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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
81+ 0.25% |
$2.22K - $4.5K
|
32K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55.5K+ 100.28% |
$1.52M - $3.09M
|
111K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13K+ 100.0% |
$357K - $722K
|
26K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$32.9K - $66.5K
|
1.2K
$35.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
989New |
$27.1K - $54.9K
|
989
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 100.0% |
$549 - $1.11K
|
40
$1.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.73K+ 73.83% |
$267K - $541K
|
22.9K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10+ 100.0% |
$275 - $556
|
20
$598
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
438KNew |
$12M - $24.3M
|
438K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 100.0% |
$5.49K - $11.1K
|
400
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.4KNew |
$340K - $689K
|
12.4K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 100.0% |
$27.5 - $55.6
|
2
$59.8
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
520New |
$14.3K - $28.9K
|
520
$15.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166+ 100.0% |
$4.56K - $9.22K
|
332
$9.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.94K+ 183.33% |
$163K - $330K
|
9.18K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100+ 100.0% |
$2.75K - $5.56K
|
200
$5.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
863+ 66.85% |
$23.7K - $47.9K
|
2.15K
$64.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.49K+ 91.73% |
$95.9K - $194K
|
7.3K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.86K+ 100.0% |
$133K - $270K
|
9.71K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
443+ 1302.94% |
$12.2K - $24.6K
|
477
$14.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
66.4K+ 98.11% |
$1.82M - $3.69M
|
134K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.92K+ 100.0% |
$217K - $440K
|
15.8K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54K+ 90.54% |
$97.2K - $197K
|
7.45K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
72.2K+ 112.05% |
$1.98M - $4.01M
|
137K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 99.34% |
$4.12K - $8.33K
|
301
$8.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.96K+ 99.43% |
$191K - $387K
|
14K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
216New |
$5.93K - $12K
|
216
$6.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19K+ 100.0% |
$115K - $233K
|
8.38K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 100.0% |
$1.84K - $3.72K
|
134
$4K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.3KNew |
$420K - $851K
|
15.3K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30.5K+ 100.0% |
$837K - $1.69M
|
61K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 100.0% |
$27.5 - $55.6
|
2
$59.8
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.51KNew |
$96.3K - $195K
|
3.51K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
40+ 100.0% |
$1.1K - $2.22K
|
80
$2.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44K+ 100.0% |
$67K - $136K
|
4.88K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 99.95% |
$51.6K - $104K
|
3.76K
$112K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800+ 100.0% |
$22K - $44.4K
|
1.6K
$47.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.51K+ 100.0% |
$96.4K - $195K
|
7.02K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 100.0% |
$27.5 - $55.6
|
2
$59.8
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 100.0% |
$275 - $556
|
20
$598
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
197+ 100.0% |
$5.41K - $10.9K
|
394
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$878 - $1.78K
|
32
$956
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
101+ 100.0% |
$2.77K - $5.61K
|
202
$6.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
557New |
$15.3K - $30.9K
|
557
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.3K+ 100.0% |
$420K - $849K
|
30.6K
$913K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 100.0% |
$714 - $1.44K
|
52
$1.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62K+ 100.0% |
$99.4K - $201K
|
7.24K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73K+ 100.0% |
$102K - $207K
|
7.45K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
312+ 100.0% |
$8.56K - $17.3K
|
624
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$239K
|