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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53.8K- 1.48% |
$2.68M - $2.97M
|
3.59M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-45.2K- 58.6% |
$2.25M - $2.5M
|
31.9K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 81.73% |
$733K - $813K
|
3.29K
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.4K- 33.04% |
$568K - $630K
|
23.1K
$674K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.42K- 60.05% |
$419K - $465K
|
5.6K
$163K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.38K- 28.12% |
$318K - $353K
|
16.3K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.65K- 4.02% |
$232K - $257K
|
111K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.86K- 29.06% |
$142K - $158K
|
6.97K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.68K- 4.06% |
$133K - $148K
|
63.2K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.43K- 76.56% |
$121K - $135K
|
745
$21.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.28K- 18.83% |
$63.6K - $70.6K
|
5.5K
$160K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.24K- 3.29% |
$61.7K - $68.5K
|
36.5K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-987- 8.0% |
$49.2K - $54.6K
|
11.3K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-744- 2.03% |
$37.1K - $41.1K
|
35.9K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-688- 1.23% |
$34.3K - $38K
|
55.4K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-580- 13.74% |
$28.9K - $32.1K
|
3.64K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-512- 1.37% |
$25.5K - $28.3K
|
36.9K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-512- 1.37% |
$25.5K - $28.3K
|
36.9K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-486- 3.97% |
$24.2K - $26.9K
|
11.8K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-405- 2.64% |
$20.2K - $22.4K
|
15K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-404- 17.35% |
$20.1K - $22.3K
|
1.93K
$56.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-385- 2.91% |
$19.2K - $21.3K
|
12.9K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-333- 3.15% |
$16.6K - $18.4K
|
10.3K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-268- 2.81% |
$13.4K - $14.8K
|
9.28K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-250- 6.16% |
$12.5K - $13.8K
|
3.81K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-206- 0.44% |
$10.3K - $11.4K
|
47K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-171- 99.42% |
$8.52K - $9.45K
|
1
$29.2
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-146- 1.2% |
$7.27K - $8.07K
|
12K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-131- 3.24% |
$6.53K - $7.24K
|
3.91K
$114K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-129- 2.19% |
$6.43K - $7.13K
|
5.76K
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-72- 0.74% |
$3.59K - $3.98K
|
9.6K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-37- 0.88% |
$1.84K - $2.05K
|
4.16K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.05% |
$1.54K - $1.71K
|
67.7K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$49.8 - $55.3
|
7K
$204K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-226K- 88.82% |
$10.8M - $11.9M
|
28.5K
$831K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-293- 42.28% |
$14K - $15.4K
|
400
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-122- 8.63% |
$5.84K - $6.43K
|
1.29K
$37.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-120- 82.19% |
$5.74K - $6.33K
|
26
$758
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-4.24K- 6.59% |
$191K - $215K
|
60.1K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 60.47% |
$69.1K - $77.5K
|
1K
$29.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-954- 11.71% |
$43.1K - $48.3K
|
7.19K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-218- 27.53% |
$9.85K - $11K
|
574
$16.7K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-133- 0.86% |
$6.01K - $6.74K
|
15.3K
$446K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 98.32% |
$763K - $892K
|
330
$9.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-860- 58.9% |
$34K - $39.7K
|
600
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 35.45% |
$7.71K - $9.01K
|
355
$10.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.43% |
$294K - $317K
|
288K
$8.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.4K- 20.13% |
$98.4K - $106K
|
9.5K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-889- 11.55% |
$36.5K - $39.4K
|
6.81K
$199K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-711- 16.84% |
$29.2K - $31.5K
|
3.51K
$102K
|
|