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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-349- 1.07% |
$8.99K - $9.63K
|
32.2K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
648+ 1.46% |
$16.7K - $17.9K
|
45.2K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
946+ 4.27% |
$24.4K - $26.1K
|
23.1K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.77K+ 6.47% |
$45.6K - $48.8K
|
29.1K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.07K- 9.02% |
$27.6K - $29.5K
|
10.8K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.71K- 7.26% |
$44K - $47.1K
|
21.8K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$908K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$103 - $110
|
34.5K
$963K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.4K- 10.3% |
$603K - $646K
|
204K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
36.6K+ 1.27% |
$942K - $1.01M
|
2.91M
$81.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.46K- 3.57% |
$115K - $123K
|
120K
$3.36M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.4K- 14.53% |
$321K - $344K
|
73.2K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.08K- 2.74% |
$53.6K - $57.4K
|
73.7K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-39K- 15.37% |
$1M - $1.08M
|
215K
$5.98M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$53.7K - $57.5K
|
2.09K
$58.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
927+ 0.21% |
$23.9K - $25.6K
|
452K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
12K+ 7.16% |
$309K - $331K
|
179K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.19% |
$127K - $136K
|
55.3K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.17K- 5.14% |
$81.8K - $87.6K
|
58.5K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 29.66% |
$938K - $1M
|
86.3K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.97K+ 7.28% |
$205K - $220K
|
117K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
72.2K+ 6.27% |
$1.86M - $1.99M
|
1.22M
$34.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 0.1% |
$1.16K - $1.24K
|
45K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 5.3% |
$41.4K - $44.3K
|
28.7K
$799K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.19% |
$670 - $718
|
13.7K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
11.2K+ 8.34% |
$289K - $309K
|
145K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.76K- 2.06% |
$71.1K - $76.1K
|
131K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
435+ 2.79% |
$11.2K - $12K
|
16K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.82K+ 27.65% |
$72.5K - $77.7K
|
13K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.7KNew |
$275K - $294K
|
10.7K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
253K+ 156.25% |
$6.52M - $6.98M
|
415K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-994- 3.81% |
$25.6K - $27.4K
|
25.1K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
831New |
$21.4K - $22.9K
|
831
$23.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-813- 0.11% |
$21K - $22.4K
|
716K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.3K+ 20.83% |
$496K - $531K
|
112K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48.3K+ 4.82% |
$1.25M - $1.33M
|
1.05M
$29.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.08K- 9.13% |
$53.6K - $57.4K
|
20.7K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-268- 1.25% |
$6.91K - $7.4K
|
21.2K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6KNew |
$155K - $166K
|
6K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.36K- 3.38% |
$60.9K - $65.2K
|
67.5K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
894New |
$23K - $24.7K
|
894
$24.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
81K+ 57.03% |
$2.09M - $2.24M
|
223K
$6.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
23.6K+ 205.57% |
$607K - $650K
|
35K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.23K+ 3.7% |
$109K - $117K
|
119K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-186- 1.9% |
$4.79K - $5.13K
|
9.62K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.68K+ 15.16% |
$43.3K - $46.4K
|
12.8K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 11.23% |
$43.8K - $46.9K
|
16.9K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05M+ 1943.41% |
$27M - $29M
|
1.1M
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.16KNew |
$159K - $170K
|
6.16K
$172K
|