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 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 2.54% |
$37.4K - $40.9K
|
19.5K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-427- 1.52% |
$31.4K - $34.3K
|
27.7K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-149- 1.87% |
$10.9K - $12K
|
7.84K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 1.96% |
$105K - $115K
|
74.3K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.45% |
$4.31M - $4.71M
|
277K
$7.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
39K+ 211.67% |
$2.86M - $3.13M
|
57.4K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9+ 0.01% |
$661 - $723
|
60.9K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.6KNew |
$3.5M - $3.83M
|
47.6K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
671+ 173.83% |
$49.3K - $53.9K
|
1.06K
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.64K- 2.72% |
$707K - $774K
|
345K
$9.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
627+ 2.89% |
$46K - $50.4K
|
22.4K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220K- 4.95% |
$16.2M - $17.7M
|
4.24M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
46+ 1.15% |
$3.38K - $3.7K
|
4.05K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 8.66% |
$15.6M - $17M
|
2.66M
$69.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-199- 0.76% |
$14.6K - $16K
|
25.9K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 108.28% |
$75.9K - $83K
|
1.99K
$52.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 1.08% |
$294 - $321
|
374
$9.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.2K+ 20.88% |
$4.64M - $5.08M
|
366K
$9.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.2K- 9.27% |
$382K - $418K
|
50.9K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.01K+ 1.36% |
$221K - $242K
|
225K
$5.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.11K- 1.0% |
$302K - $331K
|
406K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 39.83% |
$73.5K - $80.5K
|
3.51K
$92.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 295.88% |
$1.61M - $1.76M
|
29.3K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30+ 0.66% |
$2.2K - $2.41K
|
4.55K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-714K- 17.76% |
$52.4M - $57.4M
|
3.31M
$86.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-11.7K- 1.96% |
$856K - $936K
|
584K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-626- 4.93% |
$46K - $50.3K
|
12.1K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.4% |
$76.1K - $83.3K
|
22.5K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179K+ 132.74% |
$13.2M - $14.4M
|
314K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.38KNew |
$469K - $513K
|
6.38K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 3.86% |
$85.5K - $93.6K
|
29K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-145- 0.46% |
$10.6K - $11.7K
|
31.2K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-237- 7.5% |
$17.4K - $19K
|
2.92K
$76.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.18KNew |
$674K - $738K
|
9.18K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.25K+ 759.33% |
$385K - $422K
|
5.94K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 26.98% |
$146K - $160K
|
5.38K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
831K+ 4.46% |
$61M - $66.8M
|
19.5M
$511M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-59- 2.23% |
$4.33K - $4.74K
|
2.58K
$67.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
635K+ 5.52% |
$46.6M - $51M
|
12.1M
$318M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1KNew |
$73.4K - $80.4K
|
1K
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
80+ 0.92% |
$5.87K - $6.43K
|
8.81K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-304- 1.24% |
$22.3K - $24.4K
|
24.1K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.7K- 13.3% |
$3.06M - $3.35M
|
272K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.72% |
$5.87K - $6.43K
|
11K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.41K- 2.88% |
$177K - $193K
|
81.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.57K+ 26.94% |
$189K - $207K
|
12.1K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 0.74% |
$351K - $385K
|
643K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 0.05% |
$587 - $643
|
15.3K
$401K
|