Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.98M- 4.24% |
$58.9M - $63.9M
|
44.6M
$1.44B
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-588K- 14.39% |
$17.5M - $19M
|
3.5M
$113M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-289K- 4.34% |
$8.6M - $9.32M
|
6.36M
$205M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-283K- 67.14% |
$8.43M - $9.13M
|
138K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-60K- 18.15% |
$1.79M - $1.94M
|
271K
$8.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.2K- 3.98% |
$842K - $912K
|
682K
$22M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-26.5K- 75.15% |
$789K - $854K
|
8.75K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.2K- 9.77% |
$632K - $685K
|
196K
$6.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.5K- 11.51% |
$490K - $531K
|
127K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 21.03% |
$487K - $527K
|
61.3K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16.3K- 18.25% |
$484K - $525K
|
72.8K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.04K- 10.2% |
$239K - $259K
|
70.7K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-7.43K- 28.86% |
$221K - $240K
|
18.3K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.23K- 19.32% |
$215K - $233K
|
30.2K
$975K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.26K- 0.26% |
$187K - $202K
|
2.43M
$78.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.2K- 98.6% |
$155K - $168K
|
74
$2.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.12K- 10.64% |
$153K - $165K
|
43K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-5.1K- 49.41% |
$152K - $165K
|
5.22K
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.6K- 87.77% |
$107K - $116K
|
501
$16.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.41K- 25.97% |
$71.8K - $77.8K
|
6.87K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.15K- 11.92% |
$64.2K - $69.5K
|
15.9K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.02K- 4.19% |
$60.3K - $65.4K
|
46.3K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 18.97% |
$59.4K - $64.4K
|
8.52K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.72K- 2.23% |
$51.1K - $55.4K
|
75.1K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 2.23% |
$51.1K - $55.4K
|
75.1K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23K- 10.39% |
$36.8K - $39.8K
|
10.6K
$344K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 4.54% |
$30.7K - $33.2K
|
21.6K
$698K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.3% |
$30.3K - $32.8K
|
77.5K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-939- 9.6% |
$28K - $30.3K
|
8.84K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-903- 5.26% |
$26.9K - $29.2K
|
16.3K
$526K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-893- 0.78% |
$26.6K - $28.8K
|
114K
$3.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-868- 7.91% |
$25.9K - $28K
|
10.1K
$327K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-851- 6.25% |
$25.4K - $27.5K
|
12.8K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-843- 5.35% |
$25.1K - $27.2K
|
14.9K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-750- 75.0% |
$22.4K - $24.2K
|
250
$8.07K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-574- 2.89% |
$17.1K - $18.5K
|
19.3K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-574- 5.94% |
$17.1K - $18.5K
|
9.09K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-570- 2.03% |
$17K - $18.4K
|
27.5K
$889K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-520- 7.4% |
$15.5K - $16.8K
|
6.5K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-495- 1.61% |
$14.8K - $16K
|
30.3K
$977K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-295- 2.19% |
$8.79K - $9.53K
|
13.2K
$426K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-200- 1.49% |
$5.96K - $6.46K
|
13.2K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 1.45% |
$5.96K - $6.46K
|
13.6K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-182- 2.26% |
$5.42K - $5.88K
|
7.86K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145- 0.18% |
$4.32K - $4.68K
|
81K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-134- 1.88% |
$3.99K - $4.33K
|
7K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.15% |
$1.55K - $1.68K
|
33.9K
$1.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-48- 0.24% |
$1.43K - $1.55K
|
19.6K
$633K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-11- 0.04% |
$328 - $355
|
31.1K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 0.24% |
$209 - $226
|
2.94K
$95K
|
|