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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.38K- 7.95% |
$688K - $753K
|
109K
$2.86M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-317- 1.76% |
$23.3K - $25.5K
|
17.7K
$465K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
704New |
$51.7K - $56.6K
|
704
$18.5K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.61K+ 1.59% |
$265K - $290K
|
231K
$6.07M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.29K- 4.31% |
$682K - $746K
|
206K
$5.43M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-129- 1.65% |
$9.47K - $10.4K
|
7.69K
$202K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.2K+ 38.36% |
$87.7K - $96K
|
4.31K
$113K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.9KNew |
$3.15M - $3.45M
|
42.9K
$1.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
227+ 0.72% |
$16.7K - $18.2K
|
31.7K
$835K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3.46KNew |
$254K - $278K
|
3.46K
$91.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.07KNew |
$446K - $488K
|
6.07K
$160K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.2K+ 106.58% |
$2.36M - $2.59M
|
62.4K
$1.64M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$294 - $321
|
2.72K
$71.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.64K+ 3.25% |
$267K - $292K
|
115K
$3.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 9.9% |
$1.4M - $1.53M
|
211K
$5.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1KNew |
$890K - $975K
|
12.1K
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-94- 0.32% |
$6.9K - $7.55K
|
29.2K
$769K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7.35KNew |
$539K - $590K
|
7.35K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 200.0% |
$12.8K - $14K
|
261
$6.87K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-342- 9.34% |
$25.1K - $27.5K
|
3.32K
$87.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3K+ 14.18% |
$906K - $991K
|
99.3K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.74K+ 2.25% |
$495K - $542K
|
307K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-139- 1.67% |
$10.2K - $11.2K
|
8.2K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200K+ 1175.46% |
$14.7M - $16.1M
|
217K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.07KNew |
$299K - $327K
|
4.07K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 68.16% |
$120K - $132K
|
4.05K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
381+ 0.47% |
$28K - $30.6K
|
80.7K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 1.68% |
$82.5K - $90.3K
|
68.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
45.6K+ 11.36% |
$3.35M - $3.67M
|
447K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$661 - $723
|
5.76K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
135+ 0.42% |
$9.91K - $10.8K
|
32.6K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 6.77% |
$2.95M - $3.23M
|
633K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
260+ 2.3% |
$19.1K - $20.9K
|
11.6K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.92K- 9.3% |
$581K - $636K
|
77.2K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 79.01% |
$1.8M - $1.97M
|
55.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.42% |
$1.69K - $1.85K
|
5.5K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.32KNew |
$537K - $588K
|
7.32K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
56+ 1.11% |
$4.11K - $4.5K
|
5.12K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
389+ 2.09% |
$28.6K - $31.3K
|
19K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 52.99% |
$439K - $481K
|
5.31K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.1K+ 892.23% |
$3.02M - $3.3M
|
45.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.39K- 30.8% |
$322K - $353K
|
9.86K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.02K- 6.62% |
$368K - $403K
|
70.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 2.16% |
$1.2M - $1.31M
|
737K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$246K - $269K
|
3.35K
$88.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 108.91% |
$999K - $1.09M
|
26.1K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 0.24% |
$1.76K - $1.93K
|
9.95K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
580+ 1.43% |
$42.6K - $46.6K
|
41.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-44.8K- 2.71% |
$3.29M - $3.6M
|
1.61M
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
273+ 1.33% |
$20K - $21.9K
|
20.8K
$547K
|