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 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.7K- 14.05% |
$352K - $371K
|
77.9K
$2.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.49% |
$119K - $126K
|
178K
$5.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.8K+ 5.89% |
$794K - $838K
|
517K
$15M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-87- 0.35% |
$2.4K - $2.54K
|
24.5K
$710K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-2.69K- 21.9% |
$74.3K - $78.4K
|
9.59K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$248 - $262
|
11.3K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-749- 0.22% |
$20.7K - $21.8K
|
333K
$9.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.91K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$712K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
912+ 4.6% |
$25.2K - $26.6K
|
20.7K
$601K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
740K+ 68.12% |
$20.4M - $21.6M
|
1.83M
$53M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.26% |
$1.55K - $1.63K
|
21.9K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 4.71% |
$89.6K - $94.6K
|
72.2K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-107- 0.31% |
$2.95K - $3.12K
|
33.9K
$984K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-42K- 5.52% |
$1.16M - $1.23M
|
720K
$20.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 1.88% |
$211K - $223K
|
399K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-18.8K- 3.6% |
$519K - $548K
|
503K
$14.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-69- 0.78% |
$1.91K - $2.01K
|
8.78K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.96K- 0.6% |
$54K - $57K
|
326K
$9.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-840- 4.05% |
$23.2K - $24.5K
|
19.9K
$578K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
825+ 2.38% |
$22.8K - $24K
|
35.4K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.71KNew |
$213K - $225K
|
7.71K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 2.75% |
$838K - $885K
|
1.13M
$32.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.7K- 47.28% |
$683K - $721K
|
27.6K
$800K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.2K+ 5.79% |
$1.11M - $1.17M
|
736K
$21.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
42+ 0.51% |
$1.16K - $1.22K
|
8.3K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300+ 31.55% |
$8.28K - $8.75K
|
1.25K
$36.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 2.14% |
$18.1K - $19.1K
|
31.3K
$908K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-440- 0.63% |
$12.1K - $12.8K
|
69.2K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.48K+ 18.03% |
$40.8K - $43.1K
|
9.68K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.35K- 5.37% |
$148K - $156K
|
94.3K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.18K- 5.2% |
$32.6K - $34.4K
|
21.5K
$624K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-844- 0.51% |
$23.3K - $24.6K
|
166K
$4.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.45K- 3.02% |
$67.7K - $71.5K
|
78.9K
$2.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 0.8% |
$33K - $34.9K
|
149K
$4.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 2.27% |
$67.5K - $71.2K
|
110K
$3.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-855- 6.84% |
$23.6K - $24.9K
|
11.6K
$337K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
32+ 0.7% |
$884 - $933
|
4.63K
$134K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.03% |
$110 - $117
|
13.8K
$401K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$289K - $305K
|
10.5K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.82K- 1.14% |
$50.2K - $53K
|
158K
$4.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 0.51% |
$1.1K - $1.17K
|
7.96K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36.2K- 25.19% |
$999K - $1.05M
|
107K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.3K+ 68.23% |
$587K - $620K
|
52.4K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 4.38% |
$35.4K - $37.4K
|
30.5K
$885K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.3K+ 38.67% |
$449K - $474K
|
58.3K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.04% |
$414 - $437
|
36.4K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87.5K- 10.57% |
$2.42M - $2.55M
|
740K
$21.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.09K- 6.08% |
$30.2K - $31.9K
|
16.9K
$490K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.72M
|
|