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 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.1K- 21.31% |
$52.4K - $57.7K
|
4.04K
$115K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.14K- 4.78% |
$54.5K - $60.1K
|
22.7K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 16.11% |
$69K - $76.1K
|
7.51K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.93K- 2.85% |
$92.3K - $102K
|
65.9K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.94K- 55.83% |
$141K - $155K
|
2.33K
$66.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.1K- 83.03% |
$387K - $427K
|
1.66K
$47.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.2K- 13.59% |
$870K - $959K
|
116K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.5K- 45.24% |
$1.36M - $1.5M
|
34.5K
$982K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-34K- 49.56% |
$1.62M - $1.79M
|
34.6K
$983K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-36.8K- 1.0% |
$1.76M - $1.94M
|
3.65M
$104M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 50.18% |
$1.89M - $2.08M
|
39.2K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-72.8K- 85.52% |
$3.48M - $3.84M
|
12.3K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-211K- 0.87% |
$10.1M - $11.1M
|
24.2M
$687M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-226K- 88.82% |
$10.8M - $11.9M
|
28.5K
$811K
|