Purchases and Sales Made in Q3 2022 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 2022. 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 12, 2022 Q3 2022
Legacy Wealth Management, Inc

BUY
 -
4.03M
+ 80.42%
$139M - $168M
9.04M $261M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
752K
+ 4.68%
$26M - $31.4M
16.8M $486M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
51K
+ 61.76%
$1.77M - $2.13M
134K $3.86M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
44.5K
New
$1.54M - $1.86M
44.5K $1.29M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
36K
+ 424.52%
$1.25M - $1.5M
44.5K $1.29M
Nov 02, 2022 Q3 2022
Waddell & Associates, LLC

BUY
 -
32.7K
+ 3.72%
$1.13M - $1.36M
911K $26.3M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
30.2K
+ 343.89%
$1.05M - $1.26M
39K $1.13M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.1K
+ 24.96%
$660K - $795K
95.5K $2.76M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.8K
+ 123.67%
$649K - $782K
33.9K $981K
Oct 14, 2022 Q3 2022
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
11.6K
New
$401K - $483K
11.6K $335K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
10.4K
New
$360K - $434K
10.4K $301K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
9.32K
+ 30.53%
$323K - $389K
39.8K $1.15M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.73K
New
$302K - $364K
8.73K $252K
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
8.54K
+ 8.46%
$296K - $356K
110K $3.17M
Oct 20, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
7.4K
New
$256K - $308K
7.4K $214K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.28K
New
$252K - $304K
7.28K $211K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
6.62K
+ 58.0%
$229K - $276K
18K $522K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.61K
+ 43.84%
$229K - $276K
21.7K $627K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
6.03K
+ 36.61%
$209K - $251K
22.5K $650K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
4.69K
+ 1.5%
$162K - $196K
318K $9.18M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3.55K
+ 806.82%
$123K - $148K
3.99K $115K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
3.55K
+ 806.82%
$123K - $148K
3.99K $115K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
3K
New
$104K - $125K
3K $86.7K
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

BUY
 -
2.5K
+ 4.06%
$86.6K - $104K
64.1K $1.85M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.49K
+ 21.55%
$86.1K - $104K
14K $406K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
2.4K
New
$82.9K - $99.9K
2.4K $69.3K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.94K
+ 8.25%
$67K - $80.7K
25.4K $734K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.71K
New
$59.3K - $71.4K
1.71K $49.5K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
1.67K
New
$57.9K - $69.7K
1.67K $48.3K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.63K
New
$56.3K - $67.9K
1.63K $47.1K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.58K
New
$54.6K - $65.8K
1.58K $45.6K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
1.46K
+ 118.97%
$50.4K - $60.7K
2.68K $77.4K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.36K
+ 13.63%
$46.9K - $56.5K
11.3K $327K
Nov 18, 2022 Q3 2022
Alamar Capital Management, LLC

BUY
 -
1.28K
+ 19.54%
$44.2K - $53.3K
7.82K $226K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
785
+ 92.9%
$27.2K - $32.7K
1.63K $47.1K
Nov 19, 2024 Q3 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
530
+ 2.27%
$18.3K - $22.1K
23.9K $691K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
492
+ 7.7%
$17K - $20.5K
6.88K $199K
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
324
+ 5.8%
$11.2K - $13.5K
5.92K $171K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
251
New
$8.69K - $10.5K
251 $7.26K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
244
New
$8.44K - $10.2K
244 $7.05K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
77
New
$2.66K - $3.21K
77 $2.23K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
50
New
$1.73K - $2.08K
50 $1.45K
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

BUY
 -
36
+ 0.37%
$1.25K - $1.5K
9.65K $279K
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
33
+ 0.25%
$1.14K - $1.38K
13.2K $380K
Nov 14, 2022 Q3 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
32
+ 0.41%
$1.11K - $1.33K
7.83K $226K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
25
+ 0.41%
$865 - $1.04K
6.14K $178K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
17
+ 0.39%
$588 - $709
4.37K $126K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
11
+ 0.11%
$381 - $459
10.3K $297K
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
9
+ 0.15%
$311 - $375
6.2K $179K

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