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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 50.16% |
$272K - $340K
|
11.3K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
36.1KNew |
$861K - $1.08M
|
36.1K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 512.92% |
$2.69M - $3.36M
|
134K
$4.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$47.7 - $59.6
|
11K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.27KNew |
$126K - $157K
|
5.27K
$157K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.29% |
$692 - $865
|
10K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
105KNew |
$2.51M - $3.13M
|
105K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.91K- 3.26% |
$93.4K - $117K
|
116K
$3.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.1K+ 361.54% |
$575K - $718K
|
30.8K
$919K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.13KNew |
$170K - $213K
|
7.13K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$285K - $356K
|
11.9K
$357K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.86K- 17.67% |
$116K - $145K
|
22.7K
$677K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
85+ 0.21% |
$2.03K - $2.53K
|
39.9K
$1.19M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
336New |
$8.91K - $9.96K
|
336
$10K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 2.13% |
$412K - $460K
|
746K
$22.3M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
210New |
$5.57K - $6.22K
|
210
$6.27K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.97K- 27.77% |
$132K - $147K
|
12.9K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.02K+ 8427.1% |
$239K - $267K
|
9.12K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 6.2% |
$337K - $377K
|
192K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$312K - $349K
|
11.8K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.1KNew |
$402K - $449K
|
15.1K
$452K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.03% |
$26.5 - $29.6
|
2.95K
$88.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.61KNew |
$228K - $255K
|
8.61K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-870- 24.39% |
$23.1K - $25.8K
|
2.7K
$80.6K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15.8KNew |
$419K - $468K
|
15.8K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
748+ 0.95% |
$19.8K - $22.2K
|
79.4K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
24.1KNew |
$638K - $713K
|
24.1K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 20.58% |
$41.3K - $46.1K
|
9.12K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
30+ 0.19% |
$796 - $889
|
16K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.19% |
$26.5 - $29.6
|
515
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.03K+ 0.51% |
$27.2K - $30.4K
|
200K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.28KNew |
$246K - $275K
|
9.28K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
741K+ 657.69% |
$19.7M - $22M
|
854K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 15.94% |
$29.2K - $32.6K
|
8K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.65KNew |
$229K - $256K
|
8.65K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 27.67% |
$1.78M - $1.99M
|
310K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-137- 0.71% |
$3.63K - $4.06K
|
19K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$963K - $1.08M
|
36.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 10.85% |
$137K - $153K
|
52.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.31% |
$398 - $444
|
4.91K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34K+ 19.06% |
$62.1K - $69.4K
|
14.6K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.34KNew |
$248K - $277K
|
9.34K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.2% |
$26.5 - $29.6
|
505
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-306K- 6.96% |
$8.11M - $9.05M
|
4.08M
$122M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.3K- 59.98% |
$1.47M - $1.64M
|
36.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
54+ 0.3% |
$1.43K - $1.6K
|
17.8K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.05K+ 467.48% |
$80.9K - $90.3K
|
3.7K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.19KNew |
$111K - $124K
|
4.19K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.01% |
$159 - $178
|
80.2K
$2.4M
|
|