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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-538Closed |
$19.8K - $21.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-102Closed |
$3.76K - $4.05K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-101Closed |
$3.72K - $4.01K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-72Closed |
$2.65K - $2.86K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50Closed |
$1.84K - $1.99K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-15KClosed |
$483K - $561K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-934- 13.73% |
$30.1K - $34.9K
|
5.87K
$171K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.1KClosed |
$705K - $815K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.9KClosed |
$302K - $349K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19KClosed |
$66.9K - $77.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-100Closed |
$3.05K - $3.53K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-62.8KClosed |
$1.5M - $2M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.7KClosed |
$711K - $944K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18.6KClosed |
$445K - $591K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.3KClosed |
$391K - $519K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.6KClosed |
$374K - $497K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-8.98KClosed |
$215K - $286K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.43KClosed |
$130K - $173K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.29KClosed |
$78.7K - $105K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$257K - $395K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11.2KClosed |
$243K - $373K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$10.9K - $16.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 06, 2020
Q4 2019
|
Spence Asset Management
|
SELL
|
- |
-6.35KClosed |
$180K - $201K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100Closed |
$2.83K - $3.17K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-159KClosed |
$4.63M - $4.72M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.55KClosed |
$277K - $283K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.17KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 29, 2018
Q3 2018
|
Lathrop Investment Management Corp
|
SELL
|
- |
-20.2KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|