Purchases and Sales Made in Q4 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 Q4 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
Feb 12, 2024 Q4 2023
Warwick Investment Management, Inc.

BUY
 -
827K
New
$32.7M - $38.2M
827K $23.2M
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
368K
+ 1.48%
$14.5M - $17M
25.2M $706M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
47.9K
New
$1.89M - $2.21M
47.9K $1.35M
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
24.7K
New
$977K - $1.14M
24.7K $695K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.6K
New
$856K - $1M
21.6K $608K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
21.3K
+ 1.73%
$840K - $982K
1.25M $35M
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21K
+ 181.02%
$830K - $970K
32.6K $915K
Jan 17, 2024 Q4 2023
Sherrill & Hutchins Financial Advisory, Inc

Atlanta, GA
BUY
 -
18.8K
New
$743K - $869K
18.8K $528K
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
16.3K
+ 6.71%
$646K - $755K
260K $7.29M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
11.3K
+ 76.36%
$448K - $523K
26.2K $734K
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.9K
+ 73.65%
$431K - $504K
25.7K $722K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
10.2K
+ 568.02%
$404K - $473K
12K $338K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
9.25K
+ 15.9%
$366K - $428K
67.5K $1.89M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.85K
+ 60.69%
$350K - $409K
23.4K $658K
Jan 23, 2024 Q4 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
8.41K
New
$332K - $389K
8.41K $236K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
8.34K
New
$330K - $385K
8.34K $234K
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
5.55K
New
$219K - $256K
5.55K $156K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.28K
New
$209K - $244K
5.28K $148K
Jan 11, 2024 Q4 2023
Thomasville National Bank

BUY
 -
4.5K
New
$178K - $208K
4.5K $126K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
4K
New
$158K - $185K
4K $112K
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.49K
+ 53.93%
$138K - $161K
9.96K $280K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
3.46K
+ 3264.15%
$137K - $160K
3.57K $100K
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
3.33K
New
$132K - $154K
3.33K $93.6K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.31K
+ 17.38%
$131K - $153K
22.4K $628K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
2.74K
New
$108K - $126K
2.74K $76.8K
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

BUY
 -
1.88K
New
$74.4K - $87K
1.88K $52.9K
Jan 09, 2024 Q4 2023
Private Capital Management LLC

BUY
 -
1.5K
+ 8.84%
$59.3K - $69.3K
18.5K $518K
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
1.38K
+ 15.08%
$54.6K - $63.9K
10.5K $296K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.03K
+ 2.96%
$40.7K - $47.6K
35.9K $1.01M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.03K
+ 11.26%
$40.5K - $47.4K
10.1K $285K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
999
+ 8.86%
$39.5K - $46.2K
12.3K $345K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
929
New
$36.7K - $42.9K
929 $26.1K
Jan 23, 2024 Q4 2023
Legacy Wealth Management, Inc

BUY
 -
835
+ 0.01%
$33K - $38.6K
8.61M $242M
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
586
+ 30.49%
$23.2K - $27.1K
2.51K $70.4K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
350
+ 82.94%
$13.8K - $16.2K
772 $21.7K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
337
+ 73.42%
$13.3K - $15.6K
796 $22.4K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
250
New
$9.88K - $11.6K
250 $7.02K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
238
New
$9.41K - $11K
238 $6.68K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
225
New
$8.89K - $10.4K
225 $6.32K
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
175
+ 79.19%
$6.92K - $8.09K
396 $11.1K
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

BUY
 -
154
+ 1.56%
$6.09K - $7.12K
10K $281K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
140
New
$5.53K - $6.47K
140 $3.93K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
140
+ 0.92%
$5.53K - $6.47K
15.4K $432K
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

BUY
 -
120
+ 196.72%
$4.74K - $5.55K
181 $5.08K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
101
New
$3.99K - $4.67K
101 $2.84K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
100
New
$3.95K - $4.62K
100 $2.81K
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
96
+ 0.21%
$3.79K - $4.44K
45.4K $1.28M
Feb 07, 2024 Q4 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
61
+ 0.58%
$2.41K - $2.82K
10.6K $298K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
50
New
$1.98K - $2.31K
50 $1.4K

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