Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.39% |
$623 - $687
|
4.41K
$129K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 32.0% |
$586 - $647
|
66
$1.93K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
10New |
$366 - $404
|
10
$293
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.11% |
$366 - $404
|
8.79K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.11% |
$293 - $324
|
7.3K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.43% |
$256 - $283
|
1.64K
$48.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$147 - $162
|
15.2K
$444K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4+ 0.21% |
$147 - $162
|
1.87K
$54.8K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.41% |
$36.6 - $40.4
|
246
$7.2K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1New |
$36.6 - $40.4
|
1
$29.3
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.22% |
$36.6 - $40.4
|
455
$13.3K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 4.0% |
$73.3 - $80.9
|
48
$1.41K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53- 0.12% |
$1.94K - $2.14K
|
42.6K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-79- 20.36% |
$2.89K - $3.19K
|
309
$9.05K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-103- 1.23% |
$3.77K - $4.17K
|
8.25K
$241K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-113- 2.63% |
$4.14K - $4.57K
|
4.18K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-134- 0.09% |
$4.91K - $5.42K
|
143K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175- 2.47% |
$6.41K - $7.08K
|
6.91K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-186- 1.43% |
$6.82K - $7.52K
|
12.8K
$375K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-193- 0.24% |
$7.07K - $7.8K
|
78.9K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-220- 2.86% |
$8.06K - $8.9K
|
7.46K
$219K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-227- 0.62% |
$8.32K - $9.18K
|
36.6K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-603- 12.9% |
$22.1K - $24.4K
|
4.07K
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-715- 4.0% |
$26.2K - $28.9K
|
17.2K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-719- 8.71% |
$26.3K - $29.1K
|
7.54K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-851- 13.95% |
$31.2K - $34.4K
|
5.25K
$154K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 61.53% |
$44K - $48.6K
|
751
$22K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 37.34% |
$63.9K - $70.5K
|
2.93K
$85.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.1K- 19.44% |
$76.9K - $84.9K
|
8.71K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.37K- 28.5% |
$86.7K - $95.7K
|
5.94K
$174K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 21.42% |
$90.5K - $99.8K
|
9.06K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.3K- 33.46% |
$121K - $134K
|
6.57K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.44K- 36.58% |
$126K - $139K
|
5.97K
$175K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.49K- 16.5% |
$128K - $141K
|
17.7K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 16.3% |
$140K - $155K
|
19.6K
$575K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.77K- 2.5% |
$285K - $314K
|
303K
$8.88M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 29.37% |
$385K - $425K
|
25.3K
$739K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10.8K- 36.6% |
$397K - $438K
|
18.7K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-14.9K- 27.36% |
$545K - $602K
|
39.5K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.2K- 64.64% |
$814K - $899K
|
12.2K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.5K- 89.93% |
$1.26M - $1.39M
|
3.86K
$113K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.1K- 88.81% |
$1.54M - $1.7M
|
5.3K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-45.4K- 69.09% |
$1.66M - $1.84M
|
20.3K
$594K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-65.2K- 87.32% |
$2.39M - $2.64M
|
9.47K
$277K
|