Latest Institutional Purchases of Schwab Strategic Tr 1000 Index (SCHK)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr 1000 Index (SCHK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
108KNew |
$3.42M - $3.59M
|
108K
$3.5M
|
|
|
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 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
16.3K+ 4.53% |
$512K - $538K
|
375K
$12.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 119.64% |
$427K - $449K
|
24.9K
$805K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
10K+ 54.71% |
$315K - $332K
|
28.3K
$915K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.08K+ 18.88% |
$129K - $135K
|
25.7K
$830K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.14K+ 0.09% |
$99K - $104K
|
3.5M
$113M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.66K+ 8.64% |
$83.7K - $88K
|
33.5K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.57KNew |
$81K - $85.1K
|
2.57K
$83K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.37% |
$69.2K - $72.8K
|
28.5K
$920K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.2KNew |
$37.8K - $39.7K
|
1.2K
$38.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
986+ 3.14% |
$31K - $32.6K
|
32.4K
$1.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
899+ 149.58% |
$28.3K - $29.8K
|
1.5K
$48.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
846New |
$26.6K - $28K
|
846
$27.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
307New |
$9.67K - $10.2K
|
307
$9.92K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
261+ 62.14% |
$8.22K - $8.64K
|
681
$22K
|
|
|
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 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
103New |
$3.24K - $3.41K
|
103
$3.33K
|
|
|
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
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.31% |
$976 - $1.03K
|
10.1K
$325K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29New |
$913 - $960
|
29
$937
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$220 - $232
|
4.85K
$157K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.07% |
$157 - $166
|
7K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.02% |
$126 - $132
|
24.8K
$802K
|
|
| Q3 2025 | |||||||
|
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 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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
105KNew |
$3.12M - $3.38M
|
105K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.91M - $3.15M
|
97.5K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.2K+ 183.25% |
$2.15M - $2.33M
|
112K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
63.3K+ 3.19% |
$1.89M - $2.04M
|
2.05M
$66.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$1.85M - $2M
|
62K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.1K+ 37.27% |
$1.7M - $1.84M
|
210K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.8K+ 1.32% |
$1.22M - $1.32M
|
3.13M
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33.8KNew |
$1.01M - $1.09M
|
33.8K
$1.09M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$898K - $974K
|
30.1K
$974K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30K+ 108.75% |
$895K - $970K
|
57.7K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24KNew |
$716K - $776K
|
24K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22K+ 146940.0% |
$657K - $712K
|
22.1K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19.5KNew |
$582K - $630K
|
19.5K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.5K+ 4.19% |
$492K - $534K
|
411K
$13.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13.6KNew |
$405K - $439K
|
13.6K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.61KNew |
$286K - $310K
|
9.61K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.46KNew |
$282K - $305K
|
9.46K
$306K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8.31K+ 59.34% |
$248K - $268K
|
22.3K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.23KNew |
$245K - $266K
|
8.23K
$266K
|
|
|
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
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.04KNew |
$210K - $227K
|
7.04K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.99KNew |
$208K - $226K
|
6.99K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 2.23% |
$205K - $222K
|
315K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.54KNew |
$195K - $211K
|
6.54K
$211K
|
|