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, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.48K- 5.94% |
$124K - $131K
|
71K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-74- 3.55% |
$2.04K - $2.16K
|
2.01K
$58.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.53K+ 1.27% |
$42.3K - $44.7K
|
122K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$414 - $437
|
10K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-675- 5.43% |
$18.6K - $19.7K
|
11.8K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.46KNew |
$206K - $217K
|
7.46K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 3.68% |
$586K - $619K
|
555K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
109+ 0.05% |
$3.01K - $3.18K
|
217K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16KNew |
$442K - $466K
|
16K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.66% |
$46K - $48.6K
|
43.9K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 1.93% |
$31K - $32.7K
|
59.3K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.91K- 17.19% |
$80.3K - $84.8K
|
14K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-183- 0.61% |
$5.05K - $5.33K
|
29.8K
$864K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.19K+ 0.44% |
$32.9K - $34.8K
|
275K
$7.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-22- 0.16% |
$607 - $641
|
14.1K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.59K+ 3.09% |
$209K - $221K
|
253K
$7.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-533K- 93.03% |
$14.7M - $15.5M
|
40K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-883- 0.62% |
$24.4K - $25.7K
|
142K
$4.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
42+ 0.4% |
$1.16K - $1.22K
|
10.5K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-13.6K- 15.97% |
$375K - $396K
|
71.5K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
529+ 1.88% |
$14.6K - $15.4K
|
28.7K
$833K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-236- 0.82% |
$6.52K - $6.88K
|
28.7K
$833K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.8K- 17.21% |
$160K - $169K
|
27.9K
$809K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.34K+ 50.52% |
$64.5K - $68.1K
|
6.96K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-736- 0.18% |
$20.3K - $21.5K
|
415K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.5K- 3.97% |
$1.09M - $1.15M
|
956K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.4K+ 159.92% |
$425K - $448K
|
25K
$725K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5.08K- 9.47% |
$140K - $148K
|
48.6K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.05K+ 25.08% |
$84.2K - $88.9K
|
15.2K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 3.89% |
$50.9K - $53.7K
|
49.3K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.51% |
$1.19K - $1.25K
|
8.41K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.04K- 1.44% |
$112K - $118K
|
277K
$8.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.22K+ 10.14% |
$61.4K - $64.8K
|
24.1K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
18+ 0.19% |
$497 - $525
|
9.41K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-74- 0.31% |
$2.04K - $2.16K
|
24.1K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
185+ 0.38% |
$5.11K - $5.39K
|
48.9K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 3.2% |
$48.9K - $51.6K
|
57.1K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.06% |
$27.6 - $29.2
|
1.76K
$51K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.93K- 2.3% |
$81K - $85.5K
|
124K
$3.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
125+ 0.51% |
$3.45K - $3.64K
|
24.6K
$712K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.4K+ 18.8% |
$425K - $449K
|
97.3K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.03K+ 7.57% |
$166K - $176K
|
85.6K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.64K- 0.58% |
$45.1K - $47.7K
|
281K
$8.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
283+ 1.9% |
$7.81K - $8.25K
|
15.2K
$440K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.79K+ 67.49% |
$187K - $198K
|
16.8K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-705- 7.05% |
$19.5K - $20.6K
|
9.29K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.64K- 2.6% |
$101K - $106K
|
136K
$3.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
38+ 0.44% |
$1.05K - $1.11K
|
8.68K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.3K+ 17.06% |
$699K - $738K
|
174K
$5.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.83K+ 1.3% |
$50.5K - $53.3K
|
142K
$4.12M
|
|