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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
976+ 19.43% |
$71.7K - $78.4K
|
6K
$157K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-870- 1.61% |
$63.9K - $69.9K
|
53.3K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-134- 1.56% |
$9.84K - $10.8K
|
8.48K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.16% |
$441 - $482
|
3.76K
$98.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.45K+ 20.73% |
$180K - $197K
|
14.3K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 3.32% |
$65.7K - $71.9K
|
26.1K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.73KNew |
$201K - $220K
|
2.73K
$71.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-82.7K- 86.67% |
$6.07M - $6.64M
|
12.7K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.06K- 29.6% |
$77.8K - $85.2K
|
2.52K
$66.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.8K- 1.27% |
$2.41M - $2.63M
|
2.55M
$66.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 2.46% |
$76.4K - $83.7K
|
41.3K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-467- 1.61% |
$34.3K - $37.5K
|
28.6K
$751K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14K+ 1.54% |
$1.03M - $1.13M
|
921K
$24.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 2.84% |
$58.9K - $64.5K
|
27.4K
$720K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
801+ 1.91% |
$58.8K - $64.4K
|
42.7K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
716+ 1.81% |
$52.6K - $57.5K
|
40.2K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-325- 1.76% |
$23.9K - $26.1K
|
18.2K
$476K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-18.4K- 8.5% |
$1.35M - $1.48M
|
198K
$5.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-290- 2.03% |
$21.3K - $23.3K
|
14K
$367K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.1K- 22.02% |
$154K - $169K
|
7.44K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.15% |
$367 - $402
|
3.37K
$88.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.72K+ 2.55% |
$273K - $299K
|
150K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.3K+ 9.94% |
$1.05M - $1.15M
|
158K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-495- 12.94% |
$36.3K - $39.8K
|
3.33K
$87.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.17% |
$367 - $402
|
2.87K
$75.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.23K- 1.3% |
$90.2K - $98.8K
|
93.1K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.62K+ 243.65% |
$707K - $773K
|
13.6K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.61K- 1.8% |
$118K - $129K
|
87.4K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
348+ 1.57% |
$25.6K - $28K
|
22.5K
$589K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.76K+ 5.4% |
$129K - $141K
|
34.3K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-853- 1.13% |
$62.6K - $68.6K
|
74.3K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$21.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$193K - $212K
|
2.64K
$69.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
470+ 13.19% |
$34.5K - $37.8K
|
4.03K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 1.11% |
$1.17K - $1.29K
|
1.45K
$38.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
211+ 2.16% |
$15.5K - $17K
|
9.98K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.9K+ 9.58% |
$2.12M - $2.32M
|
330K
$8.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 8.0% |
$227K - $249K
|
41.8K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$2.79K - $3.05K
|
38
$997
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.8K- 5.13% |
$353K - $386K
|
88.7K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-386- 1.86% |
$28.3K - $31K
|
20.4K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.67KNew |
$563K - $616K
|
7.67K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.4K+ 139.96% |
$1.06M - $1.16M
|
24.8K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
43.1KNew |
$3.17M - $3.47M
|
43.1K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-158- 2.38% |
$11.6K - $12.7K
|
6.48K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-393- 5.35% |
$28.9K - $31.6K
|
6.95K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
805+ 1.24% |
$59.1K - $64.7K
|
65.5K
$1.72M
|