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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 512.92% |
$2.69M - $3.36M
|
134K
$4.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
105KNew |
$2.51M - $3.13M
|
105K
$3.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
36.1KNew |
$861K - $1.08M
|
36.1K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27K+ 43.4% |
$643K - $804K
|
89K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.1K+ 361.54% |
$575K - $718K
|
30.8K
$934K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.2K+ 140.61% |
$434K - $542K
|
31.1K
$944K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$285K - $356K
|
11.9K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.7K+ 58.56% |
$255K - $319K
|
28.9K
$879K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$225K - $281K
|
9.44K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.16K+ 43.31% |
$219K - $273K
|
30.3K
$920K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.64K+ 41.24% |
$182K - $228K
|
26.2K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.3KNew |
$174K - $218K
|
7.3K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.13KNew |
$170K - $213K
|
7.13K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
7.02KNew |
$168K - $209K
|
7.02K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.28K+ 0.13% |
$126K - $157K
|
4.09M
$124M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.27KNew |
$126K - $157K
|
5.27K
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.13K+ 0.33% |
$27.1K - $33.8K
|
345K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
494+ 49.2% |
$11.8K - $14.7K
|
1.5K
$45.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
85+ 0.21% |
$2.03K - $2.53K
|
39.9K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 0.51% |
$1K - $1.25K
|
8.22K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
29+ 0.08% |
$692 - $865
|
35K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.29% |
$692 - $865
|
10K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.31% |
$239 - $298
|
3.28K
$99.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.03% |
$239 - $298
|
31.4K
$955K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$95.5 - $119
|
9.11K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2+ 0.01% |
$47.7 - $59.6
|
19.6K
$596K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$47.7 - $59.6
|
11K
$333K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
741K+ 657.69% |
$19.7M - $22M
|
854K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.1KNew |
$2.13M - $2.37M
|
80.1K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 27.67% |
$1.78M - $1.99M
|
310K
$9.42M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
54KNew |
$1.43M - $1.6M
|
54K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43.4KNew |
$1.15M - $1.29M
|
43.4K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.8K+ 12.11% |
$975K - $1.09M
|
340K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$963K - $1.08M
|
36.3K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
34.1K+ 27.68% |
$904K - $1.01M
|
157K
$4.78M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 25.02% |
$683K - $762K
|
129K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
24.1KNew |
$638K - $713K
|
24.1K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.3KNew |
$619K - $692K
|
23.3K
$709K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.4K+ 100.61% |
$435K - $486K
|
32.7K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15.8KNew |
$419K - $468K
|
15.8K
$480K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 2.13% |
$412K - $460K
|
746K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.1KNew |
$402K - $449K
|
15.1K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$347K - $388K
|
13.1K
$397K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 122.06% |
$340K - $380K
|
23.3K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$312K - $349K
|
11.8K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.34KNew |
$248K - $277K
|
9.34K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.29KNew |
$246K - $275K
|
9.29K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.28KNew |
$246K - $275K
|
9.28K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.02K+ 8427.1% |
$239K - $267K
|
9.12K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.65KNew |
$229K - $256K
|
8.65K
$263K
|
|