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 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
6.51K+ 1.96% |
$168K - $180K
|
338K
$9.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
29.7K+ 20.46% |
$765K - $819K
|
175K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 3.53% |
$14.5M - $15.5M
|
16.5M
$460M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.08K- 1.85% |
$105K - $113K
|
217K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187K- 10.36% |
$4.82M - $5.16M
|
1.62M
$45.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-33- 0.37% |
$850 - $911
|
8.85K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$311K - $333K
|
12.1K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-12K- 2.88% |
$309K - $331K
|
404K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
524+ 2.61% |
$13.5K - $14.5K
|
20.6K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2KNew |
$262K - $281K
|
10.2K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 2.0% |
$65.2K - $69.9K
|
124K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
377New |
$9.72K - $10.4K
|
377
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-713- 25.41% |
$18.4K - $19.7K
|
2.09K
$58.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 33.98% |
$533K - $571K
|
40.2K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
879New |
$22.7K - $24.3K
|
879
$24.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.78K+ 30877.78% |
$71.6K - $76.7K
|
2.79K
$77.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 16.97% |
$2.42K - $2.59K
|
460
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.95K- 0.93% |
$128K - $137K
|
525K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.29K- 18.93% |
$188K - $201K
|
31.2K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.8K+ 0.81% |
$124K - $133K
|
594K
$16.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
99.4K+ 1.0% |
$2.56M - $2.74M
|
10M
$280M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.21K+ 2.76% |
$186K - $199K
|
268K
$7.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
37.9K+ 17.58% |
$977K - $1.05M
|
254K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-277K- 18.26% |
$7.15M - $7.66M
|
1.24M
$34.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-912- 8.22% |
$23.5K - $25.2K
|
10.2K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 17.64% |
$16.4K - $17.5K
|
2.97K
$82.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-774- 4.09% |
$19.9K - $21.4K
|
18.2K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.58KNew |
$195K - $209K
|
7.58K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.77K+ 84.88% |
$45.7K - $49K
|
3.86K
$108K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
259+ 0.85% |
$6.67K - $7.15K
|
30.8K
$859K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
7.82KNew |
$202K - $216K
|
7.82K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-560- 6.77% |
$14.4K - $15.5K
|
7.71K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-698- 1.59% |
$18K - $19.3K
|
43.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-150- 71.43% |
$3.87K - $4.14K
|
60
$1.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 0.15% |
$1.88K - $2.01K
|
48.8K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-618- 3.65% |
$15.9K - $17.1K
|
16.3K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.18K+ 3.18% |
$108K - $115K
|
136K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.81K- 6.83% |
$46.6K - $50K
|
24.7K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-411- 16.59% |
$10.6K - $11.3K
|
2.07K
$57.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 0.63% |
$1.08K - $1.16K
|
6.75K
$188K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.19K+ 2.12% |
$82.2K - $88K
|
153K
$4.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.2K- 10.16% |
$495K - $530K
|
170K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
66+ 0.59% |
$1.7K - $1.82K
|
11.3K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-314- 1.64% |
$8.09K - $8.67K
|
18.9K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 516.67% |
$799 - $856
|
37
$1.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
161+ 0.36% |
$4.15K - $4.44K
|
44.9K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
78.7K+ 176.11% |
$2.03M - $2.17M
|
123K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
110+ 0.3% |
$2.83K - $3.04K
|
36.3K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 6.91% |
$773 - $828
|
464
$12.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.09KNew |
$28K - $30K
|
1.09K
$30.3K
|