Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.48M+ 26.66% |
$155M - $177M
|
21.3M
$619M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
70.8K+ 97.37% |
$2.45M - $2.79M
|
143K
$4.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
65.4K+ 704.94% |
$2.26M - $2.58M
|
74.7K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
58.1K+ 6.37% |
$2.01M - $2.29M
|
969K
$28.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.8K+ 42.48% |
$1.96M - $2.24M
|
190K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.3KNew |
$1.32M - $1.51M
|
38.3K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.8K+ 634.03% |
$1.27M - $1.45M
|
42.6K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.3K+ 4643.64% |
$530K - $604K
|
15.7K
$455K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 36.27% |
$495K - $565K
|
53.9K
$1.56M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 22.33% |
$486K - $555K
|
77.1K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 22.33% |
$486K - $555K
|
77.1K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.2KNew |
$456K - $520K
|
13.2K
$383K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.7K+ 52.92% |
$437K - $499K
|
36.6K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11K+ 101.33% |
$380K - $434K
|
21.9K
$635K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
10.8KNew |
$373K - $426K
|
10.8K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 24.38% |
$369K - $421K
|
54.4K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10KNew |
$346K - $394K
|
10K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.38K+ 17.47% |
$289K - $330K
|
56.3K
$1.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.31KNew |
$287K - $328K
|
8.31K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
8.14KNew |
$281K - $321K
|
8.14K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.29KNew |
$252K - $287K
|
7.29K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$250K - $286K
|
7.24K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.93K+ 19.4% |
$170K - $194K
|
30.3K
$881K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.9K+ 73.96% |
$169K - $193K
|
11.5K
$335K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.3KNew |
$148K - $169K
|
4.3K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.83K+ 19.47% |
$132K - $151K
|
23.5K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 90.73% |
$125K - $143K
|
7.61K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.62K+ 90.73% |
$125K - $143K
|
7.61K
$221K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.93K+ 5.01% |
$101K - $116K
|
61.4K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.18K+ 138.06% |
$75.3K - $86K
|
3.76K
$109K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.61K+ 9.86% |
$55.5K - $63.3K
|
17.9K
$519K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.59K+ 2.48% |
$55K - $62.7K
|
65.7K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.5K+ 24.1% |
$52K - $59.3K
|
7.75K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$50.5K - $57.6K
|
1.46K
$42.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39K+ 9.87% |
$47.9K - $54.6K
|
15.4K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37KNew |
$47.3K - $54K
|
1.37K
$39.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.3K+ 48.39% |
$44.8K - $51.1K
|
3.97K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.14K+ 13.09% |
$39.5K - $45.1K
|
9.87K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
934+ 24.96% |
$32.3K - $36.8K
|
4.68K
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
901New |
$31.1K - $35.5K
|
901
$26.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800New |
$27.6K - $31.5K
|
800
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
710+ 11.56% |
$24.5K - $28K
|
6.85K
$199K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
623New |
$21.5K - $24.6K
|
623
$18.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
560+ 4.26% |
$19.4K - $22.1K
|
13.7K
$398K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
550+ 4.64% |
$19K - $21.7K
|
12.4K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
380New |
$13.1K - $15K
|
380
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
358New |
$12.4K - $14.1K
|
358
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
$8.64K - $9.86K
|
250
$7.26K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 2.4% |
$8.64K - $9.86K
|
10.7K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 0.69% |
$8.4K - $9.58K
|
35.4K
$1.03M
|