Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2024. 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 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.05M+ 126.78% |
$47.4M - $53.1M
|
1.88M
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
255KNew |
$11.5M - $12.9M
|
255K
$7.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112KNew |
$5.08M - $5.69M
|
112K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
76.6K+ 889.38% |
$3.46M - $3.88M
|
85.2K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
56.9KNew |
$2.57M - $2.88M
|
56.9K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.3K+ 145.14% |
$1.69M - $1.89M
|
63K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.5K+ 578.25% |
$1.38M - $1.55M
|
35.8K
$1.01M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7KNew |
$1.3M - $1.46M
|
28.7K
$807K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
28.7K+ 1049.4% |
$1.3M - $1.45M
|
31.4K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4K+ 115.41% |
$695K - $780K
|
28.7K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.58K+ 5290.61% |
$433K - $485K
|
9.76K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.56K+ 74.79% |
$432K - $485K
|
22.3K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.96KNew |
$405K - $454K
|
8.96K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.05K+ 30.76% |
$364K - $408K
|
34.2K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.05K+ 30.76% |
$364K - $408K
|
34.2K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.69K+ 16.94% |
$348K - $390K
|
53.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.6KNew |
$344K - $385K
|
7.6K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.58K+ 18.34% |
$297K - $333K
|
42.4K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.33KNew |
$286K - $321K
|
6.33K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.19K+ 18.98% |
$280K - $313K
|
38.8K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.44KNew |
$246K - $275K
|
5.44K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.41KNew |
$245K - $274K
|
5.41K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.01KNew |
$226K - $254K
|
5.01K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77KNew |
$216K - $242K
|
4.77K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$200K - $224K
|
4.42K
$124K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.42KNew |
$200K - $224K
|
4.42K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.39KNew |
$198K - $223K
|
4.39K
$123K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19KNew |
$189K - $212K
|
4.19K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.06KNew |
$183K - $206K
|
4.06K
$114K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.55K+ 13.49% |
$115K - $129K
|
21.4K
$601K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.41K+ 10.78% |
$109K - $122K
|
24.8K
$696K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.14K+ 20.43% |
$96.6K - $108K
|
12.6K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.11KNew |
$95.4K - $107K
|
2.11K
$59.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.95K+ 19.59% |
$88.2K - $98.9K
|
11.9K
$334K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.66K+ 1.74% |
$75.1K - $84.2K
|
97K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63K+ 44.66% |
$73.6K - $82.5K
|
5.27K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.53K+ 14.52% |
$69.2K - $77.6K
|
12.1K
$339K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.53K+ 14.52% |
$69.2K - $77.6K
|
12.1K
$339K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 15.55% |
$61.1K - $68.5K
|
10K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 159.92% |
$54.3K - $60.9K
|
1.95K
$54.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.19K+ 6.44% |
$53.8K - $60.3K
|
19.7K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
765+ 7.21% |
$34.6K - $38.8K
|
11.4K
$319K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
707+ 50.39% |
$31.9K - $35.8K
|
2.11K
$59.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
693New |
$31.3K - $35.1K
|
693
$19.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
647New |
$29.2K - $32.8K
|
647
$18.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
643+ 11.68% |
$29.1K - $32.6K
|
6.15K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
593+ 3.95% |
$26.8K - $30K
|
15.6K
$438K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$26.5K - $29.7K
|
587
$16.5K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
532New |
$24K - $27K
|
532
$14.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
518New |
$23.4K - $26.2K
|
518
$14.5K
|