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 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.3K- 6.21% |
$340K - $359K
|
186K
$5.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.61K+ 17.36% |
$238K - $251K
|
58.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1K+ 381.77% |
$1.63M - $1.72M
|
74.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.4K+ 2.77% |
$591K - $624K
|
794K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
39.3K+ 12582.69% |
$1.08M - $1.14M
|
39.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-187K- 55.57% |
$5.16M - $5.45M
|
149K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.05K- 1.34% |
$28.9K - $30.5K
|
76.9K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-4.03K- 97.25% |
$111K - $117K
|
114
$3.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.06% |
$138 - $146
|
8.13K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
885New |
$24.4K - $25.8K
|
885
$25.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24+ 0.32% |
$663 - $700
|
7.63K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 3.65% |
$576K - $608K
|
551K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
588+ 1.33% |
$16.2K - $17.1K
|
44.9K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.67KNew |
$73.6K - $77.7K
|
2.67K
$77.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.72KNew |
$213K - $225K
|
7.72K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.2K+ 53.05% |
$1.44M - $1.52M
|
151K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.9KNew |
$191K - $201K
|
6.9K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-405- 3.9% |
$11.2K - $11.8K
|
9.99K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.46K+ 10.18% |
$40.3K - $42.6K
|
15.8K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.9K+ 20.3% |
$52.5K - $55.4K
|
11.3K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.63K+ 127.65% |
$156K - $164K
|
10K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-140- 4.38% |
$3.87K - $4.08K
|
3.06K
$88.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-976- 3.76% |
$26.9K - $28.5K
|
25K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.13% |
$33.4K - $35.2K
|
942K
$27.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-542- 3.44% |
$15K - $15.8K
|
15.2K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.15K- 22.78% |
$142K - $150K
|
17.5K
$506K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 3.0% |
$40.3K - $42.5K
|
50.1K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
80+ 0.51% |
$2.21K - $2.33K
|
15.8K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.95K+ 7.61% |
$164K - $174K
|
84.2K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1K- 8.09% |
$390K - $412K
|
160K
$4.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.3K+ 3700.0% |
$919K - $971K
|
34.2K
$991K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.52K+ 4.35% |
$152K - $161K
|
133K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-730- 3.16% |
$20.2K - $21.3K
|
22.4K
$650K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.1KNew |
$57.8K - $61.1K
|
2.1K
$60.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 27.54% |
$8.74M - $9.23M
|
833K
$24.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3.71K+ 0.48% |
$102K - $108K
|
779K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 5.72% |
$3.74M - $3.95M
|
2.5M
$72.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.33K+ 12.14% |
$230K - $243K
|
76.9K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.7K+ 38.94% |
$1.15M - $1.22M
|
149K
$4.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.41K- 2.62% |
$38.8K - $41K
|
52.2K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.62% |
$55.2 - $58.3
|
327
$9.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-300- 0.77% |
$8.28K - $8.75K
|
38.5K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
44.8K+ 175.65% |
$1.24M - $1.3M
|
70.2K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200- 0.49% |
$5.52K - $5.83K
|
40.4K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
86.7K+ 10.29% |
$2.39M - $2.53M
|
929K
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-111K- 2.54% |
$3.06M - $3.23M
|
4.25M
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 3.81% |
$238K - $252K
|
235K
$6.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.73K+ 2.34% |
$47.7K - $50.4K
|
75.5K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9.52K- 4.78% |
$263K - $277K
|
190K
$5.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-120- 15.04% |
$3.31K - $3.5K
|
678
$19.7K
|
|