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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-233K- 90.2% |
$6.01M - $6.44M
|
25.4K
$679K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
429New |
$11.1K - $11.8K
|
429
$11.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.7K- 12.91% |
$2.23M - $2.39M
|
585K
$15.7M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-860- 2.62% |
$22.2K - $23.7K
|
31.9K
$855K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
708+ 7.77% |
$18.2K - $19.5K
|
9.82K
$263K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 0.59% |
$1.24K - $1.32K
|
8.12K
$218K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
116New |
$2.99K - $3.2K
|
116
$3.11K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75.9K- 27.39% |
$1.96M - $2.09M
|
201K
$5.39M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-714- 4.23% |
$18.4K - $19.7K
|
16.2K
$433K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.51K+ 9.5% |
$168K - $180K
|
75K
$2.01M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.91K- 1.14% |
$178K - $191K
|
601K
$16.1M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
36+ 18.56% |
$928 - $994
|
230
$6.16K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.77K+ 30.82% |
$97.2K - $104K
|
16K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5.64K+ 24.56% |
$145K - $156K
|
28.6K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.53% |
$34.9K - $37.4K
|
86.9K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-927- 1.84% |
$23.9K - $25.6K
|
49.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
69.7K+ 92.19% |
$1.8M - $1.92M
|
145K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 96.09% |
$282K - $302K
|
446
$12K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
184K+ 100.48% |
$4.73M - $5.07M
|
366K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46+ 0.55% |
$1.19K - $1.27K
|
8.46K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 28.37% |
$83.1K - $89K
|
8.14K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.19K+ 3.64% |
$82.2K - $88K
|
90.8K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 5.74% |
$358K - $384K
|
256K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.34K+ 9.91% |
$215K - $230K
|
92.5K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.37K+ 2.66% |
$86.8K - $93K
|
130K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-282- 0.11% |
$7.27K - $7.78K
|
246K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
318K+ 149.28% |
$8.2M - $8.78M
|
531K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.03K- 44.69% |
$233K - $249K
|
11.2K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
72.9K+ 188.28% |
$1.88M - $2.01M
|
112K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 3.15% |
$1.45M - $1.56M
|
1.73M
$46.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 7.99% |
$4.91M - $5.26M
|
2.58M
$69.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7K+ 564.64% |
$328K - $351K
|
15K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.1K+ 1.15% |
$286K - $306K
|
977K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.5K+ 29.49% |
$374K - $401K
|
63.8K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$25.8 - $27.6
|
291
$7.8K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
60KNew |
$1.55M - $1.65M
|
60K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.46K- 4.23% |
$141K - $151K
|
124K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.88% |
$71.5K - $76.6K
|
93.6K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 94.16% |
$6.76M - $7.24M
|
541K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.84K+ 19.65% |
$47.4K - $50.8K
|
11.2K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
297K+ 3.73% |
$7.65M - $8.19M
|
8.25M
$221M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
410K+ 11.97% |
$10.6M - $11.3M
|
3.84M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.65K- 24.38% |
$120K - $128K
|
14.4K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
160KNew |
$4.12M - $4.42M
|
160K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
34.6K+ 193.33% |
$893K - $956K
|
52.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.5K+ 92.32% |
$424K - $455K
|
34.3K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.24K- 2.25% |
$31.8K - $34.1K
|
53.7K
$1.44M
|