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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-370Closed |
$24.8K - $26.3K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
46.1KNew |
$3.09M - $3.28M
|
46.1K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.22KClosed |
$215K - $228K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.3KNew |
$2.03M - $2.15M
|
30.3K
$845K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-81Closed |
$5.42K - $5.76K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.54KClosed |
$167K - $177K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
111KNew |
$7.28M - $7.71M
|
111K
$3.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
93New |
$6.12K - $6.49K
|
93
$2.59K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.05KClosed |
$69.2K - $73.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-889Closed |
$58.5K - $62K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.6KClosed |
$1.49M - $1.58M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5Closed |
$329 - $349
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.38KClosed |
$288K - $305K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10.1KClosed |
$661K - $701K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-8Closed |
$526 - $558
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-731Closed |
$48.1K - $51K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.27KClosed |
$74.5K - $83.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-395Closed |
$23.2K - $25.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-40Closed |
$2.35K - $2.63K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-679Closed |
$39.9K - $44.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.79KClosed |
$281K - $314K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.54KClosed |
$208K - $233K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
SELL
|
- |
-365Closed |
$21.4K - $24K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.57KClosed |
$92.1K - $103K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.95KClosed |
$349K - $390K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-380Closed |
$22.3K - $25K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.6KClosed |
$388K - $434K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-470Closed |
$27.6K - $30.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
627New |
$31.9K - $37.3K
|
627
$17.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.62KNew |
$184K - $215K
|
3.62K
$101K
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.06KNew |
$359K - $420K
|
7.06K
$197K
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.3KClosed |
$676K - $792K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-850Closed |
$43.2K - $50.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1KClosed |
$50.8K - $59.5K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-55Closed |
$2.8K - $3.27K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.36KClosed |
$273K - $319K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-76Closed |
$3.86K - $4.52K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
372New |
$18.9K - $22.1K
|
372
$10.4K
|
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.86KClosed |
$247K - $289K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Aug 05, 2024
Q3 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-261- 6.34% |
$12.9K - $14.3K
|
3.85K
$107K
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-46.9KClosed |
$2.32M - $2.57M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-77.3KClosed |
$3.82M - $4.24M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-71.5KClosed |
$3.53M - $3.92M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4KClosed |
$198K - $219K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185Closed |
$9.15K - $10.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-279Closed |
$13.8K - $15.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.85KClosed |
$240K - $266K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.37KClosed |
$117K - $130K
|
0
$0
|
|