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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-280- 6.22% |
$12.7K - $14.2K
|
4.22K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-441- 6.08% |
$19.9K - $22.3K
|
6.81K
$191K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-549- 9.65% |
$24.8K - $27.8K
|
5.14K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-703- 1.47% |
$31.8K - $35.6K
|
47.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-808- 3.45% |
$36.5K - $40.9K
|
22.6K
$636K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-830- 6.76% |
$37.5K - $42.1K
|
11.4K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-837- 14.73% |
$37.8K - $42.4K
|
4.84K
$136K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-954- 11.71% |
$43.1K - $48.3K
|
7.19K
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.29K- 11.67% |
$58.2K - $65.2K
|
9.75K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 60.47% |
$69.1K - $77.5K
|
1K
$28.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.64K- 13.57% |
$74.2K - $83.1K
|
10.5K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.01K- 28.14% |
$90.9K - $102K
|
5.14K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.06K- 23.52% |
$93.2K - $104K
|
6.71K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.01K- 24.99% |
$136K - $152K
|
9.03K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-4.24K- 6.59% |
$191K - $215K
|
60.1K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-25.8K- 2.64% |
$1.16M - $1.31M
|
950K
$26.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.1K- 69.17% |
$1.22M - $1.37M
|
12.1K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 48.44% |
$5.69M - $6.38M
|
134K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-788K- 3.13% |
$35.6M - $39.9M
|
24.4M
$684M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-4.93M- 57.24% |
$223M - $250M
|
3.68M
$103M
|