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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.1M+ 66.84% |
$525M - $1.06B
|
47.7M
$1.41B
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.38M+ 94.02% |
$92.7M - $188M
|
6.97M
$206M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.29M+ 109.17% |
$62.9M - $127M
|
4.39M
$129M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.36M+ 107.33% |
$37.4M - $75.7M
|
2.63M
$77.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
976K+ 101.41% |
$26.8M - $54.2M
|
1.94M
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
438KNew |
$12M - $24.3M
|
438K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
337KNew |
$9.26M - $18.7M
|
337K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
311K+ 100.0% |
$8.53M - $17.3M
|
621K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
158K+ 108.17% |
$4.33M - $8.76M
|
303K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140K+ 135.08% |
$3.83M - $7.75M
|
243K
$7.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99.4K+ 99.71% |
$2.73M - $5.52M
|
199K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.1K+ 84.72% |
$2.58M - $5.23M
|
205K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
72.2K+ 112.05% |
$1.98M - $4.01M
|
137K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.1K+ 299.13% |
$1.9M - $3.84M
|
92.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
68.5KNew |
$1.88M - $3.81M
|
68.5K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
66.4K+ 98.11% |
$1.82M - $3.69M
|
134K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
60.1K+ 100.0% |
$1.65M - $3.34M
|
120K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
60K+ 94.92% |
$1.65M - $3.33M
|
123K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55.5K+ 100.28% |
$1.52M - $3.09M
|
111K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 110.16% |
$1.48M - $2.99M
|
103K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.4KNew |
$1.36M - $2.74M
|
49.4K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.3KNew |
$1.3M - $2.63M
|
47.3K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.1K+ 100.17% |
$1.29M - $2.62M
|
94.1K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
41.9K+ 113.69% |
$1.15M - $2.33M
|
78.8K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.8K+ 103.71% |
$1.04M - $2.1M
|
74.3K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
37K+ 100.66% |
$1.02M - $2.06M
|
73.8K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
30.9K+ 98.82% |
$848K - $1.72M
|
62.2K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30.5K+ 100.0% |
$837K - $1.69M
|
61K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.5K+ 99.98% |
$837K - $1.69M
|
61K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.1K+ 106.23% |
$661K - $1.34M
|
46.7K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 95.14% |
$636K - $1.29M
|
47.6K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
21.9K+ 97.15% |
$600K - $1.22M
|
44.4K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.9K+ 95.13% |
$491K - $994K
|
36.7K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
16.3K+ 100.0% |
$448K - $906K
|
32.6K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.9K+ 101.06% |
$435K - $881K
|
31.6K
$931K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.7K+ 142.86% |
$431K - $872K
|
26.7K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.3KNew |
$420K - $851K
|
15.3K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.3K+ 100.0% |
$420K - $849K
|
30.6K
$902K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$390K - $789K
|
14.2K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14K+ 93.58% |
$384K - $778K
|
29K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
13.9K+ 100.69% |
$383K - $774K
|
27.8K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.7K+ 114.44% |
$377K - $763K
|
25.7K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13K+ 100.0% |
$357K - $722K
|
26K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 55.79% |
$343K - $694K
|
34.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.4KNew |
$340K - $689K
|
12.4K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 100.11% |
$323K - $654K
|
23.5K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$681K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.1K+ 100.24% |
$276K - $559K
|
20.1K
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.8K+ 95.54% |
$269K - $544K
|
20K
$592K
|