Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 55.05% |
$374K - $470K
|
8.62K
$254K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.3K- 42.31% |
$470K - $591K
|
18.1K
$534K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.4K- 44.83% |
$474K - $596K
|
16.5K
$486K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.2KClosed |
$539K - $678K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-15.7K- 60.19% |
$554K - $697K
|
10.4K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.7K- 26.59% |
$556K - $700K
|
43.4K
$1.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16.5K- 5.0% |
$583K - $733K
|
313K
$9.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.1K- 9.13% |
$855K - $1.07M
|
240K
$7.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-58.2KClosed |
$2.06M - $2.59M
|
0
$0
|