +0.71%
Prev close $36.769 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on SCHK right now — valuation, ownership and activity at a glance.
Inst. Value
$1.9B
Inst. Activity
9 buys / 3 sells
Price chart 30d -0.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SCHK — 74.8% short (0.5M / 0.6M)
Short: 455,623 | Exempt: 125 | TRF Vol: 608,875 | Short Ratio: 74.8% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
4,837,047 shares ($174.4M)
Jun 30, 2026 Inst.
Cerity Partners LLC — ADD
185,500 shares ($6.7M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SCHK — 74.8% short (0.5M / 0.6M)
Short: 455,623 | Exempt: 125 | TRF Vol: 608,875 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SCHK — 68.0% short (0.8M / 1.2M)
Short: 844,790 | Exempt: 0 | TRF Vol: 1,241,860 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SCHK — 68.1% short (0.7M / 1.1M)
Short: 742,657 | Exempt: 5,361 | TRF Vol: 1,091,129 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SCHK — 73.5% short (0.7M / 1.0M)
Short: 711,024 | Exempt: 44 | TRF Vol: 966,749 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SCHK — 73.2% short (0.6M / 0.8M)
Short: 566,704 | Exempt: 0 | TRF Vol: 774,050 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SCHK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.9B total value (53,917,745 shares) as of 2026-Q2. Top holders: Financial, CHARLES, Creative. Net buying activity: 9 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 41,923,365 | $1.5B | 77.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,837,047 | $174.4M | 9.0% | ADD +40.2% |
| Creative Planning | 3,852,974 | $138.9M | 7.1% | — |
| Focus Partners Wealth | 573,808 | $20.7M | 1.1% | — |
| Mariner, LLC | 450,207 | $16.2M | 0.8% | ADD +43.2% |
| LPL Financial LLC | 247,609 | $8.9M | 0.5% | ADD +37.3% |
| Cerity Partners LLC | 185,500 | $6.7M | 0.3% | ADD +58.7% |
| BANK OF AMERICA CORP /DE/ | 158,842 | $5.7M | 0.3% | TRIM -40.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116,778 | $4.3M | 0.2% | — |
| MAI Capital Management | 109,552 | $4.0M | 0.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 3,450,953 | 4,837,047 | +40.2% | $174.4M |
| Cerity Partners LLC | ADD | 116,867 | 185,500 | +58.7% | $6.7M |
| BlackRock, Inc. | ADD | 31,963 | 54,381 | +70.1% | $2.0M |
| Corient Private Wealth LP | TRIM | 42,635 | 28,252 | -33.7% | $1.0M |
| Arax Advisory Partners | ADD | 13,562 | 27,038 | +99.4% | $975.0K |
| GOLDMAN SACHS GROUP INC | ADD | 16,252 | 25,936 | +59.6% | $935.3K |
| JPMORGAN CHASE & CO | TRIM | 50,954 | 18,272 | -64.1% | $654.2K |
| Integrated Wealth Concepts LLC | ADD | 11,114 | 17,537 | +57.8% | $632.4K |
| UBS Group AG | ADD | 4,847 | 9,223 | +90.3% | $332.6K |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 12,395 | 8,522 | -31.2% | $307.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHK.
Shares short
158,722
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume