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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.77KNew |
$103K - $209K
|
3.77K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73K+ 100.0% |
$102K - $207K
|
7.45K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.62K+ 100.0% |
$99.4K - $201K
|
7.24K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54K+ 90.54% |
$97.2K - $197K
|
7.45K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.53K+ 100.46% |
$96.8K - $196K
|
7.03K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.51K+ 100.0% |
$96.4K - $195K
|
7.02K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.51KNew |
$96.3K - $195K
|
3.51K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.49K+ 91.73% |
$95.9K - $194K
|
7.3K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 95.05% |
$95K - $192K
|
7.1K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.33K+ 100.0% |
$91.5K - $185K
|
6.66K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.31K+ 60.08% |
$90.7K - $184K
|
8.81K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44K+ 100.0% |
$67K - $136K
|
4.88K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2.42K+ 100.0% |
$66.4K - $134K
|
4.84K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.37K+ 93.52% |
$65K - $132K
|
4.9K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 99.95% |
$51.6K - $104K
|
3.76K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 85.3% |
$45.1K - $91.2K
|
3.57K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 100.55% |
$44.8K - $90.7K
|
3.26K
$96.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$41.2K - $83.4K
|
1.5K
$44.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.47K+ 101.52% |
$40.4K - $81.7K
|
2.92K
$86.2K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 93.88% |
$39.2K - $79.3K
|
2.95K
$87K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$32.9K - $66.5K
|
1.2K
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
989New |
$27.1K - $54.9K
|
989
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
863+ 66.85% |
$23.7K - $47.9K
|
2.15K
$63.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
826New |
$22.7K - $45.9K
|
826
$24.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800+ 100.0% |
$22K - $44.4K
|
1.6K
$47.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
774+ 99.87% |
$21.2K - $43K
|
1.55K
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
665+ 75.57% |
$18.3K - $36.9K
|
1.55K
$45.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587+ 100.0% |
$16.1K - $32.6K
|
1.17K
$34.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
574+ 100.0% |
$15.8K - $31.9K
|
1.15K
$33.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
557New |
$15.3K - $30.9K
|
557
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
520New |
$14.3K - $28.9K
|
520
$15.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
488+ 100.83% |
$13.4K - $27.1K
|
972
$28.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
472+ 63.36% |
$13K - $26.2K
|
1.22K
$35.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458+ 3.87% |
$12.6K - $25.4K
|
12.3K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
443+ 1302.94% |
$12.2K - $24.6K
|
477
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$11.8K - $23.9K
|
430
$12.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
411+ 115.77% |
$11.3K - $22.8K
|
766
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$11K - $22.2K
|
400
$11.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
358+ 100.0% |
$9.83K - $19.9K
|
716
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
326+ 100.0% |
$8.95K - $18.1K
|
652
$19.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
312+ 100.0% |
$8.56K - $17.3K
|
624
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
263+ 124.64% |
$7.22K - $14.6K
|
474
$14K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
259+ 100.78% |
$7.11K - $14.4K
|
516
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 100.8% |
$6.94K - $14.1K
|
504
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
216New |
$5.93K - $12K
|
216
$6.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 100.0% |
$5.49K - $11.1K
|
400
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
197+ 100.0% |
$5.41K - $10.9K
|
394
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166+ 100.0% |
$4.56K - $9.22K
|
332
$9.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$4.2K - $8.5K
|
153
$4.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 99.34% |
$4.12K - $8.33K
|
301
$8.88K
|