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 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
487+ 13.66% |
$22K - $24.7K
|
4.05K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
433+ 2.47% |
$19.6K - $21.9K
|
18K
$505K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
390+ 120.0% |
$17.6K - $19.8K
|
715
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
374+ 1.04% |
$16.9K - $19K
|
36.3K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
317+ 0.47% |
$14.3K - $16.1K
|
67.8K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
275New |
$12.4K - $13.9K
|
275
$7.72K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
258New |
$11.7K - $13.1K
|
258
$7.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
188New |
$8.5K - $9.53K
|
188
$5.28K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
154New |
$6.96K - $7.8K
|
154
$4.32K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
128+ 2.55% |
$5.78K - $6.49K
|
5.14K
$144K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 7.12% |
$4.56K - $5.12K
|
1.52K
$42.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 1.3% |
$4.29K - $4.81K
|
7.4K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
86+ 0.38% |
$3.89K - $4.36K
|
22.4K
$630K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
71+ 3.71% |
$3.21K - $3.6K
|
1.98K
$55.7K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$3.03K - $3.39K
|
67
$1.88K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
60+ 0.62% |
$2.71K - $3.04K
|
9.75K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 12.88% |
$2.3K - $2.58K
|
447
$12.6K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26+ 0.33% |
$1.17K - $1.32K
|
8.01K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21+ 0.24% |
$949 - $1.06K
|
8.66K
$243K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$949 - $1.06K
|
21
$590
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20New |
$904 - $1.01K
|
20
$562
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
16+ 0.3% |
$723 - $811
|
5.26K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 0.12% |
$542 - $608
|
10K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.32% |
$362 - $405
|
2.52K
$70.6K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.06% |
$316 - $355
|
12.2K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6+ 0.1% |
$271 - $304
|
5.97K
$167K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$136 - $152
|
15K
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.05% |
$136 - $152
|
5.64K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$90.4 - $101
|
2
$56.2
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.59% |
$45.2 - $50.7
|
64
$1.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$45.2 - $50.7
|
1
$28.1
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.13% |
$45.2 - $50.7
|
797
$22.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.4% |
$45.2 - $50.7
|
250
$7.02K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$45.2 - $50.7
|
5.89K
$165K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.0% |
$45.2 - $50.7
|
23.8K
$669K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.48% |
$45.2 - $50.7
|
210
$5.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.58% |
$45.2 - $50.7
|
172
$4.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- -0.0% |
$90.4 - $101
|
102K
$2.88M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23- 0.13% |
$1.04K - $1.17K
|
18K
$505K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-35- 19.34% |
$1.58K - $1.77K
|
146
$4.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45- 0.45% |
$2.03K - $2.28K
|
9.95K
$279K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 8.03% |
$2.8K - $3.14K
|
710
$19.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-101- 1.4% |
$4.56K - $5.12K
|
7.1K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-119- 1.17% |
$5.38K - $6.03K
|
10K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-133- 0.86% |
$6.01K - $6.74K
|
15.3K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150Closed |
$6.78K - $7.6K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-218- 27.53% |
$9.85K - $11K
|
574
$16.1K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-227- 0.62% |
$10.3K - $11.5K
|
36.6K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-277- 4.1% |
$12.5K - $14K
|
6.48K
$182K
|