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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.88KClosed |
$175K - $208K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.63KClosed |
$343K - $407K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.04KClosed |
$185K - $220K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
277New |
$16.9K - $20K
|
277
$7.27K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.1K- 12.21% |
$66.7K - $79.2K
|
7.87K
$206K
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-2.85KClosed |
$174K - $206K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.39KNew |
$207K - $245K
|
3.39K
$88.9K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
411New |
$25K - $29.7K
|
411
$10.8K
|
|
Jul 27, 2022
Q2 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
3.42KNew |
$208K - $247K
|
3.42K
$89.7K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $207K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.01KClosed |
$183K - $217K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.42KNew |
$269K - $319K
|
4.42K
$116K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
818New |
$49.8K - $59.1K
|
818
$21.5K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.58K- 35.81% |
$218K - $259K
|
6.41K
$168K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
$60.9 - $72.3
|
198
$5.19K
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
4New |
$244 - $289
|
4
$105
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.39K+ 11.83% |
$84.5K - $100K
|
13.1K
$344K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
118New |
$7.19K - $8.53K
|
118
$3.1K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$97.5K - $116K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
26.3KNew |
$1.6M - $1.9M
|
26.3K
$689K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.78% |
$60.9 - $72.3
|
37
$971
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
80New |
$4.87K - $5.78K
|
80
$2.1K
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
6.14KNew |
$374K - $444K
|
6.14K
$161K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.8KNew |
$4.26M - $5.05M
|
69.8K
$1.83M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-72.9KClosed |
$4.44M - $5.27M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$378K - $448K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-710- 68.27% |
$43.3K - $51.3K
|
330
$8.66K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-102- 0.84% |
$6.21K - $7.37K
|
12K
$315K
|
|
Q1 2022 | |||||||
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 52.63% |
$677 - $742
|
29
$761
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.48KClosed |
$235K - $258K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$271 - $297
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
$40.6K - $44.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$1.02K - $1.11K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.92KClosed |
$130K - $143K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-817Closed |
$55.3K - $60.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
900New |
$60.9K - $66.8K
|
900
$23.6K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-509Closed |
$34.5K - $37.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.8KClosed |
$189K - $207K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.45K- 37.5% |
$234K - $256K
|
5.75K
$151K
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.13KClosed |
$212K - $232K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-514- 55.21% |
$34.8K - $38.1K
|
417
$10.9K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$406 - $445
|
6
$157
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.43KClosed |
$300K - $328K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
181+ 102.26% |
$12.3K - $13.4K
|
358
$9.39K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$832K - $912K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.36KClosed |
$227K - $249K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
17New |
$1.15K - $1.26K
|
17
$446
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.59KClosed |
$175K - $192K
|
0
$0
|