Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.17M+ 276.0% |
$34.7M - $37.6M
|
1.59M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 56.57% |
$3.22M - $3.49M
|
299K
$9.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
105KNew |
$3.12M - $3.38M
|
105K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.91M - $3.15M
|
97.5K
$3.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
83.3KNew |
$2.48M - $2.69M
|
83.3K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.2K+ 183.25% |
$2.15M - $2.33M
|
112K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
63.3K+ 3.19% |
$1.89M - $2.04M
|
2.05M
$66.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$1.85M - $2M
|
62K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.1K+ 37.27% |
$1.7M - $1.84M
|
210K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.8K+ 1.32% |
$1.22M - $1.32M
|
3.13M
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33.8KNew |
$1.01M - $1.09M
|
33.8K
$1.09M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$898K - $974K
|
30.1K
$974K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30K+ 108.75% |
$895K - $970K
|
57.7K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24KNew |
$716K - $776K
|
24K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22K+ 146940.0% |
$657K - $712K
|
22.1K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19.5KNew |
$582K - $630K
|
19.5K
$630K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.7K+ 13.22% |
$497K - $539K
|
143K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.5K+ 4.19% |
$492K - $534K
|
411K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.3K+ 4.16% |
$427K - $463K
|
359K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13.6KNew |
$405K - $439K
|
13.6K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 8.9% |
$357K - $387K
|
146K
$4.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 88.3% |
$347K - $376K
|
24.8K
$802K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.61KNew |
$286K - $310K
|
9.61K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.46KNew |
$282K - $305K
|
9.46K
$306K
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
9.35K+ 25.49% |
$279K - $302K
|
46K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8.31K+ 59.34% |
$248K - $268K
|
22.3K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.23KNew |
$245K - $266K
|
8.23K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.42KNew |
$221K - $240K
|
7.42K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.04KNew |
$210K - $227K
|
7.04K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.99KNew |
$208K - $226K
|
6.99K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 2.23% |
$205K - $222K
|
315K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.54KNew |
$195K - $211K
|
6.54K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
6.5KNew |
$194K - $210K
|
6.5K
$210K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.32K+ 3.13% |
$188K - $204K
|
208K
$6.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.57K+ 49.13% |
$166K - $180K
|
16.9K
$546K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45K+ 28.58% |
$133K - $144K
|
20K
$646K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.44K+ 26.81% |
$132K - $143K
|
21K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.2K+ 6.01% |
$125K - $135K
|
74K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3.49K+ 9.68% |
$104K - $113K
|
39.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.42K+ 13.48% |
$102K - $110K
|
28.8K
$931K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 12.91% |
$98.7K - $107K
|
29K
$936K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.54K+ 27.87% |
$75.7K - $82K
|
11.6K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.38K+ 8.83% |
$71K - $76.9K
|
29.3K
$947K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.31K+ 19.31% |
$68.7K - $74.5K
|
14.2K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.3K+ 29.61% |
$68.5K - $74.2K
|
10.1K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 47.72% |
$55.8K - $60.4K
|
5.79K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.86K+ 6.42% |
$55.4K - $60K
|
30.8K
$995K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.46K+ 33.89% |
$43.5K - $47.1K
|
5.76K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 11.11% |
$37.8K - $41K
|
12.7K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1KNew |
$29.8K - $32.3K
|
1K
$32.3K
|
|