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
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-817
Closed
$55.3K - $60.6K
0 $0
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
900
New
$60.9K - $66.8K
900 $25.1K
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-509
Closed
$34.5K - $37.8K
0 $0
May 10, 2022 Q1 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-2.8K
Closed
$189K - $207K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-100
Closed
$6.77K - $7.42K
0 $0
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-3.45K
- 37.5%
$234K - $256K
5.75K $160K
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-3.13K
Closed
$212K - $232K
0 $0
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-514
- 55.21%
$34.8K - $38.1K
417 $11.6K
May 06, 2022 Q1 2022
Fountainhead Am, LLC

Warren, NJ
SELL
 -
-4.43K
Closed
$300K - $328K
0 $0
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
181
+ 102.26%
$12.3K - $13.4K
358 $9.98K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

SELL
 -
-3.36K
Closed
$227K - $249K
0 $0
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

BUY
 -
17
New
$1.15K - $1.26K
17 $474
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-100
Closed
$6.77K - $7.42K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-2.59K
Closed
$175K - $192K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-3.07K
Closed
$208K - $228K
0 $0
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-36
Closed
$2.44K - $2.67K
0 $0
Apr 27, 2022 Q1 2022
Trinity Financial Advisors LLC

SELL
 -
-3.39K
Closed
$229K - $251K
0 $0
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-47
Closed
$3.18K - $3.49K
0 $0
Apr 26, 2022 Q1 2022
Masso Torrence Wealth Management Inc.

SELL
 -
-437
Closed
$29.6K - $32.4K
0 $0
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

SELL
 -
-4.63K
Closed
$313K - $343K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-311
Closed
$21.1K - $23.1K
0 $0
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

SELL
 -
-3.76K
Closed
$255K - $279K
0 $0
Apr 14, 2022 Q1 2022
Flower City Capital

SELL
 -
-45.8K
Closed
$3.1M - $3.4M
0 $0
Apr 14, 2022 Q1 2022
Seneca House Advisors

SELL
 -
-3.16K
Closed
$214K - $234K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-1.08K
Closed
$73.1K - $80.1K
0 $0
Apr 12, 2022 Q1 2022
Stuart Chaussee & Associates, Inc.

SELL
 -
-133K
Closed
$9.01M - $9.87M
0 $0
Q4 2021
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-77
Closed
$5.23K - $5.64K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-9
Closed
$611 - $660
0 $0
Feb 24, 2022 Q4 2021
Rovin Capital

SELL
 -
-49.8K
Closed
$3.38M - $3.65M
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-237
Closed
$16.1K - $17.4K
0 $0
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-110
Closed
$7.47K - $8.06K
0 $0
Feb 14, 2022 Q4 2021
Marshall Wace, LLP

London, X0
SELL
 -
-4.85K
Closed
$330K - $356K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-27
Closed
$1.83K - $1.98K
0 $0
Feb 10, 2022 Q4 2021
Pittenger & Anderson Inc

SELL
 -
-14
- 4.81%
$951 - $1.03K
277 $7.73K
Feb 08, 2022 Q4 2021
Nvwm, LLC

BUY
 -
557
New
$37.8K - $40.8K
557 $15.5K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-15
Closed
$1.02K - $1.1K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-28.5K
Closed
$1.94M - $2.09M
0 $0
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-676
- 28.57%
$45.9K - $49.6K
1.69K $47.1K
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-229
Closed
$15.5K - $16.8K
0 $0
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-896
- 99.56%
$60.8K - $65.7K
4 $112
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-560
Closed
$38K - $41K
0 $0
Q3 2021
Nov 16, 2021 Q3 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-8
- 4.0%
$535 - $568
192 $5.35K
Nov 16, 2021 Q3 2021
Security National Bank Of Sioux City Iowa

Sioux City, IA
SELL
 -
-2.96K
Closed
$198K - $210K
0 $0
Nov 15, 2021 Q3 2021
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-4.14K
Closed
$277K - $294K
0 $0
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-2.12K
Closed
$142K - $151K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
443
New
$29.6K - $31.5K
443 $12.4K
Nov 10, 2021 Q3 2021
Prentice Wealth Management LLC

SELL
 -
-8
Closed
$535 - $568
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
20K
New
$1.34M - $1.42M
20K $558K
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.51K
Closed
$302K - $321K
0 $0

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