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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
32.3KNew |
$761K - $894K
|
32.3K
$904K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-34.6K- 5.04% |
$816K - $958K
|
652K
$18.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-133K- 19.21% |
$3.14M - $3.68M
|
560K
$15.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 0.07% |
$1.2K - $1.41K
|
73.2K
$2.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.07% |
$141 - $166
|
8.13K
$227K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 2.74% |
$58.7K - $68.9K
|
93.3K
$2.61M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.5K- 7.6% |
$82.5K - $96.9K
|
42.6K
$1.19M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.36K+ 0.23% |
$32K - $37.6K
|
603K
$16.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.4K- 1.95% |
$269K - $316K
|
573K
$16M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
34.6KNew |
$815K - $957K
|
34.6K
$969K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-503- 1.1% |
$11.8K - $13.9K
|
45.1K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 0.12% |
$71K - $83.4K
|
2.57M
$72.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.15K- 6.07% |
$74.3K - $87.3K
|
48.8K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120K+ 158.37% |
$2.83M - $3.33M
|
196K
$5.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
53+ 0.1% |
$1.25K - $1.47K
|
55.7K
$1.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
206KNew |
$4.86M - $5.71M
|
206K
$5.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
53+ 23.04% |
$1.25K - $1.47K
|
283
$7.92K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.42KNew |
$175K - $205K
|
7.42K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-811- 7.24% |
$19.1K - $22.4K
|
10.4K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
25.5KNew |
$600K - $705K
|
25.5K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.32K- 8.26% |
$31.2K - $36.6K
|
14.7K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.1K+ 2712.11% |
$285K - $335K
|
12.5K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
445K+ 23.15% |
$10.5M - $12.3M
|
2.37M
$66.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.43K- 1.09% |
$33.6K - $39.4K
|
129K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
67.4KNew |
$1.59M - $1.86M
|
67.4K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 9.43% |
$1.18M - $1.39M
|
582K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.81K+ 6.26% |
$66.1K - $77.7K
|
47.7K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88K+ 6.35% |
$138K - $163K
|
98.4K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.8K+ 4.49% |
$843K - $990K
|
832K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.42M+ 5.96% |
$57M - $67M
|
43.1M
$1.21B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 12.1% |
$2.92M - $3.43M
|
1.15M
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.4K- 20.59% |
$410K - $481K
|
67.1K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.95K+ 5.5% |
$211K - $248K
|
172K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.05K+ 0.45% |
$119K - $140K
|
1.14M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
94+ 0.12% |
$2.21K - $2.6K
|
76.4K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.88K+ 1.51% |
$91.3K - $107K
|
260K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 11.88% |
$4.6M - $5.41M
|
1.45M
$40.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 3.7% |
$75.7K - $88.9K
|
83.7K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
861+ 0.43% |
$20.3K - $23.8K
|
200K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.79K+ 4.35% |
$113K - $132K
|
115K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.22K- 5.16% |
$28.7K - $33.7K
|
22.4K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-506- 0.4% |
$11.9K - $14K
|
127K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-669- 3.37% |
$15.8K - $18.5K
|
19.2K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.09K+ 11.45% |
$191K - $224K
|
78.8K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.1K- 32.01% |
$637K - $749K
|
57.5K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.2K+ 5.62% |
$2.29M - $2.69M
|
1.83M
$51.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.48K- 1.52% |
$81.9K - $96.2K
|
226K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
19.4K+ 6.0% |
$457K - $537K
|
343K
$9.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
787+ 9.3% |
$18.5K - $21.8K
|
9.25K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
406+ 0.19% |
$9.56K - $11.2K
|
217K
$6.08M
|