Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q2 2025. 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 512.92% |
$2.69M - $3.36M
|
134K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
105KNew |
$2.51M - $3.13M
|
105K
$3.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
59.9K+ 38.12% |
$1.43M - $1.79M
|
217K
$6.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
36.1KNew |
$861K - $1.08M
|
36.1K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27K+ 43.4% |
$643K - $804K
|
89K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.1K+ 361.54% |
$575K - $718K
|
30.8K
$946K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.2K+ 140.61% |
$434K - $542K
|
31.1K
$956K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$285K - $356K
|
11.9K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.7K+ 58.56% |
$255K - $319K
|
28.9K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$225K - $281K
|
9.44K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.16K+ 43.31% |
$219K - $273K
|
30.3K
$932K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.64K+ 41.24% |
$182K - $228K
|
26.2K
$805K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.3KNew |
$174K - $218K
|
7.3K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.13KNew |
$170K - $213K
|
7.13K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
7.02KNew |
$168K - $209K
|
7.02K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.28K+ 0.13% |
$126K - $157K
|
4.09M
$126M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.27KNew |
$126K - $157K
|
5.27K
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.13K+ 0.33% |
$27.1K - $33.8K
|
345K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
494+ 49.2% |
$11.8K - $14.7K
|
1.5K
$46.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
366+ 3.94% |
$8.74K - $10.9K
|
9.66K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
347+ 4.37% |
$8.28K - $10.3K
|
8.29K
$255K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
85+ 0.21% |
$2.03K - $2.53K
|
39.9K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 0.51% |
$1K - $1.25K
|
8.22K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
29+ 0.08% |
$692 - $865
|
35K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.29% |
$692 - $865
|
10K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.03% |
$239 - $298
|
31.4K
$967K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.31% |
$239 - $298
|
3.28K
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$95.5 - $119
|
9.11K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2+ 0.01% |
$47.7 - $59.6
|
19.6K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$47.7 - $59.6
|
11K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 0.57% |
$215 - $268
|
1.57K
$48.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-51- 10.71% |
$1.22K - $1.52K
|
425
$13.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-73- 0.9% |
$1.74K - $2.18K
|
8.04K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-210- 1.5% |
$5.01K - $6.26K
|
13.8K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 6.65% |
$5.97K - $7.46K
|
3.51K
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-256- 2.64% |
$6.11K - $7.63K
|
9.43K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 0.59% |
$9.55K - $11.9K
|
66.9K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-467- 1.55% |
$11.1K - $13.9K
|
29.6K
$911K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-688- 10.1% |
$16.4K - $20.5K
|
6.12K
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.17K- 11.16% |
$27.8K - $34.8K
|
9.28K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.91K- 3.26% |
$93.4K - $117K
|
116K
$3.57M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.86K- 17.67% |
$116K - $145K
|
22.7K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.19K- 15.41% |
$148K - $185K
|
34K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 50.16% |
$272K - $340K
|
11.3K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-16.3K- 49.86% |
$389K - $487K
|
16.4K
$505K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.9K- 82.67% |
$1.5M - $1.88M
|
13.2K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-197K- 7.49% |
$4.71M - $5.88M
|
2.44M
$74.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-243K- 3.53% |
$5.81M - $7.25M
|
6.65M
$205M
|