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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.75KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-153Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
50New |
N/A
|
50
$1.31K
|
|
|
Jan 22, 2019
Q4 2018
|
Lincoln Capital Corp
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Jan 09, 2019
Q4 2018
|
Spence Asset Management
|
SELL
|
- |
-255Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29KNew |
N/A
|
29K
$761K
|
|
|
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96K+ 22.47% |
N/A
|
21.6K
$567K
|
|
|
Nov 05, 2018
Q3 2018
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-844Closed |
N/A
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.63KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
119New |
N/A
|
119
$3.12K
|
|
| Q2 2018 | |||||||
|
May 28, 2020
Q2 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-581Closed |
N/A
|
0
$0
|
|
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
F3 Logic, LLC
|
SELL
|
- |
-7.43KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Papp L Roy & Associates
|
SELL
|
- |
-7.35KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jun 01, 2018
Q1 2018
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-7.65KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-7.72KClosed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Wrapmanager Inc
|
SELL
|
- |
-55.2KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Toth Financial Advisory Corp
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Wall Capital Group, Inc.
|
SELL
|
- |
-814Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13.2KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-90KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.03KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$26.2
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495New |
N/A
|
495
$13K
|
|
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.39KClosed |
N/A
|
0
$0
|
|