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 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09KNew |
$53.8K - $57.6K
|
2.09K
$58.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.29K- 1.83% |
$84.8K - $90.9K
|
177K
$4.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.12% |
$773 - $828
|
25.9K
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
8+ 0.07% |
$206 - $221
|
11.8K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
218+ 0.54% |
$5.62K - $6.02K
|
40.7K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$77.3 - $82.8
|
9.24K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.66KNew |
$197K - $211K
|
7.66K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-517- 0.76% |
$13.3K - $14.3K
|
67.4K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.13K+ 5.74% |
$210K - $224K
|
150K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.45K- 29.31% |
$115K - $123K
|
10.7K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.6K+ 1.2% |
$298K - $320K
|
973K
$27.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$51.5 - $55.2
|
13.6K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 44.87% |
$902 - $966
|
113
$3.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-67- 0.15% |
$1.73K - $1.85K
|
45.6K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
124KNew |
$3.19M - $3.42M
|
124K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 52.58% |
$491K - $526K
|
17.2K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289New |
$7.45K - $7.98K
|
289
$8.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.9K+ 3.68% |
$280K - $300K
|
306K
$8.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 1.72% |
$128K - $137K
|
294K
$8.2M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-8.38K- 2.44% |
$216K - $231K
|
335K
$9.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 2.38% |
$350K - $375K
|
584K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
176+ 0.36% |
$4.54K - $4.86K
|
48.5K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.16K- 12.27% |
$55.7K - $59.7K
|
15.5K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 1.47% |
$34.4K - $36.8K
|
89.3K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.75K+ 11.27% |
$122K - $131K
|
46.8K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 6.03% |
$337K - $361K
|
230K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-531- 3.57% |
$13.7K - $14.7K
|
14.4K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.64K+ 7.72% |
$223K - $238K
|
121K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.48K+ 2.44% |
$115K - $124K
|
188K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
650+ 2.97% |
$16.8K - $17.9K
|
22.5K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.92KNew |
$204K - $219K
|
7.92K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.45K+ 3.76% |
$192K - $206K
|
206K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
10.4KNew |
$269K - $288K
|
10.4K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-69.9K- 87.7% |
$1.8M - $1.93M
|
9.8K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-949- 1.1% |
$24.5K - $26.2K
|
85.5K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-525- 50.72% |
$13.5K - $14.5K
|
510
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-391- 3.44% |
$10.1K - $10.8K
|
11K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.74K- 5.5% |
$96.5K - $103K
|
64.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.96K- 1.25% |
$257K - $275K
|
784K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 22.55% |
$2.78M - $2.98M
|
587K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.11% |
$2.14K - $2.29K
|
75.3K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-27.9K- 2.33% |
$718K - $769K
|
1.17M
$32.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.72% |
$4.48K - $4.8K
|
9.94K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.4K+ 7.13% |
$553K - $592K
|
322K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.22K+ 1.35% |
$31.5K - $33.7K
|
91.6K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.62% |
$51.5 - $55.2
|
324
$9.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
68.7K+ 2.46% |
$1.77M - $1.9M
|
2.87M
$79.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.38K- 65.54% |
$113K - $121K
|
2.3K
$64.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.42K+ 5.09% |
$165K - $177K
|
133K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.79K+ 1.08% |
$46K - $49.3K
|
167K
$4.67M
|