Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr 1000 Index (SCHK)

SCHK Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1000 INDEX.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.37M
+ 10.09%
$55.5M - $64.1M
15M $423M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
185K
+ 232.98%
$7.49M - $8.66M
264K $7.49M
May 04, 2022 Q1 2022
Manchester Financial Inc

BUY
 -
58.2K
New
$2.35M - $2.72M
58.2K $1.65M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48K
+ 566.08%
$1.94M - $2.25M
56.5K $1.6M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
35.9K
+ 222.43%
$1.45M - $1.68M
52K $1.47M
Apr 21, 2022 Q1 2022
Waddell & Associates, LLC

BUY
 -
31.2K
+ 3.67%
$1.26M - $1.46M
881K $24.9M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
24.2K
+ 131.78%
$980K - $1.13M
42.6K $1.21M
May 06, 2022 Q1 2022
Kaizen Financial Strategies

BUY
 -
22.2K
+ 54.61%
$899K - $1.04M
62.9K $1.78M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
18.8K
New
$759K - $878K
18.8K $531K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.2K
New
$616K - $712K
15.2K $431K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.64K
+ 97.31%
$390K - $451K
19.5K $553K
Apr 25, 2022 Q1 2022
Aries Wealth Management

BUY
 -
9.58K
New
$388K - $448K
9.58K $271K
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
9.28K
New
$376K - $434K
9.28K $263K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
9.07K
+ 89.74%
$367K - $425K
19.2K $543K
Apr 27, 2022 Q1 2022
Wespac Advisors, LLC

BUY
 -
8.87K
New
$359K - $415K
8.87K $251K
May 11, 2022 Q1 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
7.92K
New
$320K - $371K
7.92K $224K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
7.62K
New
$308K - $356K
7.62K $216K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
7.18K
New
$290K - $336K
7.18K $203K
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

BUY
 -
5.64K
New
$228K - $264K
5.64K $160K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.99K
+ 5.46%
$202K - $234K
96.3K $2.73M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.73K
New
$191K - $221K
4.73K $134K
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
4.22K
+ 10.0%
$171K - $197K
46.3K $1.31M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
4K
+ 14.6%
$162K - $187K
31.4K $889K
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
3.83K
+ 82.18%
$155K - $179K
8.48K $240K
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.22K
+ 48.48%
$130K - $150K
9.85K $279K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
3.02K
+ 37.03%
$122K - $141K
11.2K $316K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.29K
+ 51.71%
$92.5K - $107K
6.71K $190K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.12K
+ 47.75%
$85.6K - $99K
6.54K $185K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
1.81K
+ 7.68%
$73.4K - $84.9K
25.4K $721K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
1.5K
New
$60.5K - $70K
1.5K $42.3K
May 05, 2022 Q1 2022
Capital Advisors Inc

BUY
 -
1.25K
+ 24.66%
$50.6K - $58.5K
6.32K $179K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
952
+ 8.98%
$38.5K - $44.6K
11.6K $327K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
845
New
$34.2K - $39.5K
845 $23.9K
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
753
+ 13.81%
$30.5K - $35.2K
6.21K $176K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
612
+ 6.2%
$24.8K - $28.6K
10.5K $297K
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
562
+ 11.57%
$22.7K - $26.3K
5.42K $153K
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
441
+ 1.29%
$17.8K - $20.6K
34.5K $978K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
416
New
$16.8K - $19.5K
416 $11.8K
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

BUY
 -
403
+ 62.67%
$16.3K - $18.9K
1.05K $29.6K
Apr 25, 2022 Q1 2022
Burleson & Company, LLC

BUY
 -
380
+ 6.54%
$15.4K - $17.8K
6.19K $175K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
338
+ 2.11%
$13.7K - $15.8K
16.4K $463K
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
250
+ 625.0%
$10.1K - $11.7K
290 $8.21K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
250
+ 625.0%
$10.1K - $11.7K
290 $8.21K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
152
New
$6.15K - $7.11K
152 $4.3K
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
BUY
 -
118
New
$4.77K - $5.52K
118 $3.34K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
85
+ 43.81%
$3.44K - $3.98K
279 $7.9K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
77
+ 2.39%
$3.12K - $3.6K
3.3K $93.4K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
42
New
$1.7K - $1.97K
42 $1.19K
Apr 13, 2022 Q1 2022
Parkside Advisors LLC

BUY
 -
37
+ 0.05%
$1.5K - $1.73K
79.1K $2.24M

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