Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr 1000 Index (SCHK)

SCHK Quotes by TradingView

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 $685M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
44.4K
+ 846.48%
$1.73M - $1.9M
49.7K $1.42M
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
43.6K
+ 3.76%
$1.7M - $1.86M
1.2M $34.3M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38.4K
+ 723.58%
$1.49M - $1.64M
43.7K $1.25M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
16.4K
New
$641K - $703K
16.4K $470K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
15.8K
+ 181.23%
$615K - $675K
24.5K $699K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
12.1K
+ 288.21%
$470K - $516K
16.2K $464K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
11K
+ 4.74%
$429K - $471K
243K $6.95M
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

BUY
 -
10.6K
New
$413K - $453K
10.6K $303K
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
9.75K
New
$380K - $417K
9.75K $278K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
6.55K
+ 6.34%
$255K - $280K
110K $3.14M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.02K
New
$234K - $257K
6.02K $172K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
5.28K
+ 25.29%
$206K - $226K
26.2K $748K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4.9K
New
$191K - $210K
4.9K $140K
Aug 09, 2023 Q2 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.86K
New
$189K - $208K
4.86K $139K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4.83K
New
$188K - $207K
4.83K $138K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
4.79K
+ 18.98%
$187K - $205K
30K $858K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
4.72K
New
$184K - $202K
4.72K $135K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
4.29K
+ 7.5%
$167K - $183K
61.4K $1.75M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.6K
+ 107.78%
$140K - $154K
6.94K $198K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
3.54K
+ 41.42%
$138K - $151K
12.1K $345K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3.03K
+ 35.47%
$118K - $130K
11.6K $330K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.69K
+ 13.68%
$105K - $115K
22.3K $638K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
2.66K
+ 36.85%
$104K - $114K
9.89K $282K
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
2.34K
+ 0.24%
$91K - $99.9K
973K $27.8M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
2.05K
+ 10.1%
$79.9K - $87.8K
22.4K $638K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
1.72K
+ 4.36%
$67.2K - $73.8K
41.2K $1.18M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
1.56K
+ 16.43%
$60.7K - $66.6K
11K $315K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.37K
+ 8.87%
$53.4K - $58.7K
16.8K $481K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
909
+ 7.11%
$35.4K - $38.9K
13.7K $391K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
575
+ 19166.67%
$22.4K - $24.6K
578 $16.5K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
574
+ 4.07%
$22.4K - $24.6K
14.7K $419K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
500
+ 5.69%
$19.5K - $21.4K
9.29K $265K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
458
+ 60.99%
$17.8K - $19.6K
1.21K $34.5K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
447
+ 3.14%
$17.4K - $19.1K
14.7K $420K
Jul 21, 2023 Q2 2023
Pflug Koory, LLC

BUY
 -
350
+ 16.92%
$13.6K - $15K
2.42K $69.1K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
325
New
$12.7K - $13.9K
325 $9.28K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
298
+ 5.19%
$11.6K - $12.8K
6.04K $172K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
275
+ 0.29%
$10.7K - $11.8K
94.2K $2.69M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
271
+ 3.02%
$10.6K - $11.6K
9.26K $264K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
254
New
$9.9K - $10.9K
254 $7.25K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
107
+ 75.35%
$4.17K - $4.58K
249 $7.11K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
106
+ 2.08%
$4.13K - $4.54K
5.19K $148K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
104
+ 41.43%
$4.05K - $4.45K
355 $10.1K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
63
+ 0.15%
$2.45K - $2.7K
42.6K $1.22M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
59
+ 0.78%
$2.3K - $2.52K
7.6K $217K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
51
+ 3.72%
$1.99K - $2.18K
1.42K $40.6K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
37
+ 0.91%
$1.44K - $1.58K
4.11K $117K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
36
New
$1.4K - $1.54K
36 $1.03K

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