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 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
|
Element Wealth, LLC
|
SELL
|
- |
-520- 7.4% |
$15.5K - $16.8K
|
6.5K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-11- 0.04% |
$328 - $355
|
31.1K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$596 - $646
|
7.96K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.09% |
$387 - $420
|
15.1K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.23KNew |
$245K - $266K
|
8.23K
$266K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-200- 1.49% |
$5.96K - $6.46K
|
13.2K
$428K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
263New |
$7.84K - $8.49K
|
263
$8.49K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
47+ 0.29% |
$1.4K - $1.52K
|
16.5K
$532K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
178New |
$5.3K - $5.75K
|
178
$5.75K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-588K- 14.39% |
$17.5M - $19M
|
3.5M
$113M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1KNew |
$29.8K - $32.3K
|
1K
$32.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.46KNew |
$282K - $305K
|
9.46K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
210+ 1.52% |
$6.26K - $6.78K
|
14K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.23K- 19.32% |
$215K - $233K
|
30.2K
$975K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-7.43K- 28.86% |
$221K - $240K
|
18.3K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
489+ 4.0% |
$14.6K - $15.8K
|
12.7K
$411K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.09% |
$924 - $1K
|
35K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 1.45% |
$5.96K - $6.46K
|
13.6K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893- 0.78% |
$26.6K - $28.8K
|
114K
$3.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.12K- 10.64% |
$153K - $165K
|
43K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$209 - $226
|
4.84K
$156K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.42% |
$3.31K - $3.58K
|
26.3K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-295- 2.19% |
$8.79K - $9.53K
|
13.2K
$426K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$29.8 - $32.3
|
44
$1.42K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3.49K+ 9.68% |
$104K - $113K
|
39.6K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.3K+ 4.16% |
$427K - $463K
|
359K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.15% |
$1.55K - $1.68K
|
33.9K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$715 - $775
|
8.24K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
345New |
$10.3K - $11.1K
|
345
$11.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.5K- 11.51% |
$490K - $531K
|
127K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 5.88% |
$745 - $807
|
450
$14.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.86K+ 6.42% |
$55.4K - $60K
|
30.8K
$995K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-182- 2.26% |
$5.42K - $5.88K
|
7.86K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-851- 6.25% |
$25.4K - $27.5K
|
12.8K
$412K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.2K- 98.6% |
$155K - $168K
|
74
$2.39K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-495- 1.61% |
$14.8K - $16K
|
30.3K
$977K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-289K- 4.34% |
$8.6M - $9.32M
|
6.36M
$205M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.54K+ 27.87% |
$75.7K - $82K
|
11.6K
$376K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.27% |
$268 - $291
|
3.28K
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.53% |
$89.4 - $96.9
|
567
$18.3K
|
|