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 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-181- 0.53% |
$4.26K - $5.01K
|
34.1K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-36.7K- 40.65% |
$865K - $1.02M
|
53.6K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 622.58% |
$13.6K - $16K
|
672
$18.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-206- 23.02% |
$4.85K - $5.7K
|
689
$19.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34K+ 18.53% |
$55.2K - $64.8K
|
15K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-147- 1.05% |
$3.46K - $4.07K
|
13.8K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11K+ 14.83% |
$259K - $304K
|
85.1K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.07K+ 1.08% |
$95.8K - $113K
|
380K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
282KNew |
$6.63M - $7.79M
|
282K
$7.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.09% |
$283 - $332
|
13.4K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.3K+ 3.95% |
$314K - $369K
|
351K
$9.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
45+ 0.14% |
$1.06K - $1.25K
|
32.5K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$212 - $249
|
11.3K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27.3K+ 9.58% |
$643K - $756K
|
313K
$8.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.33K+ 0.02% |
$173K - $203K
|
33M
$920M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.1K- 8.28% |
$72.9K - $85.7K
|
34.3K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19.8KNew |
$467K - $549K
|
19.8K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48New |
$1.13K - $1.33K
|
48
$1.34K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
42+ 0.53% |
$989 - $1.16K
|
7.92K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.59KNew |
$179K - $210K
|
7.59K
$212K
|
|
|
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
|