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 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.9K+ 5.17% |
$1.71M - $1.89M
|
506K
$37.4M
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-8- 0.23% |
$551 - $608
|
3.42K
$253K
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.67K+ 8.26% |
$322K - $355K
|
61.2K
$4.53M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 6.83% |
$93.9K - $104K
|
21.4K
$1.58M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-375- 1.78% |
$25.8K - $28.5K
|
20.7K
$1.53M
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.02K- 31.77% |
$414K - $457K
|
12.9K
$956K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.06K- 12.12% |
$417K - $460K
|
44K
$3.25M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
364+ 3.4% |
$25.1K - $27.7K
|
11.1K
$819K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-618- 10.3% |
$42.5K - $47K
|
5.38K
$398K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 16.79% |
$96.3K - $106K
|
9.74K
$721K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-429- 3.5% |
$29.5K - $32.6K
|
11.8K
$875K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.13KNew |
$284K - $314K
|
4.13K
$306K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.68K- 26.9% |
$253K - $280K
|
10K
$740K
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-12.2K- 25.98% |
$839K - $926K
|
34.7K
$2.57M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-601- 6.02% |
$41.4K - $45.7K
|
9.39K
$694K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-47- 0.43% |
$3.23K - $3.57K
|
10.9K
$806K
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-91- 0.84% |
$6.26K - $6.91K
|
10.7K
$793K
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-202- 0.51% |
$13.9K - $15.3K
|
39.2K
$2.9M
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 12.31% |
$126K - $139K
|
13K
$964K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.02K- 2.35% |
$139K - $153K
|
83.7K
$6.2M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82.1K+ 54.69% |
$5.65M - $6.24M
|
232K
$17.2M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.44K
$402K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.12KNew |
$559K - $617K
|
8.12K
$601K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.15% |
$1.31K - $1.44K
|
12.4K
$920K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-321- 9.09% |
$22.1K - $24.4K
|
3.21K
$238K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10.2K- 15.31% |
$700K - $773K
|
56.3K
$4.16M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.14K- 1.41% |
$78.1K - $86.2K
|
79.3K
$5.87M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.43K+ 3.95% |
$443K - $489K
|
169K
$12.5M
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 0.54% |
$1.03K - $1.14K
|
2.81K
$208K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14+ 0.1% |
$963 - $1.06K
|
14.5K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.8K- 34.49% |
$1.23M - $1.35M
|
33.8K
$2.5M
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-37.8K- 39.19% |
$2.6M - $2.87M
|
58.7K
$4.34M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
194K+ 151.57% |
$13.3M - $14.7M
|
322K
$23.8M
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.31K+ 3.12% |
$641K - $708K
|
307K
$22.7M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 13.59% |
$1.52M - $1.68M
|
140K
$10.4M
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
86+ 0.84% |
$5.92K - $6.53K
|
10.3K
$764K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.23K- 4.6% |
$84.7K - $93.5K
|
25.5K
$1.89M
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
485+ 4.21% |
$33.4K - $36.9K
|
12K
$888K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
16+ 0.54% |
$1.1K - $1.22K
|
2.99K
$221K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.5K+ 18.44% |
$858K - $948K
|
80.1K
$5.93M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 121.1% |
$3M - $3.31M
|
79.6K
$5.89M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-14.1K- 60.78% |
$970K - $1.07M
|
9.1K
$673K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.25KNew |
$430K - $474K
|
6.25K
$462K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-630- 7.01% |
$43.4K - $47.9K
|
8.35K
$618K
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
568K+ 5.47% |
$39.1M - $43.1M
|
10.9M
$810M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.35K- 19.87% |
$299K - $330K
|
17.5K
$1.3M
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-46- 0.24% |
$3.17K - $3.5K
|
18.9K
$1.4M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
105K+ 118.55% |
$7.23M - $7.99M
|
194K
$14.3M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-202- 1.06% |
$13.9K - $15.3K
|
18.9K
$1.4M
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
173+ 4.22% |
$11.9K - $13.1K
|
4.27K
$316K
|