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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-30- 7.14% |
$2.15K - $2.28K
|
390
$10.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
413+ 1.43% |
$29.6K - $31.3K
|
29.3K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-34- 1.24% |
$2.44K - $2.58K
|
2.7K
$70.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-80- 0.76% |
$5.74K - $6.07K
|
10.4K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.84KNew |
$204K - $216K
|
2.84K
$74.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.24KNew |
$376K - $397K
|
5.24K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.8K- 93.61% |
$4.15M - $4.39M
|
3.95K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33+ 2.45% |
$2.37K - $2.5K
|
1.38K
$36.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.84K- 6.47% |
$204K - $216K
|
41.1K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.48% |
$2.73K - $2.88K
|
7.89K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.56KNew |
$686K - $725K
|
9.56K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
360+ 1.71% |
$25.8K - $27.3K
|
21.5K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40- 0.7% |
$2.87K - $3.03K
|
5.67K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$1.29K - $1.37K
|
18
$472
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 0.39% |
$1.43K - $1.52K
|
5.17K
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
159New |
$11.4K - $12.1K
|
159
$4.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.89KNew |
$279K - $295K
|
3.89K
$102K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$631K - $667K
|
8.79K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.26K- 95.64% |
$306K - $323K
|
194
$5.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$199K - $211K
|
2.78K
$72.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.63KNew |
$260K - $275K
|
3.63K
$95.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 12.0% |
$4.3K - $4.55K
|
560
$14.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-355- 10.95% |
$25.5K - $26.9K
|
2.89K
$75.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-405- 99.02% |
$29.1K - $30.7K
|
4
$105
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.11K+ 45700.0% |
$295K - $312K
|
4.12K
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-425- 70.6% |
$30.5K - $32.2K
|
177
$4.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
317+ 6.03% |
$22.7K - $24K
|
5.57K
$146K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.24KNew |
$232K - $245K
|
3.24K
$84.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.3KNew |
$6.48M - $6.85M
|
90.3K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-43- 0.53% |
$3.08K - $3.26K
|
8.08K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.48KNew |
$106K - $112K
|
1.48K
$38.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.5KNew |
$968K - $1.02M
|
13.5K
$354K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-8- 22.86% |
$574 - $607
|
27
$708
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
668New |
$47.9K - $50.7K
|
668
$17.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-33- 9.97% |
$2.37K - $2.5K
|
298
$7.82K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.49KNew |
$250K - $265K
|
3.49K
$91.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 10.26% |
$355K - $375K
|
43.3K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.84K- 36.79% |
$132K - $140K
|
3.16K
$82.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-144- 5.01% |
$10.3K - $10.9K
|
2.73K
$71.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-80- 1.5% |
$5.74K - $6.07K
|
5.25K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.52K+ 14.2% |
$109K - $115K
|
12.2K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.36K- 33.01% |
$97.8K - $103K
|
2.77K
$72.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
71.7KNew |
$5.14M - $5.44M
|
71.7K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-213- 2.94% |
$15.3K - $16.2K
|
7.03K
$184K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-551- 2.57% |
$39.5K - $41.8K
|
20.9K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-763- 14.44% |
$54.7K - $57.9K
|
4.52K
$119K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-469- 7.46% |
$33.6K - $35.6K
|
5.82K
$153K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-33- 1.15% |
$2.37K - $2.5K
|
2.84K
$74.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 11.25% |
$1.29K - $1.37K
|
178
$4.67K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$268K - $283K
|
3.73K
$97.9K
|