Latest Institutional Transactions on Schwab Strategic Tr 1000 Index (SCHK)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr 1000 Index (SCHK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
358+ 100.0% |
$9.83K - $19.9K
|
716
$21.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 55.79% |
$343K - $694K
|
34.9K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.6K+ 92.7% |
$236K - $478K
|
17.9K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 100.0% |
$187K - $378K
|
13.6K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.1KNew |
$195K - $394K
|
7.1K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48+ 100.0% |
$1.32K - $2.67K
|
96
$2.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
149New |
$4.09K - $8.28K
|
149
$4.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.5K+ 100.0% |
$261K - $528K
|
19K
$560K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
826New |
$22.7K - $45.9K
|
826
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.09% |
$384 - $778
|
15.1K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
337KNew |
$9.26M - $18.7M
|
337K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.69K+ 197.01% |
$266K - $538K
|
14.6K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.22K+ 99.98% |
$143K - $290K
|
10.4K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.38M+ 94.02% |
$92.7M - $188M
|
6.97M
$205M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2.42K+ 100.0% |
$66.4K - $134K
|
4.84K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 100.55% |
$44.8K - $90.7K
|
3.26K
$95.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.8K+ 95.54% |
$269K - $544K
|
20K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.6K+ 100.02% |
$263K - $533K
|
19.2K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.9K+ 101.06% |
$435K - $881K
|
31.6K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.38KNew |
$230K - $465K
|
8.38K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 100.0% |
$686 - $1.39K
|
50
$1.47K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587+ 100.0% |
$16.1K - $32.6K
|
1.17K
$34.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20New |
$549 - $1.11K
|
20
$589
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 100.0% |
$192K - $389K
|
14K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.55K+ 94.19% |
$180K - $364K
|
13.5K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.31K+ 60.08% |
$90.7K - $184K
|
8.81K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.36M+ 107.33% |
$37.4M - $75.7M
|
2.63M
$77.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.71K+ 89.9% |
$129K - $262K
|
9.95K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 95.05% |
$95K - $192K
|
7.1K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.09K+ 100.66% |
$112K - $227K
|
8.15K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$390K - $789K
|
14.2K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.9K+ 95.13% |
$491K - $994K
|
36.7K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$54.9 - $111
|
9.56K
$282K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
16.3K+ 100.0% |
$448K - $906K
|
32.6K
$961K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18K+ 100.0% |
$252K - $510K
|
18.4K
$541K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
396+ 7.48% |
$19.7K - $21.9K
|
5.69K
$168K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.77KNew |
$188K - $208K
|
3.77K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.24K- 3.29% |
$61.7K - $68.5K
|
36.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 81.73% |
$733K - $813K
|
3.29K
$96.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-404- 17.35% |
$20.1K - $22.3K
|
1.93K
$56.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-512- 1.37% |
$25.5K - $28.3K
|
36.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-45.2K- 58.6% |
$2.25M - $2.5M
|
31.9K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.95K+ 302.01% |
$97.3K - $108K
|
2.6K
$76.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$24.9K - $27.6K
|
500
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 36.86% |
$75.3K - $83.6K
|
5.61K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
409+ 24.7% |
$20.4K - $22.6K
|
2.07K
$60.8K
|
|