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 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
|
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
|
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
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.64K- 2.6% |
$101K - $106K
|
136K
$3.95M
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-32.1K- 74.35% |
$886K - $935K
|
11.1K
$321K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.11K+ 9.39% |
$113K - $120K
|
47.9K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.33K+ 0.88% |
$91.9K - $97K
|
383K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-392- 0.47% |
$10.8K - $11.4K
|
82.3K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.3K+ 16.53% |
$725K - $765K
|
185K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16.1K- 61.1% |
$444K - $469K
|
10.3K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.2K- 4.25% |
$999K - $1.05M
|
815K
$23.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-390- 0.61% |
$10.8K - $11.4K
|
63.4K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
15.9K+ 1.32% |
$438K - $462K
|
1.22M
$35.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
141+ 0.94% |
$3.89K - $4.11K
|
15.1K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-817- 8.28% |
$22.6K - $23.8K
|
9.05K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
36.9K+ 1.27% |
$1.02M - $1.07M
|
2.95M
$85.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.71K+ 10.09% |
$213K - $225K
|
84.1K
$2.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 840.08% |
$2.09M - $2.21M
|
84.8K
$2.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 4.55% |
$988K - $1.04M
|
822K
$23.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 3.77% |
$605K - $638K
|
602K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
849+ 16.22% |
$23.4K - $24.7K
|
6.08K
$176K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.85K- 0.91% |
$78.7K - $83.1K
|
310K
$8.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 3.62% |
$150K - $158K
|
155K
$4.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
41+ 0.5% |
$1.13K - $1.2K
|
8.22K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-370- 2.66% |
$10.2K - $10.8K
|
13.5K
$392K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 1.56% |
$34.7K - $36.6K
|
79.4K
$2.3M
|
|