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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
861+ 7.13% |
$59.3K - $65.4K
|
12.9K
$957K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 12.69% |
$105K - $115K
|
10.5K
$774K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 709.17% |
$1.91M - $2.1M
|
31.6K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.52K- 27.59% |
$105K - $116K
|
4K
$296K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.9K+ 16.51% |
$682K - $753K
|
69.9K
$5.17M
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-700- 19.09% |
$48.2K - $53.2K
|
2.97K
$220K
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-43.7K- 35.23% |
$3.01M - $3.32M
|
80.3K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$778K - $858K
|
11.3K
$836K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.53K- 1.71% |
$105K - $116K
|
87.8K
$6.49M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.44% |
$275 - $304
|
905
$67K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
239+ 0.63% |
$16.4K - $18.2K
|
38.3K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-440- 5.92% |
$30.3K - $33.4K
|
6.99K
$517K
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
31.2K+ 19.21% |
$2.15M - $2.37M
|
194K
$14.3M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.76K- 22.4% |
$259K - $286K
|
13K
$964K
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
414+ 0.69% |
$28.5K - $31.5K
|
60.5K
$4.48M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-83- 9.96% |
$5.71K - $6.31K
|
750
$55.5K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
87New |
$5.99K - $6.61K
|
87
$6.44K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $200K
|
2.64K
$195K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
162+ 0.4% |
$11.1K - $12.3K
|
40.4K
$2.99M
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-498- 2.3% |
$34.3K - $37.8K
|
21.1K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26K- 11.0% |
$1.79M - $1.97M
|
210K
$15.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.6K+ 66.52% |
$3.83M - $4.23M
|
139K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.8K+ 27.25% |
$5.84M - $6.45M
|
396K
$29.3M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.03K- 5.77% |
$346K - $382K
|
82.1K
$6.08M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
146+ 0.96% |
$10K - $11.1K
|
15.3K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 8.88% |
$1.86K - $2.05K
|
331
$24.5K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$231K - $255K
|
3.35K
$248K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-257- 0.04% |
$17.7K - $19.5K
|
627K
$46.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 5.5% |
$14.6M - $16.1M
|
3.64M
$269M
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
41+ 0.4% |
$2.82K - $3.12K
|
10.2K
$757K
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-147- 0.04% |
$10.1K - $11.2K
|
382K
$28.3M
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-617- 1.29% |
$42.5K - $46.9K
|
47.1K
$3.49M
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
408+ 7.57% |
$28.1K - $31K
|
5.8K
$429K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-489K- 2.51% |
$33.6M - $37.1M
|
19M
$1.41B
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333KNew |
$22.9M - $25.3M
|
333K
$24.7M
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-24- 5.77% |
$1.65K - $1.82K
|
392
$29K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-110- 1.88% |
$7.57K - $8.36K
|
5.75K
$426K
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 6.72% |
$79.8K - $88.1K
|
16.1K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233- 5.17% |
$16K - $17.7K
|
4.28K
$316K
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-15.3K- 38.57% |
$1.05M - $1.16M
|
24.3K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
486+ 2.06% |
$33.4K - $36.9K
|
24.1K
$1.79M
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
23+ 0.49% |
$1.58K - $1.75K
|
4.68K
$346K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.36K+ 10.21% |
$369K - $407K
|
57.8K
$4.28M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-18- 0.06% |
$1.24K - $1.37K
|
28.4K
$2.1M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.93K- 48.34% |
$614K - $678K
|
9.54K
$706K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-257- 4.15% |
$17.7K - $19.5K
|
5.93K
$439K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 31.25% |
$7.23K - $7.98K
|
231
$17.1K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.56% |
$551 - $608
|
1.44K
$106K
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
16+ 0.22% |
$1.1K - $1.22K
|
7.37K
$546K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42+ 0.08% |
$2.89K - $3.19K
|
49.6K
$3.67M
|