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 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30.5K+ 100.0% |
$837K - $1.69M
|
61K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.3KNew |
$420K - $851K
|
15.3K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13K+ 100.0% |
$357K - $722K
|
26K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.4KNew |
$340K - $689K
|
12.4K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.73K+ 73.83% |
$267K - $541K
|
22.9K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.5K+ 100.0% |
$261K - $528K
|
19K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.92K+ 100.0% |
$217K - $440K
|
15.8K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.19K+ 100.0% |
$197K - $399K
|
14.4K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 100.0% |
$187K - $378K
|
13.6K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.94K+ 183.33% |
$163K - $330K
|
9.18K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.86K+ 100.0% |
$133K - $270K
|
9.71K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19K+ 100.0% |
$115K - $233K
|
8.38K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4K+ 100.0% |
$110K - $222K
|
8K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.73K+ 100.0% |
$102K - $207K
|
7.45K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54K+ 90.54% |
$97.2K - $197K
|
7.45K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.51KNew |
$96.3K - $195K
|
3.51K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.46K+ 95.05% |
$95K - $192K
|
7.1K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.44K+ 100.0% |
$67K - $136K
|
4.88K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.87K+ 100.0% |
$51.3K - $104K
|
3.74K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$32.9K - $66.5K
|
1.2K
$38.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
863+ 66.85% |
$23.7K - $47.9K
|
2.15K
$69.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
826New |
$22.7K - $45.9K
|
826
$26.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
800+ 100.0% |
$22K - $44.4K
|
1.6K
$51.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
750New |
$20.6K - $41.7K
|
750
$24.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
587+ 100.0% |
$16.1K - $32.6K
|
1.17K
$37.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
557New |
$15.3K - $30.9K
|
557
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
520New |
$14.3K - $28.9K
|
520
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
472+ 63.36% |
$13K - $26.2K
|
1.22K
$39.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
312+ 100.0% |
$8.56K - $17.3K
|
624
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
216New |
$5.93K - $12K
|
216
$6.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 100.0% |
$5.49K - $11.1K
|
400
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
197+ 100.0% |
$5.41K - $10.9K
|
394
$12.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
166+ 100.0% |
$4.56K - $9.22K
|
332
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$4.2K - $8.5K
|
153
$4.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 99.34% |
$4.12K - $8.33K
|
301
$9.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
149New |
$4.09K - $8.28K
|
149
$4.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
101+ 100.0% |
$2.77K - $5.61K
|
202
$6.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100+ 100.0% |
$2.75K - $5.56K
|
200
$6.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
81+ 0.25% |
$2.22K - $4.5K
|
32K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 100.0% |
$1.84K - $3.72K
|
134
$4.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
48+ 100.0% |
$1.32K - $2.67K
|
96
$3.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
40+ 100.0% |
$1.1K - $2.22K
|
80
$2.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$878 - $1.78K
|
32
$1.03K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 100.0% |
$714 - $1.44K
|
52
$1.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 100.0% |
$686 - $1.39K
|
50
$1.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 100.0% |
$549 - $1.11K
|
40
$1.29K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20New |
$549 - $1.11K
|
20
$646
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10+ 100.0% |
$275 - $556
|
20
$646
|
|