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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
311KNew |
$15.5M - $17.2M
|
311K
$8.69M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107K+ 19941.34% |
$5.33M - $5.92M
|
108K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
11.5KNew |
$575K - $638K
|
11.5K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.52K+ 99.91% |
$374K - $416K
|
15K
$421K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92KNew |
$245K - $272K
|
4.92K
$138K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06KNew |
$202K - $225K
|
4.06K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73KNew |
$186K - $206K
|
3.73K
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62KNew |
$180K - $200K
|
3.62K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.68K+ 5.49% |
$133K - $148K
|
51.4K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$80.9K - $89.7K
|
1.62K
$45.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.32K+ 0.1% |
$65.6K - $72.8K
|
1.27M
$35.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
629+ 13.64% |
$31.3K - $34.8K
|
5.24K
$147K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 6.83% |
$30.4K - $33.8K
|
9.56K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.78% |
$13.1K - $14.5K
|
9.71K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
230+ 2.03% |
$11.5K - $12.7K
|
11.6K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
220New |
$11K - $12.2K
|
220
$6.16K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
177+ 2.67% |
$8.82K - $9.79K
|
6.81K
$190K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166New |
$8.27K - $9.18K
|
166
$4.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
151+ 2.98% |
$7.52K - $8.35K
|
5.22K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 0.39% |
$4.38K - $4.87K
|
22.4K
$627K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
65New |
$3.24K - $3.59K
|
65
$1.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64+ 0.28% |
$3.19K - $3.54K
|
22.7K
$634K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.89% |
$2.34K - $2.6K
|
5.34K
$149K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 2.55% |
$1.79K - $1.99K
|
1.45K
$40.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$548 - $608
|
15.7K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$498 - $553
|
10
$280
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 1.68% |
$399 - $442
|
484
$13.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 0.19% |
$399 - $442
|
4.15K
$116K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.67% |
$49.8 - $55.3
|
151
$4.22K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$49.8 - $55.3
|
1
$28
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $55.3
|
30.5K
$854K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.48% |
$49.8 - $55.3
|
211
$5.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99.6KNew |
$4.76M - $5.25M
|
99.6K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
77.1KNew |
$3.69M - $4.07M
|
77.1K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1KNew |
$2.88M - $3.17M
|
60.1K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.5KNew |
$2.08M - $2.3M
|
43.5K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$1.34M - $1.47M
|
28K
$783K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 224.31% |
$1.3M - $1.43M
|
39.2K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.4K+ 113.72% |
$1.22M - $1.34M
|
47.8K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.4K+ 22.57% |
$1.21M - $1.34M
|
138K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24KNew |
$1.15M - $1.26M
|
24K
$670K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
22KNew |
$1.05M - $1.16M
|
22K
$615K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 88.68% |
$908K - $1M
|
40.4K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9.91K+ 18.66% |
$474K - $523K
|
63K
$1.76M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18KNew |
$439K - $484K
|
9.18K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.95KNew |
$332K - $366K
|
6.95K
$194K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.66KNew |
$319K - $351K
|
6.66K
$186K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63K+ 26.77% |
$317K - $350K
|
31.4K
$879K
|
|