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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-762- 5.33% |
$19.6K - $21K
|
13.5K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.2K+ 506.29% |
$1.63M - $1.74M
|
75.7K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.7K+ 0.33% |
$43.9K - $47K
|
522K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
48.1K+ 8.14% |
$1.24M - $1.33M
|
639K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
576+ 0.3% |
$14.8K - $15.9K
|
196K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.03K- 5.26% |
$26.5K - $28.3K
|
18.5K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.76K- 9.26% |
$123K - $131K
|
46.6K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.51K- 6.62% |
$64.7K - $69.2K
|
35.4K
$987K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.9K- 63.11% |
$1.88M - $2.01M
|
42.6K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-599- 1.02% |
$15.4K - $16.5K
|
58.1K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.58K+ 6.69% |
$40.8K - $43.7K
|
25.2K
$704K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
7.87K+ 21.8% |
$203K - $217K
|
44K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-39.4K- 3.36% |
$1.02M - $1.09M
|
1.13M
$31.6M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 21.42% |
$90.5K - $96.9K
|
12.9K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.03% |
$361 - $386
|
47.6K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.5K- 71.81% |
$1.64M - $1.75M
|
24.9K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.39K+ 7.33% |
$113K - $121K
|
64.3K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 0.17% |
$850 - $911
|
19.5K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-239- 0.17% |
$6.16K - $6.6K
|
144K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.44K- 18.62% |
$140K - $150K
|
23.8K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
809+ 0.37% |
$20.8K - $22.3K
|
219K
$6.12M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.5K+ 1.52% |
$631K - $675K
|
1.64M
$45.7M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-243- 2.34% |
$6.26K - $6.71K
|
10.2K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-4.26K- 4.59% |
$110K - $118K
|
88.5K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.17K- 9.65% |
$30.3K - $32.4K
|
11K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
184+ 0.9% |
$4.74K - $5.08K
|
20.6K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.9K+ 81.02% |
$49.1K - $52.6K
|
4.25K
$119K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20.8K+ 17.26% |
$536K - $574K
|
141K
$3.94M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-105- 0.56% |
$2.71K - $2.9K
|
18.6K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
3.14K+ 2.49% |
$81K - $86.7K
|
129K
$3.61M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.87K+ 4.88% |
$48.2K - $51.6K
|
40.2K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.52% |
$490 - $524
|
3.67K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
948+ 1.09% |
$24.4K - $26.2K
|
87.9K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-334- 2.07% |
$8.61K - $9.22K
|
15.8K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 7.3% |
$29.5K - $31.6K
|
14.5K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
52+ 0.42% |
$1.34K - $1.44K
|
12.4K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-24.2K- 0.89% |
$623K - $668K
|
2.7M
$75.3M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-95.7K- 7.63% |
$2.47M - $2.64M
|
1.16M
$32.3M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
42+ 0.05% |
$1.08K - $1.16K
|
80.5K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.61K+ 41.53% |
$145K - $155K
|
19.1K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-349- 1.07% |
$8.99K - $9.63K
|
32.2K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
648+ 1.46% |
$16.7K - $17.9K
|
45.2K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
946+ 4.27% |
$24.4K - $26.1K
|
23.1K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.77K+ 6.47% |
$45.6K - $48.8K
|
29.1K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.07K- 9.02% |
$27.6K - $29.5K
|
10.8K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.71K- 7.26% |
$44K - $47.1K
|
21.8K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$908K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$103 - $110
|
34.5K
$963K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.4K- 10.3% |
$603K - $646K
|
204K
$5.68M
|