Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q3 2025. 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 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
83.3KNew |
$2.48M - $2.69M
|
83.3K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.7K+ 13.22% |
$497K - $539K
|
143K
$4.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.3K+ 4.16% |
$427K - $463K
|
359K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.46KNew |
$282K - $305K
|
9.46K
$302K
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
9.35K+ 25.49% |
$279K - $302K
|
46K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3.49K+ 9.68% |
$104K - $113K
|
39.6K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.54K+ 27.87% |
$75.7K - $82K
|
11.6K
$371K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.31K+ 19.31% |
$68.7K - $74.5K
|
14.2K
$454K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.86K+ 6.42% |
$55.4K - $60K
|
30.8K
$982K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1KNew |
$29.8K - $32.3K
|
1K
$31.9K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
489+ 4.0% |
$14.6K - $15.8K
|
12.7K
$406K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
345New |
$10.3K - $11.1K
|
345
$11K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
210+ 1.52% |
$6.26K - $6.78K
|
14K
$447K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.42% |
$3.31K - $3.58K
|
26.3K
$838K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68+ 0.17% |
$2.03K - $2.2K
|
39.9K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.09% |
$924 - $1K
|
35K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 0.28% |
$834 - $904
|
10K
$320K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 5.88% |
$745 - $807
|
450
$14.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$715 - $775
|
8.24K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$328 - $355
|
31.4K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.27% |
$268 - $291
|
3.28K
$105K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$209 - $226
|
4.84K
$154K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.53% |
$89.4 - $96.9
|
567
$18.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$29.8 - $32.3
|
44
$1.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-48- 0.24% |
$1.43K - $1.55K
|
19.6K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.15% |
$1.55K - $1.68K
|
33.9K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-182- 2.26% |
$5.42K - $5.88K
|
7.86K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 1.45% |
$5.96K - $6.46K
|
13.6K
$432K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-295- 2.19% |
$8.79K - $9.53K
|
13.2K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-495- 1.61% |
$14.8K - $16K
|
30.3K
$965K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-851- 6.25% |
$25.4K - $27.5K
|
12.8K
$407K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-868- 7.91% |
$25.9K - $28K
|
10.1K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893- 0.78% |
$26.6K - $28.8K
|
114K
$3.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 4.54% |
$30.7K - $33.2K
|
21.6K
$689K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.12K- 10.64% |
$153K - $165K
|
43K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.2K- 98.6% |
$155K - $168K
|
74
$2.36K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.26K- 0.26% |
$187K - $202K
|
2.43M
$77.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.23K- 19.32% |
$215K - $233K
|
30.2K
$962K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-7.43K- 28.86% |
$221K - $240K
|
18.3K
$584K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.5K- 11.51% |
$490K - $531K
|
127K
$4.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-289K- 4.34% |
$8.6M - $9.32M
|
6.36M
$203M
|