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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.3KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Dec 19, 2024
Q1 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.17KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Lathrop Investment Management Corp
|
SELL
|
- |
-20.2KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|