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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
$198K - $232K
|
3.35K
$87.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-232- 5.75% |
$13.7K - $16.1K
|
3.8K
$99.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.38K- 47.52% |
$318K - $373K
|
5.94K
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.49K+ 45.06% |
$147K - $172K
|
8.01K
$210K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.8KNew |
$2.47M - $2.9M
|
41.8K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 66.67% |
$17.7K - $20.8K
|
150
$3.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.26KNew |
$193K - $225K
|
3.26K
$85.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.08KNew |
$182K - $213K
|
3.08K
$80.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
332New |
$19.6K - $23K
|
332
$8.71K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
3.86K+ 2.66% |
$228K - $267K
|
149K
$3.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
649New |
$38.4K - $44.9K
|
649
$17K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$130K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.19% |
$414 - $485
|
3.77K
$98.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.74KNew |
$221K - $259K
|
3.74K
$98K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.07K- 48.93% |
$182K - $213K
|
3.2K
$84K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.24KNew |
$192K - $225K
|
3.24K
$85.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
445New |
$26.3K - $30.8K
|
445
$11.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$761K - $891K
|
12.9K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$58.1K - $68K
|
275K
$7.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.3K+ 5.75% |
$77K - $90.2K
|
23.9K
$628K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-56- 0.97% |
$3.31K - $3.88K
|
5.73K
$150K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$27.6K - $32.3K
|
7.32K
$192K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$2.78K - $3.25K
|
47
$1.23K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
45+ 5.92% |
$2.66K - $3.12K
|
805
$21.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.29KNew |
$195K - $228K
|
3.29K
$86.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$5.91K - $6.92K
|
100
$2.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.8KNew |
$343K - $402K
|
5.8K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.49K- 61.65% |
$384K - $449K
|
4.04K
$106K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-102- 1.87% |
$6.03K - $7.06K
|
5.34K
$140K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.45M - $1.69M
|
24.5K
$642K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 100.0% |
$59.1 - $69.2
|
2
$52.5
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.84K- 52.09% |
$109K - $127K
|
1.69K
$44.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
161New |
$9.52K - $11.1K
|
161
$4.22K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
171New |
$10.1K - $11.8K
|
171
$4.49K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
$397K - $468K
|
487K
$12.8M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.47K- 26.61% |
$145K - $171K
|
6.82K
$179K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$46.8K - $55.2K
|
800
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.6KNew |
$562K - $663K
|
9.6K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
30.2KNew |
$1.77M - $2.08M
|
30.2K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 5.29% |
$11.3K - $13.3K
|
3.46K
$90.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
$58.5 - $69
|
220
$5.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
$6.58M - $7.76M
|
112K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.28% |
$585 - $690
|
3.53K
$92.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
74+ 1.08% |
$4.33K - $5.11K
|
6.91K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
180K+ 181.1% |
$10.6M - $12.5M
|
280K
$7.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
150New |
$8.78K - $10.4K
|
150
$3.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.15K+ 109.92% |
$243K - $286K
|
7.92K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.2KNew |
$1.24M - $1.46M
|
21.2K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108New |
$6.32K - $7.45K
|
108
$2.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55+ 0.67% |
$3.22K - $3.8K
|
8.29K
$217K
|
|