CUSIP 8085247221000 INDEX ETFSCHKQ4 2025
Aggregate 13F value by quarter
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226 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.68M | $1.43B | −950.0K | Reduced |
| 2 | Legacy Wealth Management, Inc | 6.12M | $200.66M | −244.1K | Reduced |
| 3 | Warwick Investment Management, Inc. | 3.50M | $114.88M | +3.1K | Added |
| 4 | Charles Schwab Investment Management Inc | 3.48M |
| $114.06M |
| +1.89M |
| Added |
| 5 | Creative Planning | 3.13M | $102.80M | +1.1K | Added |
| 6 | Armstrong Advisory Group, Inc | 2.53M | $82.88M | +97.1K | Added |
| 7 | Waddell & Associates, LLC | 2.07M | $67.93M | +20.8K | Added |
| 8 | Plum Street Advisors, LLC | 696.1K | $22.83M | +14.0K | Added |
| 9 | Focus Partners Wealth | 477.3K | $15.66M | −619 | Reduced |
| 10 | Main Street Financial Solutions, LLC | 413.9K | $13.58M | +2.6K | Added |
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