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, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.94K+ 107.58% |
$560K - $620K
|
17.3K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-275- 56.58% |
$17.2K - $19.1K
|
211
$5.88K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.13K - $3.47K
|
50
$1.39K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-267- 2.25% |
$16.7K - $18.5K
|
11.6K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.89K- 6.11% |
$118K - $131K
|
29K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 2.74% |
$1.59M - $1.76M
|
950K
$26.5M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 0.5% |
$101K - $112K
|
325K
$9.06M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.24KNew |
$203K - $224K
|
3.24K
$90.3K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8KNew |
$1.11M - $1.23M
|
17.8K
$497K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 30.37% |
$89.3K - $98.9K
|
3.27K
$91.2K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.86K- 15.3% |
$366K - $406K
|
32.4K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 11.53% |
$25K - $27.7K
|
3.07K
$85.6K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 6.7% |
$1.82K - $2.01K
|
462
$12.9K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67New |
$4.19K - $4.64K
|
67
$1.87K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.61% |
$2.57K - $2.84K
|
6.71K
$187K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.1KNew |
$194K - $215K
|
3.1K
$86.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.66K- 20.64% |
$104K - $115K
|
6.36K
$177K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
122New |
$7.64K - $8.45K
|
122
$3.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
5.3K+ 82.0% |
$332K - $368K
|
11.8K
$328K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
368+ 0.9% |
$23K - $25.5K
|
41K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.06K - $1.18K
|
12.4K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.12KNew |
$195K - $216K
|
3.12K
$87K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.06KNew |
$191K - $212K
|
3.06K
$85.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-34.4KClosed |
$2.15M - $2.38M
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 2.82% |
$109K - $121K
|
60K
$1.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.9KNew |
$4.31M - $4.77M
|
68.9K
$1.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.27K+ 12.47% |
$79.4K - $87.9K
|
11.4K
$319K
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
62K+ 89.21% |
$3.88M - $4.3M
|
132K
$3.67M
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$138K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
402New |
$23.8K - $27.8K
|
402
$11.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.77K - $2.08K
|
30
$837
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.09KNew |
$182K - $214K
|
3.09K
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24+ 0.33% |
$1.42K - $1.66K
|
7.36K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.31KNew |
$255K - $298K
|
4.31K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
117KNew |
$6.94M - $8.13M
|
117K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
267New |
$15.8K - $18.5K
|
267
$7.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.05KNew |
$121K - $142K
|
2.05K
$57.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.63KNew |
$214K - $251K
|
3.63K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
11.6KNew |
$687K - $805K
|
11.6K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
$198K - $232K
|
3.35K
$93.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.38K- 47.52% |
$318K - $373K
|
5.94K
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.8KNew |
$2.47M - $2.9M
|
41.8K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.08KNew |
$182K - $213K
|
3.08K
$85.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
3.86K+ 2.66% |
$228K - $267K
|
149K
$4.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
649New |
$38.4K - $44.9K
|
649
$18.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$138K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.19% |
$414 - $485
|
3.77K
$105K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.74KNew |
$221K - $259K
|
3.74K
$104K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.07K- 48.93% |
$182K - $213K
|
3.2K
$89.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.24KNew |
$192K - $225K
|
3.24K
$90.5K
|
|