Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
108KNew |
$3.42M - $3.59M
|
108K
$3.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
97.1K+ 4.0% |
$3.06M - $3.21M
|
2.53M
$81.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
16.3K+ 4.53% |
$512K - $538K
|
375K
$12.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 119.64% |
$427K - $449K
|
24.9K
$805K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
10K+ 54.71% |
$315K - $332K
|
28.3K
$915K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.08K+ 18.88% |
$129K - $135K
|
25.7K
$830K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.14K+ 0.09% |
$99K - $104K
|
3.5M
$113M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.66K+ 8.64% |
$83.7K - $88K
|
33.5K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.57KNew |
$81K - $85.1K
|
2.57K
$83K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.37% |
$69.2K - $72.8K
|
28.5K
$920K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.2KNew |
$37.8K - $39.7K
|
1.2K
$38.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
986+ 3.14% |
$31K - $32.6K
|
32.4K
$1.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
899+ 149.58% |
$28.3K - $29.8K
|
1.5K
$48.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
846New |
$26.6K - $28K
|
846
$27.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
307New |
$9.67K - $10.2K
|
307
$9.92K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
261+ 62.14% |
$8.22K - $8.64K
|
681
$22K
|
|
|
Jan 12, 2026
Q4 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
149+ 0.32% |
$4.69K - $4.93K
|
46.2K
$1.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
103New |
$3.24K - $3.41K
|
103
$3.33K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
90+ 0.23% |
$2.83K - $2.98K
|
40K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.31% |
$976 - $1.03K
|
10.1K
$325K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29New |
$913 - $960
|
29
$937
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 0.14% |
$220 - $232
|
4.85K
$157K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.07% |
$157 - $166
|
7K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.02% |
$126 - $132
|
24.8K
$802K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-11- 0.06% |
$346 - $364
|
19.6K
$632K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-25- 33.78% |
$787 - $828
|
49
$1.58K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-38- 0.55% |
$1.2K - $1.26K
|
6.83K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-72- 0.19% |
$2.27K - $2.38K
|
37.5K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-100- 0.12% |
$3.15K - $3.31K
|
83.2K
$2.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-146- 1.61% |
$4.6K - $4.83K
|
8.94K
$289K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.0% |
$5.1K - $5.36K
|
16.1K
$520K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-191- 0.13% |
$6.01K - $6.32K
|
146K
$4.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-192- 12.82% |
$6.05K - $6.36K
|
1.31K
$42.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.1K- 17.99% |
$66K - $69.4K
|
9.55K
$309K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-2.99K- 14.56% |
$94K - $98.8K
|
17.5K
$566K
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-3.04K- 2.53% |
$95.8K - $101K
|
117K
$3.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-244K- 3.84% |
$7.69M - $8.08M
|
6.12M
$198M
|
|