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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 50.16% |
$272K - $340K
|
11.3K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.91K- 3.26% |
$93.4K - $117K
|
116K
$3.75M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.35K- 14.82% |
$32.2K - $40.3K
|
7.77K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-688- 10.1% |
$16.4K - $20.5K
|
6.12K
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 0.59% |
$9.55K - $11.9K
|
66.9K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-256- 2.64% |
$6.11K - $7.63K
|
9.43K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 6.65% |
$5.97K - $7.46K
|
3.51K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-218- 5.21% |
$5.2K - $6.5K
|
3.97K
$128K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-476K- 96.29% |
$12.6M - $14.1M
|
18.4K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.57K- 41.69% |
$41.7K - $46.5K
|
2.2K
$71K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-547- 47.65% |
$14.5K - $16.2K
|
601
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-287- 1.22% |
$7.61K - $8.5K
|
23.2K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 7.31% |
$1.49K - $1.66K
|
710
$22.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18- 4.19% |
$478 - $533
|
412
$13.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-385- 2.91% |
$19.2K - $21.3K
|
12.9K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-171- 99.42% |
$8.52K - $9.45K
|
1
$32.3
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-860- 58.9% |
$34K - $39.7K
|
600
$19.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.17K- 2.43% |
$294K - $317K
|
288K
$9.31M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.61K- 19.53% |
$62.8K - $68.9K
|
6.64K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.56K - $1.71K
|
61.3K
$1.98M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.3K- 33.46% |
$121K - $134K
|
6.57K
$212K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-546- 6.44% |
$18.9K - $22.8K
|
7.93K
$256K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-28- 2.83% |
$969 - $1.17K
|
961
$31K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-25- 0.39% |
$865 - $1.04K
|
6.32K
$204K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.1K- 41.07% |
$356K - $448K
|
14.4K
$466K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.58KClosed |
$339K - $427K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.62KClosed |
$270K - $339K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.64KClosed |
$200K - $251K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5KClosed |
$177K - $223K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.73KClosed |
$167K - $210K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.57KClosed |
$162K - $203K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-152Closed |
$5.38K - $6.77K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-36Closed |
$1.27K - $1.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-56.9KClosed |
$2.3M - $2.66M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-19.4KClosed |
$783K - $906K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-15KClosed |
$608K - $703K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.3KClosed |
$458K - $529K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.66KClosed |
$270K - $312K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.08KClosed |
$84.1K - $97.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-627- 7.46% |
$25.4K - $29.3K
|
7.78K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-370Closed |
$15K - $17.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-55Closed |
$2.23K - $2.57K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.39KClosed |
$59K - $65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-920Closed |
$39.1K - $43.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-113Closed |
$4.8K - $5.29K
|
0
$0
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8- 0.17% |
$340 - $375
|
4.73K
$153K
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7.35KClosed |
$309K - $331K
|
0
$0
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.7KClosed |
$198K - $212K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.47KClosed |
$146K - $156K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$27.3K - $29.2K
|
0
$0
|
|