Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr 1000 Index (SCHK)
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 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.08% |
$173 - $208
|
6.24K
$180K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $167
|
15.2K
$438K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3New |
$104 - $125
|
3
$86.7
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.48% |
$69.2 - $83.4
|
420
$12.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.36% |
$34.6 - $41.7
|
280
$8.09K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$34.6 - $41.7
|
1
$28.9
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-25- 0.39% |
$865 - $1.04K
|
6.32K
$183K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25Closed |
$865 - $1.04K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-28- 2.83% |
$969 - $1.17K
|
961
$27.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35- 32.41% |
$1.21K - $1.46K
|
73
$2.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-50- 0.6% |
$1.73K - $2.08K
|
8.31K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 0.39% |
$2.08K - $2.5K
|
15.4K
$444K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-162- 29.45% |
$5.61K - $6.75K
|
388
$11.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-170- 2.16% |
$5.88K - $7.09K
|
7.68K
$222K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-224- 1.68% |
$7.75K - $9.34K
|
13.1K
$380K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-238- 0.41% |
$8.24K - $9.92K
|
58.4K
$1.69M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-275- 3.83% |
$9.52K - $11.5K
|
6.9K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-288- 4.51% |
$9.97K - $12K
|
6.1K
$176K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-546- 6.44% |
$18.9K - $22.8K
|
7.93K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-573- 0.73% |
$19.8K - $23.9K
|
77.7K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-659- 8.08% |
$22.8K - $27.5K
|
7.49K
$217K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-780- 7.5% |
$27K - $32.5K
|
9.62K
$278K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-963- 2.72% |
$33.3K - $40.1K
|
34.4K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 8.33% |
$34.6K - $41.7K
|
11K
$318K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.3K- 40.96% |
$44.8K - $54K
|
1.87K
$54K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.36K- 53.31% |
$47.1K - $56.8K
|
1.19K
$34.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 97.51% |
$51.5K - $62K
|
38
$1.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.83K- 10.1% |
$63.3K - $76.3K
|
16.3K
$471K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.27K- 6.95% |
$78.4K - $94.4K
|
30.3K
$876K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 6.81% |
$111K - $133K
|
43.7K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3.85K- 7.55% |
$133K - $160K
|
47.1K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-5.12K- 49.46% |
$177K - $214K
|
5.23K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.68K- 10.59% |
$196K - $237K
|
47.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.78K- 9.67% |
$269K - $324K
|
72.7K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.25K- 19.02% |
$286K - $344K
|
35.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 78.04% |
$460K - $554K
|
3.74K
$108K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.2K- 86.19% |
$1.25M - $1.51M
|
5.81K
$168K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-177K- 73.76% |
$6.13M - $7.39M
|
63K
$1.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-177K- 73.76% |
$6.13M - $7.39M
|
63K
$1.82M
|