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
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-896
- 99.56%
$60.8K - $65.7K
4 $113
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 $5.41K
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 $12.5K
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 $563K
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.51K
Closed
$302K - $321K
0 $0
Nov 03, 2021 Q3 2021
Red Cedar Investment Management, LLC

BUY
 -
46.1K
New
$3.09M - $3.28M
46.1K $1.3M
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-3.22K
Closed
$215K - $228K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
30.3K
New
$2.03M - $2.15M
30.3K $853K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-81
Closed
$5.42K - $5.76K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-2.54K
Closed
$167K - $177K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
111K
New
$7.28M - $7.71M
111K $3.11M
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
93
New
$6.12K - $6.49K
93 $2.62K
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 22, 2021 Q2 2021
Burleson & Company, LLC

SELL
 -
-8
Closed
$526 - $558
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-731
Closed
$48.1K - $51K
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
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 $17.7K
Feb 16, 2021 Q4 2020
Landaas & CO

Milwaukee, WI
BUY
 -
3.62K
New
$184K - $215K
3.62K $102K
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
7.06K
New
$359K - $420K
7.06K $199K
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 $10.5K

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