Latest Institutional Purchases of Schwab Strategic Tr 1000 Index (SCHK)

SCHK Quotes by TradingView

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 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
1.5K
New
$41.2K - $83.4K
1.5K $44.3K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
1.47K
+ 101.52%
$40.4K - $81.7K
2.92K $86.2K
Feb 13, 2025 Q4 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.43K
+ 93.88%
$39.2K - $79.3K
2.95K $87K
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
863
+ 66.85%
$23.7K - $47.9K
2.15K $63.6K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
826
New
$22.7K - $45.9K
826 $24.4K
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
800
+ 100.0%
$22K - $44.4K
1.6K $47.2K
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
774
+ 99.87%
$21.2K - $43K
1.55K $45.7K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
665
+ 75.57%
$18.3K - $36.9K
1.55K $45.6K
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
587
+ 100.0%
$16.1K - $32.6K
1.17K $34.6K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
574
+ 100.0%
$15.8K - $31.9K
1.15K $33.9K
Feb 13, 2025 Q4 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
520
New
$14.3K - $28.9K
520 $15.3K
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
488
+ 100.83%
$13.4K - $27.1K
972 $28.7K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
472
+ 63.36%
$13K - $26.2K
1.22K $35.9K
Feb 10, 2025 Q4 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
458
+ 3.87%
$12.6K - $25.4K
12.3K $362K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
443
+ 1302.94%
$12.2K - $24.6K
477 $14.1K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
430
New
$11.8K - $23.9K
430 $12.7K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
411
+ 115.77%
$11.3K - $22.8K
766 $22.6K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
400
New
$11K - $22.2K
400 $11.8K
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
358
+ 100.0%
$9.83K - $19.9K
716 $21.1K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
326
+ 100.0%
$8.95K - $18.1K
652 $19.2K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
312
+ 100.0%
$8.56K - $17.3K
624 $18.4K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
263
+ 124.64%
$7.22K - $14.6K
474 $14K
Feb 07, 2025 Q4 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
259
+ 100.78%
$7.11K - $14.4K
516 $15.2K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
216
New
$5.93K - $12K
216 $6.37K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
197
+ 100.0%
$5.41K - $10.9K
394 $11.6K
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
166
+ 100.0%
$4.56K - $9.22K
332 $9.8K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
150
+ 99.34%
$4.12K - $8.33K
301 $8.88K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
149
New
$4.09K - $8.28K
149 $4.4K
Jan 30, 2025 Q4 2024
Game Plan Financial Advisors, LLC

BUY
 -
101
+ 100.0%
$2.77K - $5.61K
202 $5.96K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
100
+ 100.0%
$2.75K - $5.56K
200 $5.9K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
67
+ 100.0%
$1.84K - $3.72K
134 $3.95K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
55
New
$1.51K - $3.06K
55 $1.62K
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
48
+ 100.0%
$1.32K - $2.67K
96 $2.83K
Feb 04, 2025 Q4 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
40
+ 100.0%
$1.1K - $2.22K
80 $2.36K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
33
New
$906 - $1.83K
33 $974
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
32
New
$878 - $1.78K
32 $944
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
26
+ 100.0%
$714 - $1.44K
52 $1.53K
Jan 16, 2025 Q4 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
25
+ 100.0%
$686 - $1.39K
50 $1.48K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
20
New
$549 - $1.11K
20 $590
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
14
+ 0.09%
$384 - $778
15.1K $444K
Jan 31, 2025 Q4 2024
Morton Brown Family Wealth, LLC

BUY
 -
10
+ 100.0%
$275 - $556
20 $590
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
2
+ 0.02%
$54.9 - $111
9.56K $282K
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
1
+ 100.0%
$27.5 - $55.6
2 $59
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
1
+ 100.0%
$27.5 - $55.6
2 $59
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
1
+ 100.0%
$27.5 - $55.6
2 $59
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
0
New
$0 - $0
0 $0
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
107K
+ 19941.34%
$5.33M - $5.92M
108K $3.18M

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