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 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$14.9K - $16.1K
|
500
$16.1K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
489+ 4.0% |
$14.6K - $15.8K
|
12.7K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
400+ 4.28% |
$11.9K - $12.9K
|
9.74K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
350+ 1.74% |
$10.4K - $11.3K
|
20.5K
$662K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
345New |
$10.3K - $11.1K
|
345
$11.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
263New |
$7.84K - $8.49K
|
263
$8.49K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
241+ 0.29% |
$7.18K - $7.78K
|
84.4K
$2.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
210+ 1.52% |
$6.26K - $6.78K
|
14K
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207+ 0.48% |
$6.17K - $6.68K
|
43.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
196New |
$5.84K - $6.33K
|
196
$6.33K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
181+ 0.48% |
$5.39K - $5.84K
|
37.6K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
178New |
$5.3K - $5.75K
|
178
$5.75K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
169+ 18.59% |
$5.04K - $5.46K
|
1.08K
$34.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
144+ 2.1% |
$4.29K - $4.65K
|
7.01K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
138+ 0.7% |
$4.11K - $4.46K
|
19.7K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.42% |
$3.31K - $3.58K
|
26.3K
$849K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
100+ 1.1% |
$2.98K - $3.23K
|
9.2K
$297K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
84+ 0.28% |
$2.5K - $2.71K
|
30.4K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 0.62% |
$2.29K - $2.49K
|
12.5K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68+ 0.17% |
$2.03K - $2.2K
|
39.9K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
57+ 0.32% |
$1.7K - $1.84K
|
17.9K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
47+ 0.29% |
$1.4K - $1.52K
|
16.5K
$532K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.15% |
$1.34K - $1.45K
|
29.7K
$958K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 5.35% |
$1.25K - $1.36K
|
827
$26.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.09% |
$924 - $1K
|
35K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
28+ 0.17% |
$834 - $904
|
16K
$518K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 0.28% |
$834 - $904
|
10K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
27New |
$805 - $872
|
27
$872
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 0.27% |
$775 - $840
|
9.65K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 5.88% |
$745 - $807
|
450
$14.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$715 - $775
|
8.24K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
21+ 0.24% |
$626 - $678
|
8.87K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$596 - $646
|
7.96K
$257K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.28% |
$417 - $452
|
4.94K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.09% |
$387 - $420
|
15.1K
$487K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$328 - $355
|
31.4K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.27% |
$268 - $291
|
3.28K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$209 - $226
|
12.1K
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$209 - $226
|
4.84K
$156K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.06% |
$149 - $161
|
8.74K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4+ 0.06% |
$119 - $129
|
6.78K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.53% |
$89.4 - $96.9
|
567
$18.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.39% |
$59.6 - $64.6
|
518
$16.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.5% |
$59.6 - $64.6
|
404
$13K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.13% |
$59.6 - $64.6
|
1.57K
$50.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2+ 0.07% |
$59.6 - $64.6
|
2.85K
$92K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.6% |
$59.6 - $64.6
|
338
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.2% |
$29.8 - $32.3
|
508
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$29.8 - $32.3
|
44
$1.42K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|