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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-47- 0.86% |
$2.87K - $3.3K
|
5.42K
$434K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-604- 94.82% |
$36.9K - $42.4K
|
33
$2.65K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
218New |
$13.3K - $15.3K
|
218
$17.5K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
164+ 911.11% |
$10K - $11.5K
|
182
$14.6K
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.67KNew |
$408K - $468K
|
6.67K
$535K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.34KNew |
$204K - $234K
|
3.34K
$268K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-100- 25.0% |
$6.12K - $7.02K
|
300
$24.1K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1K- 10.67% |
$61.3K - $70.5K
|
8.4K
$674K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-449- 69.94% |
$27.5K - $31.5K
|
193
$15.5K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$120K - $138K
|
1.96K
$157K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-447- 10.1% |
$27.3K - $31.4K
|
3.98K
$319K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
45+ 0.2% |
$2.75K - $3.16K
|
22.4K
$1.79M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$236K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.17% |
$15.3K - $17.6K
|
11.3K
$906K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
168+ 1.49% |
$10.3K - $11.8K
|
11.4K
$916K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-400- 6.37% |
$24.5K - $28.1K
|
5.88K
$472K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-279- 1.78% |
$17.1K - $19.6K
|
15.4K
$1.23M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.85K+ 91.54% |
$358K - $411K
|
12.2K
$982K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.04% |
$662K - $760K
|
190K
$15.2M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.01KNew |
$184K - $211K
|
3.01K
$241K
|
|
Q3 2023 | |||||||
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$3.35K - $3.61K
|
52
$4.17K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-696- 13.22% |
$44.9K - $48.3K
|
4.57K
$367K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.9KClosed |
$1.02M - $1.1M
|
0
$0
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
152New |
$9.8K - $10.5K
|
152
$12.2K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280New |
$18K - $19.4K
|
280
$22.5K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
138New |
$8.89K - $9.58K
|
138
$11.1K
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7- 0.16% |
$451 - $486
|
4.26K
$342K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 93.98% |
$32.2K - $34.7K
|
32
$2.57K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 66.67% |
$2.58K - $2.78K
|
100
$8.02K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 3.85% |
$2.38K - $2.57K
|
923
$74K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20New |
$1.29K - $1.39K
|
20
$1.6K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 3.03% |
$114K - $123K
|
56.7K
$4.55M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$3.22K - $3.47K
|
50
$4.01K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
313New |
$20.2K - $21.7K
|
313
$25.1K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.38K- 20.67% |
$153K - $165K
|
9.13K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-66Closed |
$4.25K - $4.58K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-169- 3.24% |
$10.9K - $11.7K
|
5.04K
$404K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.24K+ 3.96% |
$144K - $155K
|
58.6K
$4.7M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113- 0.34% |
$7.28K - $7.84K
|
32.9K
$2.64M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.42KNew |
$285K - $306K
|
4.42K
$354K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 25.0% |
$1.61K - $1.73K
|
125
$10K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$64.5 - $69.4
|
3.96K
$318K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-15- 75.0% |
$967 - $1.04K
|
5
$401
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
375+ 1.09% |
$24.2K - $26K
|
34.8K
$2.79M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-705- 10.42% |
$45.4K - $48.9K
|
6.06K
$486K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
108New |
$6.96K - $7.49K
|
108
$8.66K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 7.32% |
$193 - $208
|
38
$3.05K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.35K- 28.89% |
$86.8K - $93.5K
|
3.32K
$266K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.06K+ 23.99% |
$68.1K - $73.3K
|
5.46K
$438K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-54- 25.84% |
$3.48K - $3.75K
|
155
$12.4K
|