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 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 2.9% |
$150K - $164K
|
72.6K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-145- 4.56% |
$10.6K - $11.7K
|
3.04K
$79.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 0.32% |
$2.57K - $2.81K
|
10.9K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-425- 7.14% |
$31.2K - $34.2K
|
5.53K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71KNew |
$199K - $218K
|
2.71K
$71.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-206- 1.36% |
$15.1K - $16.6K
|
14.9K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$79.4K - $86.9K
|
1.08K
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 1.12% |
$1.17K - $1.29K
|
1.44K
$37.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-333- 1.31% |
$24.5K - $26.8K
|
25K
$656K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-534- 9.08% |
$39.2K - $42.9K
|
5.35K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
312+ 6.6% |
$22.9K - $25.1K
|
5.04K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 0.62% |
$1.62K - $1.77K
|
3.52K
$92.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-400- 3.52% |
$29.4K - $32.1K
|
11K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-141- 0.14% |
$10.4K - $11.3K
|
97.3K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 1.53% |
$1.22M - $1.34M
|
1.1M
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.78K- 8.82% |
$278K - $304K
|
39.1K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.16KNew |
$232K - $254K
|
3.16K
$82.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
436+ 1.26% |
$32K - $35K
|
35.1K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
110+ 0.68% |
$8.08K - $8.84K
|
16.4K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 1.17% |
$955 - $1.04K
|
1.13K
$29.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 6.99% |
$7.93K - $8.68K
|
1.44K
$37.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.37% |
$19.8K - $21.7K
|
73K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.93KNew |
$215K - $235K
|
2.93K
$76.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-389- 50.13% |
$28.6K - $31.3K
|
387
$10.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 1.33% |
$392K - $429K
|
406K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-195- 0.48% |
$14.3K - $15.7K
|
40.5K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.81K- 57.06% |
$427K - $467K
|
4.37K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.44K+ 3.12% |
$399K - $437K
|
180K
$4.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.13K- 8.46% |
$303K - $332K
|
44.7K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
46.6K+ 43.89% |
$3.42M - $3.75M
|
153K
$4.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-565- 14.49% |
$41.5K - $45.4K
|
3.34K
$87.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$73.4 - $80.4
|
595
$15.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.19K- 0.68% |
$161K - $176K
|
322K
$8.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.59K+ 19.84% |
$190K - $208K
|
15.6K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 6.72% |
$26.8K - $29.3K
|
5.8K
$152K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 0.49% |
$4.55K - $4.98K
|
12.5K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$10.5K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
479+ 3.66% |
$35.2K - $38.5K
|
13.6K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 0.67% |
$5.51K - $6.03K
|
11K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 0.54% |
$5.51K - $6.03K
|
13.9K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
476+ 1.63% |
$35K - $38.3K
|
29.7K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 1.66% |
$65.5K - $71.7K
|
52.8K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
55+ 1.11% |
$4.04K - $4.42K
|
4.99K
$131K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
8.21KNew |
$603K - $660K
|
8.21K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
32.8K+ 10.47% |
$2.41M - $2.63M
|
346K
$9.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-384- 24.11% |
$28.2K - $30.9K
|
1.21K
$31.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.47K+ 2.02% |
$402K - $440K
|
276K
$7.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.68K+ 11.76% |
$711K - $778K
|
92K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.01K- 1.26% |
$515K - $564K
|
548K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15K+ 68.95% |
$1.1M - $1.2M
|
36.7K
$962K
|