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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24KNew |
$716K - $776K
|
24K
$776K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 47.72% |
$55.8K - $60.4K
|
5.79K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
21+ 0.24% |
$626 - $678
|
8.87K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-939- 9.6% |
$28K - $30.3K
|
8.84K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19.5KNew |
$582K - $630K
|
19.5K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.1K+ 37.27% |
$1.7M - $1.84M
|
210K
$6.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33.8KNew |
$1.01M - $1.09M
|
33.8K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.42K+ 13.48% |
$102K - $110K
|
28.8K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 2.23% |
$51.1K - $55.4K
|
75.1K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
28+ 0.17% |
$834 - $904
|
16K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.5% |
$59.6 - $64.6
|
404
$13K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
27New |
$805 - $872
|
27
$872
|
|
|
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 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564+ 1.69% |
$16.8K - $18.2K
|
33.9K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
63.3K+ 3.19% |
$1.89M - $2.04M
|
2.05M
$66.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.38K+ 8.83% |
$71K - $76.9K
|
29.3K
$947K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$209 - $226
|
12.1K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-574- 5.94% |
$17.1K - $18.5K
|
9.09K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.2K- 9.77% |
$632K - $685K
|
196K
$6.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.44K+ 26.81% |
$132K - $143K
|
21K
$678K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.57K+ 49.13% |
$166K - $180K
|
16.9K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13.6KNew |
$405K - $439K
|
13.6K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.41K- 25.97% |
$71.8K - $77.8K
|
6.87K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-903- 5.26% |
$26.9K - $29.2K
|
16.3K
$526K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.13% |
$59.6 - $64.6
|
1.57K
$50.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.15% |
$1.34K - $1.45K
|
29.7K
$958K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 12.91% |
$98.7K - $107K
|
29K
$936K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 88.3% |
$347K - $376K
|
24.8K
$802K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-26.5K- 75.15% |
$789K - $854K
|
8.75K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.32K+ 3.13% |
$188K - $204K
|
208K
$6.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$1.85M - $2M
|
62K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
181+ 0.48% |
$5.39K - $5.84K
|
37.6K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-60K- 18.15% |
$1.79M - $1.94M
|
271K
$8.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.54KNew |
$195K - $211K
|
6.54K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 0.27% |
$775 - $840
|
9.65K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4+ 0.06% |
$119 - $129
|
6.78K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2+ 0.07% |
$59.6 - $64.6
|
2.85K
$92K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
241+ 0.29% |
$7.18K - $7.78K
|
84.4K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23K- 10.39% |
$36.8K - $39.8K
|
10.6K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.6% |
$59.6 - $64.6
|
338
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
6.5KNew |
$194K - $210K
|
6.5K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.6K- 87.77% |
$107K - $116K
|
501
$16.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-134- 1.88% |
$3.99K - $4.33K
|
7K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30K+ 108.75% |
$895K - $970K
|
57.7K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 5.35% |
$1.25K - $1.36K
|
827
$26.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-5.1K- 49.41% |
$152K - $165K
|
5.22K
$169K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16.3K- 18.25% |
$484K - $525K
|
72.8K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.06% |
$149 - $161
|
8.74K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.09% |
$387 - $420
|
15.1K
$487K
|
|