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 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$240K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-965- 12.4% |
$66.4K - $73.3K
|
6.82K
$504K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.11% |
$14.9K - $16.4K
|
192K
$14.2M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 3.21% |
$744K - $821K
|
326K
$24.1M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.53K+ 8.02% |
$656K - $724K
|
128K
$9.5M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.5K- 6.38% |
$2.85M - $3.15M
|
609K
$45M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.8K- 1.75% |
$5.01M - $5.53M
|
4.1M
$303M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.67KNew |
$183K - $202K
|
2.67K
$197K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$138 - $152
|
5.36K
$397K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.26K+ 1.24% |
$86.9K - $95.9K
|
103K
$7.65M
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
550+ 5.76% |
$37.9K - $41.8K
|
10.1K
$748K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
506+ 443.86% |
$34.8K - $38.4K
|
620
$45.9K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.45K- 34.03% |
$306K - $338K
|
8.62K
$638K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-153- 1.08% |
$10.5K - $11.6K
|
14K
$1.04M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 1.27% |
$3.44K - $3.8K
|
3.9K
$289K
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 26.62% |
$159K - $176K
|
11K
$814K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.04K- 20.62% |
$416K - $459K
|
23.2K
$1.72M
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-618- 2.09% |
$42.5K - $47K
|
28.9K
$2.14M
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-191- 0.52% |
$13.1K - $14.5K
|
36.7K
$2.72M
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
22.7K+ 6.36% |
$1.56M - $1.72M
|
379K
$28.1M
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-669- 9.62% |
$46K - $50.8K
|
6.28K
$465K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
756New |
$52K - $57.4K
|
756
$55.9K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$240K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-247- 3.3% |
$17K - $18.8K
|
7.24K
$536K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-53- 0.51% |
$3.65K - $4.03K
|
10.4K
$771K
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 13.01% |
$770K - $850K
|
74.8K
$5.53M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 7.83% |
$180K - $199K
|
30.8K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 23.27% |
$83.3K - $92K
|
6.42K
$475K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-125- 1.71% |
$8.6K - $9.5K
|
7.2K
$533K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.24KNew |
$292K - $322K
|
4.24K
$314K
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8.29KNew |
$571K - $630K
|
8.29K
$613K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-75- 2.61% |
$5.16K - $5.7K
|
2.8K
$207K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-24.6K- 28.08% |
$1.69M - $1.87M
|
63K
$4.66M
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
124+ 0.52% |
$8.53K - $9.42K
|
23.9K
$1.77M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
336+ 6.03% |
$23.1K - $25.5K
|
5.9K
$437K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$206 - $228
|
3.24K
$240K
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-95- 0.25% |
$6.54K - $7.22K
|
38.2K
$2.83M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
4.1KNew |
$282K - $311K
|
4.1K
$303K
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
142+ 0.08% |
$9.77K - $10.8K
|
176K
$13M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-6.9K- 2.41% |
$475K - $524K
|
279K
$20.7M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.7K- 24.73% |
$803K - $886K
|
35.5K
$2.63M
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.83K- 8.83% |
$608K - $671K
|
91.2K
$6.75M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 6.88% |
$16.6K - $18.3K
|
3.26K
$241K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.13K+ 8.07% |
$147K - $162K
|
28.6K
$2.11M
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
894New |
$61.5K - $67.9K
|
894
$66.2K
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-84- 1.82% |
$5.78K - $6.38K
|
4.52K
$334K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$895 - $988
|
2.86K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.2K+ 221.63% |
$1.67M - $1.84M
|
35.2K
$2.6M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 1.32% |
$6.88K - $7.6K
|
7.47K
$553K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
363+ 7.59% |
$25K - $27.6K
|
5.15K
$381K
|