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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
170+ 90.43% |
$8.13K - $8.96K
|
358
$10.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
153+ 2.97% |
$7.32K - $8.07K
|
5.3K
$154K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
130+ 1.24% |
$6.22K - $6.85K
|
10.6K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 1.69% |
$5.98K - $6.59K
|
7.52K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88+ 0.09% |
$4.21K - $4.64K
|
102K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
60+ 8.39% |
$2.87K - $3.16K
|
775
$22.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
53New |
$2.53K - $2.79K
|
53
$1.55K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$2.53K - $2.79K
|
53
$1.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48New |
$2.3K - $2.53K
|
48
$1.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 6.49% |
$1.39K - $1.53K
|
476
$13.9K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27New |
$1.29K - $1.42K
|
27
$787
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.46% |
$1.2K - $1.32K
|
5.44K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23+ 0.13% |
$1.1K - $1.21K
|
18K
$525K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
15+ 0.12% |
$717 - $791
|
12.6K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
15+ 0.19% |
$717 - $791
|
7.93K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11+ 0.55% |
$526 - $580
|
1.99K
$58.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10New |
$478 - $527
|
10
$292
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3New |
$143 - $158
|
3
$87.5
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.25% |
$95.7 - $105
|
799
$23.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1- 0.02% |
$47.8 - $52.7
|
5.96K
$174K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.78% |
$95.7 - $105
|
256
$7.46K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-6Closed |
$287 - $316
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-31- 0.46% |
$1.48K - $1.63K
|
6.78K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57- 0.08% |
$2.73K - $3.01K
|
67.7K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-73- 1.39% |
$3.49K - $3.85K
|
5.19K
$151K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-77- 0.79% |
$3.68K - $4.06K
|
9.67K
$282K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.41% |
$4.78K - $5.27K
|
7K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-120- 82.19% |
$5.74K - $6.33K
|
26
$758
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-120- 1.21% |
$5.74K - $6.33K
|
9.83K
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-122- 8.63% |
$5.84K - $6.43K
|
1.29K
$37.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-130- 0.58% |
$6.22K - $6.85K
|
22.3K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-152- 63.87% |
$7.27K - $8.01K
|
86
$2.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-197- 2.02% |
$9.42K - $10.4K
|
9.55K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-248- 1.59% |
$11.9K - $13.1K
|
15.4K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-293- 42.28% |
$14K - $15.4K
|
400
$11.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-313- 1.0% |
$15K - $16.5K
|
31.1K
$908K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-351- 0.04% |
$16.8K - $18.5K
|
950K
$27.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-566- 5.65% |
$27.1K - $29.8K
|
9.45K
$276K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-587- 4.93% |
$28.1K - $30.9K
|
11.3K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-628- 13.15% |
$30K - $33.1K
|
4.15K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-707- 33.51% |
$33.8K - $37.3K
|
1.4K
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-751- 38.47% |
$35.9K - $39.6K
|
1.2K
$35K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-777- 1.37% |
$37.2K - $41K
|
56.1K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-856- 13.93% |
$40.9K - $45.1K
|
5.29K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 11.91% |
$51.4K - $56.7K
|
7.95K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.1K- 21.31% |
$52.4K - $57.7K
|
4.04K
$118K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.14K- 4.78% |
$54.5K - $60.1K
|
22.7K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 16.11% |
$69K - $76.1K
|
7.51K
$219K
|