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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10K+ 200.0% |
$258K - $804K
|
15K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
66+ 200.0% |
$1.7K - $5.31K
|
99
$2.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25.9K+ 200.0% |
$667K - $2.08M
|
38.8K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
655K+ 174.25% |
$16.9M - $52.7M
|
1.03M
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.12K+ 200.37% |
$235K - $733K
|
13.7K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29.1K+ 189.4% |
$751K - $2.34M
|
44.5K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
88.5K+ 195.34% |
$2.28M - $7.11M
|
134K
$3.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
162K+ 193.09% |
$4.18M - $13M
|
246K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
16K+ 208.36% |
$412K - $1.28M
|
23.6K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
209K+ 226.79% |
$5.38M - $16.8M
|
301K
$8.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.4K+ 200.0% |
$371K - $1.16M
|
21.6K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35.3KNew |
$911K - $2.84M
|
35.3K
$957K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155K+ 174.4% |
$3.99M - $12.4M
|
243K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.49K+ 195.39% |
$167K - $522K
|
9.81K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
272+ 200.0% |
$7.01K - $21.9K
|
408
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.7K+ 200.08% |
$456K - $1.42M
|
26.5K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 150.0% |
$77.4 - $241
|
5
$135
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-32.8K- 2.5% |
$845K - $2.63M
|
1.28M
$34.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.51K+ 200.0% |
$219K - $684K
|
12.8K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
144K+ 200.0% |
$3.71M - $11.6M
|
216K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.5K+ 200.0% |
$193K - $603K
|
11.3K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
12.7KNew |
$327K - $1.02M
|
12.7K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
95.4K+ 245.18% |
$2.46M - $7.67M
|
134K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46K+ 293.5% |
$1.19M - $3.7M
|
61.7K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
24.9K+ 195.6% |
$641K - $2M
|
37.6K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 46.86% |
$8.07K - $25.2K
|
981
$26.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.1K+ 200.0% |
$313K - $976K
|
18.2K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.07M+ 198.79% |
$27.7M - $86.3M
|
1.61M
$43.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
5.51K+ 200.0% |
$142K - $443K
|
8.27K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
866+ 200.0% |
$22.3K - $69.6K
|
1.3K
$35.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
12.2K+ 173.08% |
$314K - $978K
|
19.2K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.63K+ 201.76% |
$145K - $452K
|
8.41K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.53K+ 201.64% |
$143K - $445K
|
8.27K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
168K+ 233.33% |
$4.33M - $13.5M
|
240K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.25M+ 187.33% |
$58.1M - $181M
|
3.46M
$93.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.1K+ 198.6% |
$391K - $1.22M
|
22.8K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
576New |
$14.9K - $46.3K
|
576
$15.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
336K+ 200.0% |
$8.67M - $27M
|
504K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80.1K+ 188.2% |
$2.07M - $6.44M
|
123K
$3.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.1K+ 389.2% |
$2.25M - $7.01M
|
110K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.8K+ 202.08% |
$1.49M - $4.65M
|
86.4K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
48.4KNew |
$1.25M - $3.89M
|
48.4K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2K+ 207.98% |
$779K - $2.43M
|
44.7K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.36K+ 168.24% |
$190K - $592K
|
11.7K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
28.1K+ 270.2% |
$725K - $2.26M
|
38.5K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25.6K+ 208.35% |
$660K - $2.06M
|
37.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
215+ 200.93% |
$5.54K - $17.3K
|
322
$8.72K
|