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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 8.74% |
$161K - $178K
|
24.5K
$1.81M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.7% |
$292K - $323K
|
86.2K
$6.38M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84K+ 58.21% |
$127K - $140K
|
5K
$370K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$688K - $760K
|
10K
$740K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
716+ 2.47% |
$49.3K - $54.4K
|
29.6K
$2.19M
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
686+ 1.01% |
$47.2K - $52.1K
|
68.7K
$5.08M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
92+ 0.23% |
$6.33K - $6.99K
|
40.3K
$2.98M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-649- 1.01% |
$44.7K - $49.3K
|
63.5K
$4.7M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.4KNew |
$854K - $943K
|
12.4K
$919K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$37K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.22K- 70.54% |
$635K - $701K
|
3.85K
$285K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 15.09% |
$1.1K - $1.22K
|
90
$6.66K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.36K- 2.05% |
$93.3K - $103K
|
64.7K
$4.79M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.13K+ 7.79% |
$560K - $618K
|
113K
$8.33M
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
985+ 1.54% |
$67.8K - $74.8K
|
65.1K
$4.82M
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-247- 3.02% |
$17K - $18.8K
|
7.93K
$587K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 3.96% |
$475K - $524K
|
181K
$13.4M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-152- 2.77% |
$10.5K - $11.5K
|
5.33K
$394K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
570+ 2.6% |
$39.2K - $43.3K
|
22.5K
$1.66M
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
821+ 77.09% |
$56.5K - $62.4K
|
1.89K
$140K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.86K- 1.9% |
$128K - $142K
|
96.1K
$7.11M
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.37KNew |
$300K - $332K
|
4.37K
$323K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$215K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 0.79% |
$177K - $195K
|
330K
$24.4M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15.7K- 3.64% |
$1.08M - $1.19M
|
416K
$30.8M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.75K+ 17.39% |
$121K - $133K
|
11.8K
$875K
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-20- 0.1% |
$1.38K - $1.52K
|
20.1K
$1.49M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.43K- 30.12% |
$305K - $336K
|
10.3K
$760K
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
55.3K+ 6.72% |
$3.8M - $4.2M
|
878K
$65M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.57K- 61.89% |
$246K - $271K
|
2.2K
$163K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-66- 2.74% |
$4.54K - $5.01K
|
2.35K
$174K
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
3.24K+ 2.94% |
$223K - $246K
|
113K
$8.39M
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
130+ 0.24% |
$8.95K - $9.88K
|
54K
$4M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.27K+ 9.19% |
$156K - $172K
|
27K
$2M
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-75- 1.73% |
$5.16K - $5.7K
|
4.25K
$315K
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52.3KNew |
$3.6M - $3.97M
|
52.3K
$3.87M
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
10.1K+ 59.24% |
$695K - $768K
|
27.2K
$2.01M
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.28% |
$1.51K - $1.67K
|
7.76K
$574K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$138 - $152
|
3.08K
$228K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-319- 6.93% |
$22K - $24.2K
|
4.29K
$317K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$151K - $166K
|
2.19K
$162K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 1.03% |
$6.88K - $7.6K
|
9.57K
$708K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
748New |
$51.5K - $56.8K
|
748
$55.4K
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.77KNew |
$190K - $210K
|
2.77K
$205K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-380- 6.96% |
$26.2K - $28.9K
|
5.08K
$376K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 2.04% |
$1.31K - $1.44K
|
911
$67.4K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.31K- 3.22% |
$159K - $175K
|
69.4K
$5.14M
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-661- 1.44% |
$45.5K - $50.2K
|
45.2K
$3.34M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
745New |
$51.3K - $56.6K
|
745
$55.1K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.17KNew |
$287K - $317K
|
4.17K
$309K
|