Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q2 2023. 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, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
693K+ 2.97% |
$27M - $29.7M
|
24M
$694M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 846.48% |
$1.73M - $1.9M
|
49.7K
$1.44M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43.6K+ 3.76% |
$1.7M - $1.86M
|
1.2M
$34.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4K+ 723.58% |
$1.49M - $1.64M
|
43.7K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$641K - $703K
|
16.4K
$475K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
15.8K+ 181.23% |
$615K - $675K
|
24.5K
$708K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 288.21% |
$470K - $516K
|
16.2K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11K+ 4.74% |
$429K - $471K
|
243K
$7.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
10.6KNew |
$413K - $453K
|
10.6K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.75KNew |
$380K - $417K
|
9.75K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.56K+ 247.53% |
$372K - $409K
|
13.4K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.55K+ 6.34% |
$255K - $280K
|
110K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.02KNew |
$234K - $257K
|
6.02K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.28K+ 25.29% |
$206K - $226K
|
26.2K
$757K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9KNew |
$191K - $210K
|
4.9K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.86KNew |
$189K - $208K
|
4.86K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.83KNew |
$188K - $207K
|
4.83K
$140K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.79K+ 18.98% |
$187K - $205K
|
30K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.72KNew |
$184K - $202K
|
4.72K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.29K+ 7.5% |
$167K - $183K
|
61.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6K+ 107.78% |
$140K - $154K
|
6.94K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 41.42% |
$138K - $151K
|
12.1K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 35.47% |
$118K - $130K
|
11.6K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.69K+ 13.68% |
$105K - $115K
|
22.3K
$646K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.66K+ 36.85% |
$104K - $114K
|
9.89K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.34K+ 0.24% |
$91K - $99.9K
|
973K
$28.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.05K+ 10.1% |
$79.9K - $87.8K
|
22.4K
$646K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 4.36% |
$67.2K - $73.8K
|
41.2K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.56K+ 16.43% |
$60.7K - $66.6K
|
11K
$319K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 8.87% |
$53.4K - $58.7K
|
16.8K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
909+ 7.11% |
$35.4K - $38.9K
|
13.7K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
575+ 19166.67% |
$22.4K - $24.6K
|
578
$16.7K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
574+ 4.07% |
$22.4K - $24.6K
|
14.7K
$425K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
500+ 5.69% |
$19.5K - $21.4K
|
9.29K
$269K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
458+ 60.99% |
$17.8K - $19.6K
|
1.21K
$35K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
447+ 3.14% |
$17.4K - $19.1K
|
14.7K
$425K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
350+ 16.92% |
$13.6K - $15K
|
2.42K
$69.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
325New |
$12.7K - $13.9K
|
325
$9.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
298+ 5.19% |
$11.6K - $12.8K
|
6.04K
$175K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
275+ 0.29% |
$10.7K - $11.8K
|
94.2K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
271+ 3.02% |
$10.6K - $11.6K
|
9.26K
$268K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
254New |
$9.9K - $10.9K
|
254
$7.34K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 75.35% |
$4.17K - $4.58K
|
249
$7.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
106+ 2.08% |
$4.13K - $4.54K
|
5.19K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 41.43% |
$4.05K - $4.45K
|
355
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
63+ 0.15% |
$2.45K - $2.7K
|
42.6K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59+ 0.78% |
$2.3K - $2.52K
|
7.6K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 3.72% |
$1.99K - $2.18K
|
1.42K
$41.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37+ 0.91% |
$1.44K - $1.58K
|
4.11K
$119K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$1.4K - $1.54K
|
36
$1.04K
|