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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
11.5KNew |
$575K - $638K
|
11.5K
$329K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$80.9K - $89.7K
|
1.62K
$46.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $55.3
|
30.5K
$871K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.78% |
$13.1K - $14.5K
|
9.71K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-72- 0.74% |
$3.59K - $3.98K
|
9.6K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
629+ 13.64% |
$31.3K - $34.8K
|
5.24K
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.68K+ 5.49% |
$133K - $148K
|
51.4K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.32K+ 0.1% |
$65.6K - $72.8K
|
1.27M
$36.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-580- 13.74% |
$28.9K - $32.1K
|
3.64K
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
65New |
$3.24K - $3.59K
|
65
$1.86K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 0.19% |
$399 - $442
|
4.15K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 2.55% |
$1.79K - $1.99K
|
1.45K
$41.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.48% |
$49.8 - $55.3
|
211
$6.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06KNew |
$202K - $225K
|
4.06K
$116K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$548 - $608
|
15.7K
$448K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.28K- 18.83% |
$63.6K - $70.6K
|
5.5K
$157K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-333- 3.15% |
$16.6K - $18.4K
|
10.3K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.43K- 76.56% |
$121K - $135K
|
745
$21.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.38K- 28.12% |
$318K - $353K
|
16.3K
$466K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$1.34M - $1.47M
|
28K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3New |
$143 - $158
|
3
$85.7
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.4K+ 113.72% |
$1.22M - $1.34M
|
47.8K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-226K- 88.82% |
$10.8M - $11.9M
|
28.5K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-293- 42.28% |
$14K - $15.4K
|
400
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
326New |
$15.6K - $17.2K
|
326
$9.31K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4KNew |
$191K - $211K
|
4K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24KNew |
$1.15M - $1.26M
|
24K
$684K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.95KNew |
$332K - $366K
|
6.95K
$198K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.5KNew |
$2.08M - $2.3M
|
43.5K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
60+ 8.39% |
$2.87K - $3.16K
|
775
$22.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
170+ 90.43% |
$8.13K - $8.96K
|
358
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.86KNew |
$184K - $203K
|
3.86K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$117K - $129K
|
2.44K
$69.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.25% |
$95.7 - $105
|
799
$22.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
53New |
$2.53K - $2.79K
|
53
$1.51K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-122- 8.63% |
$5.84K - $6.43K
|
1.29K
$36.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$2.53K - $2.79K
|
53
$1.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-120- 82.19% |
$5.74K - $6.33K
|
26
$743
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22KNew |
$1.05M - $1.16M
|
22K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.66KNew |
$319K - $351K
|
6.66K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1KNew |
$2.88M - $3.17M
|
60.1K
$1.72M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18KNew |
$439K - $484K
|
9.18K
$262K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21New |
$949 - $1.06K
|
21
$600
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
707+ 50.39% |
$31.9K - $35.8K
|
2.11K
$60.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587New |
$26.5K - $29.7K
|
587
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.19K+ 18.98% |
$280K - $313K
|
38.8K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.6KNew |
$344K - $385K
|
7.6K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$200K - $224K
|
4.42K
$126K
|
|