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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.02K- 4.72% |
$181K - $194K
|
142K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-156K- 69.86% |
$4.02M - $4.3M
|
67.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-189K- 4.05% |
$4.86M - $5.2M
|
4.46M
$125M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.6K+ 7.61% |
$1.07M - $1.15M
|
588K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47.7KNew |
$1.23M - $1.32M
|
47.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-47.9K- 2.42% |
$1.24M - $1.32M
|
1.93M
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.33KNew |
$215K - $230K
|
8.33K
$232K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-12.5K- 54.97% |
$322K - $345K
|
10.2K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.7K+ 179.58% |
$586K - $628K
|
35.4K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4K+ 130.55% |
$525K - $562K
|
35.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.45K+ 0.99% |
$192K - $206K
|
761K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.6K+ 1.83% |
$530K - $568K
|
1.15M
$32M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
721+ 78.54% |
$18.6K - $19.9K
|
1.64K
$45.7K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.89K- 9.02% |
$74.3K - $79.6K
|
29.1K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.65KNew |
$249K - $266K
|
9.65K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-75- 0.48% |
$1.93K - $2.07K
|
15.4K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.3K- 17.65% |
$137K - $146K
|
24.8K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-47.9K- 17.24% |
$1.23M - $1.32M
|
230K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.25% |
$298K - $319K
|
935K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62.6KNew |
$1.61M - $1.73M
|
62.6K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.87K- 10.37% |
$48.2K - $51.6K
|
16.1K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.23K+ 9.16% |
$31.7K - $34K
|
14.7K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.9KNew |
$331K - $355K
|
12.9K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-213K- 28.62% |
$5.49M - $5.88M
|
531K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-151K- 78.18% |
$3.89M - $4.16M
|
42.1K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14.7K- 8.21% |
$379K - $406K
|
164K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
105+ 0.54% |
$2.71K - $2.9K
|
19.7K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 0.39% |
$41.1K - $44K
|
414K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
154K+ 10.36% |
$3.98M - $4.26M
|
1.65M
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-4.28K- 4.28% |
$110K - $118K
|
95.6K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 75.81% |
$3.63K - $3.89K
|
45
$1.26K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 24.93% |
$391K - $418K
|
76K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
136K+ 10.04% |
$3.51M - $3.76M
|
1.49M
$41.7M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-940- 1.0% |
$24.2K - $25.9K
|
93.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 0.55% |
$618 - $662
|
4.38K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.33K+ 22.77% |
$241K - $258K
|
50.3K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.7K- 10.29% |
$1.95M - $2.09M
|
660K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16.1K- 28.79% |
$416K - $445K
|
39.9K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.9K+ 155.12% |
$1.11M - $1.19M
|
70.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
116KNew |
$2.98M - $3.19M
|
116K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 1.58% |
$40.3K - $43.1K
|
97.4K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.37K+ 65.92% |
$242K - $259K
|
23.6K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
41K+ 94.44% |
$1.06M - $1.13M
|
84.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2K- 0.91% |
$51.5K - $55.2K
|
217K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.64K+ 5.44% |
$93.8K - $100K
|
70.5K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
142+ 0.43% |
$3.66K - $3.92K
|
33K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
68.7K+ 9.28% |
$1.77M - $1.9M
|
810K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.72K+ 29.95% |
$95.7K - $103K
|
16.1K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-102K- 82.5% |
$2.62M - $2.81M
|
21.6K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 1.81% |
$97.7K - $105K
|
205K
$5.73M
|