Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2025. 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, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
741K+ 657.69% |
$19.7M - $22M
|
854K
$24.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
476K+ 2592.0% |
$12.6M - $14.1M
|
494K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.1KNew |
$2.13M - $2.37M
|
80.1K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 27.67% |
$1.78M - $1.99M
|
310K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.2K+ 325.87% |
$1.54M - $1.72M
|
76.1K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
55.2K+ 2.85% |
$1.47M - $1.64M
|
1.99M
$56.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
54KNew |
$1.43M - $1.6M
|
54K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43.4KNew |
$1.15M - $1.29M
|
43.4K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40.2KNew |
$1.07M - $1.19M
|
40.2K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.8K+ 12.11% |
$975K - $1.09M
|
340K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$963K - $1.08M
|
36.3K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
34.1K+ 27.68% |
$904K - $1.01M
|
157K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 25.02% |
$683K - $762K
|
129K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
25.6K+ 180.04% |
$678K - $758K
|
39.8K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
24.1KNew |
$638K - $713K
|
24.1K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.3KNew |
$619K - $692K
|
23.3K
$664K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8KNew |
$604K - $674K
|
22.8K
$647K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
21.1KNew |
$561K - $627K
|
21.1K
$602K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$491K - $549K
|
18.5K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
18.2KNew |
$484K - $541K
|
18.2K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.4K+ 100.61% |
$435K - $486K
|
32.7K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15.8KNew |
$419K - $468K
|
15.8K
$449K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 2.13% |
$412K - $460K
|
746K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.1KNew |
$402K - $449K
|
15.1K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$347K - $388K
|
13.1K
$372K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 122.06% |
$340K - $380K
|
23.3K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$312K - $349K
|
11.8K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.34KNew |
$248K - $277K
|
9.34K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.29KNew |
$246K - $275K
|
9.29K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.28KNew |
$246K - $275K
|
9.28K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.02K+ 8427.1% |
$239K - $267K
|
9.12K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.65KNew |
$229K - $256K
|
8.65K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.61KNew |
$228K - $255K
|
8.61K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.23K+ 13.5% |
$218K - $244K
|
69.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.49KNew |
$199K - $222K
|
7.49K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
6.31K+ 1.87% |
$167K - $187K
|
344K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 10.85% |
$137K - $153K
|
52.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.42K+ 16.58% |
$117K - $131K
|
31.1K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.37K+ 16.98% |
$116K - $129K
|
30.1K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.19KNew |
$111K - $124K
|
4.19K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97KNew |
$105K - $118K
|
3.97K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.2KNew |
$84.8K - $94.7K
|
3.2K
$90.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.1KNew |
$82.2K - $91.9K
|
3.1K
$88.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.05K+ 467.48% |
$80.9K - $90.3K
|
3.7K
$105K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.57KNew |
$68.2K - $76.2K
|
2.57K
$73.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34K+ 19.06% |
$62.1K - $69.4K
|
14.6K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 145.5% |
$59.6K - $66.6K
|
3.79K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.78K+ 15.96% |
$47.1K - $52.6K
|
12.9K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 20.58% |
$41.3K - $46.1K
|
9.12K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 26.71% |
$38.1K - $42.5K
|
6.81K
$194K
|