Purchases and Sales Made in Q4 2022 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 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 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
208
New
$7.19K - $8.2K
208 $5.94K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
176
+ 62.86%
$6.08K - $6.94K
456 $13K
Feb 06, 2023 Q4 2022
Investors Research Corp

BUY
 -
169
New
$5.84K - $6.66K
169 $4.83K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
142
+ 0.92%
$4.91K - $5.6K
15.5K $443K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
63
New
$2.18K - $2.48K
63 $1.8K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
59
+ 19.28%
$2.04K - $2.33K
365 $10.4K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
40
New
$1.38K - $1.58K
40 $1.14K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
38
+ 0.46%
$1.31K - $1.5K
8.35K $238K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
36
New
$1.24K - $1.42K
36 $1.03K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
34
New
$1.18K - $1.34K
34 $971
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
24
+ 0.32%
$829 - $946
7.42K $212K
Feb 21, 2023 Q4 2022
Alamar Capital Management, LLC

BUY
 -
21
+ 0.27%
$726 - $828
7.84K $224K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
19
+ 0.43%
$657 - $749
4.39K $125K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
14
+ 19.18%
$484 - $552
87 $2.48K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
12
+ 31.58%
$415 - $473
50 $1.43K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
9
+ 21.43%
$311 - $355
51 $1.46K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
9
+ 0.15%
$311 - $355
6.21K $177K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
7
+ 0.43%
$242 - $276
1.64K $46.7K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
5
+ 0.03%
$173 - $197
15.2K $433K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
2
+ 4.17%
$69.1 - $78.9
50 $1.43K
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 0.48%
$69.1 - $78.9
422 $12.1K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.41%
$34.6 - $39.4
245 $7K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-23
- 0.44%
$795 - $907
5.21K $149K
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

SELL
 -
-38
- 0.38%
$1.31K - $1.5K
10K $286K
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

SELL
 -
-137
- 1.42%
$4.73K - $5.4K
9.51K $272K
Feb 14, 2023 Q4 2022
Avant Capital LLC

Lafayette, LA
SELL
 -
-177
- 1.35%
$6.12K - $6.98K
13K $371K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-197
- 2.7%
$6.81K - $7.77K
7.09K $202K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-210
- 2.18%
$7.26K - $8.28K
9.41K $269K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-335
- 3.05%
$11.6K - $13.2K
10.7K $305K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-442
- 37.05%
$15.3K - $17.4K
751 $21.4K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-479
- 6.39%
$16.6K - $18.9K
7.01K $200K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.24K
- 21.03%
$43K - $49.1K
4.67K $133K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-1.33K
- 5.89%
$45.8K - $52.2K
21.2K $605K
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

SELL
 -
-1.48K
- 14.4%
$51K - $58.2K
8.78K $251K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.53K
- 93.56%
$52.7K - $60.1K
105 $3K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

SELL
 -
-1.62K
- 96.77%
$55.9K - $63.8K
54 $1.54K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

SELL
 -
-3.42K
- 18.16%
$118K - $135K
15.4K $440K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
SELL
 -
-4.09K
- 10.27%
$141K - $161K
35.8K $1.02M
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-4.11K
- 39.5%
$142K - $162K
6.3K $180K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

SELL
 -
-6.51K
- 36.09%
$225K - $257K
11.5K $329K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
SELL
 -
-6.56K
- 2.07%
$227K - $259K
311K $8.88M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-13.4K
- 61.95%
$465K - $530K
8.26K $236K
Jan 30, 2023 Q4 2022
Private Capital Management LLC

SELL
 -
-14.9K
- 33.55%
$516K - $589K
29.6K $845K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-16.6K
- 15.12%
$573K - $653K
93K $2.66M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-25.4K
- 65.23%
$879K - $1M
13.6K $387K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-48.1K
- 50.38%
$1.66M - $1.9M
47.4K $1.35M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-57K
- 73.39%
$1.97M - $2.25M
20.7K $591K
Jan 17, 2023 Q4 2022
Legacy Wealth Management, Inc

SELL
 -
-683K
- 7.55%
$23.6M - $26.9M
8.36M $239M

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