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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.15K+ 68.56% |
$210K - $225K
|
20K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.7K- 3.66% |
$998K - $1.07M
|
1.02M
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-196- 0.47% |
$5.05K - $5.41K
|
41.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
23.2K+ 5.99% |
$599K - $641K
|
411K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66K+ 49.75% |
$42.9K - $45.9K
|
5.01K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.9KNew |
$203K - $218K
|
7.9K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.98KNew |
$231K - $248K
|
8.98K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 1.69% |
$174K - $187K
|
406K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-744- 10.38% |
$19.2K - $20.5K
|
6.43K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.07% |
$258 - $276
|
13.4K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
59+ 0.47% |
$1.52K - $1.63K
|
12.7K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5.24KNew |
$135K - $145K
|
5.24K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.2K- 46.19% |
$1.83M - $1.97M
|
83K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.78K- 44.73% |
$175K - $187K
|
8.38K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.9KNew |
$358K - $383K
|
13.9K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.81% |
$299K - $321K
|
95.9K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.5K- 5.3% |
$64.3K - $68.9K
|
44.6K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$2.58K - $2.76K
|
100
$2.79K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
112+ 19.44% |
$2.89K - $3.09K
|
688
$19.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-723K- 89.53% |
$18.6M - $20M
|
84.5K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.5K- 6.78% |
$426K - $456K
|
227K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
20+ 0.1% |
$515 - $552
|
20.8K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.93K+ 1.6% |
$101K - $109K
|
250K
$6.98M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 5.43% |
$1.62K - $1.74K
|
1.1K
$30.6K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
604+ 0.36% |
$15.6K - $16.7K
|
170K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.12K+ 1.47% |
$132K - $141K
|
354K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-20.8K- 1.74% |
$536K - $574K
|
1.18M
$32.8M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
555+ 35.65% |
$14.3K - $15.3K
|
2.11K
$58.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
136New |
$3.5K - $3.75K
|
136
$3.79K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
12+ 0.09% |
$309 - $331
|
13.2K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-729- 3.5% |
$18.8K - $20.1K
|
20.1K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-103K- 68.33% |
$2.66M - $2.85M
|
47.8K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
258+ 0.54% |
$6.65K - $7.12K
|
48.2K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 3.08% |
$14K - $15K
|
18.2K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9.33K+ 14.54% |
$240K - $258K
|
73.5K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.46% |
$51.5 - $55.2
|
437
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.15% |
$1.21K - $1.3K
|
31.3K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
363+ 4.95% |
$9.35K - $10K
|
7.7K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-17K- 5.14% |
$437K - $468K
|
313K
$8.73M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-29- 0.24% |
$747 - $800
|
12K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.5KNew |
$219K - $235K
|
8.5K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.85K+ 5.27% |
$99.1K - $106K
|
76.8K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-151K- 4.38% |
$3.9M - $4.18M
|
3.31M
$92.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.8K+ 15.45% |
$562K - $601K
|
163K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
4.28K+ 3.64% |
$110K - $118K
|
122K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.54% |
$515 - $552
|
3.72K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-105- 0.31% |
$2.71K - $2.9K
|
33.5K
$934K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.13K+ 5.37% |
$158K - $169K
|
120K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.68K+ 6.26% |
$69.1K - $74K
|
45.5K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.57% |
$1.29K - $1.38K
|
8.72K
$243K
|