Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q2 2024. 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 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99.6KNew |
$4.76M - $5.25M
|
99.6K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
77.1KNew |
$3.69M - $4.07M
|
77.1K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1KNew |
$2.88M - $3.17M
|
60.1K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.5KNew |
$2.08M - $2.3M
|
43.5K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$1.34M - $1.47M
|
28K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 224.31% |
$1.3M - $1.43M
|
39.2K
$1.14M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 224.31% |
$1.3M - $1.43M
|
39.2K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.4K+ 113.72% |
$1.22M - $1.34M
|
47.8K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.4K+ 22.57% |
$1.21M - $1.34M
|
138K
$4.02M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24KNew |
$1.15M - $1.26M
|
24K
$699K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22KNew |
$1.05M - $1.16M
|
22K
$641K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21.9K+ 1.76% |
$1.05M - $1.16M
|
1.27M
$37M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 88.68% |
$908K - $1M
|
40.4K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$670K - $739K
|
14K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 97.5% |
$534K - $588K
|
22.6K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9.91K+ 18.66% |
$474K - $523K
|
63K
$1.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18KNew |
$439K - $484K
|
9.18K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.95KNew |
$332K - $366K
|
6.95K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.66KNew |
$319K - $351K
|
6.66K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63K+ 26.77% |
$317K - $350K
|
31.4K
$916K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.3K+ 14.85% |
$301K - $332K
|
48.7K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.61KNew |
$220K - $243K
|
4.61K
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.2KNew |
$201K - $221K
|
4.2K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$196K - $216K
|
4.1K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4KNew |
$191K - $211K
|
4K
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.86KNew |
$184K - $203K
|
3.86K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.2K+ 9.37% |
$153K - $169K
|
37.4K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.2K+ 9.37% |
$153K - $169K
|
37.4K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.19K+ 31.72% |
$152K - $168K
|
13.2K
$386K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.18KNew |
$152K - $168K
|
3.18K
$92.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.92K+ 71.95% |
$139K - $154K
|
6.97K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$117K - $129K
|
2.44K
$71.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.33K+ 11.87% |
$112K - $123K
|
22K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 3.86% |
$67K - $73.9K
|
37.7K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.26K+ 5.54% |
$60K - $66.2K
|
23.9K
$697K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.19K+ 21.96% |
$57.1K - $62.9K
|
6.63K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
806+ 2.25% |
$38.6K - $42.5K
|
36.6K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
773+ 6.8% |
$37K - $40.8K
|
12.1K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
690+ 95.44% |
$33K - $36.4K
|
1.41K
$41.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
651+ 4.33% |
$31.1K - $34.3K
|
15.7K
$457K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
549+ 8.19% |
$26.3K - $28.9K
|
7.25K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
537New |
$25.7K - $28.3K
|
537
$15.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
394+ 1.37% |
$18.8K - $20.8K
|
29.1K
$849K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
326New |
$15.6K - $17.2K
|
326
$9.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 6.39% |
$15.3K - $16.9K
|
5.33K
$155K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
291+ 3.36% |
$13.9K - $15.3K
|
8.95K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
250+ 4.43% |
$12K - $13.2K
|
5.89K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
230+ 3.55% |
$11K - $12.1K
|
6.71K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
229+ 4.73% |
$11K - $12.1K
|
5.07K
$148K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
188+ 0.62% |
$8.99K - $9.91K
|
30.5K
$889K
|