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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.2KNew |
$456K - $520K
|
13.2K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800New |
$27.6K - $31.5K
|
800
$22.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
710+ 11.56% |
$24.5K - $28K
|
6.85K
$192K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
623New |
$21.5K - $24.6K
|
623
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
380New |
$13.1K - $15K
|
380
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
358New |
$12.4K - $14.1K
|
358
$10K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
40New |
$1.38K - $1.58K
|
40
$1.12K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.18K - $1.34K
|
34
$951
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14+ 19.18% |
$484 - $552
|
87
$2.43K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9+ 0.15% |
$311 - $355
|
6.21K
$174K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
44.5KNew |
$1.54M - $1.86M
|
44.5K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.8K+ 123.67% |
$649K - $782K
|
33.9K
$949K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
492+ 7.7% |
$17K - $20.5K
|
6.88K
$193K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$1.73K - $2.08K
|
50
$1.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$34.6 - $41.7
|
1
$28
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
8.03KNew |
$284K - $358K
|
8.03K
$225K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.03KNew |
$213K - $268K
|
6.03K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43K+ 30.09% |
$50.7K - $63.8K
|
6.2K
$173K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.16K+ 6.18% |
$41K - $51.6K
|
19.9K
$557K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624New |
$22.1K - $27.8K
|
624
$17.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$3.54K - $4.45K
|
100
$2.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10New |
$354 - $445
|
10
$280
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.92KNew |
$320K - $371K
|
7.92K
$222K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$60.5K - $70K
|
1.5K
$41.8K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7KNew |
$297K - $328K
|
7K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
504New |
$21.4K - $23.6K
|
504
$14.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
435New |
$18.5K - $20.4K
|
435
$12.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 30.77% |
$170 - $187
|
17
$476
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
375+ 100.0% |
$15.8K - $16.9K
|
750
$21K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
506New |
$20.2K - $21.6K
|
506
$14.2K
|
|
| Q4 2020 | |||||||
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206New |
$6.64K - $7.7K
|
206
$5.76K
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$32.2 - $37.4
|
1
$28
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$144K - $192K
|
6.03K
$169K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
910New |
$26.4K - $27K
|
910
$25.5K
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16New |
$465 - $474
|
16
$448
|
|
|
Oct 15, 2019
Q3 2019
|
New Square Capital LLC
|
BUY
|
- |
1New |
$29 - $29.6
|
1
$28
|
|