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 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.25K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 12.51% |
$66K - $77.6K
|
25.2K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.2K+ 6.16% |
$264K - $310K
|
193K
$5.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
864+ 993.1% |
$20.3K - $23.9K
|
951
$26.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.76K+ 6.22% |
$64.9K - $76.2K
|
47.1K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.32K- 0.69% |
$54.7K - $64.3K
|
333K
$9.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.02% |
$70.7 - $83
|
13.8K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-334- 0.21% |
$7.87K - $9.24K
|
159K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 26.38% |
$247K - $290K
|
29.3K
$816K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.89KNew |
$186K - $218K
|
7.89K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 13.11% |
$34.1K - $40.1K
|
12.5K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.5K- 17.17% |
$35.3K - $41.4K
|
7.22K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
14.8K+ 53.93% |
$347K - $408K
|
42.1K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.25K- 18.85% |
$53K - $62.3K
|
9.68K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.18K+ 21.89% |
$51.4K - $60.4K
|
12.2K
$339K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-2.79K- 1.2% |
$65.8K - $77.3K
|
229K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-346- 0.55% |
$8.15K - $9.57K
|
62.1K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-192K- 12.11% |
$4.53M - $5.32M
|
1.4M
$38.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34.2K+ 7.07% |
$805K - $946K
|
518K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
204+ 0.62% |
$4.8K - $5.64K
|
33.4K
$931K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-264- 1.08% |
$6.22K - $7.3K
|
24.2K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$177K - $209K
|
7.54K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.43K+ 3.53% |
$33.7K - $39.6K
|
42K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-494- 1.47% |
$11.6K - $13.7K
|
33.1K
$922K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.38K- 1.18% |
$79.5K - $93.4K
|
283K
$7.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 0.08% |
$3.06K - $3.6K
|
170K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
40+ 0.46% |
$942 - $1.11K
|
8.64K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16K- 42.19% |
$376K - $442K
|
21.9K
$610K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.63K- 33.7% |
$109K - $128K
|
9.11K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 0.73% |
$707 - $830
|
4.17K
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.36K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
196K+ 10.28% |
$4.62M - $5.43M
|
2.11M
$58.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
840+ 1.22% |
$19.8K - $23.2K
|
69.6K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-652- 1.36% |
$15.4K - $18K
|
47.4K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 7.24% |
$647K - $760K
|
407K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
27.3K+ 4.09% |
$643K - $755K
|
695K
$19.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
26.2K+ 21.16% |
$617K - $725K
|
150K
$4.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.71K+ 25.32% |
$205K - $241K
|
43.1K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
31.2KNew |
$734K - $862K
|
31.2K
$869K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-998- 5.26% |
$23.5K - $27.6K
|
18K
$502K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 2.32% |
$3.81M - $4.47M
|
6.81M
$190M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
650New |
$15.3K - $18K
|
650
$18.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$45.9K - $54K
|
1.95K
$54.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$39.7K - $46.7K
|
58.1K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-11.8K- 3.79% |
$279K - $328K
|
300K
$8.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09MNew |
$25.6M - $30.1M
|
1.09M
$30.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
176+ 0.19% |
$4.14K - $4.87K
|
90.7K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.25K+ 3.84% |
$52.9K - $62.2K
|
60.8K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.53% |
$353 - $415
|
2.86K
$79.8K
|