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 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.02% |
$243 - $281
|
35.2K
$985K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.3KClosed |
$458K - $529K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$60.5K - $70K
|
1.5K
$41.8K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.08KClosed |
$84.1K - $97.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-627- 7.46% |
$25.4K - $29.3K
|
7.78K
$218K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 7.08% |
$607 - $702
|
197
$5.51K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-19.4KClosed |
$783K - $906K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-56.9KClosed |
$2.3M - $2.66M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-15KClosed |
$608K - $703K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8- 0.17% |
$340 - $375
|
4.73K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-920Closed |
$39.1K - $43.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-113Closed |
$4.8K - $5.29K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.39KClosed |
$59K - $65K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 30.77% |
$170 - $187
|
17
$476
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
504New |
$21.4K - $23.6K
|
504
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 0.74% |
$595 - $656
|
1.87K
$52.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
435New |
$18.5K - $20.4K
|
435
$12.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7KNew |
$297K - $328K
|
7K
$196K
|
|
| Q3 2021 | |||||||
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.7KClosed |
$198K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-152Closed |
$6.4K - $6.84K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$27.3K - $29.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
375+ 100.0% |
$15.8K - $16.9K
|
750
$21K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.47KClosed |
$146K - $156K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7.35KClosed |
$309K - $331K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46.4KClosed |
$1.85M - $1.98M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-881Closed |
$35.1K - $37.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-570Closed |
$22.7K - $24.3K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-100- 28.01% |
$3.99K - $4.27K
|
257
$7.19K
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
506New |
$20.2K - $21.6K
|
506
$14.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.21KClosed |
$48.3K - $51.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-102Closed |
$3.76K - $4.05K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-72Closed |
$2.65K - $2.86K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-101Closed |
$3.72K - $4.01K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-538Closed |
$19.8K - $21.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.51KClosed |
$92.5K - $99.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
SELL
|
- |
-5.75KClosed |
$212K - $228K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50Closed |
$1.84K - $1.99K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8KClosed |
$66.2K - $71.3K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.6KClosed |
$59K - $63.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206New |
$6.64K - $7.7K
|
206
$5.76K
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-934- 13.73% |
$30.1K - $34.9K
|
5.87K
$164K
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$32.2 - $37.4
|
1
$28
|
|
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-15KClosed |
$483K - $561K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.1KClosed |
$705K - $815K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.9KClosed |
$302K - $349K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19KClosed |
$66.9K - $77.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-100Closed |
$3.05K - $3.53K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-8.98KClosed |
$215K - $286K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$144K - $192K
|
6.03K
$169K
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-62.8KClosed |
$1.5M - $2M
|
0
$0
|
|