Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr 1000 Index (SCHK)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-59- 0.84% |
$2.48K - $2.66K
|
7.01K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-75- 0.09% |
$3.16K - $3.38K
|
82.4K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 0.43% |
$4.21K - $4.5K
|
23K
$615K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-152Closed |
$6.4K - $6.84K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-198- 0.86% |
$8.34K - $8.91K
|
22.8K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-250Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$27.3K - $29.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 26.33% |
$42.2K - $45.1K
|
2.8K
$75K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-1.1K- 49.62% |
$46.3K - $49.5K
|
1.12K
$29.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 9.7% |
$47.2K - $50.5K
|
10.4K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.8K- 12.17% |
$75.7K - $80.9K
|
13K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.25K- 12.2% |
$94.7K - $101K
|
16.2K
$433K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.09K- 9.7% |
$130K - $139K
|
28.7K
$769K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.47KClosed |
$146K - $156K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.75K- 39.82% |
$158K - $169K
|
5.66K
$151K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.27K- 1.27% |
$180K - $192K
|
333K
$8.91M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.7KClosed |
$198K - $212K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5.16K- 49.05% |
$217K - $232K
|
5.36K
$143K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.28K- 94.12% |
$222K - $238K
|
330
$8.83K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7.35KClosed |
$309K - $331K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.15K- 43.65% |
$385K - $412K
|
11.8K
$316K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11.7K- 15.67% |
$493K - $527K
|
63K
$1.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 28.37% |
$844K - $902K
|
50.6K
$1.35M
|