Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.09M
+ 10.01%
$46M - $49.2M
12M $322M
Oct 15, 2021 Q3 2021
Legacy Wealth Management, Inc

BUY
 -
59.7K
+ 1.26%
$2.51M - $2.69M
4.79M $128M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
44.5K
New
$1.87M - $2M
44.5K $1.19M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
34.1K
New
$1.43M - $1.53M
34.1K $912K
Oct 12, 2021 Q3 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
30.3K
New
$1.28M - $1.36M
30.3K $812K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
28.6K
+ 3510.54%
$1.21M - $1.29M
29.5K $789K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
25.1K
+ 55.05%
$1.06M - $1.13M
70.7K $1.89M
Nov 10, 2021 Q3 2021
Waddell & Associates, LLC

BUY
 -
19.9K
+ 2.41%
$840K - $897K
848K $22.7M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
15.9K
New
$668K - $714K
15.9K $425K
Oct 14, 2021 Q3 2021
Schwab Charitable Fund

BUY
 -
13.8K
+ 31.54%
$582K - $622K
57.7K $1.54M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
10.5K
+ 42.02%
$444K - $475K
35.6K $954K
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
8.45K
+ 56.15%
$356K - $380K
23.5K $629K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.67K
New
$281K - $300K
6.67K $179K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
5.36K
New
$226K - $241K
5.36K $144K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.25K
New
$137K - $146K
3.25K $87.1K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
3K
New
$126K - $135K
3K $80.3K
Nov 10, 2021 Q3 2021
Blue Bell Private Wealth Management, LLC

BUY
 -
1.97K
+ 34.24%
$82.7K - $88.4K
7.7K $206K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.39K
New
$58.4K - $62.5K
1.39K $37.2K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
811
+ 7.83%
$34.2K - $36.5K
11.2K $299K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
416
+ 3.3%
$17.5K - $18.7K
13K $349K
Nov 09, 2021 Q3 2021
Sterling Investment Advisors, Ltd.

BUY
 -
375
+ 100.0%
$15.8K - $16.9K
750 $20.1K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
364
+ 3.82%
$15.3K - $16.4K
9.9K $265K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
325
+ 0.53%
$13.7K - $14.6K
61.6K $1.65M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
307
+ 7.48%
$12.9K - $13.8K
4.41K $118K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
180
+ 24.32%
$7.58K - $8.1K
920 $24.6K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
158
+ 4.12%
$6.65K - $7.11K
4K $107K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
156
+ 3.3%
$6.57K - $7.02K
4.88K $131K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
116
+ 0.33%
$4.88K - $5.22K
34.8K $931K
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
100
New
$4.21K - $4.5K
100 $2.68K
Nov 08, 2021 Q3 2021
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
81
+ 0.22%
$3.41K - $3.65K
36.3K $971K
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
56
+ 1.17%
$2.36K - $2.52K
4.86K $130K
Oct 13, 2021 Q3 2021
Parkside Advisors LLC

BUY
 -
40
+ 0.05%
$1.68K - $1.8K
79K $2.11M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
37
+ 0.33%
$1.56K - $1.67K
11.1K $297K
Oct 25, 2021 Q3 2021
Capital Advisors Inc

BUY
 -
28
+ 0.55%
$1.18K - $1.26K
5.1K $136K
Nov 15, 2021 Q3 2021
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
24
+ 0.31%
$1.01K - $1.08K
7.72K $207K
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
15
+ 7.61%
$632 - $675
212 $5.68K
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

BUY
 -
7
+ 0.12%
$295 - $315
5.8K $155K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
7
+ 8.75%
$295 - $315
87 $2.33K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
4
+ 0.27%
$168 - $180
1.51K $40.4K
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

BUY
 -
4
+ 0.08%
$168 - $180
4.82K $129K
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
3
+ 0.02%
$126 - $135
15K $401K
Oct 29, 2021 Q3 2021
Crewe Advisors LLC

BUY
 -
2
+ 0.02%
$84.2 - $90
8.43K $226K
Nov 09, 2021 Q3 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
1
+ 1.16%
$42.1 - $45
87 $2.33K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1
- 1.3%
$42.1 - $45
76 $2.03K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1
- 5.0%
$42.1 - $45
19 $509
Dec 30, 2022 Q3 2021
Warther Private Wealth, LLC

Akron, OH
SELL
 -
-2
- 0.04%
$84.2 - $90
4.74K $127K
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-5
- 0.03%
$211 - $225
15.4K $413K
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

SELL
 -
-16
- 0.17%
$674 - $720
9.63K $258K

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