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 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5.87K- 3.24% |
$404K - $446K
|
176K
$13M
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
273+ 1.05% |
$18.8K - $20.7K
|
26.3K
$1.95M
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-59- 0.19% |
$4.06K - $4.48K
|
31.3K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.17K- 43.43% |
$218K - $241K
|
4.13K
$306K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.56% |
$551 - $608
|
1.43K
$106K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38K+ 168.14% |
$2.62M - $2.89M
|
60.6K
$4.48M
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
216KNew |
$14.8M - $16.4M
|
216K
$16M
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
526+ 2.75% |
$36.2K - $40K
|
19.7K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278- 4.45% |
$19.1K - $21.1K
|
5.97K
$441K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-591- 10.45% |
$40.7K - $44.9K
|
5.06K
$375K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 0.57% |
$6.61K - $7.29K
|
16.9K
$1.25M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23K- 9.56% |
$1.58M - $1.75M
|
218K
$16.1M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
356+ 3.67% |
$24.5K - $27K
|
10.1K
$745K
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-530- 7.9% |
$36.5K - $40.3K
|
6.18K
$458K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.5% |
$551 - $608
|
1.59K
$118K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 7.37% |
$9.32M - $10.3M
|
1.7M
$126M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-549- 13.13% |
$37.8K - $41.7K
|
3.63K
$269K
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 3.15% |
$76.5K - $84.5K
|
34.2K
$2.53M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.9K- 6.75% |
$1.71M - $1.89M
|
344K
$25.5M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31- 0.54% |
$2.13K - $2.36K
|
5.71K
$423K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
670+ 296.46% |
$46.1K - $50.9K
|
896
$66.3K
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 5.25% |
$264K - $292K
|
69.3K
$5.13M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$285K - $315K
|
4.14K
$306K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.25KNew |
$430K - $475K
|
6.25K
$463K
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
191+ 16.52% |
$13.1K - $14.5K
|
1.35K
$99.7K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-594- 6.74% |
$40.9K - $45.1K
|
8.21K
$608K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 30.0% |
$206 - $228
|
13
$962
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 3.0% |
$2.17M - $2.39M
|
1.08M
$79.9M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$242K - $267K
|
3.51K
$260K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-184- 5.33% |
$12.7K - $14K
|
3.27K
$242K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
398+ 39800.0% |
$27.4K - $30.2K
|
399
$29.5K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.9K- 3.6% |
$1.57M - $1.74M
|
613K
$45.3M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.58K- 16.27% |
$109K - $120K
|
8.13K
$602K
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-27- 0.08% |
$1.86K - $2.05K
|
32K
$2.36M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 7.71% |
$755K - $834K
|
153K
$11.3M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.81K+ 9.0% |
$469K - $517K
|
82.5K
$6.1M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.6K+ 63.79% |
$385K - $425K
|
14.4K
$1.06M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.04K- 13.24% |
$140K - $155K
|
13.4K
$989K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.01K- 14.32% |
$69.6K - $76.9K
|
6.05K
$448K
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
76.5K+ 23.01% |
$5.27M - $5.82M
|
409K
$30.3M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09M- 19.18% |
$74.7M - $82.5M
|
4.58M
$339M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-692- 1.69% |
$47.6K - $52.6K
|
40.2K
$2.98M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54.8K- 93.08% |
$3.77M - $4.16M
|
4.07K
$301K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 0.72% |
$137K - $151K
|
275K
$20.4M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.1K- 34.68% |
$4.55M - $5.02M
|
124K
$9.21M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.33K+ 1.5% |
$91.2K - $101K
|
89.5K
$6.63M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-778- 9.54% |
$53.5K - $59.1K
|
7.38K
$546K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.24K- 25.61% |
$361K - $398K
|
15.2K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.47K- 1.36% |
$101K - $112K
|
107K
$7.92M
|