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
$204M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.36M+ 107.33% |
$37.4M - $75.7M
|
2.63M
$77.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
337KNew |
$9.26M - $18.7M
|
337K
$9.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
60K+ 94.92% |
$1.65M - $3.33M
|
123K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.4KNew |
$1.36M - $2.74M
|
49.4K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.3KNew |
$1.3M - $2.63M
|
47.3K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
37K+ 100.66% |
$1.02M - $2.06M
|
73.8K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
30.9K+ 98.82% |
$848K - $1.72M
|
62.2K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30.5K+ 100.0% |
$837K - $1.69M
|
61K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
21.9K+ 97.15% |
$600K - $1.22M
|
44.4K
$1.3M
|
|
|
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
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.9K+ 101.06% |
$435K - $881K
|
31.6K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.3KNew |
$420K - $851K
|
15.3K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.3K+ 100.0% |
$420K - $849K
|
30.6K
$895K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$390K - $789K
|
14.2K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 55.79% |
$343K - $694K
|
34.9K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 100.11% |
$323K - $654K
|
23.5K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.1K+ 100.24% |
$276K - $559K
|
20.1K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.8K+ 95.54% |
$269K - $544K
|
20K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.69K+ 197.01% |
$266K - $538K
|
14.6K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.6K+ 100.02% |
$263K - $533K
|
19.2K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.5K+ 100.0% |
$261K - $528K
|
19K
$556K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18K+ 100.0% |
$252K - $510K
|
18.4K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.6K+ 92.7% |
$236K - $478K
|
17.9K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.38KNew |
$230K - $465K
|
8.38K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35K+ 86.02% |
$229K - $464K
|
18.1K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.18K+ 100.63% |
$225K - $455K
|
16.3K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.52K+ 130.58% |
$206K - $418K
|
13.3K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.19K+ 100.0% |
$197K - $399K
|
14.4K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.1KNew |
$195K - $394K
|
7.1K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 100.0% |
$192K - $389K
|
14K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 100.0% |
$187K - $378K
|
13.6K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.77K+ 97.13% |
$186K - $376K
|
13.7K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.55K+ 94.19% |
$180K - $364K
|
13.5K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.22K+ 99.98% |
$143K - $290K
|
10.4K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.98K+ 95.44% |
$137K - $277K
|
10.2K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.71K+ 89.9% |
$129K - $262K
|
9.95K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19K+ 100.0% |
$115K - $233K
|
8.38K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.09K+ 100.66% |
$112K - $227K
|
8.15K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.06K+ 97.67% |
$112K - $226K
|
8.23K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.77KNew |
$103K - $209K
|
3.77K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73K+ 100.0% |
$102K - $207K
|
7.45K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62K+ 100.0% |
$99.4K - $201K
|
7.24K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.51K+ 100.0% |
$96.4K - $195K
|
7.02K
$206K
|