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 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
104+ 1.19% |
$7.16K - $7.9K
|
8.83K
$653K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.9K- 52.13% |
$3.57M - $3.95M
|
47.7K
$3.53M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-83- 0.26% |
$5.71K - $6.31K
|
31.6K
$2.33M
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-24- 1.26% |
$1.65K - $1.82K
|
1.88K
$139K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-967- 2.92% |
$66.5K - $73.5K
|
32.2K
$2.38M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.5K+ 277.71% |
$1.55M - $1.71M
|
30.6K
$2.26M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.16K- 31.85% |
$562K - $620K
|
17.5K
$1.29M
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- -0.0% |
$68.8 - $76
|
22.6K
$1.67M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-93- 0.3% |
$6.4K - $7.07K
|
30.7K
$2.27M
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-873- 2.9% |
$60.1K - $66.3K
|
29.3K
$2.16M
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-18.1K- 7.28% |
$1.25M - $1.38M
|
231K
$17.1M
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
72+ 1.08% |
$4.96K - $5.47K
|
6.72K
$497K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.95K- 6.4% |
$134K - $148K
|
28.5K
$2.11M
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
496+ 4.02% |
$34.1K - $37.7K
|
12.8K
$949K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.1K- 12.93% |
$213K - $236K
|
20.9K
$1.54M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.79% |
$2.55K - $2.81K
|
4.65K
$344K
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-170- 3.13% |
$11.7K - $12.9K
|
5.26K
$389K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.35K- 10.87% |
$230K - $254K
|
27.4K
$2.03M
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-42.7K- 46.93% |
$2.94M - $3.24M
|
48.2K
$3.57M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
165K+ 43.97% |
$11.3M - $12.5M
|
539K
$39.9M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$37K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.78M- 57.87% |
$260M - $287M
|
2.75M
$204M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.74K+ 18.7% |
$120K - $133K
|
11.1K
$819K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 30.59% |
$125K - $138K
|
7.73K
$572K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
868+ 4.38% |
$59.7K - $66K
|
20.7K
$1.53M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
635+ 0.62% |
$43.7K - $48.2K
|
104K
$7.67M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-201- 2.61% |
$13.8K - $15.3K
|
7.51K
$555K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-478- 2.83% |
$32.9K - $36.3K
|
16.4K
$1.21M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.29KNew |
$158K - $174K
|
2.29K
$169K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$187K - $207K
|
84.3K
$6.24M
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-626- 0.54% |
$43.1K - $47.6K
|
116K
$8.58M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-237- 0.27% |
$16.3K - $18K
|
89K
$6.58M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22+ 0.54% |
$1.51K - $1.67K
|
4.11K
$304K
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
59+ 1.95% |
$4.06K - $4.48K
|
3.09K
$229K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-6.46K- 17.73% |
$445K - $491K
|
30K
$2.22M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-451- 35.26% |
$31K - $34.3K
|
828
$61.2K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.03% |
$68.8 - $76
|
3.39K
$251K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 15.95% |
$252K - $279K
|
19.3K
$1.43M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$57K - $62.9K
|
828
$61.2K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.81K- 6.95% |
$331K - $365K
|
64.3K
$4.76M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
62+ 0.28% |
$4.27K - $4.71K
|
22.2K
$1.64M
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-740- 1.29% |
$50.9K - $56.2K
|
56.5K
$4.18M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$206 - $228
|
3.73K
$276K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.79K+ 11.2% |
$192K - $212K
|
27.7K
$2.05M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.02% |
$68.8 - $76
|
4.41K
$326K
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9.61K+ 20.8% |
$661K - $730K
|
55.8K
$4.13M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-553- 1.21% |
$38.1K - $42K
|
45.1K
$3.34M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-21.5K- 32.56% |
$1.48M - $1.63M
|
44.5K
$3.29M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.3KNew |
$3.05M - $3.36M
|
44.3K
$3.27M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 1.19% |
$895 - $988
|
1.1K
$81.6K
|