Latest Institutional Purchases of Schwab Strategic Tr 1000 Index (SCHK)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1000 Index (SCHK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.45M+ 18.4% |
$221M - $246M
|
28.6M
$817M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
311KNew |
$15.5M - $17.2M
|
311K
$8.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
222K+ 11.81% |
$11M - $12.2M
|
2.1M
$59.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107K+ 19941.34% |
$5.33M - $5.92M
|
108K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 55.8% |
$873K - $969K
|
48.9K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 34.32% |
$691K - $766K
|
54.2K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
13.2K+ 1.39% |
$658K - $730K
|
963K
$27.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
13KNew |
$648K - $719K
|
13K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
11.5KNew |
$575K - $638K
|
11.5K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.82KNew |
$439K - $488K
|
8.82K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.03K+ 5.83% |
$400K - $444K
|
146K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
7.96KNew |
$396K - $440K
|
7.96K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.52K+ 99.91% |
$374K - $416K
|
15K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.86K+ 98.24% |
$292K - $324K
|
11.8K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.65K+ 106.1% |
$282K - $313K
|
11K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.22KNew |
$260K - $288K
|
5.22K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.13KNew |
$256K - $284K
|
5.13K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.08K+ 93.42% |
$253K - $281K
|
10.5K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92KNew |
$245K - $272K
|
4.92K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06KNew |
$202K - $225K
|
4.06K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.96KNew |
$197K - $219K
|
3.96K
$113K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.77KNew |
$188K - $208K
|
3.77K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73KNew |
$186K - $206K
|
3.73K
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62KNew |
$180K - $200K
|
3.62K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.74K+ 169.53% |
$137K - $152K
|
4.36K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.68K+ 5.49% |
$133K - $148K
|
51.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.31K+ 192.17% |
$115K - $128K
|
3.51K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.95K+ 302.01% |
$97.3K - $108K
|
2.6K
$74.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.75K+ 25.04% |
$86.9K - $96.5K
|
8.71K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$80.9K - $89.7K
|
1.62K
$46.4K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 36.86% |
$75.3K - $83.6K
|
5.61K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.38K+ 19.02% |
$68.8K - $76.3K
|
8.63K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 4.69% |
$68.1K - $75.6K
|
30.5K
$871K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.17% |
$68.1K - $75.6K
|
64.4K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.32K+ 0.1% |
$65.6K - $72.8K
|
1.27M
$36.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.25K+ 62.49% |
$62.1K - $68.9K
|
3.24K
$92.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
836+ 0.82% |
$41.6K - $46.2K
|
103K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
712+ 1.82% |
$35.5K - $39.4K
|
39.9K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
629+ 13.64% |
$31.3K - $34.8K
|
5.24K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 6.83% |
$30.4K - $33.8K
|
9.56K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
555+ 6.98% |
$27.7K - $30.7K
|
8.51K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
525+ 2.39% |
$26.2K - $29K
|
22.5K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$24.9K - $27.6K
|
500
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
480+ 2.01% |
$23.9K - $26.5K
|
24.4K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
409+ 24.7% |
$20.4K - $22.6K
|
2.07K
$59K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
396+ 7.48% |
$19.7K - $21.9K
|
5.69K
$163K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.78% |
$13.1K - $14.5K
|
9.71K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
230+ 2.03% |
$11.5K - $12.7K
|
11.6K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
220New |
$11K - $12.2K
|
220
$6.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$9.96K - $11.1K
|
200
$5.71K
|