Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr 1000 Index (SCHK)

SCHK Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1000 INDEX.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
33
+ 0.32%
$1.34K - $1.54K
10.2K $298K
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
30
New
$1.21K - $1.4K
30 $874
Apr 25, 2022 Q1 2022
Omega Financial Group, LLC

BUY
 -
25
+ 0.26%
$1.01K - $1.17K
9.58K $279K
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
22
+ 0.17%
$890 - $1.03K
13.1K $381K
May 13, 2022 Q1 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
22
+ 0.28%
$890 - $1.03K
7.77K $226K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
14
+ 0.29%
$566 - $655
4.85K $141K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
14
New
$566 - $655
14 $408
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
12
+ 0.28%
$486 - $562
4.34K $126K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
4
+ 0.26%
$162 - $187
1.52K $44.3K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
3
+ 0.02%
$121 - $140
15K $437K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1
+ 0.01%
$40.5 - $46.8
13.4K $389K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
1
+ 0.01%
$40.5 - $46.8
7.44K $217K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1
- 1.3%
$40.5 - $46.8
76 $2.21K
May 05, 2022 Q1 2022
North Rock Partners, LLC

SELL
 -
-6
- 0.02%
$243 - $281
35.2K $1.03M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

SELL
 -
-15
- 7.08%
$607 - $702
197 $5.74K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-17
- 6.69%
$688 - $796
237 $6.91K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-26
- 0.33%
$1.05K - $1.22K
7.88K $230K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-55
Closed
$2.23K - $2.57K
0 $0
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-56
- 0.19%
$2.27K - $2.62K
28.7K $836K
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-87
Closed
$3.52K - $4.07K
0 $0
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-144
- 2.95%
$5.83K - $6.74K
4.74K $138K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-156
Closed
$6.31K - $7.3K
0 $0
Apr 28, 2022 Q1 2022
Element Wealth, LLC

SELL
 -
-200
- 3.33%
$8.09K - $9.36K
5.81K $169K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-370
Closed
$15K - $17.3K
0 $0
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-390
- 0.48%
$15.8K - $18.3K
81.3K $2.37M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-457
- 92.7%
$18.5K - $21.4K
36 $1.05K
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-621
- 6.99%
$25.1K - $29.1K
8.26K $241K
May 03, 2022 Q1 2022
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-627
- 7.46%
$25.4K - $29.3K
7.78K $227K
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-723
- 9.89%
$29.3K - $33.8K
6.59K $192K
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-733
- 7.01%
$29.7K - $34.3K
9.73K $284K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-760
- 1.27%
$30.7K - $35.6K
59.1K $1.72M
May 16, 2022 Q1 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-1.24K
- 6.92%
$50K - $57.8K
16.6K $484K
Apr 29, 2022 Q1 2022
Welch Group, LLC

SELL
 -
-1.32K
- 13.81%
$53.4K - $61.8K
8.24K $240K
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-1.57K
- 31.85%
$63.6K - $73.5K
3.36K $97.9K
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

SELL
 -
-2.08K
Closed
$84.1K - $97.3K
0 $0
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-2.08K
- 66.53%
$84.1K - $97.3K
1.05K $30.5K
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
SELL
 -
-2.63K
- 0.79%
$106K - $123K
329K $9.6M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-2.85K
- 10.43%
$115K - $133K
24.5K $713K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-3.83K
- 24.42%
$155K - $179K
11.8K $345K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-4.74K
- 13.71%
$192K - $222K
29.8K $870K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-5.07K
- 31.23%
$205K - $237K
11.2K $326K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-5.98K
- 25.16%
$242K - $280K
17.8K $518K
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-6.66K
Closed
$270K - $312K
0 $0
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-6.88K
- 8.02%
$278K - $322K
78.9K $2.3M
Jun 08, 2022 Q1 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-10.5K
- 28.72%
$424K - $491K
26K $758K
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-11.3K
Closed
$458K - $529K
0 $0
Nov 19, 2024 Q1 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
SELL
 -
-13.4K
- 36.45%
$542K - $627K
23.4K $681K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-15K
Closed
$608K - $703K
0 $0

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