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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.24M+ 262.0% |
$53.4M - $66.7M
|
3.09M
$95M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
422KNew |
$10.1M - $12.6M
|
422K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 1703.7% |
$9.49M - $11.9M
|
421K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
151KNew |
$3.6M - $4.5M
|
151K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 512.92% |
$2.69M - $3.36M
|
134K
$4.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
105KNew |
$2.51M - $3.13M
|
105K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
86.2KNew |
$2.06M - $2.57M
|
86.2K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
59.9K+ 38.12% |
$1.43M - $1.79M
|
217K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54.7K+ 16.07% |
$1.31M - $1.63M
|
395K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.4K+ 113.96% |
$987K - $1.23M
|
77.7K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
36.1KNew |
$861K - $1.08M
|
36.1K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.2KNew |
$745K - $930K
|
31.2K
$959K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
27.6KNew |
$659K - $824K
|
27.6K
$849K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27K+ 43.4% |
$643K - $804K
|
89K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 19.24% |
$590K - $737K
|
153K
$4.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.1K+ 361.54% |
$575K - $718K
|
30.8K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22K+ 23.77% |
$525K - $656K
|
115K
$3.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$500K - $624K
|
20.9K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.2K+ 140.61% |
$434K - $542K
|
31.1K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 239.13% |
$427K - $534K
|
25.4K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.8KNew |
$376K - $470K
|
15.8K
$484K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
13.6KNew |
$325K - $406K
|
13.6K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
12.8K+ 160.0% |
$306K - $382K
|
20.8K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.2KNew |
$292K - $365K
|
12.2K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$285K - $356K
|
11.9K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.7K+ 58.56% |
$255K - $319K
|
28.9K
$889K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 70.0% |
$244K - $305K
|
24.9K
$764K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
10.1K+ 13.64% |
$241K - $301K
|
84.1K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$225K - $281K
|
9.44K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.16K+ 43.31% |
$219K - $273K
|
30.3K
$931K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.81KNew |
$210K - $263K
|
8.81K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.94KNew |
$189K - $237K
|
7.94K
$244K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.64K+ 41.24% |
$182K - $228K
|
26.2K
$804K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.3KNew |
$174K - $218K
|
7.3K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
7.24KNew |
$173K - $216K
|
7.24K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.17KNew |
$171K - $214K
|
7.17K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.13KNew |
$170K - $213K
|
7.13K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
7.02KNew |
$168K - $209K
|
7.02K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.84K+ 22.39% |
$163K - $204K
|
37.4K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.8KNew |
$162K - $203K
|
6.8K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.78KNew |
$162K - $202K
|
6.78K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.28K+ 0.13% |
$126K - $157K
|
4.09M
$126M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.27KNew |
$126K - $157K
|
5.27K
$162K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.14KNew |
$98.8K - $123K
|
4.14K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.62K+ 753.33% |
$86.3K - $108K
|
4.1K
$126K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.45K+ 40.98% |
$82.4K - $103K
|
11.9K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.25K+ 4.31% |
$77.6K - $97K
|
78.8K
$2.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.85KNew |
$68K - $84.9K
|
2.85K
$87.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 6.78% |
$59.7K - $74.6K
|
39.4K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 10.11% |
$56.3K - $70.3K
|
25.7K
$789K
|