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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.29KClosed |
$78.7K - $105K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.3KClosed |
$391K - $519K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.6KClosed |
$374K - $497K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.7KClosed |
$711K - $944K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.43KClosed |
$130K - $173K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18.6KClosed |
$445K - $591K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$257K - $395K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11.2KClosed |
$243K - $373K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$10.9K - $16.6K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-4Closed |
$86.8 - $133
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100Closed |
$2.83K - $3.17K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Spence Asset Management
|
SELL
|
- |
-6.35KClosed |
$180K - $201K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-159KClosed |
$4.63M - $4.72M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16New |
$465 - $474
|
16
$448
|
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.55KClosed |
$277K - $283K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
910New |
$26.4K - $27K
|
910
$25.5K
|
|
|
Oct 15, 2019
Q3 2019
|
New Square Capital LLC
|
BUY
|
- |
1New |
$29 - $29.6
|
1
$28
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.3KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.17KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Lathrop Investment Management Corp
|
SELL
|
- |
-20.2KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|