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 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.55K+ 3.38% |
$588K - $650K
|
261K
$19.3M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-381- 6.84% |
$26.2K - $28.9K
|
5.19K
$384K
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.47K+ 2.0% |
$101K - $112K
|
74.9K
$5.54M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.7KNew |
$255K - $281K
|
3.7K
$274K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-569- 1.93% |
$39.2K - $43.2K
|
28.9K
$2.14M
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.95K- 5.88% |
$134K - $148K
|
31.1K
$2.3M
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.56KNew |
$314K - $346K
|
4.56K
$337K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-521- 4.33% |
$35.9K - $39.6K
|
11.5K
$852K
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-495- 4.91% |
$34.1K - $37.6K
|
9.59K
$710K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.41M - $1.56M
|
20.6K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
128K+ 120.92% |
$8.8M - $9.71M
|
234K
$17.3M
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.14K+ 3.51% |
$285K - $315K
|
122K
$9.04M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.81K- 28.78% |
$125K - $138K
|
4.48K
$332K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.17KNew |
$218K - $241K
|
3.17K
$234K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-642- 0.45% |
$44.2K - $48.8K
|
143K
$10.6M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.13K+ 87.16% |
$147K - $162K
|
4.58K
$339K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8.39K- 35.07% |
$578K - $638K
|
15.5K
$1.15M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.08K- 52.53% |
$212K - $234K
|
2.79K
$206K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-788- 21.5% |
$54.2K - $59.9K
|
2.88K
$213K
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.22K+ 1.04% |
$635K - $701K
|
897K
$66.3M
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$68.8 - $76
|
184
$13.6K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.2KNew |
$82.6K - $91.2K
|
1.2K
$88.8K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
519New |
$35.7K - $39.4K
|
519
$38.4K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-652- 10.18% |
$44.9K - $49.5K
|
5.75K
$426K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.22K- 4.14% |
$290K - $320K
|
97.7K
$7.23M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-107- 2.89% |
$7.36K - $8.13K
|
3.6K
$266K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2.76KNew |
$190K - $209K
|
2.76K
$204K
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35K- 43.72% |
$300K - $331K
|
5.6K
$415K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-680- 9.22% |
$46.8K - $51.7K
|
6.69K
$495K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
221+ 1.78% |
$15.2K - $16.8K
|
12.6K
$934K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
$190K - $210K
|
2.76K
$204K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-881- 1.23% |
$60.6K - $66.9K
|
70.7K
$5.24M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 11.72% |
$202K - $223K
|
22.1K
$1.64M
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.03% |
$68.8 - $76
|
3.43K
$254K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-244- 0.45% |
$16.8K - $18.5K
|
53.6K
$3.97M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 0.71% |
$3.3K - $3.65K
|
6.82K
$505K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.63K+ 71.48% |
$181K - $200K
|
6.31K
$467K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-36.8K- 2.76% |
$2.53M - $2.79M
|
1.29M
$95.8M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.9K- 7.88% |
$957K - $1.06M
|
163K
$12M
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
307+ 3.69% |
$21.1K - $23.3K
|
8.62K
$638K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
173+ 2.05% |
$11.9K - $13.1K
|
8.62K
$638K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
652+ 6.01% |
$44.9K - $49.5K
|
11.5K
$851K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$138 - $152
|
1.19K
$87.9K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 23.02% |
$199K - $220K
|
9.68K
$717K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
131+ 0.33% |
$9.02K - $9.95K
|
39.9K
$2.95M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.1K- 4.96% |
$969K - $1.07M
|
270K
$20M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
489New |
$33.7K - $37.2K
|
489
$36.2K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10KNew |
$691K - $762K
|
10K
$743K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
977+ 13.69% |
$67.2K - $74.2K
|
8.12K
$601K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
158+ 4.23% |
$10.9K - $12K
|
3.89K
$288K
|