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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
24.8K+ 148.89% |
$638K - $683K
|
41.4K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 1.94% |
$87.1K - $93.3K
|
171K
$4.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.63K- 25.3% |
$171K - $183K
|
19.6K
$515K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 27.01% |
$205K - $220K
|
37.4K
$985K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.07K- 6.66% |
$53.3K - $57.1K
|
29K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
182+ 0.53% |
$4.69K - $5.02K
|
34.4K
$905K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 7.05% |
$29.5K - $31.6K
|
15.1K
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.41K+ 6.51% |
$62.1K - $66.5K
|
39.4K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 2.62% |
$493K - $528K
|
750K
$19.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.35K+ 3.43% |
$34.7K - $37.1K
|
40.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.36KNew |
$60.7K - $65K
|
2.36K
$62K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.63KNew |
$222K - $238K
|
8.63K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
448+ 0.25% |
$11.5K - $12.4K
|
182K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
186New |
$4.79K - $5.13K
|
186
$4.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$196K - $210K
|
7.6K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-25.3K- 10.9% |
$653K - $699K
|
207K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
680KNew |
$17.5M - $18.8M
|
680K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.2K+ 2.01% |
$726K - $777K
|
1.43M
$37.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-23.6K- 8.93% |
$607K - $650K
|
240K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.3KNew |
$344K - $368K
|
13.3K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.25K- 8.17% |
$161K - $173K
|
70.2K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.49K- 0.44% |
$38.4K - $41.2K
|
336K
$8.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
22.3K+ 7.89% |
$574K - $615K
|
305K
$8.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
359K+ 2843.85% |
$9.25M - $9.9M
|
371K
$9.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$873K - $935K
|
33.9K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
285+ 2.08% |
$7.34K - $7.87K
|
14K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.03K+ 1.82% |
$155K - $166K
|
338K
$8.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.65K+ 4.77% |
$94K - $101K
|
80K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-38.3K- 5.63% |
$988K - $1.06M
|
642K
$16.9M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.61K+ 0.97% |
$93K - $99.6K
|
376K
$9.9M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.66K- 11.31% |
$172K - $184K
|
52.2K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.06K- 2.52% |
$208K - $222K
|
312K
$8.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$747 - $800
|
12.2K
$321K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$6.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.2K+ 0.31% |
$82.4K - $88.3K
|
1.04M
$27.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
80+ 0.54% |
$2.06K - $2.21K
|
14.9K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.7K+ 37.27% |
$481K - $516K
|
68.8K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
22.9K+ 200.0% |
$589K - $631K
|
34.3K
$903K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-516- 3.82% |
$13.3K - $14.2K
|
13K
$342K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$267K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.3K- 23.64% |
$317K - $339K
|
39.7K
$1.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
223K+ 2553.35% |
$5.75M - $6.16M
|
232K
$6.1M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
31.7KNew |
$818K - $876K
|
31.7K
$835K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 3.88% |
$60.9K - $65.2K
|
58.5K
$1.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
42+ 0.54% |
$1.08K - $1.16K
|
7.88K
$207K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 1.49% |
$490 - $524
|
1.26K
$33.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-8.81K- 61.37% |
$227K - $243K
|
5.54K
$146K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
41+ 0.07% |
$1.06K - $1.13K
|
62.5K
$1.64M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.01K- 6.55% |
$51.7K - $55.3K
|
28.6K
$753K
|
|
| Q4 2024 | |||||||
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
12KNew |
$309K - $965K
|
12K
$316K
|
|