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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34K+ 0.91% |
$112K - $120K
|
481K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.01K- 3.46% |
$26.1K - $28K
|
28.3K
$789K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-278- 0.95% |
$7.16K - $7.67K
|
29K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
76+ 0.46% |
$1.96K - $2.1K
|
16.7K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10K+ 3.93% |
$258K - $276K
|
264K
$7.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 0.51% |
$3.32K - $3.56K
|
25.2K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11.9K+ 2.04% |
$307K - $329K
|
594K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.49% |
$206 - $221
|
1.65K
$46.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.6K+ 56.93% |
$300K - $321K
|
32.1K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.44K+ 1.23% |
$37.1K - $39.7K
|
119K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-130- 0.62% |
$3.35K - $3.59K
|
20.7K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.37K- 2.1% |
$35.3K - $37.8K
|
63.8K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
583+ 2.18% |
$15K - $16.1K
|
27.4K
$763K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
83+ 2.07% |
$2.14K - $2.29K
|
4.1K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
185+ 162.28% |
$4.77K - $5.11K
|
299
$8.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-598- 5.56% |
$15.4K - $16.5K
|
10.2K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
505+ 0.54% |
$13K - $13.9K
|
94.6K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
17KNew |
$437K - $468K
|
17K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.76K- 1.06% |
$148K - $159K
|
536K
$14.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.63K- 25.3% |
$171K - $183K
|
19.6K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 7.05% |
$29.5K - $31.6K
|
15.1K
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.41K+ 6.51% |
$62.1K - $66.5K
|
39.4K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
120K+ 2.86% |
$3.09M - $3.31M
|
4.31M
$120M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.63KNew |
$222K - $238K
|
8.63K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
186New |
$4.79K - $5.13K
|
186
$5.19K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.2K+ 2.01% |
$726K - $777K
|
1.43M
$40M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.25K- 8.17% |
$161K - $173K
|
70.2K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
22.3K+ 7.89% |
$574K - $615K
|
305K
$8.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
359K+ 2843.85% |
$9.25M - $9.9M
|
371K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$873K - $935K
|
33.9K
$945K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.65K+ 4.77% |
$94K - $101K
|
80K
$2.23M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.66K- 11.31% |
$172K - $184K
|
52.2K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$747 - $800
|
12.2K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$7.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
80+ 0.54% |
$2.06K - $2.21K
|
14.9K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
22.9K+ 200.0% |
$589K - $631K
|
34.3K
$957K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
31.7KNew |
$818K - $876K
|
31.7K
$885K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349K- 3.02% |
$9M - $28.1M
|
11.2M
$313M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21.9KNew |
$564K - $1.76M
|
21.9K
$609K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
12KNew |
$309K - $965K
|
12K
$335K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.47K+ 200.0% |
$141K - $439K
|
8.2K
$229K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.4K+ 185.7% |
$732K - $2.28M
|
43.7K
$1.22M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.4K+ 160.87% |
$733K - $2.28M
|
46.1K
$1.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 200.0% |
$5.16K - $16.1K
|
300
$8.37K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
34.3KNew |
$884K - $2.76M
|
34.3K
$956K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.6K+ 150.51% |
$248K - $772K
|
16K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.32K+ 199.97% |
$163K - $508K
|
9.47K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 201.75% |
$47.6K - $148K
|
2.76K
$76.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
696+ 200.0% |
$17.9K - $56K
|
1.04K
$29.1K
|
|