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 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
445New |
$26.3K - $30.8K
|
445
$12.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$761K - $891K
|
12.9K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$58.1K - $68K
|
275K
$7.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.3K+ 5.75% |
$77K - $90.2K
|
23.9K
$667K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-56- 0.97% |
$3.31K - $3.88K
|
5.73K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$27.6K - $32.3K
|
7.32K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$2.78K - $3.25K
|
47
$1.31K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$5.91K - $6.92K
|
100
$2.79K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-102- 1.87% |
$6.03K - $7.06K
|
5.34K
$149K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.45M - $1.69M
|
24.5K
$683K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.84K- 52.09% |
$109K - $127K
|
1.69K
$47.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
171New |
$10.1K - $11.8K
|
171
$4.77K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
$397K - $468K
|
487K
$13.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$46.8K - $55.2K
|
800
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.6KNew |
$562K - $663K
|
9.6K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
30.2KNew |
$1.77M - $2.08M
|
30.2K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 5.29% |
$11.3K - $13.3K
|
3.46K
$96.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.46% |
$58.5 - $69
|
220
$6.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
$6.58M - $7.76M
|
112K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
74+ 1.08% |
$4.33K - $5.11K
|
6.91K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
180K+ 181.1% |
$10.6M - $12.5M
|
280K
$7.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.15K+ 109.92% |
$243K - $286K
|
7.92K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108New |
$6.32K - $7.45K
|
108
$3.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
55+ 0.67% |
$3.22K - $3.8K
|
8.29K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-508- 33.2% |
$29.7K - $35.1K
|
1.02K
$28.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-203- 1.32% |
$11.9K - $14K
|
15.1K
$422K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
73.4KNew |
$4.29M - $5.07M
|
73.4K
$2.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.17KNew |
$302K - $357K
|
5.17K
$144K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
107New |
$6.26K - $7.39K
|
107
$2.98K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
123K+ 760.91% |
$7.21M - $8.51M
|
139K
$3.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
319+ 6.13% |
$18.7K - $22K
|
5.52K
$154K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-750- 15.01% |
$43.9K - $51.8K
|
4.25K
$118K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.7KNew |
$1.09M - $1.29M
|
18.7K
$521K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-309- 20.81% |
$18.1K - $21.3K
|
1.18K
$32.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-634- 83.42% |
$37.1K - $43.8K
|
126
$3.51K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25- 0.52% |
$1.46K - $1.73K
|
4.74K
$132K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-640- 12.99% |
$37.4K - $44.2K
|
4.29K
$120K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17.4KNew |
$1.02M - $1.2M
|
17.4K
$485K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.58K- 28.53% |
$268K - $316K
|
11.5K
$320K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.6% |
$410 - $483
|
1.17K
$32.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
49New |
$2.87K - $3.38K
|
49
$1.37K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.23KNew |
$72K - $85K
|
1.23K
$34.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.78KNew |
$221K - $261K
|
3.78K
$105K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.77K- 1.72% |
$104K - $122K
|
101K
$2.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.57KNew |
$209K - $247K
|
3.57K
$99.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
700New |
$41K - $48.3K
|
700
$19.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
35New |
$2.05K - $2.42K
|
35
$976
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8New |
$468 - $552
|
8
$223
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.62KNew |
$153K - $180K
|
2.62K
$72.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
49.9KNew |
$2.92M - $3.44M
|
49.9K
$1.39M
|
|