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 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.07% |
$157 - $166
|
7K
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-11- 0.06% |
$346 - $364
|
19.6K
$632K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.57KNew |
$81K - $85.1K
|
2.57K
$83K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
986+ 3.14% |
$31K - $32.6K
|
32.4K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
149+ 0.32% |
$4.69K - $4.93K
|
46.2K
$1.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
90+ 0.23% |
$2.83K - $2.98K
|
40K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-146- 1.61% |
$4.6K - $4.83K
|
8.94K
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.31% |
$976 - $1.03K
|
10.1K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-100- 0.12% |
$3.15K - $3.31K
|
83.2K
$2.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-191- 0.13% |
$6.01K - $6.32K
|
146K
$4.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
97.1K+ 4.0% |
$3.06M - $3.21M
|
2.53M
$81.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-72- 0.19% |
$2.27K - $2.38K
|
37.5K
$1.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.08K+ 18.88% |
$129K - $135K
|
25.7K
$830K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$898K - $974K
|
30.1K
$974K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8.31K+ 59.34% |
$248K - $268K
|
22.3K
$721K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.28% |
$417 - $452
|
4.94K
$160K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.39% |
$59.6 - $64.6
|
518
$16.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.3% |
$30.3K - $32.8K
|
77.5K
$2.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$14.9K - $16.1K
|
500
$16.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.98M- 4.24% |
$58.9M - $63.9M
|
44.6M
$1.44B
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
84+ 0.28% |
$2.5K - $2.71K
|
30.4K
$981K
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
144+ 2.1% |
$4.29K - $4.65K
|
7.01K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22K+ 146940.0% |
$657K - $712K
|
22.1K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 21.03% |
$487K - $527K
|
61.3K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 11.11% |
$37.8K - $41K
|
12.7K
$410K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.04K- 10.2% |
$239K - $259K
|
70.7K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
57+ 0.32% |
$1.7K - $1.84K
|
17.9K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
138+ 0.7% |
$4.11K - $4.46K
|
19.7K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 18.97% |
$59.4K - $64.4K
|
8.52K
$275K
|
|
|
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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.72K- 2.23% |
$51.1K - $55.4K
|
75.1K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.2% |
$29.8 - $32.3
|
508
$16.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207+ 0.48% |
$6.17K - $6.68K
|
43.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 0.62% |
$2.29K - $2.49K
|
12.5K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.91M - $3.15M
|
97.5K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.99KNew |
$208K - $226K
|
6.99K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 0.24% |
$209 - $226
|
2.94K
$95K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.02K- 4.19% |
$60.3K - $65.4K
|
46.3K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.8K+ 1.32% |
$1.22M - $1.32M
|
3.13M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 2.23% |
$205K - $222K
|
315K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
635+ 3.03% |
$18.9K - $20.5K
|
21.6K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
196New |
$5.84K - $6.33K
|
196
$6.33K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-843- 5.35% |
$25.1K - $27.2K
|
14.9K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-750- 75.0% |
$22.4K - $24.2K
|
250
$8.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-283K- 67.14% |
$8.43M - $9.13M
|
138K
$4.47M
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145- 0.18% |
$4.32K - $4.68K
|
81K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.04KNew |
$210K - $227K
|
7.04K
$227K
|
|