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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-281- 0.23% |
$7.24K - $7.76K
|
122K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.33K+ 6.47% |
$215K - $230K
|
137K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.39K- 12.16% |
$165K - $176K
|
46.2K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.61K+ 6.46% |
$67.3K - $72.1K
|
43K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.5% |
$232 - $248
|
1.8K
$50.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.3K- 31.09% |
$265K - $284K
|
22.8K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
17.5K+ 200.0% |
$451K - $483K
|
26.3K
$733K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 7.68% |
$33.2K - $35.6K
|
15.5K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.8K+ 3.98% |
$1.02M - $1.1M
|
1.04M
$29M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 12.72% |
$40.2K - $43K
|
13.8K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
591New |
$15.2K - $16.3K
|
591
$16.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
51+ 0.06% |
$1.31K - $1.41K
|
80.9K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28.3K- 41.26% |
$730K - $782K
|
40.3K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.12K- 64.04% |
$54.5K - $58.4K
|
1.19K
$33.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
332+ 2.22% |
$8.56K - $9.16K
|
15.3K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-591- 64.52% |
$15.2K - $16.3K
|
325
$9.06K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-412- 3.02% |
$10.6K - $11.4K
|
13.2K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
24.3KNew |
$625K - $670K
|
24.3K
$677K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.34K- 3.53% |
$34.5K - $36.9K
|
36.5K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.02% |
$51.5 - $55.2
|
10.1K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-380- 0.75% |
$9.79K - $10.5K
|
50K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 9.02% |
$46.5K - $49.8K
|
21.8K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 1.0% |
$3.4K - $3.64K
|
13.3K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.7K+ 22.83% |
$69.5K - $74.4K
|
14.5K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-9.05K- 31.79% |
$233K - $250K
|
19.4K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
408+ 23.09% |
$10.5K - $11.3K
|
2.18K
$60.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
21.6KNew |
$556K - $596K
|
21.6K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.22K- 0.55% |
$83K - $88.9K
|
577K
$16.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.08K- 1.99% |
$131K - $140K
|
250K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9+ 0.02% |
$232 - $248
|
59.5K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-660- 27.3% |
$17K - $18.2K
|
1.76K
$49K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
157+ 0.65% |
$4.05K - $4.33K
|
24.4K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13K+ 3.83% |
$334K - $358K
|
351K
$9.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.8K- 1.55% |
$46.3K - $49.5K
|
114K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.36% |
$129 - $138
|
1.4K
$39K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.46K+ 0.96% |
$37.5K - $40.2K
|
154K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 25.76% |
$54K - $57.9K
|
10.2K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$258 - $276
|
9.76K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-484- 3.2% |
$12.5K - $13.4K
|
14.6K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.94K+ 1.51% |
$204K - $219K
|
532K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-172K- 13.47% |
$4.44M - $4.75M
|
1.11M
$30.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$25.8 - $27.6
|
4.4K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-19.6K- 2.84% |
$505K - $541K
|
671K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 5.96% |
$14.7K - $15.7K
|
9K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
173+ 4.28% |
$4.46K - $4.77K
|
4.22K
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14+ 0.09% |
$361 - $386
|
14.9K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-119K- 13.36% |
$3.08M - $3.3M
|
774K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.05KNew |
$208K - $222K
|
8.05K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 11.83% |
$15.5K - $16.6K
|
4.47K
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34K+ 0.91% |
$112K - $120K
|
481K
$13.4M
|