Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1000 INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.4KNew |
$340K - $689K
|
12.4K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 100.11% |
$323K - $654K
|
23.5K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.5K+ 100.0% |
$317K - $641K
|
23.1K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.5K+ 120.08% |
$287K - $581K
|
19.2K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.1K+ 100.24% |
$276K - $559K
|
20.1K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.8K+ 95.54% |
$269K - $544K
|
20K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.73K+ 73.83% |
$267K - $541K
|
22.9K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.69K+ 197.01% |
$266K - $538K
|
14.6K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.61KNew |
$264K - $534K
|
9.61K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
9.6K+ 75.07% |
$263K - $533K
|
22.4K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.6K+ 100.02% |
$263K - $533K
|
19.2K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.5K+ 100.0% |
$261K - $528K
|
19K
$534K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.18K+ 100.0% |
$252K - $510K
|
18.4K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.92K+ 101.17% |
$245K - $496K
|
17.7K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.6K+ 92.7% |
$236K - $478K
|
17.9K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.38KNew |
$230K - $465K
|
8.38K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35K+ 86.02% |
$229K - $464K
|
18.1K
$508K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.2K+ 94.97% |
$225K - $456K
|
16.8K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.18K+ 100.63% |
$225K - $455K
|
16.3K
$459K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.94KNew |
$218K - $441K
|
7.94K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.92K+ 100.0% |
$217K - $440K
|
15.8K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.72KNew |
$212K - $429K
|
7.72K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.54K+ 100.19% |
$207K - $419K
|
15.1K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.52K+ 130.58% |
$206K - $418K
|
13.3K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.4K+ 86.96% |
$203K - $411K
|
15.9K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.19K+ 100.0% |
$197K - $399K
|
14.4K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.1KNew |
$195K - $394K
|
7.1K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01K+ 100.0% |
$192K - $389K
|
14K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.96K+ 99.43% |
$191K - $387K
|
14K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 100.0% |
$187K - $378K
|
13.6K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.77K+ 97.13% |
$186K - $376K
|
13.7K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 257.55% |
$184K - $372K
|
9.3K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.55K+ 94.19% |
$180K - $364K
|
13.5K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.52K+ 57.41% |
$179K - $362K
|
17.9K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5.94K+ 183.33% |
$163K - $330K
|
9.18K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.56K+ 97.66% |
$153K - $309K
|
11.3K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.48K+ 93.12% |
$150K - $305K
|
11.4K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.22K+ 99.98% |
$143K - $290K
|
10.4K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 95.07% |
$139K - $282K
|
10.4K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.06K+ 96.99% |
$139K - $281K
|
10.3K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.98K+ 95.44% |
$137K - $277K
|
10.2K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.98K+ 1244.0% |
$137K - $276K
|
5.38K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 86.98% |
$134K - $271K
|
10.5K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.86K+ 100.0% |
$133K - $270K
|
9.71K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.71K+ 89.9% |
$129K - $262K
|
9.95K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42K+ 65.89% |
$121K - $246K
|
11.1K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.37K+ 100.09% |
$120K - $243K
|
8.73K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27K+ 129.86% |
$117K - $237K
|
7.56K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.19K+ 100.0% |
$115K - $233K
|
8.38K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.09K+ 100.66% |
$112K - $227K
|
8.15K
$229K
|