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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
476K+ 2592.0% |
$12.6M - $14.1M
|
494K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40.2KNew |
$1.07M - $1.19M
|
40.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
25.6K+ 180.04% |
$678K - $758K
|
39.8K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8KNew |
$604K - $674K
|
22.8K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$491K - $549K
|
18.5K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
18.2KNew |
$484K - $541K
|
18.2K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.4K+ 100.61% |
$435K - $486K
|
32.7K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$347K - $388K
|
13.1K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.29KNew |
$246K - $275K
|
9.29K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
6.31K+ 1.87% |
$167K - $187K
|
344K
$8.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.37K+ 16.98% |
$116K - $129K
|
30.1K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.2K+ 5.77% |
$31.8K - $35.5K
|
21.9K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$26.6K - $29.7K
|
1K
$25.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
375+ 4.48% |
$9.95K - $11.1K
|
8.75K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
224+ 2.9% |
$5.94K - $6.64K
|
7.94K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
191New |
$5.07K - $5.66K
|
191
$4.85K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.31% |
$822 - $919
|
9.98K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25+ 0.31% |
$663 - $741
|
8.18K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.11% |
$610 - $681
|
20.1K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-143- 0.45% |
$3.79K - $4.24K
|
31.4K
$797K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 19.14% |
$4.93K - $5.51K
|
786
$19.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-416- 2.08% |
$11K - $12.3K
|
19.6K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-547- 47.65% |
$14.5K - $16.2K
|
601
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-676- 6.49% |
$17.9K - $20K
|
9.74K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.63K- 24.86% |
$96.4K - $108K
|
11K
$279K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.11K- 15.68% |
$136K - $152K
|
27.5K
$698K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.82K- 26.01% |
$154K - $172K
|
16.6K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-476K- 96.29% |
$12.6M - $14.1M
|
18.4K
$466K
|