Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.57M+ 13.08% |
$66.8M - $73.6M
|
13.6M
$396M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
141K+ 2.94% |
$5.99M - $6.61M
|
4.93M
$144M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
85.8KNew |
$3.64M - $4.02M
|
85.8K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
79.4KNew |
$3.37M - $3.72M
|
79.4K
$2.32M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
56.9KNew |
$2.42M - $2.66M
|
56.9K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.9K+ 371.47% |
$1.87M - $2.06M
|
55.7K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42.1KNew |
$1.79M - $1.97M
|
42.1K
$1.23M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34.6KNew |
$1.47M - $1.62M
|
34.6K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.8KNew |
$1.22M - $1.35M
|
28.8K
$838K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28.4K+ 45.11% |
$1.21M - $1.33M
|
91.4K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.4K+ 114.96% |
$1.12M - $1.24M
|
49.3K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.8KNew |
$758K - $836K
|
17.8K
$520K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
15KNew |
$639K - $704K
|
15K
$438K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
13.1KNew |
$555K - $612K
|
13.1K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.3KNew |
$481K - $530K
|
11.3K
$330K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$463K - $510K
|
10.9K
$318K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
9.56KNew |
$406K - $448K
|
9.56K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.88KNew |
$377K - $416K
|
8.88K
$259K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.4KNew |
$357K - $394K
|
8.4K
$245K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7KNew |
$297K - $328K
|
7K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
6.54KNew |
$278K - $306K
|
6.54K
$191K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.45KNew |
$232K - $255K
|
5.45K
$159K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.41K+ 41.65% |
$230K - $253K
|
18.4K
$536K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
5.06K+ 14.2% |
$215K - $237K
|
40.7K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5KNew |
$212K - $234K
|
5K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4.93KNew |
$210K - $231K
|
4.93K
$144K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
4.66KNew |
$198K - $218K
|
4.66K
$136K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.57KNew |
$194K - $214K
|
4.57K
$133K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.42KNew |
$188K - $207K
|
4.42K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.42K+ 37.32% |
$188K - $207K
|
16.2K
$474K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.33KNew |
$184K - $203K
|
4.33K
$126K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.21K+ 74.47% |
$179K - $197K
|
9.87K
$288K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.91K+ 16.63% |
$166K - $183K
|
27.4K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.13KNew |
$133K - $146K
|
3.13K
$91.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08K+ 38.78% |
$88.4K - $97.4K
|
7.44K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.08KNew |
$88.3K - $97.4K
|
2.08K
$60.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.94K+ 0.23% |
$82.2K - $90.7K
|
850K
$24.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.75K+ 20.69% |
$74.1K - $81.8K
|
10.2K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
870+ 870.0% |
$37K - $40.8K
|
970
$28.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
840+ 3.69% |
$35.7K - $39.4K
|
23.6K
$689K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
504New |
$21.4K - $23.6K
|
504
$14.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
493New |
$20.9K - $23.1K
|
493
$14.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
435New |
$18.5K - $20.4K
|
435
$12.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
421+ 15.03% |
$17.9K - $19.7K
|
3.22K
$94K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
370New |
$15.7K - $17.3K
|
370
$10.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
326+ 2.5% |
$13.9K - $15.3K
|
13.4K
$390K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
308+ 4.4% |
$13.1K - $14.4K
|
7.31K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
259+ 1.63% |
$11K - $12.1K
|
16.1K
$470K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
254New |
$10.8K - $11.9K
|
254
$7.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
230+ 0.63% |
$9.77K - $10.8K
|
36.5K
$1.06M
|