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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-455- 1.03% |
$33.4K - $36.6K
|
43.9K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.74K- 9.12% |
$128K - $140K
|
17.4K
$456K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.81K+ 2.6% |
$133K - $146K
|
71.6K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 24.7% |
$124K - $136K
|
8.54K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
385+ 2.44% |
$28.3K - $30.9K
|
16.1K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.05K+ 20.08% |
$151K - $165K
|
12.3K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 3.12% |
$6.61K - $7.23K
|
2.79K
$73.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.3K- 20.37% |
$831K - $910K
|
44.2K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-349- 2.85% |
$25.6K - $28K
|
11.9K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 12.99% |
$153K - $168K
|
14K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$74.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 15.6% |
$74.9K - $82K
|
5.52K
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 5.97% |
$78.6K - $86.1K
|
16.9K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
883+ 9.17% |
$64.8K - $71K
|
10.5K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-406- 0.61% |
$29.8K - $32.6K
|
65.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
91+ 1.11% |
$6.68K - $7.31K
|
8.31K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.88KNew |
$212K - $232K
|
2.88K
$75.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.47K- 3.42% |
$181K - $199K
|
69.9K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4+ 0.12% |
$294 - $321
|
3.41K
$89.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 0.1% |
$2.42K - $2.65K
|
32.3K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-377- 10.22% |
$27.7K - $30.3K
|
3.31K
$86.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 6.46% |
$247K - $270K
|
48.7K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-205- 0.46% |
$15.1K - $16.5K
|
44.6K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.73% |
$2.5K - $2.73K
|
4.68K
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
16.1K+ 3.68% |
$1.19M - $1.3M
|
455K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133+ 12.96% |
$9.77K - $10.7K
|
1.16K
$30.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 5.81% |
$1.15M - $1.26M
|
255K
$6.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
151New |
$11.1K - $12.1K
|
151
$3.96K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-177K- 28.97% |
$13M - $14.2M
|
434K
$11.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.19KNew |
$602K - $658K
|
8.19K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 6.32% |
$1.51M - $1.65M
|
304K
$7.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.87% |
$294 - $321
|
463
$12.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.39KNew |
$249K - $272K
|
3.39K
$88.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$147 - $161
|
5.39K
$141K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.96K- 2.71% |
$217K - $238K
|
106K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.57KNew |
$189K - $207K
|
2.57K
$67.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.17K+ 7.5% |
$159K - $174K
|
31.1K
$815K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-888- 2.64% |
$65.2K - $71.4K
|
32.8K
$860K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
46New |
$3.38K - $3.7K
|
46
$1.21K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-316- 1.36% |
$23.2K - $25.4K
|
22.8K
$599K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
117+ 0.84% |
$8.59K - $9.4K
|
14K
$367K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 3.53% |
$3.74K - $4.1K
|
1.49K
$39.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
12.3K+ 7.82% |
$900K - $985K
|
169K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
131+ 1.47% |
$9.62K - $10.5K
|
9.06K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8.48KNew |
$623K - $681K
|
8.48K
$222K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.2K- 11.8% |
$235K - $257K
|
23.9K
$627K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.63K- 12.69% |
$120K - $131K
|
11.2K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
65New |
$4.77K - $5.22K
|
65
$1.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
91.3K+ 26.9% |
$6.7M - $7.33M
|
431K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 1.14% |
$1.47K - $1.61K
|
1.78K
$46.7K
|