Latest Institutional Transactions on Schwab Strategic Tr 1000 Index (SCHK)

SCHK Quotes by TradingView

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 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-889
- 11.55%
$36.5K - $39.4K
6.81K $194K
Oct 19, 2023 Q3 2023
Sol Capital Management CO

SELL
 -
-2.4K
- 20.13%
$98.4K - $106K
9.5K $271K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
109
New
$4.48K - $4.83K
109 $3.11K
Q2 2023
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 5.26%
$39 - $42.8
20 $571
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.61K
- 19.53%
$62.8K - $68.9K
6.64K $190K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
27
New
$1.05K - $1.16K
27 $771
Aug 10, 2023 Q2 2023
Madison Wealth Management

Cincinnati, OH
SELL
 -
-40
- 0.07%
$1.56K - $1.71K
61.3K $1.75M
Aug 09, 2023 Q2 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.86K
New
$189K - $208K
4.86K $139K
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

BUY
 -
10.6K
New
$413K - $453K
10.6K $303K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
107
+ 75.35%
$4.17K - $4.58K
249 $7.11K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
254
New
$9.9K - $10.9K
254 $7.25K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
36
New
$1.4K - $1.54K
36 $1.03K
Q1 2023
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-2
- 4.0%
$73.3 - $80.9
48 $1.37K
May 15, 2023 Q1 2023
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
10
New
$366 - $404
10 $286
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
928
+ 1.15%
$34K - $37.5K
81.7K $2.33M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-3.3K
- 33.46%
$121K - $134K
6.57K $188K
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
18
New
$660 - $728
18 $514
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
16
+ 32.0%
$586 - $647
66 $1.88K
Q4 2022
Nov 19, 2024 Q4 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
12.7K
+ 52.92%
$437K - $499K
36.6K $1.04M
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
623
New
$21.5K - $24.6K
623 $17.8K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
34
New
$1.18K - $1.34K
34 $971
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
358
New
$12.4K - $14.1K
358 $10.2K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
13.2K
New
$456K - $520K
13.2K $377K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
380
New
$13.1K - $15K
380 $10.9K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
14
+ 19.18%
$484 - $552
87 $2.48K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
710
+ 11.56%
$24.5K - $28K
6.85K $196K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

BUY
 -
800
New
$27.6K - $31.5K
800 $22.8K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
9
+ 0.15%
$311 - $355
6.21K $177K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
40
New
$1.38K - $1.58K
40 $1.14K
Q3 2022
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.8K
+ 123.67%
$649K - $782K
33.9K $969K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
492
+ 7.7%
$17K - $20.5K
6.88K $197K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1
New
$34.6 - $41.7
1 $28.6
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-546
- 6.44%
$18.9K - $22.8K
7.93K $226K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
44.5K
New
$1.54M - $1.86M
44.5K $1.27M
Oct 25, 2022 Q3 2022
Financial Advantage, Inc.

SELL
 -
-28
- 2.83%
$969 - $1.17K
961 $27.4K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
50
New
$1.73K - $2.08K
50 $1.43K
Oct 17, 2022 Q3 2022
Capital Advisors Inc

SELL
 -
-25
- 0.39%
$865 - $1.04K
6.32K $180K
Q2 2022
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
100
New
$3.54K - $4.45K
100 $2.86K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
10
New
$354 - $445
10 $286
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
1.43K
+ 30.09%
$50.7K - $63.8K
6.2K $177K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-10.1K
- 41.07%
$356K - $448K
14.4K $412K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.73K
Closed
$167K - $210K
0 $0
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
BUY
 -
624
New
$22.1K - $27.8K
624 $17.8K
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-5K
Closed
$177K - $223K
0 $0
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
6.03K
New
$213K - $268K
6.03K $172K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-4.57K
Closed
$162K - $203K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-152
Closed
$5.38K - $6.77K
0 $0
Aug 05, 2022 Q2 2022
Concorde Asset Management, LLC

SELL
 -
-5.64K
Closed
$200K - $251K
0 $0
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

SELL
 -
-10.6K
- 55.05%
$374K - $470K
8.62K $246K

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