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 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.22K+ 13.04% |
$152K - $168K
|
19.2K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
717+ 5.02% |
$49.3K - $54.5K
|
15K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.56% |
$68.8 - $76
|
178
$13.2K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.73KNew |
$188K - $207K
|
2.73K
$202K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
101K+ 569.82% |
$6.96M - $7.68M
|
119K
$8.8M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.72K- 7.98% |
$531K - $586K
|
89K
$6.59M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.79K- 15.06% |
$192K - $212K
|
15.7K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.71K+ 12.37% |
$118K - $130K
|
15.6K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64.5KNew |
$4.44M - $4.9M
|
64.5K
$4.77M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.7KNew |
$2.11M - $2.33M
|
30.7K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.2K- 23.17% |
$2.22M - $2.45M
|
107K
$7.91M
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
106+ 1.47% |
$7.29K - $8.05K
|
7.3K
$540K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-97- 0.12% |
$6.68K - $7.37K
|
80.7K
$5.98M
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
22+ 0.08% |
$1.51K - $1.67K
|
26.1K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.08% |
$138 - $152
|
2.61K
$193K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-690- 2.23% |
$47.5K - $52.4K
|
30.3K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.22K- 25.76% |
$222K - $245K
|
9.29K
$687K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.35M - $1.5M
|
19.7K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.99KNew |
$481K - $531K
|
6.99K
$517K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.39% |
$68.8 - $76
|
257
$19K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.96K+ 21.41% |
$135K - $149K
|
11.1K
$824K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.9K- 3.47% |
$955K - $1.05M
|
386K
$28.6M
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9+ 0.01% |
$619 - $684
|
60.3K
$4.46M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-41- 0.94% |
$2.82K - $3.12K
|
4.33K
$321K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-489- 3.44% |
$33.7K - $37.2K
|
13.7K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
293+ 0.11% |
$20.2K - $22.3K
|
274K
$20.3M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$275 - $304
|
4
$296
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.6K+ 533.47% |
$179K - $197K
|
3.09K
$228K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.27% |
$138 - $152
|
736
$54.5K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-262- 4.81% |
$18K - $19.9K
|
5.18K
$384K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.5K- 9.24% |
$172K - $190K
|
24.6K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
762+ 12.1% |
$52.4K - $57.9K
|
7.06K
$522K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
179+ 0.47% |
$12.3K - $13.6K
|
38K
$2.81M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
186+ 4.36% |
$12.8K - $14.1K
|
4.45K
$330K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.43KNew |
$167K - $185K
|
2.43K
$180K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-187- 0.05% |
$12.9K - $14.2K
|
356K
$26.3M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
239+ 24.77% |
$16.4K - $18.2K
|
1.2K
$89.1K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-299- 82.37% |
$20.6K - $22.7K
|
64
$4.74K
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31.9KNew |
$2.2M - $2.43M
|
31.9K
$2.36M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.78KNew |
$260K - $288K
|
3.78K
$280K
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-441- 6.18% |
$30.3K - $33.5K
|
6.7K
$496K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45K+ 40.26% |
$99.5K - $110K
|
5.04K
$373K
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
463+ 0.75% |
$31.9K - $35.2K
|
62.4K
$4.62M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.2K- 63.67% |
$3.18M - $3.51M
|
26.4K
$1.95M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
595+ 27.73% |
$40.9K - $45.2K
|
2.74K
$203K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.11K- 10.6% |
$76.2K - $84.1K
|
9.34K
$691K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.29K- 25.14% |
$364K - $402K
|
15.8K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-100- 0.97% |
$6.88K - $7.6K
|
10.2K
$753K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 8.17% |
$1.18M - $1.31M
|
193K
$14.3M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.35K- 61.99% |
$643K - $710K
|
5.73K
$424K
|