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 $264M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
752K
+ 4.68%
$26M - $31.4M
16.8M $491M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
51K
+ 61.76%
$1.77M - $2.13M
134K $3.9M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
44.5K
New
$1.54M - $1.86M
44.5K $1.3M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
36K
+ 424.52%
$1.25M - $1.5M
44.5K $1.3M
Nov 02, 2022 Q3 2022
Waddell & Associates, LLC

BUY
 -
32.7K
+ 3.72%
$1.13M - $1.36M
911K $26.6M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
30.2K
+ 343.89%
$1.05M - $1.26M
39K $1.14M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.1K
+ 24.96%
$660K - $795K
95.5K $2.78M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.8K
+ 123.67%
$649K - $782K
33.9K $989K
Oct 14, 2022 Q3 2022
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
11.6K
New
$401K - $483K
11.6K $337K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
10.4K
New
$360K - $434K
10.4K $303K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
9.32K
+ 30.53%
$323K - $389K
39.8K $1.16M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.73K
New
$302K - $364K
8.73K $255K
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
8.54K
+ 8.46%
$296K - $356K
110K $3.19M
Oct 20, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
7.4K
New
$256K - $308K
7.4K $216K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.28K
New
$252K - $304K
7.28K $212K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
6.62K
+ 58.0%
$229K - $276K
18K $526K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.61K
+ 43.84%
$229K - $276K
21.7K $633K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
6.03K
+ 36.61%
$209K - $251K
22.5K $656K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
4.69K
+ 1.5%
$162K - $196K
318K $9.26M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3.55K
+ 806.82%
$123K - $148K
3.99K $116K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
3.55K
+ 806.82%
$123K - $148K
3.99K $116K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
3K
New
$104K - $125K
3K $87.5K
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

BUY
 -
2.5K
+ 4.06%
$86.6K - $104K
64.1K $1.87M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.49K
+ 21.55%
$86.1K - $104K
14K $409K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
2.4K
New
$82.9K - $99.9K
2.4K $69.9K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.94K
+ 8.25%
$67K - $80.7K
25.4K $741K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.71K
New
$59.3K - $71.4K
1.71K $49.9K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
1.67K
New
$57.9K - $69.7K
1.67K $48.8K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.63K
New
$56.3K - $67.9K
1.63K $47.5K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.58K
New
$54.6K - $65.8K
1.58K $46K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
1.46K
+ 118.97%
$50.4K - $60.7K
2.68K $78.1K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.36K
+ 13.63%
$46.9K - $56.5K
11.3K $330K
Nov 18, 2022 Q3 2022
Alamar Capital Management, LLC

BUY
 -
1.28K
+ 19.54%
$44.2K - $53.3K
7.82K $228K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
785
+ 92.9%
$27.2K - $32.7K
1.63K $47.5K
Nov 19, 2024 Q3 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
530
+ 2.27%
$18.3K - $22.1K
23.9K $697K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
492
+ 7.7%
$17K - $20.5K
6.88K $201K
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
324
+ 5.8%
$11.2K - $13.5K
5.92K $172K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
251
New
$8.69K - $10.5K
251 $7.32K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
244
New
$8.44K - $10.2K
244 $7.12K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
77
New
$2.66K - $3.21K
77 $2.25K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
50
New
$1.73K - $2.08K
50 $1.46K
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

BUY
 -
36
+ 0.37%
$1.25K - $1.5K
9.65K $281K
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
33
+ 0.25%
$1.14K - $1.38K
13.2K $384K
Nov 14, 2022 Q3 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
32
+ 0.41%
$1.11K - $1.33K
7.83K $228K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
25
+ 0.41%
$865 - $1.04K
6.14K $179K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
17
+ 0.39%
$588 - $709
4.37K $128K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
11
+ 0.11%
$381 - $459
10.3K $299K
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
9
+ 0.15%
$311 - $375
6.2K $181K

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