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 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-150- 4.5% |
$11K - $12.1K
|
3.18K
$83.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
26+ 1.11% |
$1.91K - $2.09K
|
2.37K
$62.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-210- 3.19% |
$15.4K - $16.9K
|
6.38K
$167K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
111+ 1.04% |
$8.15K - $8.92K
|
10.8K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.62KNew |
$192K - $210K
|
2.62K
$68.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.47% |
$4.85K - $5.3K
|
14.2K
$372K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 1.63% |
$64.6K - $70.7K
|
54.9K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
223K+ 353.76% |
$16.4M - $17.9M
|
286K
$7.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-40- 0.11% |
$2.94K - $3.21K
|
35.2K
$923K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52.2KNew |
$3.83M - $4.2M
|
52.2K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
22K+ 44.0% |
$1.62M - $1.77M
|
72K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
828K+ 20.59% |
$60.8M - $66.6M
|
4.85M
$127M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 29.8% |
$365K - $400K
|
11.7K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 5.92% |
$1.43M - $1.57M
|
310K
$8.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
205+ 205.0% |
$15.1K - $16.5K
|
305
$8K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-295- 1.07% |
$21.7K - $23.7K
|
27.4K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 0.15% |
$7.71K - $8.44K
|
68.4K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.37K+ 100.15% |
$394K - $432K
|
10.7K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 1.13% |
$38.8K - $42.4K
|
46.2K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
599+ 5.33% |
$44K - $48.1K
|
11.8K
$310K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-625- 11.07% |
$45.9K - $50.2K
|
5.02K
$132K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 50.0% |
$73.4 - $80.4
|
3
$78.7
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 1.98% |
$5.29K - $5.79K
|
3.72K
$97.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.63K- 63.54% |
$560K - $613K
|
4.38K
$115K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 12.89% |
$18.4K - $20.1K
|
1.69K
$44.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
338K+ 497.08% |
$24.8M - $27.2M
|
406K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
177K+ 2165.17% |
$13M - $14.2M
|
185K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 25.0% |
$73.4 - $80.4
|
5
$131
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.67K- 24.75% |
$196K - $215K
|
8.12K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
137+ 1.33% |
$10.1K - $11K
|
10.4K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
84+ 3.0% |
$6.17K - $6.75K
|
2.88K
$75.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-49.1K- 3.92% |
$3.6M - $3.94M
|
1.2M
$31.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-754- 16.97% |
$55.4K - $60.6K
|
3.69K
$96.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.75K+ 2.51% |
$202K - $221K
|
112K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.46% |
$3.67K - $4.02K
|
10.9K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-517- 3.17% |
$38K - $41.6K
|
15.8K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.32KNew |
$96.9K - $106K
|
1.32K
$34.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.3K+ 6.89% |
$243K - $266K
|
51.2K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 28.52% |
$57.5K - $62.9K
|
3.53K
$92.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-670- 0.29% |
$49.2K - $53.8K
|
230K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
3.1K
$81.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 3.93% |
$10.3K - $11.3K
|
3.42K
$89.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16.1K+ 5.08% |
$1.18M - $1.3M
|
334K
$8.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42KNew |
$324K - $355K
|
4.42K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.41% |
$4.7K - $5.14K
|
15.7K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$168K - $184K
|
2.29K
$60K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.06K- 28.77% |
$225K - $246K
|
7.58K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
269+ 0.6% |
$19.8K - $21.6K
|
45.3K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.9K+ 3.43% |
$1.31M - $1.44M
|
540K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.62K- 5.8% |
$339K - $371K
|
75K
$1.97M
|