Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2024. 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 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.38M+ 94.02% |
$92.7M - $188M
|
6.97M
$203M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.36M+ 107.33% |
$37.4M - $75.7M
|
2.63M
$76.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
337KNew |
$9.26M - $18.7M
|
337K
$9.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.3KNew |
$1.3M - $2.63M
|
47.3K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.9K+ 95.13% |
$491K - $994K
|
36.7K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
16.3K+ 100.0% |
$448K - $906K
|
32.6K
$951K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.9K+ 101.06% |
$435K - $881K
|
31.6K
$920K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$390K - $789K
|
14.2K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 55.79% |
$343K - $694K
|
34.9K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.1K+ 100.24% |
$276K - $559K
|
20.1K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.8K+ 95.54% |
$269K - $544K
|
20K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.69K+ 197.01% |
$266K - $538K
|
14.6K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.6K+ 100.02% |
$263K - $533K
|
19.2K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.5K+ 100.0% |
$261K - $528K
|
19K
$554K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18K+ 100.0% |
$252K - $510K
|
18.4K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.6K+ 92.7% |
$236K - $478K
|
17.9K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.38KNew |
$230K - $465K
|
8.38K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35K+ 86.02% |
$229K - $464K
|
18.1K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.19K+ 100.0% |
$197K - $399K
|
14.4K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.1KNew |
$195K - $394K
|
7.1K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 100.0% |
$192K - $389K
|
14K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 100.0% |
$187K - $378K
|
13.6K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.77K+ 97.13% |
$186K - $376K
|
13.7K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.55K+ 94.19% |
$180K - $364K
|
13.5K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.22K+ 99.98% |
$143K - $290K
|
10.4K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.71K+ 89.9% |
$129K - $262K
|
9.95K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.09K+ 100.66% |
$112K - $227K
|
8.15K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.06K+ 97.67% |
$112K - $226K
|
8.23K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 95.05% |
$95K - $192K
|
7.1K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.33K+ 100.0% |
$91.5K - $185K
|
6.66K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.31K+ 60.08% |
$90.7K - $184K
|
8.81K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2.42K+ 100.0% |
$66.4K - $134K
|
4.84K
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 100.55% |
$44.8K - $90.7K
|
3.26K
$94.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
826New |
$22.7K - $45.9K
|
826
$24.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587+ 100.0% |
$16.1K - $32.6K
|
1.17K
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
488+ 100.83% |
$13.4K - $27.1K
|
972
$28.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
472+ 63.36% |
$13K - $26.2K
|
1.22K
$35.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
358+ 100.0% |
$9.83K - $19.9K
|
716
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
149New |
$4.09K - $8.28K
|
149
$4.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48+ 100.0% |
$1.32K - $2.67K
|
96
$2.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
33New |
$906 - $1.83K
|
33
$962
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 100.0% |
$686 - $1.39K
|
50
$1.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20New |
$549 - $1.11K
|
20
$583
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.09% |
$384 - $778
|
15.1K
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$54.9 - $111
|
9.56K
$279K
|