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 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.33KNew |
$286K - $321K
|
6.33K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.59% |
$45.2 - $50.7
|
64
$1.91K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
518New |
$23.4K - $26.2K
|
518
$15.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.66K+ 1.74% |
$75.1K - $84.2K
|
97K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$90.4 - $101
|
2
$59.8
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$1.98K - $2.31K
|
50
$1.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.88KNew |
$74.4K - $87K
|
1.88K
$56.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.34KNew |
$330K - $385K
|
8.34K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-860- 58.9% |
$34K - $39.7K
|
600
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
$9.88K - $11.6K
|
250
$7.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
225New |
$8.89K - $10.4K
|
225
$6.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
140New |
$5.53K - $6.47K
|
140
$4.18K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.52% |
$119 - $139
|
583
$17.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.41KNew |
$332K - $389K
|
8.41K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.55KNew |
$219K - $256K
|
5.55K
$166K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.43% |
$294K - $317K
|
288K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.36% |
$657 - $708
|
4.44K
$133K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.22KNew |
$215K - $231K
|
5.22K
$156K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$123 - $133
|
13.4K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$12.5K - $13.5K
|
305
$9.11K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
403New |
$16.6K - $17.8K
|
403
$12K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$4.48K - $4.83K
|
109
$3.26K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27New |
$1.05K - $1.16K
|
27
$807
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.61K- 19.53% |
$62.8K - $68.9K
|
6.64K
$198K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.56K - $1.71K
|
61.3K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 75.35% |
$4.17K - $4.58K
|
249
$7.44K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
10.6KNew |
$413K - $453K
|
10.6K
$317K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
254New |
$9.9K - $10.9K
|
254
$7.59K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$1.4K - $1.54K
|
36
$1.08K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
10New |
$366 - $404
|
10
$299
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
928+ 1.15% |
$34K - $37.5K
|
81.7K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.3K- 33.46% |
$121K - $134K
|
6.57K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18New |
$660 - $728
|
18
$538
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 32.0% |
$586 - $647
|
66
$1.97K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
623New |
$21.5K - $24.6K
|
623
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
380New |
$13.1K - $15K
|
380
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
358New |
$12.4K - $14.1K
|
358
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14+ 19.18% |
$484 - $552
|
87
$2.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
710+ 11.56% |
$24.5K - $28K
|
6.85K
$205K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9+ 0.15% |
$311 - $355
|
6.21K
$186K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.8K+ 123.67% |
$649K - $782K
|
33.9K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
492+ 7.7% |
$17K - $20.5K
|
6.88K
$206K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$34.6 - $41.7
|
1
$29.9
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-546- 6.44% |
$18.9K - $22.8K
|
7.93K
$237K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
44.5KNew |
$1.54M - $1.86M
|
44.5K
$1.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-28- 2.83% |
$969 - $1.17K
|
961
$28.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$1.73K - $2.08K
|
50
$1.49K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-25- 0.39% |
$865 - $1.04K
|
6.32K
$189K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$3.54K - $4.45K
|
100
$2.99K
|
|