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 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
16.5K+ 1.89% |
$1.14M - $1.26M
|
893K
$66.1M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
124+ 0.68% |
$8.53K - $9.42K
|
18.5K
$1.36M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.3KNew |
$2.78M - $3.06M
|
40.3K
$2.98M
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
677+ 2.63% |
$46.6K - $51.4K
|
26.5K
$1.96M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.84K+ 4.32% |
$126K - $140K
|
44.3K
$3.28M
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-119- 2.63% |
$8.19K - $9.04K
|
4.41K
$326K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-417- 2.45% |
$28.7K - $31.7K
|
16.6K
$1.23M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
264+ 3.32% |
$18.2K - $20.1K
|
8.22K
$608K
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 5.76% |
$439K - $485K
|
104K
$7.72M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-36- 12.59% |
$2.48K - $2.74K
|
250
$18.5K
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 31.95% |
$1.01M - $1.11M
|
31.2K
$2.31M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-194- 0.2% |
$13.4K - $14.7K
|
95.7K
$7.08M
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.1K+ 18.91% |
$695K - $767K
|
63.5K
$4.69M
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
575+ 7.9% |
$39.6K - $43.7K
|
7.86K
$581K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
919+ 6.11% |
$63.2K - $69.8K
|
15.9K
$1.18M
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
2.79KNew |
$192K - $212K
|
2.79K
$206K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-278- 6.81% |
$19.1K - $21.1K
|
3.81K
$281K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
725+ 0.51% |
$49.9K - $55.1K
|
143K
$10.6M
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
316+ 0.7% |
$21.7K - $24K
|
45.2K
$3.35M
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-178- 4.08% |
$12.2K - $13.5K
|
4.18K
$309K
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-389- 11.52% |
$26.8K - $29.6K
|
2.99K
$221K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.11KNew |
$76.5K - $84.5K
|
1.11K
$82.2K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-131- 0.09% |
$9.02K - $9.95K
|
146K
$10.8M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.35K- 51.93% |
$300K - $331K
|
4.03K
$298K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-774- 2.99% |
$53.3K - $58.8K
|
25.1K
$1.86M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.41K- 22.78% |
$96.9K - $107K
|
4.77K
$353K
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.17K- 7.32% |
$631K - $696K
|
116K
$8.58M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.6K- 2.71% |
$110K - $121K
|
57.3K
$4.24M
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.11K+ 165.21% |
$352K - $388K
|
8.2K
$607K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 16.37% |
$114K - $125K
|
8.43K
$623K
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.16K- 4.84% |
$80K - $88.3K
|
22.8K
$1.69M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.99K+ 3.27% |
$137K - $151K
|
62.9K
$4.65M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-492- 9.74% |
$33.9K - $37.4K
|
4.56K
$337K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.54K- 3.36% |
$106K - $117K
|
44.3K
$3.28M
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
971+ 6.74% |
$66.8K - $73.8K
|
15.4K
$1.14M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.75% |
$6.88K - $7.6K
|
5.83K
$431K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.44% |
$3.3K - $3.65K
|
10.9K
$807K
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$181K - $200K
|
2.64K
$195K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-32- 0.87% |
$2.2K - $2.43K
|
3.65K
$270K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
240+ 2.42% |
$16.5K - $18.2K
|
10.2K
$753K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-608- 3.63% |
$41.8K - $46.2K
|
16.1K
$1.19M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
59+ 0.2% |
$4.06K - $4.48K
|
29.7K
$2.19M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-697- 6.6% |
$48K - $53K
|
9.86K
$729K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
599+ 16.29% |
$41.2K - $45.5K
|
4.28K
$316K
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
268+ 8.13% |
$18.4K - $20.4K
|
3.57K
$264K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-651- 14.96% |
$44.8K - $49.5K
|
3.7K
$274K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-47- 3.15% |
$3.23K - $3.57K
|
1.44K
$107K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.31K+ 19.8% |
$159K - $175K
|
13.9K
$1.03M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-113- 23.84% |
$7.78K - $8.59K
|
361
$26.7K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.08% |
$206 - $228
|
3.84K
$284K
|