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 08, 2020
Q1 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-48KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-257- 37.68% |
N/A
|
425
$31.5K
|
|
May 05, 2020
Q1 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20.1KClosed |
N/A
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-362Closed |
N/A
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-28.8KClosed |
N/A
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.77KClosed |
N/A
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-843Closed |
N/A
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.82KClosed |
N/A
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-79KClosed |
N/A
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-3.88KClosed |
N/A
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-530Closed |
N/A
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Eagle Capital Management, LLC
|
SELL
|
- |
-148KClosed |
N/A
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.1KClosed |
N/A
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-48.9KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.7KClosed |
N/A
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-36.5KClosed |
N/A
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.86KClosed |
N/A
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.53MClosed |
N/A
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-130KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Mar 12, 2021
Q3 2019
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.97KClosed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.67KClosed |
N/A
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-69Closed |
N/A
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-823Closed |
N/A
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$143K
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-324Closed |
N/A
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-682Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-4.8KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.74KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-389Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|