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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-365K- 0.78% |
$8.71M - $10.9M
|
46.6M
$1.43B
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-243K- 3.53% |
$5.81M - $7.25M
|
6.65M
$204M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-197K- 7.49% |
$4.71M - $5.88M
|
2.44M
$74.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.9K- 82.67% |
$1.5M - $1.88M
|
13.2K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 4.73% |
$843K - $1.05M
|
710K
$21.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-26.6K- 7.45% |
$635K - $793K
|
331K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-16.3K- 49.86% |
$389K - $487K
|
16.4K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 50.16% |
$272K - $340K
|
11.3K
$349K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.97K- 21.04% |
$238K - $297K
|
37.4K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.18K- 17.42% |
$219K - $274K
|
43.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.11K- 99.84% |
$217K - $272K
|
15
$461
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8.19K- 18.88% |
$196K - $244K
|
35.2K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.87K- 5.86% |
$188K - $235K
|
126K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-7.26K- 0.36% |
$173K - $216K
|
1.99M
$61.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.19K- 15.41% |
$148K - $185K
|
34K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.83K- 10.8% |
$139K - $174K
|
48.1K
$1.48M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.86K- 17.67% |
$116K - $145K
|
22.7K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.91K- 3.26% |
$93.4K - $117K
|
116K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.3K- 0.74% |
$54.9K - $68.6K
|
308K
$9.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.78K- 20.54% |
$42.4K - $53K
|
6.87K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.71K- 2.13% |
$40.7K - $50.9K
|
78.5K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.44K- 0.75% |
$34.4K - $42.9K
|
191K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.35K- 14.82% |
$32.2K - $40.3K
|
7.77K
$239K
|
|
|
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
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.12K- 3.99% |
$26.7K - $33.4K
|
27K
$828K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-774- 4.31% |
$18.5K - $23.1K
|
17.2K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-688- 10.1% |
$16.4K - $20.5K
|
6.12K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-467- 1.55% |
$11.1K - $13.9K
|
29.6K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-408- 1.56% |
$9.74K - $12.2K
|
25.7K
$791K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 0.59% |
$9.55K - $11.9K
|
66.9K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-344- 2.92% |
$8.21K - $10.3K
|
11.4K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-311- 1.1% |
$7.42K - $9.27K
|
28.1K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-256- 2.64% |
$6.11K - $7.63K
|
9.43K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 6.65% |
$5.97K - $7.46K
|
3.51K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-218- 5.21% |
$5.2K - $6.5K
|
3.97K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-210- 1.5% |
$5.01K - $6.26K
|
13.8K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-202- 1.45% |
$4.82K - $6.02K
|
13.8K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-150- 1.62% |
$3.58K - $4.47K
|
9.1K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-73- 0.9% |
$1.74K - $2.18K
|
8.04K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-65- 0.46% |
$1.55K - $1.94K
|
14K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-51- 10.71% |
$1.22K - $1.52K
|
425
$13.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.37% |
$1.19K - $1.49K
|
13.4K
$413K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34- 0.5% |
$812 - $1.01K
|
6.77K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 0.57% |
$215 - $268
|
1.57K
$48.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.04% |
$143 - $179
|
15.1K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.13% |
$23.9 - $29.8
|
785
$24.1K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-476K- 96.29% |
$12.6M - $14.1M
|
18.4K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 94.28% |
$398K - $444K
|
909
$27.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.82K- 26.01% |
$154K - $172K
|
16.6K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.57K- 41.69% |
$41.7K - $46.5K
|
2.2K
$67.5K
|
|