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
Oct 30, 2020 Q3 2020
Gratus Capital LLC

SELL
 -
-10.5K
Closed
$517K - $574K
0 $0
Oct 30, 2020 Q3 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-11.9K
Closed
$588K - $653K
0 $0
Oct 28, 2020 Q3 2020
Delta Asset Management LLC

Memphis, TN
SELL
 -
-1
Closed
$49.4 - $54.9
0 $0
Oct 26, 2020 Q3 2020
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-398
Closed
$19.7K - $21.8K
0 $0
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-294
Closed
$14.5K - $16.1K
0 $0
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-424
Closed
$21K - $23.3K
0 $0
Oct 21, 2020 Q3 2020
Rocky Mountain Advisers, LLC

SELL
 -
-674
- 32.81%
$33.3K - $37K
1.38K $36.2K
Oct 15, 2020 Q3 2020
Archetype Wealth Partners

Houston, TX
SELL
 -
-26.3K
Closed
$1.3M - $1.45M
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-81
Closed
$4K - $4.44K
0 $0
Oct 06, 2020 Q3 2020
First Premier Bank

BUY
 -
345
New
$17.1K - $18.9K
345 $9.05K
Q2 2020
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-5.91K
Closed
$249K - $327K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-11.2K
Closed
$474K - $621K
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-241
Closed
$10.2K - $13.3K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
11K
New
$465K - $608K
11K $289K
Aug 14, 2020 Q2 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-35.6K
Closed
$1.5M - $1.97M
0 $0
Aug 14, 2020 Q2 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-59.4K
Closed
$2.51M - $3.28M
0 $0
Aug 13, 2020 Q2 2020
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-92K
Closed
$3.88M - $5.08M
0 $0
Aug 11, 2020 Q2 2020
Van Hulzen Asset Management, LLC

SELL
 -
-8.24K
Closed
$348K - $456K
0 $0
Aug 11, 2020 Q2 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-4.7K
Closed
$198K - $260K
0 $0
Aug 10, 2020 Q2 2020
Argent Capital Management LLC

SELL
 -
-7.69K
Closed
$324K - $425K
0 $0
Jul 31, 2020 Q2 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-817
- 94.12%
$34.5K - $45.2K
51 $1.34K
Jul 28, 2020 Q2 2020
Youngs Advisory Group, Inc.

SELL
 -
-233K
Closed
$9.82M - $12.9M
0 $0
Jul 27, 2020 Q2 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-68.2K
Closed
$2.88M - $3.77M
0 $0
Jul 24, 2020 Q2 2020
Private Ocean, LLC

SELL
 -
-630
Closed
$26.6K - $34.8K
0 $0
Jul 23, 2020 Q2 2020
Parkside Investments, LLC

SELL
 -
-7.3K
Closed
$308K - $404K
0 $0
Jul 14, 2020 Q2 2020
Brio Consultants, LLC

SELL
 -
-16.7K
Closed
$704K - $922K
0 $0
Jul 07, 2020 Q2 2020
Platte River Wealth Advisors, LLC

SELL
 -
-4.92K
Closed
$208K - $272K
0 $0
Q1 2020
Nov 18, 2020 Q1 2020
Cordant, Inc.

Portland, OR
SELL
 -
-31
Closed
$1.19K - $1.89K
0 $0
May 22, 2020 Q1 2020
Integrated Investment Consultants, LLC

SELL
 -
-11.4K
Closed
$440K - $699K
0 $0
May 15, 2020 Q1 2020
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-7.41K
Closed
$285K - $452K
0 $0
May 14, 2020 Q1 2020
Rosenberg Matthew Hamilton

BUY
 -
1K
New
$38.4K - $61K
1K $26.2K
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-1.63K
Closed
$62.6K - $99.5K
0 $0
May 14, 2020 Q1 2020
Baker Avenue Asset Management, LP

SELL
 -
-34.2K
Closed
$1.31M - $2.09M
0 $0
May 14, 2020 Q1 2020
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-3.43K
Closed
$132K - $209K
0 $0
May 14, 2020 Q1 2020
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-60
Closed
$2.3K - $3.66K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.07K
Closed
$41K - $65.2K
0 $0
May 08, 2020 Q1 2020
Hc Advisors, LLC

SELL
 -
-48K
Closed
$1.84M - $2.93M
0 $0
May 07, 2020 Q1 2020
Sns Financial Group, LLC

SELL
 -
-5.5K
Closed
$211K - $336K
0 $0
May 07, 2020 Q1 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-257
- 37.68%
$9.87K - $15.7K
425 $11.1K
May 05, 2020 Q1 2020
Waldron Private Wealth LLC

SELL
 -
-7.19K
Closed
$276K - $439K
0 $0
May 04, 2020 Q1 2020
Alpha Omega Wealth Management LLC

SELL
 -
-20.1K
Closed
$772K - $1.23M
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-362
Closed
$13.9K - $22.1K
0 $0
Apr 30, 2020 Q1 2020
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-28.8K
Closed
$1.11M - $1.76M
0 $0
Apr 24, 2020 Q1 2020
Segment Wealth Management, LLC

SELL
 -
-4.13K
Closed
$159K - $252K
0 $0
Apr 24, 2020 Q1 2020
Sharkey, Howes & Javer

SELL
 -
-3.77K
Closed
$145K - $230K
0 $0
Apr 23, 2020 Q1 2020
Wealth Architects, LLC

SELL
 -
-3.34K
Closed
$128K - $204K
0 $0
Apr 22, 2020 Q1 2020
Danda Trouve Investment Management, Inc.

SELL
 -
-138
Closed
$5.3K - $8.42K
0 $0
Apr 22, 2020 Q1 2020
Savior LLC

SELL
 -
-843
Closed
$32.4K - $51.4K
0 $0
Apr 21, 2020 Q1 2020
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-10.6K
Closed
$407K - $646K
0 $0

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