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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
828+ 1.76% |
$59.4K - $62.8K
|
47.9K
$3.84M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
10.9KNew |
$779K - $823K
|
10.9K
$869K
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
168KNew |
$12.1M - $12.7M
|
168K
$13.4M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 20.56% |
$1.58K - $1.67K
|
129
$10.3K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.86K- 11.89% |
$348K - $368K
|
36K
$2.88M
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.43K+ 4.6% |
$103K - $109K
|
32.6K
$2.61M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.72K- 44.6% |
$123K - $130K
|
2.13K
$171K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 28.09% |
$72.5K - $76.6K
|
4.61K
$369K
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
391+ 2.54% |
$28.1K - $29.7K
|
15.8K
$1.26M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
105+ 0.74% |
$7.53K - $7.97K
|
14.3K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
743+ 2.83% |
$53.3K - $56.4K
|
27K
$2.16M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
317+ 0.57% |
$22.7K - $24K
|
56.1K
$4.49M
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-50K- 50.0% |
$3.59M - $3.79M
|
50K
$4M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.3K- 46.36% |
$808K - $854K
|
13K
$1.04M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-827- 1.83% |
$59.3K - $62.7K
|
44.3K
$3.55M
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-83- 0.6% |
$5.95K - $6.3K
|
13.9K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-428- 1.21% |
$30.7K - $32.5K
|
35.1K
$2.81M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
305+ 3.68% |
$21.9K - $23.1K
|
8.6K
$688K
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-363- 0.38% |
$26K - $27.5K
|
95.4K
$7.63M
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
27.2KNew |
$1.95M - $2.06M
|
27.2K
$2.17M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.06K- 0.37% |
$291K - $308K
|
1.1M
$87.7M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.87K- 3.45% |
$134K - $141K
|
52.2K
$4.18M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.22K+ 2.77% |
$159K - $169K
|
82.3K
$6.59M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
8.42K+ 2.32% |
$604K - $639K
|
372K
$29.7M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 4.93% |
$85.3K - $90.2K
|
25.3K
$2.03M
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
14+ 0.5% |
$1K - $1.06K
|
2.8K
$224K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
186New |
$13.3K - $14.1K
|
186
$14.9K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-654- 29.75% |
$46.9K - $49.6K
|
1.54K
$124K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-412- 10.12% |
$29.6K - $31.3K
|
3.66K
$293K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
552+ 0.61% |
$39.6K - $41.9K
|
91.7K
$7.34M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-590- 1.5% |
$42.3K - $44.8K
|
38.7K
$3.1M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.8K+ 86.12% |
$3.14M - $3.32M
|
94.6K
$7.57M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-254K- 94.16% |
$18.2M - $19.3M
|
15.7K
$1.26M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-160- 2.13% |
$11.5K - $12.1K
|
7.35K
$588K
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-356- 8.51% |
$25.5K - $27K
|
3.83K
$306K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-172- 1.74% |
$12.3K - $13K
|
9.69K
$776K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-77- 1.49% |
$5.52K - $5.84K
|
5.11K
$409K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-558- 3.46% |
$40K - $42.3K
|
15.6K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.41K+ 21.04% |
$675K - $714K
|
54.2K
$4.34M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.61K+ 4.55% |
$187K - $198K
|
59.9K
$4.8M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.23K+ 28.13% |
$88.1K - $93.2K
|
5.59K
$448K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.67K+ 7.43% |
$120K - $127K
|
24.1K
$1.93M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-400- 3.05% |
$28.7K - $30.3K
|
12.7K
$1.02M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
347+ 138.8% |
$24.9K - $26.3K
|
597
$47.8K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.7KNew |
$911K - $964K
|
12.7K
$1.02M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
17.8K+ 39.36% |
$1.28M - $1.35M
|
63.1K
$5.05M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
60+ 0.62% |
$4.3K - $4.55K
|
9.74K
$780K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.94% |
$2.08K - $2.2K
|
1.47K
$117K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-780- 15.23% |
$56K - $59.2K
|
4.34K
$348K
|