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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24+ 240.0% |
$1.2K - $1.33K
|
34
$971
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 55.8% |
$873K - $969K
|
48.9K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-688- 1.23% |
$34.3K - $38K
|
55.4K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$49.8 - $55.3
|
5.89K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
159+ 0.16% |
$7.92K - $8.79K
|
99.7K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.17% |
$68.1K - $75.6K
|
64.4K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.74K+ 169.53% |
$137K - $152K
|
4.36K
$125K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-987- 8.0% |
$49.2K - $54.6K
|
11.3K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.03K+ 5.83% |
$400K - $444K
|
146K
$4.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
148+ 0.48% |
$7.37K - $8.18K
|
31.3K
$893K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-512- 1.37% |
$25.5K - $28.3K
|
36.9K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-131- 3.24% |
$6.53K - $7.24K
|
3.91K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
165+ 1.31% |
$8.22K - $9.12K
|
12.8K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.96KNew |
$197K - $219K
|
3.96K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
222K+ 11.81% |
$11M - $12.2M
|
2.1M
$59.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-146- 1.2% |
$7.27K - $8.07K
|
12K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10New |
$498 - $553
|
10
$286
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 23.94% |
$8.47K - $9.4K
|
880
$25.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-37- 0.88% |
$1.84K - $2.05K
|
4.16K
$119K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
220New |
$11K - $12.2K
|
220
$6.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.86K- 29.06% |
$142K - $158K
|
6.97K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
56+ 65.12% |
$2.79K - $3.1K
|
142
$4.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
151+ 2.98% |
$7.52K - $8.35K
|
5.22K
$149K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
311KNew |
$15.5M - $17.2M
|
311K
$8.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62KNew |
$180K - $200K
|
3.62K
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.89% |
$2.34K - $2.6K
|
5.34K
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 0.39% |
$4.38K - $4.87K
|
22.4K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.68K- 4.06% |
$133K - $148K
|
63.2K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
177+ 2.67% |
$8.82K - $9.79K
|
6.81K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$49.8 - $55.3
|
7K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.52K+ 99.91% |
$374K - $416K
|
15K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73KNew |
$186K - $206K
|
3.73K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 1.68% |
$399 - $442
|
484
$13.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$498 - $553
|
10
$286
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53.8K- 1.48% |
$2.68M - $2.97M
|
3.59M
$103M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-129- 2.19% |
$6.43K - $7.13K
|
5.76K
$164K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 6.83% |
$30.4K - $33.8K
|
9.56K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166New |
$8.27K - $9.18K
|
166
$4.74K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92KNew |
$245K - $272K
|
4.92K
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107K+ 19941.34% |
$5.33M - $5.92M
|
108K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-268- 2.81% |
$13.4K - $14.8K
|
9.28K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-250- 6.16% |
$12.5K - $13.8K
|
3.81K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$49.8 - $55.3
|
1
$28.6
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.67% |
$49.8 - $55.3
|
151
$4.31K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.42K- 60.05% |
$419K - $465K
|
5.6K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64+ 0.28% |
$3.19K - $3.54K
|
22.7K
$647K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
230+ 2.03% |
$11.5K - $12.7K
|
11.6K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-385- 2.91% |
$19.2K - $21.3K
|
12.9K
$367K
|