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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.02K - $1.06K
|
36
$1.04K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-802- 2.45% |
$22.8K - $23.6K
|
31.9K
$924K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.31K+ 10.51% |
$151K - $156K
|
55.8K
$1.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
276KNew |
$7.84M - $8.12M
|
276K
$7.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
66.2K+ 16.39% |
$1.89M - $1.95M
|
470K
$13.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.34K- 4.39% |
$38.1K - $39.5K
|
29.2K
$846K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.57% |
$285 - $295
|
1.75K
$50.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.03% |
$655 - $677
|
82.9K
$2.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52.9K+ 45.78% |
$1.51M - $1.56M
|
168K
$4.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
51+ 0.16% |
$1.45K - $1.5K
|
31.4K
$909K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-179- 2.48% |
$5.09K - $5.27K
|
7.05K
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.9K+ 17.18% |
$1.02M - $1.06M
|
245K
$7.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19K+ 64.8% |
$541K - $559K
|
48.3K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-9.45K- 24.44% |
$269K - $278K
|
29.2K
$847K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 0.44% |
$1.88K - $1.94K
|
15K
$436K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25K- 43.79% |
$712K - $736K
|
32.1K
$930K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.32K+ 0.93% |
$180K - $186K
|
682K
$19.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-315- 1.58% |
$8.96K - $9.28K
|
19.6K
$568K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
26.4K+ 50.38% |
$752K - $778K
|
78.8K
$2.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.64% |
$134K - $139K
|
183K
$5.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-70- 0.16% |
$1.99K - $2.06K
|
44.9K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
949+ 1.99% |
$27K - $27.9K
|
48.6K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.69KNew |
$247K - $256K
|
8.69K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 0.52% |
$2.42K - $2.5K
|
16.5K
$477K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.68K- 15.93% |
$76.3K - $79K
|
14.2K
$410K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-17- 0.23% |
$484 - $501
|
7.44K
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.59K+ 2.41% |
$73.7K - $76.2K
|
110K
$3.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.12K- 10.83% |
$88.7K - $91.8K
|
25.7K
$744K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-85- 0.27% |
$2.42K - $2.5K
|
31.3K
$907K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
333+ 0.78% |
$9.48K - $9.81K
|
42.9K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.61% |
$56.9 - $58.9
|
329
$9.54K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 1.94% |
$333K - $344K
|
614K
$17.8M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
264+ 0.28% |
$7.51K - $7.77K
|
93.5K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-220- 2.85% |
$6.26K - $6.48K
|
7.49K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15K+ 8.13% |
$428K - $443K
|
200K
$5.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 4.87% |
$366K - $379K
|
251K
$7.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.8K+ 90.88% |
$1.27M - $1.32M
|
94K
$2.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2K+ 3.27% |
$56.9K - $58.8K
|
63.1K
$1.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-121K- 9.0% |
$3.46M - $3.58M
|
1.23M
$35.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
43+ 0.16% |
$1.22K - $1.27K
|
27.8K
$805K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.73KNew |
$135K - $139K
|
4.73K
$137K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
353+ 3.45% |
$10K - $10.4K
|
10.6K
$307K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.01K- 3.53% |
$28.8K - $29.8K
|
27.7K
$803K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.24K- 0.84% |
$92.1K - $95.3K
|
384K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-263- 0.79% |
$7.48K - $7.75K
|
33.1K
$960K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
113+ 0.82% |
$3.22K - $3.33K
|
13.9K
$402K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.07K- 8.85% |
$87.4K - $90.4K
|
31.6K
$917K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-225- 0.66% |
$6.4K - $6.63K
|
34.1K
$988K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208K+ 11.4% |
$5.93M - $6.13M
|
2.04M
$59M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.64K- 13.22% |
$46.8K - $48.4K
|
10.8K
$313K
|
|