Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-243K- 3.53% |
$5.81M - $7.25M
|
6.65M
$202M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-197K- 7.49% |
$4.71M - $5.88M
|
2.44M
$74M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.9K- 82.67% |
$1.5M - $1.88M
|
13.2K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 50.16% |
$272K - $340K
|
11.3K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.19K- 15.41% |
$148K - $185K
|
34K
$1.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.86K- 17.67% |
$116K - $145K
|
22.7K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.91K- 3.26% |
$93.4K - $117K
|
116K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.17K- 11.16% |
$27.8K - $34.8K
|
9.28K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-256- 2.64% |
$6.11K - $7.63K
|
9.43K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-210- 1.5% |
$5.01K - $6.26K
|
13.8K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-73- 0.9% |
$1.74K - $2.18K
|
8.04K
$244K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-744K- 1.56% |
$19.7M - $22.1M
|
47M
$1.43B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-476K- 96.29% |
$12.6M - $14.1M
|
18.4K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-264K- 42.51% |
$7.01M - $7.83M
|
357K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.3K- 59.98% |
$1.47M - $1.64M
|
36.9K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-38.7K- 59.65% |
$1.03M - $1.15M
|
26.1K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 94.28% |
$398K - $444K
|
909
$27.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 6.2% |
$337K - $377K
|
192K
$5.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.82K- 26.01% |
$154K - $172K
|
16.6K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.97% |
$83.1K - $92.8K
|
75.7K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.82K- 3.68% |
$48.2K - $53.8K
|
47.6K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.57K- 41.69% |
$41.7K - $46.5K
|
2.2K
$66.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 1.58% |
$39.3K - $43.9K
|
92.6K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 1.79% |
$32.5K - $36.3K
|
67.3K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19K- 12.37% |
$31.5K - $35.2K
|
8.42K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 68.02% |
$27.1K - $30.3K
|
480
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-870- 24.39% |
$23.1K - $25.8K
|
2.7K
$81.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-676- 6.49% |
$17.9K - $20K
|
9.74K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-572- 5.61% |
$15.2K - $16.9K
|
9.62K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-570- 1.97% |
$15.1K - $16.9K
|
28.4K
$862K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-547- 47.65% |
$14.5K - $16.2K
|
601
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-287- 1.22% |
$7.61K - $8.5K
|
23.2K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-245- 1.78% |
$6.5K - $7.26K
|
13.5K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228- 3.24% |
$6.05K - $6.76K
|
6.81K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 19.14% |
$4.93K - $5.51K
|
786
$23.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-137- 0.71% |
$3.63K - $4.06K
|
19K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.65% |
$3.1K - $3.47K
|
17.9K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 7.31% |
$1.49K - $1.66K
|
710
$21.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-50- 0.54% |
$1.33K - $1.48K
|
9.25K
$281K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18- 4.19% |
$478 - $533
|
412
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.19% |
$26.5 - $29.6
|
515
$15.6K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-55.2K- 2.77% |
$1.52M - $3.07M
|
1.94M
$58.9M
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.42K- 60.05% |
$419K - $465K
|
5.6K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-385- 2.91% |
$19.2K - $21.3K
|
12.9K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-171- 99.42% |
$8.52K - $9.45K
|
1
$30.4
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-860- 58.9% |
$34K - $39.7K
|
600
$18.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.43% |
$294K - $317K
|
288K
$8.75M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.61K- 19.53% |
$62.8K - $68.9K
|
6.64K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.56K - $1.71K
|
61.3K
$1.86M
|
|