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 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-110- 1.34% |
$2.92K - $3.26K
|
8.12K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.65% |
$3.1K - $3.47K
|
17.9K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-137- 0.71% |
$3.63K - $4.06K
|
19K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-143- 0.45% |
$3.79K - $4.24K
|
31.4K
$894K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 19.14% |
$4.93K - $5.51K
|
786
$22.4K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228- 3.24% |
$6.05K - $6.76K
|
6.81K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-245- 1.78% |
$6.5K - $7.26K
|
13.5K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-287- 1.22% |
$7.61K - $8.5K
|
23.2K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-416- 2.08% |
$11K - $12.3K
|
19.6K
$559K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-547- 47.65% |
$14.5K - $16.2K
|
601
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-570- 1.97% |
$15.1K - $16.9K
|
28.4K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-572- 5.61% |
$15.2K - $16.9K
|
9.62K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-676- 6.49% |
$17.9K - $20K
|
9.74K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-870- 24.39% |
$23.1K - $25.8K
|
2.7K
$76.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 68.02% |
$27.1K - $30.3K
|
480
$13.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19K- 12.37% |
$31.5K - $35.2K
|
8.42K
$240K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 1.79% |
$32.5K - $36.3K
|
67.3K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 1.58% |
$39.3K - $43.9K
|
92.6K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.57K- 41.69% |
$41.7K - $46.5K
|
2.2K
$62.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.82K- 3.68% |
$48.2K - $53.8K
|
47.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.63K- 24.86% |
$96.4K - $108K
|
11K
$312K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.97K- 27.77% |
$132K - $147K
|
12.9K
$367K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.11K- 15.68% |
$136K - $152K
|
27.5K
$783K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.82K- 26.01% |
$154K - $172K
|
16.6K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-10.1K- 52.56% |
$268K - $299K
|
9.11K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 6.2% |
$337K - $377K
|
192K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 94.28% |
$398K - $444K
|
909
$25.9K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-38.7K- 59.65% |
$1.03M - $1.15M
|
26.1K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.3K- 59.98% |
$1.47M - $1.64M
|
36.9K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-77.1K- 1.11% |
$2.05M - $2.29M
|
6.89M
$196M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264K- 42.51% |
$7.01M - $7.83M
|
357K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-306K- 6.96% |
$8.11M - $9.05M
|
4.08M
$116M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-476K- 96.29% |
$12.6M - $14.1M
|
18.4K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-744K- 1.56% |
$19.7M - $22.1M
|
47M
$1.34B
|