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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.1KNew |
$2.13M - $2.37M
|
80.1K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.25K+ 1.68% |
$33.1K - $36.9K
|
75.5K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-570- 1.97% |
$15.1K - $16.9K
|
28.4K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.2K+ 325.87% |
$1.54M - $1.72M
|
76.1K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228- 3.24% |
$6.05K - $6.76K
|
6.81K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.42K+ 16.58% |
$117K - $131K
|
31.1K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.97KNew |
$105K - $118K
|
3.97K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.07% |
$265 - $296
|
15.1K
$450K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18- 4.19% |
$478 - $533
|
412
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.82K- 3.68% |
$48.2K - $53.8K
|
47.6K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-50- 0.54% |
$1.33K - $1.48K
|
9.25K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.49KNew |
$199K - $222K
|
7.49K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 94.28% |
$398K - $444K
|
909
$27.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.57KNew |
$68.2K - $76.2K
|
2.57K
$76.9K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
288+ 1.04% |
$7.64K - $8.53K
|
28.1K
$839K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
30+ 0.29% |
$796 - $889
|
10.3K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4+ 7.27% |
$106 - $119
|
59
$1.76K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93+ 0.83% |
$2.47K - $2.76K
|
11.3K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-572- 5.61% |
$15.2K - $16.9K
|
9.62K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-744K- 1.56% |
$19.7M - $22.1M
|
47M
$1.4B
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43.4KNew |
$1.15M - $1.29M
|
43.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.06% |
$26.5 - $29.6
|
1.55K
$46.3K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 122.06% |
$340K - $380K
|
23.3K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 7.31% |
$1.49K - $1.66K
|
710
$21.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
636+ 1.36% |
$16.9K - $18.8K
|
47.4K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 26.71% |
$38.1K - $42.5K
|
6.81K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-38.7K- 59.65% |
$1.03M - $1.15M
|
26.1K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
861+ 120.25% |
$22.8K - $25.5K
|
1.58K
$47.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.3KNew |
$619K - $692K
|
23.3K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.09% |
$371 - $415
|
15.1K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.2KNew |
$84.8K - $94.7K
|
3.2K
$95.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-287- 1.22% |
$7.61K - $8.5K
|
23.2K
$694K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.8K+ 12.11% |
$975K - $1.09M
|
340K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 1.79% |
$32.5K - $36.3K
|
67.3K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 145.5% |
$59.6K - $66.6K
|
3.79K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
34.1K+ 27.68% |
$904K - $1.01M
|
157K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.36K+ 17.07% |
$35.9K - $40.1K
|
9.29K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 25.02% |
$683K - $762K
|
129K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 68.02% |
$27.1K - $30.3K
|
480
$14.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.23K+ 13.5% |
$218K - $244K
|
69.2K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
54KNew |
$1.43M - $1.6M
|
54K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
200+ 1250.0% |
$5.31K - $5.93K
|
216
$6.45K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.06% |
$133 - $148
|
8.73K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.25% |
$26.5 - $29.6
|
401
$12K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 12.12% |
$106 - $119
|
37
$1.11K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
21.1KNew |
$561K - $627K
|
21.1K
$632K
|