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 |
---|---|---|---|---|---|---|---|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.86KClosed |
N/A
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-46.9KClosed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-77.3KClosed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-71.5KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-279Closed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.37KClosed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-398Closed |
N/A
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-294Closed |
N/A
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-424Closed |
N/A
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-674- 32.81% |
N/A
|
1.38K
$102K
|
|
Oct 15, 2020
Q3 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-26.3KClosed |
N/A
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81Closed |
N/A
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
First Premier Bank
|
BUY
|
- |
345New |
N/A
|
345
$25.5K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
261+ 5.89% |
N/A
|
4.7K
$347K
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.91KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-241Closed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11KNew |
N/A
|
11K
$814K
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-35.6KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-59.4KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-92KClosed |
N/A
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.24KClosed |
N/A
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.7KClosed |
N/A
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-7.69KClosed |
N/A
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-817- 94.12% |
N/A
|
51
$3.77K
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-233KClosed |
N/A
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-68.2KClosed |
N/A
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-630Closed |
N/A
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-7.3KClosed |
N/A
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4.92KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.41KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.21KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1KNew |
N/A
|
1K
$74K
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.63KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|