Latest Institutional Transactions on Schwab Strategic Tr 1000 Index (SCHK)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1000 Index (SCHK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 116.9% |
$307K - $621K
|
20.7K
$567K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.68KNew |
$266K - $538K
|
9.68K
$265K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.94KNew |
$218K - $441K
|
7.94K
$217K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
750New |
$20.6K - $41.7K
|
750
$20.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
64.8KNew |
$1.78M - $3.6M
|
64.8K
$1.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.2K+ 94.97% |
$225K - $456K
|
16.8K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13K+ 100.0% |
$357K - $722K
|
26K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
68.5KNew |
$1.88M - $3.81M
|
68.5K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$32.9K - $66.5K
|
1.2K
$32.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.54K+ 100.19% |
$207K - $419K
|
15.1K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55.5K+ 100.28% |
$1.52M - $3.09M
|
111K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
9.6K+ 75.07% |
$263K - $533K
|
22.4K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.1K+ 84.72% |
$2.58M - $5.23M
|
205K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
81+ 0.25% |
$2.22K - $4.5K
|
32K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$4.2K - $8.5K
|
153
$4.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
41.9K+ 113.69% |
$1.15M - $2.33M
|
78.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 95.07% |
$139K - $282K
|
10.4K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 85.3% |
$45.1K - $91.2K
|
3.57K
$97.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 100.8% |
$6.94K - $14.1K
|
504
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
438KNew |
$12M - $24.3M
|
438K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 257.55% |
$184K - $372K
|
9.3K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 100.0% |
$549 - $1.11K
|
40
$1.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.87K+ 100.0% |
$51.3K - $104K
|
3.74K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
6.9KNew |
$189K - $383K
|
6.9K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
989New |
$27.1K - $54.9K
|
989
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.73K+ 73.83% |
$267K - $541K
|
22.9K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.5K+ 120.08% |
$287K - $581K
|
19.2K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.9K+ 113.69% |
$1.15M - $2.33M
|
78.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27K+ 129.86% |
$117K - $237K
|
7.56K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.3K+ 119.23% |
$1.68M - $3.41M
|
113K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.3K+ 123.54% |
$1.22M - $2.46M
|
80.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10+ 100.0% |
$275 - $556
|
20
$547
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.7K+ 97.14% |
$1.06M - $2.15M
|
78.6K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.4KNew |
$340K - $689K
|
12.4K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
976K+ 101.41% |
$26.8M - $54.2M
|
1.94M
$53M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.37K+ 100.09% |
$120K - $243K
|
8.73K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$41.2K - $83.4K
|
1.5K
$41K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.06K+ 96.99% |
$139K - $281K
|
10.3K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.1K+ 299.13% |
$1.9M - $3.84M
|
92.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.1K+ 100.17% |
$1.29M - $2.62M
|
94.1K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.53K+ 100.46% |
$96.8K - $196K
|
7.03K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 100.0% |
$5.49K - $11.1K
|
400
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.48K+ 93.12% |
$150K - $305K
|
11.4K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.94K+ 183.33% |
$163K - $330K
|
9.18K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.5K+ 99.98% |
$837K - $1.69M
|
61K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14K+ 93.58% |
$384K - $778K
|
29K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166+ 100.0% |
$4.56K - $9.22K
|
332
$9.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140K+ 135.08% |
$3.83M - $7.75M
|
243K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
520New |
$14.3K - $28.9K
|
520
$14.2K
|