Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q3 2023. 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 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
791K+ 3.3% |
$32.5M - $35M
|
24.8M
$723M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6K+ 97.54% |
$1.75M - $1.89M
|
86.2K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25K+ 152.27% |
$1.03M - $1.11M
|
41.5K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
23.2K+ 1.93% |
$952K - $1.03M
|
1.23M
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10.3K+ 6200.0% |
$423K - $456K
|
10.5K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.9K+ 202.04% |
$407K - $438K
|
14.8K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.87KNew |
$365K - $393K
|
8.87K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
8.68K+ 0.89% |
$357K - $384K
|
982K
$28.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.18KNew |
$336K - $362K
|
8.18K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.18KNew |
$336K - $362K
|
8.18K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.91K+ 41.09% |
$284K - $306K
|
23.7K
$692K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.45K+ 133.61% |
$265K - $285K
|
11.3K
$329K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.3K+ 20.98% |
$259K - $279K
|
36.3K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.23K+ 100.54% |
$215K - $232K
|
10.4K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.22KNew |
$215K - $231K
|
5.22K
$152K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.09K+ 9.91% |
$168K - $181K
|
45.3K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.27K+ 28.27% |
$134K - $145K
|
14.8K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.22K+ 14.4% |
$132K - $142K
|
25.5K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.16K+ 37.96% |
$130K - $140K
|
11.5K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 17.29% |
$115K - $124K
|
19K
$555K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.76K+ 22.87% |
$113K - $122K
|
14.8K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.46K+ 22.61% |
$101K - $109K
|
13.4K
$389K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.31K+ 22.19% |
$94.9K - $102K
|
12.7K
$371K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.05K+ 8.37% |
$84.2K - $90.8K
|
26.5K
$773K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 24.64% |
$52.5K - $56.6K
|
6.47K
$189K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 1.35% |
$52.1K - $56.1K
|
95.4K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
982+ 7.22% |
$40.3K - $43.5K
|
14.6K
$425K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
792New |
$32.5K - $35.1K
|
792
$23.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
791+ 8.11% |
$32.5K - $35K
|
10.5K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
740+ 9.74% |
$30.4K - $32.8K
|
8.34K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
703+ 6.37% |
$28.9K - $31.1K
|
11.7K
$342K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
661+ 10.99% |
$27.2K - $29.3K
|
6.68K
$195K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
563+ 6.06% |
$23.1K - $24.9K
|
9.85K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
543+ 3.69% |
$22.3K - $24K
|
15.2K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
541+ 4.67% |
$22.2K - $24K
|
12.1K
$353K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
537New |
$22.1K - $23.8K
|
537
$15.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
403New |
$16.6K - $17.8K
|
403
$11.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
312New |
$12.8K - $13.8K
|
312
$9.09K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$12.5K - $13.5K
|
305
$8.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
295+ 0.85% |
$12.1K - $13.1K
|
34.9K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
289+ 4.79% |
$11.9K - $12.8K
|
6.33K
$184K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
274+ 16.63% |
$11.3K - $12.1K
|
1.92K
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195+ 54.93% |
$8.01K - $8.63K
|
550
$16K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
143+ 1.04% |
$5.87K - $6.33K
|
13.8K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
136+ 2.46% |
$5.59K - $6.02K
|
5.65K
$165K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
115+ 1.16% |
$4.72K - $5.09K
|
10K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$4.48K - $4.83K
|
109
$3.18K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
106New |
$4.35K - $4.69K
|
106
$3.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$4.11K - $4.43K
|
100
$2.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84+ 13.59% |
$3.45K - $3.72K
|
702
$20.5K
|