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 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.7K+ 3.41% |
$931K - $1.02M
|
384K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-973- 16.43% |
$71.4K - $78.2K
|
4.95K
$130K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
6.49KNew |
$476K - $522K
|
6.49K
$170K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
160+ 3.01% |
$11.7K - $12.9K
|
5.48K
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-258- 8.67% |
$18.9K - $20.7K
|
2.72K
$71.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
802+ 23.27% |
$58.9K - $64.5K
|
4.25K
$111K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 19.62% |
$62.2K - $68.1K
|
3.47K
$91K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$587 - $643
|
8
$210
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
608+ 4.37% |
$44.6K - $48.9K
|
14.5K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 1.14% |
$13.1K - $14.4K
|
15.9K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5KNew |
$184K - $201K
|
2.5K
$65.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
45.2K+ 205.08% |
$3.32M - $3.63M
|
67.2K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
308+ 5.03% |
$22.6K - $24.8K
|
6.43K
$169K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-155- 0.21% |
$11.4K - $12.5K
|
73.9K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.8K+ 2.07% |
$132K - $145K
|
88.6K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.28K+ 190.57% |
$534K - $585K
|
11.1K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.93K+ 3.08% |
$142K - $155K
|
64.8K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 13.01% |
$2.41M - $2.64M
|
285K
$7.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
42.2K+ 185.73% |
$3.1M - $3.39M
|
64.9K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.22% |
$514 - $563
|
3.25K
$85.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-926- 17.34% |
$68K - $74.4K
|
4.42K
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.6KNew |
$191K - $209K
|
2.6K
$68.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.06K+ 0.6% |
$77.5K - $84.9K
|
177K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-851- 0.61% |
$62.5K - $68.4K
|
138K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-154- 4.43% |
$11.3K - $12.4K
|
3.32K
$87.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
905+ 60.86% |
$66.5K - $72.7K
|
2.39K
$62.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$905K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 22.68% |
$90.3K - $98.9K
|
4.19K
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.62K+ 3.05% |
$266K - $291K
|
122K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
563+ 1.55% |
$41.3K - $45.2K
|
36.9K
$968K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$142K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.34% |
$1.03K - $1.13K
|
4.12K
$108K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-81- 97.59% |
$5.95K - $6.51K
|
2
$52.5
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.2KNew |
$1.63M - $1.79M
|
22.2K
$583K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.66K+ 0.7% |
$196K - $214K
|
384K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$891K - $976K
|
12.1K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
149+ 0.94% |
$10.9K - $12K
|
15.9K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 1.16% |
$2.35K - $2.57K
|
2.79K
$73.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-85- 9.33% |
$6.24K - $6.83K
|
826
$21.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.24K- 1.18% |
$238K - $261K
|
271K
$7.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
295+ 4.42% |
$21.7K - $23.7K
|
6.97K
$183K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-904- 0.87% |
$66.4K - $72.7K
|
103K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $80.4
|
5.42K
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.33% |
$91.9K - $101K
|
38.9K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
751+ 5.78% |
$55.1K - $60.4K
|
13.7K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-475- 0.41% |
$34.9K - $38.2K
|
115K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 34.2% |
$787K - $862K
|
20.6K
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-188- 0.68% |
$13.8K - $15.1K
|
27.3K
$717K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
938+ 1.72% |
$68.9K - $75.4K
|
55.5K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.84K- 6.14% |
$576K - $630K
|
120K
$3.15M
|