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 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-14K- 15.51% |
$361K - $387K
|
76.3K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.62K- 5.72% |
$41.8K - $44.8K
|
26.7K
$746K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.43K- 13.71% |
$166K - $177K
|
40.5K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.51K- 1.62% |
$168K - $180K
|
395K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-603- 4.47% |
$15.5K - $16.6K
|
12.9K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 10.12% |
$27.2K - $29.1K
|
11.5K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.76K- 3.68% |
$226K - $242K
|
230K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
368+ 2.21% |
$9.48K - $10.2K
|
17K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-787- 5.39% |
$20.3K - $21.7K
|
13.8K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1.98K- 0.93% |
$51K - $54.6K
|
211K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 44.87% |
$902 - $966
|
43
$1.2K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.81K+ 5.23% |
$124K - $133K
|
96.7K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.04K+ 3.36% |
$78.3K - $83.9K
|
93.5K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.12K- 5.35% |
$28.9K - $31K
|
19.8K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-964- 6.0% |
$24.8K - $26.6K
|
15.1K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-27.8K- 2.39% |
$717K - $768K
|
1.14M
$31.7M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
580+ 5.82% |
$14.9K - $16K
|
10.5K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 0.82% |
$736K - $788K
|
3.52M
$98.3M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-17.9K- 16.4% |
$462K - $495K
|
91.4K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
43+ 0.1% |
$1.11K - $1.19K
|
41.5K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 11.52% |
$58K - $62.1K
|
17.3K
$482K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
31.1K+ 10.62% |
$801K - $858K
|
324K
$9.03M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-57.4K- 96.24% |
$1.48M - $1.58M
|
2.24K
$62.6K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.2K+ 12.22% |
$623K - $667K
|
222K
$6.19M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
216+ 1.78% |
$5.57K - $5.96K
|
12.4K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7.62KNew |
$196K - $210K
|
7.62K
$213K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.02KNew |
$26.2K - $28.1K
|
1.02K
$28.4K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.86K- 3.78% |
$48K - $51.4K
|
47.4K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.57M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.39KNew |
$35.9K - $38.4K
|
1.39K
$38.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.06% |
$180 - $193
|
11.7K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-175- 0.93% |
$4.51K - $4.83K
|
18.6K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 2.18% |
$575K - $616K
|
1.05M
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-9.65K- 5.38% |
$249K - $266K
|
170K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
41+ 0.39% |
$1.06K - $1.13K
|
10.5K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.16K- 3.44% |
$29.9K - $32K
|
32.5K
$907K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-11.6K- 7.46% |
$298K - $320K
|
144K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.54K- 8.21% |
$91.1K - $97.6K
|
39.5K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-18.8K- 3.9% |
$485K - $519K
|
463K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20.6K+ 93.85% |
$531K - $569K
|
42.6K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.0% |
$37.4K - $40K
|
34.8K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2K+ 5.18% |
$418K - $447K
|
329K
$9.17M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
182+ 0.69% |
$4.69K - $5.02K
|
26.7K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
113K+ 6.88% |
$2.92M - $3.12M
|
1.76M
$49.1M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-99- 0.5% |
$2.55K - $2.73K
|
19.8K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 1.83% |
$546K - $585K
|
1.18M
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
35.5K+ 28.3% |
$914K - $979K
|
161K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.5K- 1.33% |
$64.4K - $69K
|
185K
$5.17M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$1.55K - $1.66K
|
60
$1.67K
|