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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-4.93M- 57.24% |
$223M - $250M
|
3.68M
$193M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-788K- 3.13% |
$35.6M - $39.9M
|
24.4M
$1.28B
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 48.44% |
$5.69M - $6.38M
|
134K
$7.01M
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-25.8K- 2.64% |
$1.16M - $1.31M
|
950K
$49.7M
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-4.24K- 6.59% |
$191K - $215K
|
60.1K
$3.14M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.01K- 24.99% |
$136K - $152K
|
9.03K
$472K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.06K- 23.52% |
$93.2K - $104K
|
6.71K
$351K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.01K- 28.14% |
$90.9K - $102K
|
5.14K
$269K
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.64K- 13.57% |
$74.2K - $83.1K
|
10.5K
$547K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 60.47% |
$69.1K - $77.5K
|
1K
$52.3K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.29K- 11.67% |
$58.2K - $65.2K
|
9.75K
$510K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-954- 11.71% |
$43.1K - $48.3K
|
7.19K
$376K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-837- 14.73% |
$37.8K - $42.4K
|
4.84K
$253K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-830- 6.76% |
$37.5K - $42.1K
|
11.4K
$599K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-808- 3.45% |
$36.5K - $40.9K
|
22.6K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-703- 1.47% |
$31.8K - $35.6K
|
47.2K
$2.47M
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-441- 6.08% |
$19.9K - $22.3K
|
6.81K
$356K
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-280- 6.22% |
$12.7K - $14.2K
|
4.22K
$221K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-277- 4.1% |
$12.5K - $14K
|
6.48K
$339K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-218- 27.53% |
$9.85K - $11K
|
574
$30K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150Closed |
$6.78K - $7.6K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-133- 0.86% |
$6.01K - $6.74K
|
15.3K
$800K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-119- 1.17% |
$5.38K - $6.03K
|
10K
$524K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-101- 1.4% |
$4.56K - $5.12K
|
7.1K
$371K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45- 0.45% |
$2.03K - $2.28K
|
9.95K
$520K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-35- 19.34% |
$1.58K - $1.77K
|
146
$7.64K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- -0.0% |
$90.4 - $101
|
102K
$5.36M
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 98.32% |
$763K - $892K
|
330
$17.3K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10.3K- 98.41% |
$407K - $476K
|
166
$8.69K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.2K- 49.81% |
$206K - $240K
|
5.24K
$274K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-860- 58.9% |
$34K - $39.7K
|
600
$31.4K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-450- 0.66% |
$17.8K - $20.8K
|
67.8K
$3.55M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 35.45% |
$7.71K - $9.01K
|
355
$18.6K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-75- 5.04% |
$2.96K - $3.47K
|
1.41K
$73.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.43% |
$294K - $317K
|
288K
$15.1M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.4K- 20.13% |
$98.4K - $106K
|
9.5K
$497K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-889- 11.55% |
$36.5K - $39.4K
|
6.81K
$356K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-711- 16.84% |
$29.2K - $31.5K
|
3.51K
$184K
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-500Closed |
$20.5K - $22.1K
|
0
$0
|
|
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
$347K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-55- 0.18% |
$2.14K - $2.35K
|
30.3K
$1.59M
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.56K - $1.71K
|
61.3K
$3.21M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.3K- 33.46% |
$121K - $134K
|
6.57K
$344K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 61.53% |
$44K - $48.6K
|
751
$39.3K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-546- 6.44% |
N/A
|
7.93K
$415K
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-28- 2.83% |
N/A
|
961
$50.3K
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-25- 0.39% |
N/A
|
6.32K
$331K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-58.2KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 55.05% |
N/A
|
8.62K
$451K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.1K- 41.07% |
N/A
|
14.4K
$755K
|