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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 12.91% |
$98.7K - $107K
|
29K
$936K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.54K+ 27.87% |
$75.7K - $82K
|
11.6K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.38K+ 8.83% |
$71K - $76.9K
|
29.3K
$947K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.31K+ 19.31% |
$68.7K - $74.5K
|
14.2K
$460K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 47.72% |
$55.8K - $60.4K
|
5.79K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.86K+ 6.42% |
$55.4K - $60K
|
30.8K
$995K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.46K+ 33.89% |
$43.5K - $47.1K
|
5.76K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 11.11% |
$37.8K - $41K
|
12.7K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1KNew |
$29.8K - $32.3K
|
1K
$32.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
727+ 10.74% |
$21.7K - $23.5K
|
7.5K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
635+ 3.03% |
$18.9K - $20.5K
|
21.6K
$697K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564+ 1.69% |
$16.8K - $18.2K
|
33.9K
$1.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$14.9K - $16.1K
|
500
$16.1K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
489+ 4.0% |
$14.6K - $15.8K
|
12.7K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
400+ 4.28% |
$11.9K - $12.9K
|
9.74K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
345New |
$10.3K - $11.1K
|
345
$11.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
263New |
$7.84K - $8.49K
|
263
$8.49K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
241+ 0.29% |
$7.18K - $7.78K
|
84.4K
$2.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
210+ 1.52% |
$6.26K - $6.78K
|
14K
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207+ 0.48% |
$6.17K - $6.68K
|
43.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
196New |
$5.84K - $6.33K
|
196
$6.33K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
178New |
$5.3K - $5.75K
|
178
$5.75K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
169+ 18.59% |
$5.04K - $5.46K
|
1.08K
$34.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
144+ 2.1% |
$4.29K - $4.65K
|
7.01K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
138+ 0.7% |
$4.11K - $4.46K
|
19.7K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
100+ 1.1% |
$2.98K - $3.23K
|
9.2K
$297K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
84+ 0.28% |
$2.5K - $2.71K
|
30.4K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 0.62% |
$2.29K - $2.49K
|
12.5K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
57+ 0.32% |
$1.7K - $1.84K
|
17.9K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
47+ 0.29% |
$1.4K - $1.52K
|
16.5K
$532K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.15% |
$1.34K - $1.45K
|
29.7K
$958K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 5.35% |
$1.25K - $1.36K
|
827
$26.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.09% |
$924 - $1K
|
35K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
28+ 0.17% |
$834 - $904
|
16K
$518K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
27New |
$805 - $872
|
27
$872
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 0.27% |
$775 - $840
|
9.65K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 5.88% |
$745 - $807
|
450
$14.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$715 - $775
|
8.24K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
21+ 0.24% |
$626 - $678
|
8.87K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$596 - $646
|
7.96K
$257K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.28% |
$417 - $452
|
4.94K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.09% |
$387 - $420
|
15.1K
$487K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.27% |
$268 - $291
|
3.28K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$209 - $226
|
12.1K
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$209 - $226
|
4.84K
$156K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.06% |
$149 - $161
|
8.74K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4+ 0.06% |
$119 - $129
|
6.78K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.53% |
$89.4 - $96.9
|
567
$18.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.39% |
$59.6 - $64.6
|
518
$16.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.5% |
$59.6 - $64.6
|
404
$13K
|
|