Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
201+ 2.61% |
$8.54K - $9.42K
|
7.91K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
156New |
$6.63K - $7.31K
|
156
$4.55K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 2.5% |
$4.25K - $4.69K
|
4.1K
$119K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
45+ 0.06% |
$1.91K - $2.11K
|
79K
$2.3M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40New |
$1.7K - $1.87K
|
40
$1.17K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.7K - $1.87K
|
40
$1.17K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
27+ 0.35% |
$1.15K - $1.26K
|
7.75K
$226K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.21% |
$935 - $1.03K
|
10.5K
$305K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$722 - $796
|
4.84K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.34% |
$637 - $703
|
4.43K
$129K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.16% |
$340 - $375
|
4.89K
$142K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
7+ 0.12% |
$297 - $328
|
5.81K
$169K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.4% |
$255 - $281
|
1.52K
$44.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 30.77% |
$170 - $187
|
17
$495
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$170 - $187
|
15K
$437K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3New |
$127 - $141
|
3
$87.4
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.52% |
$42.5 - $46.9
|
194
$5.65K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.22% |
$42.5 - $46.9
|
462
$13.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 1.3% |
$42.5 - $46.9
|
76
$2.21K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3Closed |
$127 - $141
|
0
$0
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8- 0.17% |
$340 - $375
|
4.73K
$138K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 16.09% |
$595 - $656
|
73
$2.13K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 0.74% |
$595 - $656
|
1.87K
$54.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-27- 0.53% |
$1.15K - $1.26K
|
5.07K
$148K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-69- 0.72% |
$2.93K - $3.23K
|
9.56K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-113Closed |
$4.8K - $5.29K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-161- 0.99% |
$6.84K - $7.54K
|
16K
$467K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-254- 0.72% |
$10.8K - $11.9K
|
35.2K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-391Closed |
$16.6K - $18.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-561- 5.03% |
$23.8K - $26.3K
|
10.6K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-725- 0.88% |
$30.8K - $34K
|
81.7K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-775- 0.23% |
$32.9K - $36.3K
|
332K
$9.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-920Closed |
$39.1K - $43.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-992- 8.94% |
$42.2K - $46.5K
|
10.1K
$295K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.39KClosed |
$59K - $65K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.4K- 4.88% |
$59.6K - $65.7K
|
27.3K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 2.87% |
$75K - $82.7K
|
59.8K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3KClosed |
$127K - $141K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5.36KClosed |
$228K - $251K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.89KClosed |
$250K - $276K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14K- 47.5% |
$595K - $656K
|
15.5K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.3K- 75.62% |
$1.12M - $1.23M
|
8.48K
$247K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.9K- 53.07% |
$1.14M - $1.26M
|
23.7K
$692K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.6K- 55.96% |
$1.68M - $1.85M
|
31.1K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.5KClosed |
$1.89M - $2.09M
|
0
$0
|