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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
26+ 0.41% |
$920 - $1.16K
|
6.35K
$183K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$885 - $1.11K
|
25
$723
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21+ 0.28% |
$743 - $935
|
7.47K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.39% |
$602 - $757
|
4.36K
$126K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10New |
$354 - $445
|
10
$289
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.13% |
$283 - $356
|
6.2K
$179K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.39% |
$212 - $267
|
1.53K
$44.1K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.48% |
$70.8 - $89
|
418
$12.1K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2+ 0.01% |
$70.8 - $89
|
13.4K
$386K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3Closed |
$106 - $134
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.03% |
$142 - $178
|
11.6K
$334K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10- 8.47% |
$354 - $445
|
108
$3.12K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14Closed |
$496 - $623
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-26- 0.33% |
$920 - $1.16K
|
7.85K
$227K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-36Closed |
$1.27K - $1.6K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51- 1.07% |
$1.81K - $2.27K
|
4.74K
$137K
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-127- 11.38% |
$4.5K - $5.65K
|
989
$28.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-152Closed |
$5.38K - $6.77K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-199- 5.92% |
$7.04K - $8.86K
|
3.16K
$91.4K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-237Closed |
$8.39K - $10.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-295- 34.91% |
$10.4K - $13.1K
|
550
$15.9K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-330Closed |
$11.7K - $14.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-471- 7.02% |
$16.7K - $21K
|
6.24K
$180K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-797- 0.98% |
$28.2K - $35.5K
|
80.5K
$2.33M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-945- 5.77% |
$33.5K - $42.1K
|
15.4K
$446K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-972Closed |
$34.4K - $43.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1K- 15.17% |
$35.4K - $44.5K
|
5.59K
$162K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.05KClosed |
$37K - $46.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.33K- 2.12% |
$47.1K - $59.3K
|
61.6K
$1.78M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 11.98% |
$50.1K - $63K
|
10.4K
$301K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.58K- 27.26% |
$56K - $70.5K
|
4.22K
$122K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.76K- 26.85% |
$62.2K - $78.2K
|
4.79K
$138K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.98K- 7.78% |
$70.1K - $88.1K
|
23.5K
$678K
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.43K- 0.28% |
$85.9K - $108K
|
879K
$25.4M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 27.03% |
$107K - $134K
|
8.15K
$236K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 27.03% |
$107K - $134K
|
8.15K
$236K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.46K- 22.8% |
$158K - $198K
|
15.1K
$436K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 41.36% |
$160K - $201K
|
6.39K
$185K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.57KClosed |
$162K - $203K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.73KClosed |
$167K - $210K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.74KClosed |
$168K - $211K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.85KClosed |
$172K - $216K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5KClosed |
$177K - $223K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.42KClosed |
$192K - $241K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.64KClosed |
$200K - $251K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.37K- 38.36% |
$226K - $284K
|
10.2K
$296K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.62KClosed |
$270K - $339K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.87KClosed |
$314K - $395K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.58KClosed |
$339K - $427K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.1K- 41.07% |
$356K - $448K
|
14.4K
$417K
|