Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2024. 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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 86.98% |
$134K - $271K
|
10.5K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.71K+ 89.9% |
$129K - $262K
|
9.95K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42K+ 65.89% |
$121K - $246K
|
11.1K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19K+ 100.0% |
$115K - $233K
|
8.38K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.09K+ 100.66% |
$112K - $227K
|
8.15K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.06K+ 97.67% |
$112K - $226K
|
8.23K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.77KNew |
$103K - $209K
|
3.77K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73K+ 100.0% |
$102K - $207K
|
7.45K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62K+ 100.0% |
$99.4K - $201K
|
7.24K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54K+ 90.54% |
$97.2K - $197K
|
7.45K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.51K+ 100.0% |
$96.4K - $195K
|
7.02K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.51KNew |
$96.3K - $195K
|
3.51K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 95.05% |
$95K - $192K
|
7.1K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.33K+ 100.0% |
$91.5K - $185K
|
6.66K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.31K+ 60.08% |
$90.7K - $184K
|
8.81K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44K+ 100.0% |
$67K - $136K
|
4.88K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2.42K+ 100.0% |
$66.4K - $134K
|
4.84K
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.37K+ 93.52% |
$65K - $132K
|
4.9K
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 99.95% |
$51.6K - $104K
|
3.76K
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 100.55% |
$44.8K - $90.7K
|
3.26K
$94.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.47K+ 101.52% |
$40.4K - $81.7K
|
2.92K
$85K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
826New |
$22.7K - $45.9K
|
826
$24K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800+ 100.0% |
$22K - $44.4K
|
1.6K
$46.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
665+ 75.57% |
$18.3K - $36.9K
|
1.55K
$45K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587+ 100.0% |
$16.1K - $32.6K
|
1.17K
$34.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
574+ 100.0% |
$15.8K - $31.9K
|
1.15K
$33.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
557New |
$15.3K - $30.9K
|
557
$16.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
488+ 100.83% |
$13.4K - $27.1K
|
972
$28.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
472+ 63.36% |
$13K - $26.2K
|
1.22K
$35.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458+ 3.87% |
$12.6K - $25.4K
|
12.3K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
411+ 115.77% |
$11.3K - $22.8K
|
766
$22.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$11K - $22.2K
|
400
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
358+ 100.0% |
$9.83K - $19.9K
|
716
$20.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
312+ 100.0% |
$8.56K - $17.3K
|
624
$18.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
263+ 124.64% |
$7.22K - $14.6K
|
474
$13.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
259+ 100.78% |
$7.11K - $14.4K
|
516
$15K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
216New |
$5.93K - $12K
|
216
$6.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
197+ 100.0% |
$5.41K - $10.9K
|
394
$11.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 99.34% |
$4.12K - $8.33K
|
301
$8.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
149New |
$4.09K - $8.28K
|
149
$4.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
101+ 100.0% |
$2.77K - $5.61K
|
202
$5.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 100.0% |
$1.84K - $3.72K
|
134
$3.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48+ 100.0% |
$1.32K - $2.67K
|
96
$2.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
40+ 100.0% |
$1.1K - $2.22K
|
80
$2.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
33New |
$906 - $1.83K
|
33
$961
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$878 - $1.78K
|
32
$932
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 100.0% |
$714 - $1.44K
|
52
$1.51K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 100.0% |
$686 - $1.39K
|
50
$1.46K
|