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, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.07K+ 1.28% |
$182K - $195K
|
560K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 31.42% |
$144K - $154K
|
12.2K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$696 - $745
|
11.3K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
104K+ 5.73% |
$2.69M - $2.88M
|
1.92M
$53.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 1.06% |
$2.78K - $2.98K
|
10.1K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-201- 0.48% |
$5.18K - $5.55K
|
41.6K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 3.93% |
$39.3K - $42.1K
|
40.3K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
168New |
$4.33K - $4.64K
|
168
$4.69K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
174New |
$4.48K - $4.8K
|
174
$4.85K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.9K- 8.54% |
$488K - $522K
|
203K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 48.84% |
$930K - $996K
|
110K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
55.6KNew |
$1.43M - $1.54M
|
55.6K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.13K+ 2.12% |
$106K - $114K
|
199K
$5.55M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 18.09% |
$62.2K - $66.6K
|
10.9K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.11K+ 1.46% |
$54.3K - $58.2K
|
147K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
891+ 29.7% |
$23K - $24.6K
|
3.89K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.87K- 5.57% |
$48.2K - $51.6K
|
31.7K
$883K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
50+ 0.19% |
$1.29K - $1.38K
|
25.8K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-496- 4.3% |
$12.8K - $13.7K
|
11.1K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.59K+ 24.54% |
$66.8K - $71.5K
|
13.2K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-45- 0.42% |
$1.16K - $1.24K
|
10.6K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.2K+ 8.16% |
$1.53M - $1.63M
|
784K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$118K - $126K
|
4.57K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.9KNew |
$539K - $577K
|
20.9K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-288- 0.65% |
$7.42K - $7.95K
|
44.1K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.6K+ 0.76% |
$92.8K - $99.4K
|
477K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.14K+ 3.13% |
$55.1K - $59K
|
70.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
68.4KNew |
$1.76M - $1.89M
|
68.4K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.02K- 6.08% |
$129K - $139K
|
77.5K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.72K+ 53.26% |
$225K - $241K
|
25.1K
$700K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
311+ 1.51% |
$8.01K - $8.58K
|
20.9K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.68KNew |
$198K - $212K
|
7.68K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14K+ 96.63% |
$360K - $385K
|
28.4K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.5K+ 218.44% |
$450K - $482K
|
25.5K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.23K- 15.37% |
$135K - $144K
|
28.8K
$803K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.75K+ 11.29% |
$45K - $48.2K
|
17.2K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-63- 11.86% |
$1.62K - $1.74K
|
468
$13.1K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-101K- 88.75% |
$2.59M - $2.78M
|
12.8K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.4K+ 3.3% |
$139K - $149K
|
169K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.11M- 3.81% |
$54.3M - $58.2M
|
53.3M
$1.49B
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
43.3K+ 7.79% |
$1.12M - $1.19M
|
599K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
138K+ 9.67% |
$3.57M - $3.82M
|
1.57M
$43.8M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-775- 1.96% |
$20K - $21.4K
|
38.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
36.4K+ 18096.02% |
$937K - $1M
|
36.6K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
28.6K+ 15.98% |
$736K - $788K
|
207K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$26.8K - $28.7K
|
1.04K
$29K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 0.5% |
$286K - $306K
|
2.23M
$62.1M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 14.13% |
$119K - $127K
|
37.2K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
951+ 5.0% |
$24.5K - $26.2K
|
20K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
12.2K+ 1.03% |
$315K - $337K
|
1.2M
$33.5M
|