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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.44K
$436K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.12KNew |
$559K - $617K
|
8.12K
$652K
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
86+ 0.84% |
$5.92K - $6.53K
|
10.3K
$828K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.23K- 4.6% |
$84.7K - $93.5K
|
25.5K
$2.05M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
16+ 0.54% |
$1.1K - $1.22K
|
2.99K
$240K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-630- 7.01% |
$43.4K - $47.9K
|
8.35K
$670K
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 19.87% |
$299K - $330K
|
17.5K
$1.41M
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.56KNew |
$314K - $346K
|
4.56K
$365K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-521- 4.33% |
$35.9K - $39.6K
|
11.5K
$924K
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-495- 4.91% |
$34.1K - $37.6K
|
9.59K
$769K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.41M - $1.56M
|
20.6K
$1.65M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.08K- 52.53% |
$212K - $234K
|
2.79K
$223K
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$68.8 - $76
|
184
$14.8K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.2KNew |
$82.6K - $91.2K
|
1.2K
$96.3K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
519New |
$35.7K - $39.4K
|
519
$41.6K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2.76KNew |
$190K - $209K
|
2.76K
$221K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
$190K - $210K
|
2.76K
$221K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 11.72% |
$202K - $223K
|
22.1K
$1.77M
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
173+ 2.05% |
$11.9K - $13.1K
|
8.62K
$691K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
489New |
$33.7K - $37.2K
|
489
$39.2K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$260K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-965- 12.4% |
$66.4K - $73.3K
|
6.82K
$547K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.67KNew |
$183K - $202K
|
2.67K
$214K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.36K
$430K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 1.27% |
$3.44K - $3.8K
|
3.9K
$313K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-53- 0.51% |
$3.65K - $4.03K
|
10.4K
$836K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 23.27% |
$83.3K - $92K
|
6.42K
$515K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$206 - $228
|
3.24K
$260K
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
4.1KNew |
$282K - $311K
|
4.1K
$329K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 6.88% |
$16.6K - $18.3K
|
3.26K
$262K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
894New |
$61.5K - $67.9K
|
894
$71.7K
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-84- 1.82% |
$5.78K - $6.38K
|
4.52K
$363K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 1.32% |
$6.88K - $7.6K
|
7.47K
$599K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
821+ 77.09% |
$56.5K - $62.4K
|
1.89K
$151K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$233K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.43K- 30.12% |
$305K - $336K
|
10.3K
$824K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-66- 2.74% |
$4.54K - $5.01K
|
2.35K
$188K
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-75- 1.73% |
$5.16K - $5.7K
|
4.25K
$341K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$151K - $166K
|
2.19K
$176K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 1.03% |
$6.88K - $7.6K
|
9.57K
$768K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
748New |
$51.5K - $56.8K
|
748
$60K
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.77KNew |
$190K - $210K
|
2.77K
$222K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 2.04% |
$1.31K - $1.44K
|
911
$73.1K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
745New |
$51.3K - $56.6K
|
745
$59.8K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.17KNew |
$287K - $317K
|
4.17K
$334K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.23KNew |
$360K - $397K
|
5.23K
$419K
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.84KNew |
$195K - $216K
|
2.84K
$228K
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
2.7KNew |
$186K - $205K
|
2.7K
$217K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
462New |
$31.8K - $35.1K
|
462
$37.1K
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
82+ 0.52% |
$5.64K - $6.23K
|
15.7K
$1.26M
|