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 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.71K+ 4.29% |
$126K - $138K
|
41.6K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
119K+ 186.84% |
$8.73M - $9.56M
|
183K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
996+ 1.43% |
$73.1K - $80K
|
70.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56.5KNew |
$4.15M - $4.54M
|
56.5K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.22% |
$2.2K - $2.41K
|
13.8K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.79K- 4.28% |
$205K - $224K
|
62.4K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
622+ 6.3% |
$45.7K - $50K
|
10.5K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.71K- 7.36% |
$566K - $619K
|
97K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 7.34% |
$785K - $860K
|
135K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 13.82% |
$110K - $121K
|
12.4K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 3.87% |
$215K - $236K
|
72.7K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
24+ 0.03% |
$1.76K - $1.93K
|
94.1K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.64K- 90.02% |
$194K - $212K
|
293
$7.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.49K- 0.62% |
$183K - $200K
|
398K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.23K- 7.52% |
$164K - $179K
|
27.5K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-204- 0.08% |
$15K - $16.4K
|
269K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873New |
$64.1K - $70.2K
|
873
$22.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-65- 0.84% |
$4.77K - $5.22K
|
7.64K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
331New |
$24.3K - $26.6K
|
331
$8.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
601+ 0.38% |
$44.1K - $48.3K
|
160K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-52- 0.01% |
$3.82K - $4.18K
|
390K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-423- 0.71% |
$31.1K - $34K
|
59.2K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 4.23% |
$101K - $111K
|
34K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.04% |
$147 - $161
|
4.67K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.29% |
$1.76K - $1.93K
|
8.38K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.71K- 2.28% |
$125K - $137K
|
73.3K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.82KNew |
$721K - $789K
|
9.82K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29M+ 225.26% |
$168M - $184M
|
3.31M
$86.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.65K- 2.69% |
$341K - $374K
|
168K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.35K+ 51.35% |
$393K - $430K
|
15.8K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
275+ 2.13% |
$20.2K - $22.1K
|
13.2K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
267+ 89.9% |
$19.6K - $21.5K
|
564
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-406- 10.1% |
$29.8K - $32.6K
|
3.61K
$94.8K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-661- 17.66% |
$48.5K - $53.1K
|
3.08K
$80.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$320K - $350K
|
4.36K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
107New |
$7.86K - $8.6K
|
107
$2.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-342- 1.27% |
$25.1K - $27.5K
|
26.6K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 15.99% |
$137K - $149K
|
13.5K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.83K+ 36.09% |
$501K - $549K
|
25.7K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
91.3K+ 162.71% |
$6.71M - $7.34M
|
147K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
203+ 7.89% |
$14.9K - $16.3K
|
2.78K
$72.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.85K+ 3.22% |
$136K - $149K
|
59.4K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 2.13% |
$6.39K - $6.99K
|
4.17K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 19.48% |
$1.1K - $1.21K
|
62
$1.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31+ 0.19% |
$2.28K - $2.49K
|
16.1K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$65.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.17% |
$220 - $241
|
260
$6.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.71% |
$5.21K - $5.71K
|
4.08K
$107K
|