Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2023. 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, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2M+ 9.37% |
$73.2M - $80.7M
|
23.3M
$680M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.16M+ 128515.21% |
$42.4M - $46.8M
|
1.16M
$33.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
328K+ 3.92% |
$12M - $13.2M
|
8.69M
$253M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47K+ 83.47% |
$1.72M - $1.9M
|
103K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 22.01% |
$1.54M - $1.7M
|
232K
$6.78M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
26.8K+ 88.3% |
$981K - $1.08M
|
57.1K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 1185.09% |
$454K - $501K
|
13.4K
$392K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10KNew |
$368K - $406K
|
10K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.54K+ 43.64% |
$350K - $386K
|
31.4K
$916K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7.55K+ 144.85% |
$277K - $305K
|
12.8K
$372K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.48K+ 112.79% |
$274K - $302K
|
14.1K
$411K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.22KNew |
$265K - $292K
|
7.22K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.7K+ 90.6% |
$209K - $231K
|
12K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.24K+ 33.46% |
$192K - $212K
|
20.9K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.19KNew |
$190K - $210K
|
5.19K
$151K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.09KNew |
$186K - $206K
|
5.09K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.24K+ 3082.86% |
$119K - $131K
|
3.34K
$97.5K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3K+ 4.37% |
$110K - $121K
|
71.7K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97K+ 28.12% |
$72.3K - $79.7K
|
8.99K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.94K+ 51.58% |
$71K - $78.4K
|
5.7K
$166K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 23.8% |
$67.5K - $74.5K
|
9.59K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.77K+ 44.44% |
$64.7K - $71.4K
|
5.74K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67K+ 12.31% |
$61.2K - $67.5K
|
15.2K
$444K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.66K+ 0.17% |
$60.7K - $67K
|
971K
$28.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$55K - $60.7K
|
1.5K
$43.7K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$55K - $60.7K
|
1.5K
$43.7K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
928+ 1.15% |
$34K - $37.5K
|
81.7K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
925+ 12.16% |
$33.9K - $37.4K
|
8.54K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
925+ 12.16% |
$33.9K - $37.4K
|
8.54K
$249K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
919+ 0.99% |
$33.7K - $37.2K
|
93.9K
$2.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
669+ 1238.89% |
$24.5K - $27.1K
|
723
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
555+ 4.05% |
$20.3K - $22.4K
|
14.3K
$416K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
537New |
$19.7K - $21.7K
|
537
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
460+ 3.88% |
$16.9K - $18.6K
|
12.3K
$359K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 2.4% |
$9.16K - $10.1K
|
10.7K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166New |
$6.08K - $6.71K
|
166
$4.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150New |
$5.5K - $6.07K
|
150
$4.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
142New |
$5.2K - $5.74K
|
142
$4.14K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 1.89% |
$5.13K - $5.66K
|
7.56K
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
136+ 1.97% |
$4.98K - $5.5K
|
7.04K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
55+ 0.18% |
$2.02K - $2.22K
|
30.4K
$886K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
38+ 0.38% |
$1.39K - $1.54K
|
10K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37+ 0.24% |
$1.36K - $1.5K
|
15.5K
$453K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
33+ 0.35% |
$1.21K - $1.33K
|
9.55K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29+ 0.19% |
$1.06K - $1.17K
|
15.5K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29+ 0.08% |
$1.06K - $1.17K
|
35.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
28+ 0.36% |
$1.03K - $1.13K
|
7.89K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 5.21% |
$696 - $768
|
384
$11.2K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18New |
$660 - $728
|
18
$525
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
18+ 0.23% |
$660 - $728
|
7.86K
$229K
|