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 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
462New |
$31.8K - $35.1K
|
462
$12.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.69M - $1.87M
|
24.5K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$211K - $233K
|
3.07K
$85.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.3KNew |
$2.78M - $3.06M
|
40.3K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.11KNew |
$76.5K - $84.5K
|
1.11K
$31K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.35K- 51.93% |
$300K - $331K
|
4.03K
$112K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.44% |
$3.3K - $3.65K
|
10.9K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$13.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.3KNew |
$3.05M - $3.36M
|
44.3K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-95- 36.54% |
$6.54K - $7.22K
|
165
$4.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.47K- 27.4% |
$170K - $188K
|
6.54K
$182K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
118KNew |
$7.24M - $8.32M
|
118K
$3.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.07KNew |
$188K - $215K
|
3.07K
$85.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-109- 0.41% |
$6.67K - $7.66K
|
26.3K
$733K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
63New |
$3.85K - $4.43K
|
63
$1.76K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
452New |
$27.6K - $31.7K
|
452
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-511- 29.3% |
$31.3K - $35.9K
|
1.23K
$34.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$88.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$224K - $257K
|
3.66K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.93KNew |
$179K - $206K
|
2.93K
$81.7K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$1.16K - $1.33K
|
19
$530
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
631New |
$38.6K - $44.3K
|
631
$17.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
773KNew |
$47.3M - $54.3M
|
773K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.01KNew |
$123K - $141K
|
2.01K
$56K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$210K - $241K
|
3.44K
$95.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408New |
$25K - $28.7K
|
408
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3KNew |
$183K - $211K
|
3K
$83.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$979 - $1.12K
|
16
$446
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$612 - $702
|
10
$279
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.35KNew |
$205K - $236K
|
3.35K
$93.5K
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
19.8KNew |
$1.21M - $1.39M
|
19.8K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$27K - $31K
|
442
$12.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.22K- 8.31% |
$136K - $156K
|
24.5K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
255+ 5.7% |
$15.6K - $17.9K
|
4.73K
$132K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-375- 9.01% |
$22.9K - $26.3K
|
3.79K
$106K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
900+ 1.46% |
$55K - $63.2K
|
62.7K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.34KNew |
$204K - $235K
|
3.34K
$93.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
63+ 0.71% |
$3.85K - $4.43K
|
8.92K
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
218New |
$13.3K - $15.3K
|
218
$6.08K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-100- 25.0% |
$6.12K - $7.02K
|
300
$8.37K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1K- 10.67% |
$61.3K - $70.5K
|
8.4K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
45+ 0.2% |
$2.75K - $3.16K
|
22.4K
$624K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$82K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-279- 1.78% |
$17.1K - $19.6K
|
15.4K
$429K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.85K+ 91.54% |
$358K - $411K
|
12.2K
$342K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.04% |
$662K - $760K
|
190K
$5.3M
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$3.35K - $3.61K
|
52
$1.45K
|
|
|
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
$4.24K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280New |
$18K - $19.4K
|
280
$7.81K
|
|