Purchases and Sales Made in Q3 2023 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 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
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
45
+ 25.57%
$1.85K - $1.99K
221 $6.43K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
29
+ 0.37%
$1.19K - $1.28K
7.95K $231K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
24
+ 0.26%
$986 - $1.06K
9.11K $265K
Nov 13, 2023 Q3 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
18
+ 0.35%
$739 - $797
5.23K $152K
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
18
+ 0.23%
$739 - $797
7.89K $230K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
18
+ 4.46%
$739 - $797
422 $12.3K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
16
+ 0.36%
$657 - $708
4.44K $129K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
9
+ 0.48%
$370 - $398
1.9K $55.2K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
5
+ 0.08%
$205 - $221
5.95K $173K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
4
+ 0.03%
$164 - $177
15.2K $442K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2
+ 0.35%
$82.2 - $88.5
580 $16.9K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
2
+ 0.44%
$82.2 - $88.5
459 $13.4K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1
+ 0.02%
$41.1 - $44.3
5.88K $171K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.4%
$41.1 - $44.3
248 $7.22K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 0.07%
$41.1 - $44.3
1.42K $41.4K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
1
+ 0.59%
$41.1 - $44.3
171 $4.98K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-2
- 0.03%
$82.2 - $88.5
7.3K $213K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-70
- 0.94%
$2.88K - $3.1K
7.39K $215K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-93
- 1.0%
$3.82K - $4.12K
9.16K $267K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
SELL
 -
-140
- 1.53%
$5.75K - $6.2K
8.99K $262K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-151
- 0.98%
$6.2K - $6.68K
15.3K $446K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-160
- 2.82%
$6.57K - $7.08K
5.5K $160K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-311
- 3.29%
$12.8K - $13.8K
9.14K $266K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-358
- 29.61%
$14.7K - $15.8K
851 $24.8K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-410
- 4.08%
$16.8K - $18.2K
9.63K $280K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-430
- 0.63%
$17.7K - $19K
68.2K $1.99M
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

SELL
 -
-440
- 7.67%
$18.1K - $19.5K
5.3K $154K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

SELL
 -
-470
- 15.67%
$19.3K - $20.8K
2.53K $73.6K
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-500
Closed
$20.5K - $22.1K
0 $0
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

SELL
 -
-667
- 6.96%
$27.4K - $29.5K
8.91K $259K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

SELL
 -
-711
- 16.84%
$29.2K - $31.5K
3.51K $102K
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

SELL
 -
-825
- 3.69%
$33.9K - $36.5K
21.5K $627K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-889
- 11.55%
$36.5K - $39.4K
6.81K $198K
Nov 13, 2023 Q3 2023
Private Capital Management LLC

SELL
 -
-1.75K
- 9.35%
$71.9K - $77.5K
17K $494K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-1.82K
- 13.58%
$74.8K - $80.7K
11.6K $338K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-2.31K
- 56.18%
$94.9K - $102K
1.8K $52.4K
Oct 19, 2023 Q3 2023
Sol Capital Management CO

SELL
 -
-2.4K
- 20.13%
$98.4K - $106K
9.5K $277K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

SELL
 -
-2.46K
- 19.73%
$101K - $109K
9.99K $291K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-2.59K
- 37.26%
$106K - $115K
4.36K $127K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-3.19K
- 5.19%
$131K - $141K
58.2K $1.69M
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-4.37K
- 92.65%
$180K - $194K
347 $10.1K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-6.35K
- 43.27%
$261K - $281K
8.33K $242K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-6.55K
- 25.01%
$269K - $290K
19.6K $571K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-6.99K
- 6.36%
$287K - $309K
103K $2.99M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
SELL
 -
-7.17K
- 2.43%
$294K - $317K
288K $8.39M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-39.6K
- 79.72%
$1.63M - $1.75M
10.1K $293K

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