Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHV)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.03K+ 226.82% |
$146K - $154K
|
2.93K
$216K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-251- 72.75% |
$18K - $19K
|
94
$6.95K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.21K- 21.85% |
$158K - $167K
|
7.9K
$584K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
89+ 1.29% |
$6.38K - $6.75K
|
7K
$518K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.83KNew |
$126K - $139K
|
1.83K
$135K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.18K+ 1.09% |
$150K - $165K
|
202K
$15M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.36KNew |
$369K - $407K
|
5.36K
$396K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 58.29% |
$7.5K - $8.28K
|
78
$5.77K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.56K- 4.06% |
$658K - $726K
|
226K
$16.7M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 34.16% |
$88.4K - $97.6K
|
5.05K
$373K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
24.5K+ 5.71% |
$1.69M - $1.86M
|
454K
$33.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
350K+ 424.17% |
$24.1M - $26.6M
|
432K
$32M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-36- 0.89% |
$2.48K - $2.74K
|
4.02K
$297K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-356- 2.14% |
$24.5K - $27K
|
16.3K
$1.21M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-5- 1.49% |
$344 - $380
|
331
$24.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.43% |
$275 - $304
|
927
$68.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.18K- 17.16% |
$219K - $242K
|
15.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.21K- 0.69% |
$221K - $244K
|
463K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.4K+ 41.11% |
$4.02M - $4.43M
|
200K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
827+ 77.8% |
$56.9K - $62.8K
|
1.89K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.79% |
$116K - $128K
|
42.9K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-85.6K- 3.44% |
$5.89M - $6.5M
|
2.4M
$178M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 1.33% |
$73.8K - $81.5K
|
81.7K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-261- 1.29% |
$18K - $19.8K
|
20K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 63.02% |
$1.54M - $1.7M
|
13.2K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.36% |
$11.3M - $12.4M
|
327K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.04K- 2.5% |
$71.6K - $79K
|
40.5K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
141K+ 184.4% |
$9.71M - $10.7M
|
218K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.71KNew |
$187K - $206K
|
2.71K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 6.15% |
$2.92M - $3.22M
|
647K
$47.8M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
347New |
$23.9K - $26.4K
|
347
$25.7K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.67K- 1.0% |
$253K - $279K
|
363K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.74KNew |
$188K - $208K
|
2.74K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 16.26% |
$144K - $159K
|
15K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-22.6K- 29.91% |
$1.56M - $1.72M
|
53.1K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-318- 0.28% |
$21.9K - $24.2K
|
113K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.65K+ 17.06% |
$320K - $353K
|
31.9K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.92K- 6.97% |
$407K - $450K
|
79K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.36K- 1.25% |
$575K - $635K
|
659K
$48.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 2.99% |
$5.02K - $5.55K
|
2.37K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 71.73% |
$115K - $127K
|
659
$48.8K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.34K- 20.6% |
$505K - $558K
|
28.3K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.54% |
$413 - $456
|
1.11K
$82.3K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$68.8 - $76
|
1
$74
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88+ 100.0% |
$6.06K - $6.69K
|
176
$13K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 84.25% |
$22.7M - $25.1M
|
61.8K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.9K+ 10.81% |
$3.71M - $4.09M
|
552K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.29KNew |
$157K - $174K
|
2.29K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.49KNew |
$653K - $721K
|
9.49K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 1135.69% |
$841K - $928K
|
13.3K
$984K
|
|