Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.12M+ 7.47% |
$39.5M - $49.7M
|
16.1M
$465M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
240KNew |
$8.51M - $10.7M
|
240K
$6.95M
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
205K+ 4.27% |
$7.26M - $9.13M
|
5.01M
$145M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.5K+ 340.48% |
$2.14M - $2.69M
|
78.3K
$2.26M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
51KNew |
$1.8M - $2.27M
|
51K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 93.9% |
$1.42M - $1.78M
|
82.6K
$2.39M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 191.12% |
$709K - $892K
|
30.5K
$882K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9K+ 35.22% |
$704K - $886K
|
76.4K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$630K - $792K
|
17.8K
$514K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2KNew |
$537K - $675K
|
15.2K
$438K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.7K+ 416.55% |
$486K - $612K
|
17K
$493K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3K+ 46.52% |
$473K - $594K
|
42K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
8.03KNew |
$284K - $358K
|
8.03K
$232K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.12KNew |
$217K - $272K
|
6.12K
$177K
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.03KNew |
$213K - $268K
|
6.03K
$174K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.69K+ 114.55% |
$166K - $209K
|
8.79K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.67K+ 4.84% |
$165K - $208K
|
101K
$2.92M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.03KNew |
$143K - $179K
|
4.03K
$116K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.42K+ 22.2% |
$121K - $152K
|
18.8K
$545K
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
2.47K+ 4.29% |
$87.6K - $110K
|
60.1K
$1.74M
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.27K+ 7.47% |
$80.2K - $101K
|
32.6K
$942K
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.16K+ 3.83% |
$76.6K - $96.3K
|
58.7K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.1K+ 457.86% |
$74.2K - $93.4K
|
2.56K
$73.9K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.86K+ 2.35% |
$65.7K - $82.6K
|
80.8K
$2.33M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 17.34% |
$59.7K - $75.1K
|
11.4K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 3.12% |
$57.3K - $72.1K
|
53.6K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43K+ 30.09% |
$50.7K - $63.8K
|
6.2K
$179K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.19K+ 3976.67% |
$42.2K - $53.1K
|
1.22K
$35.4K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.16K+ 6.18% |
$41K - $51.6K
|
19.9K
$576K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
845New |
$29.9K - $37.6K
|
845
$24.4K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
823+ 2.38% |
$29.1K - $36.6K
|
35.3K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624New |
$22.1K - $27.8K
|
624
$18K
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
585+ 1.26% |
$20.7K - $26K
|
46.9K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
546+ 6.89% |
$19.3K - $24.3K
|
8.48K
$245K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
365New |
$12.9K - $16.2K
|
365
$10.6K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
330New |
$11.7K - $14.7K
|
330
$9.54K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 319.18% |
$8.25K - $10.4K
|
306
$8.85K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200+ 2857.14% |
$7.08K - $8.9K
|
207
$5.98K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
185+ 2.98% |
$6.55K - $8.24K
|
6.39K
$185K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
157+ 1.05% |
$5.56K - $6.99K
|
15.2K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
150+ 51.72% |
$5.31K - $6.68K
|
440
$12.7K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150+ 51.72% |
$5.31K - $6.68K
|
440
$12.7K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
103+ 1.25% |
$3.65K - $4.59K
|
8.36K
$242K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
102+ 1.04% |
$3.61K - $4.54K
|
9.95K
$288K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$3.54K - $4.45K
|
100
$2.89K
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
49+ 0.06% |
$1.73K - $2.18K
|
79.1K
$2.29M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
35+ 0.34% |
$1.24K - $1.56K
|
10.2K
$296K
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
33+ 0.34% |
$1.17K - $1.47K
|
9.61K
$278K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
31+ 0.24% |
$1.1K - $1.38K
|
13.1K
$379K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 0.39% |
$1.06K - $1.34K
|
7.8K
$225K
|