Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
111K
New
$7.28M - $7.71M
111K $2.9M
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
93
New
$6.12K - $6.49K
93 $2.44K
Aug 12, 2021 Q2 2021
Jacobi Capital Management LLC

SELL
 -
-1.05K
Closed
$69.2K - $73.4K
0 $0
Aug 10, 2021 Q2 2021
Capital Advisors, Ltd. LLC

SELL
 -
-889
Closed
$58.5K - $62K
0 $0
Aug 06, 2021 Q2 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-22.6K
Closed
$1.49M - $1.58M
0 $0
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-5
Closed
$329 - $349
0 $0
Aug 05, 2021 Q2 2021
Platform Technology Partners

SELL
 -
-4.38K
Closed
$288K - $305K
0 $0
Aug 03, 2021 Q2 2021
Amg National Trust Bank

SELL
 -
-10.1K
Closed
$661K - $701K
0 $0
Jul 29, 2021 Q2 2021
Investors Research Corp

SELL
 -
-30
- 2.3%
$1.97K - $2.09K
1.28K $33.4K
Jul 22, 2021 Q2 2021
Burleson & Company, LLC

SELL
 -
-8
Closed
$526 - $558
0 $0
Q1 2021
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-753
Closed
$44.2K - $49.4K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-753
Closed
$44.2K - $49.4K
0 $0
May 17, 2021 Q1 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-1.27K
Closed
$74.5K - $83.3K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-395
Closed
$23.2K - $25.9K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-40
Closed
$2.35K - $2.63K
0 $0
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-679
Closed
$39.9K - $44.6K
0 $0
May 12, 2021 Q1 2021
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-4.79K
Closed
$281K - $314K
0 $0
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-3.54K
Closed
$208K - $233K
0 $0
May 05, 2021 Q1 2021
Human Investing LLC

SELL
 -
-365
Closed
$21.4K - $24K
0 $0
May 03, 2021 Q1 2021
Calton & Associates, Inc.

SELL
 -
-3.51K
Closed
$206K - $230K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-1.57K
Closed
$92.1K - $103K
0 $0
Apr 27, 2021 Q1 2021
Concorde Asset Management, LLC

SELL
 -
-5.95K
Closed
$349K - $390K
0 $0
Apr 23, 2021 Q1 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-380
Closed
$22.3K - $25K
0 $0
Apr 15, 2021 Q1 2021
Juncture Wealth Strategies, LLC

SELL
 -
-6.6K
Closed
$388K - $434K
0 $0
Apr 07, 2021 Q1 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-470
Closed
$27.6K - $30.9K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
627
New
$31.9K - $37.3K
627 $16.4K
Feb 16, 2021 Q4 2020
Landaas & CO

Milwaukee, WI
BUY
 -
3.62K
New
$184K - $215K
3.62K $95K
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
7.06K
New
$359K - $420K
7.06K $185K
Feb 12, 2021 Q4 2020
Financial Advisory Group

Houston, TX
SELL
 -
-13.3K
Closed
$676K - $792K
0 $0
Feb 12, 2021 Q4 2020
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-850
Closed
$43.2K - $50.6K
0 $0
Feb 12, 2021 Q4 2020
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-1K
Closed
$50.8K - $59.5K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-55
Closed
$2.8K - $3.27K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-5.36K
Closed
$273K - $319K
0 $0
Feb 09, 2021 Q4 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-76
Closed
$3.86K - $4.52K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
372
New
$18.9K - $22.1K
372 $9.76K
Feb 02, 2021 Q4 2020
Well Done, LLC

SELL
 -
-3.05K
- 25.81%
$155K - $181K
8.76K $230K
Jan 27, 2021 Q4 2020
Wolff Wiese Magana LLC

BUY
 -
10
New
$508 - $595
10 $262
Jan 11, 2021 Q4 2020
Rvw Wealth, LLC

SELL
 -
-4.86K
Closed
$247K - $289K
0 $0
Q3 2020
Oct 18, 2024 Q3 2020
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
234
+ 1.89%
$11.6K - $12.8K
12.6K $331K
Aug 05, 2024 Q3 2020
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-261
- 6.34%
$12.9K - $14.3K
3.85K $101K
Dec 03, 2020 Q3 2020
Brinker Capital Investments, LLC

SELL
 -
-46.9K
Closed
$2.32M - $2.57M
0 $0
Nov 16, 2020 Q3 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-77.3K
Closed
$3.82M - $4.24M
0 $0
Nov 16, 2020 Q3 2020
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-71.5K
Closed
$3.53M - $3.92M
0 $0
Nov 13, 2020 Q3 2020
Fort Pitt Capital Group, LLC

SELL
 -
-4K
Closed
$198K - $219K
0 $0
Nov 13, 2020 Q3 2020
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-185
Closed
$9.15K - $10.1K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-279
Closed
$13.8K - $15.3K
0 $0
Nov 13, 2020 Q3 2020
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-4.85K
Closed
$240K - $266K
0 $0
Nov 12, 2020 Q3 2020
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-2.37K
Closed
$117K - $130K
0 $0
Nov 09, 2020 Q3 2020
Shelton Capital Management

Denver, CO
SELL
 -
-5K
Closed
$247K - $274K
0 $0

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