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 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31K+ 9.03% |
$63.9K - $67.5K
|
27.9K
$810K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.46K- 1.41% |
$40.4K - $42.7K
|
102K
$2.96M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.42K+ 3.7% |
$39.3K - $41.5K
|
39.9K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.4K+ 20.69% |
$1.31M - $1.38M
|
276K
$8.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.35K- 16.67% |
$37.4K - $39.4K
|
6.77K
$196K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
22+ 4.47% |
$607 - $641
|
514
$14.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 0.27% |
$26.1K - $27.6K
|
352K
$10.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3+ 0.46% |
$82.8 - $87.4
|
653
$18.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
85.8K+ 4.57% |
$2.37M - $2.5M
|
1.96M
$56.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.09KNew |
$196K - $207K
|
7.09K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$237K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-516- 4.29% |
$14.2K - $15K
|
11.5K
$333K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
247+ 0.51% |
$6.82K - $7.2K
|
48.7K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-42.8K- 6.78% |
$1.18M - $1.25M
|
588K
$17.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-280- 0.1% |
$7.73K - $8.16K
|
285K
$8.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-145- 1.15% |
$4K - $4.23K
|
12.4K
$360K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-454- 25.56% |
$12.5K - $13.2K
|
1.32K
$38.3K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-746- 0.84% |
$20.6K - $21.7K
|
87.8K
$2.55M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
87+ 0.51% |
$2.4K - $2.54K
|
17.1K
$496K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
1.46K+ 2.99% |
$34.3K - $40.3K
|
50.1K
$1.45M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.6K- 9.18% |
$1.17M - $1.37M
|
491K
$14.2M
|
|
|
Nov 04, 2025
Q2 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
7.23KNew |
$170K - $200K
|
7.23K
$210K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-291- 2.69% |
$6.85K - $8.05K
|
10.5K
$305K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$35K - $41.1K
|
1.49K
$43.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
456New |
$10.7K - $12.6K
|
456
$13.2K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
32.3KNew |
$761K - $894K
|
32.3K
$937K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.5K- 7.6% |
$82.5K - $96.9K
|
42.6K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.42KNew |
$175K - $205K
|
7.42K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
67.4KNew |
$1.59M - $1.86M
|
67.4K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-669- 3.37% |
$15.8K - $18.5K
|
19.2K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
19.4K+ 6.0% |
$457K - $537K
|
343K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-993- 1.23% |
$23.4K - $27.5K
|
79.5K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
824+ 1.53% |
$19.4K - $22.8K
|
54.6K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107K+ 75.13% |
$2.51M - $2.95M
|
249K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$261K - $307K
|
11.1K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7K+ 202.01% |
$487K - $572K
|
30.9K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-219- 0.23% |
$5.16K - $6.06K
|
95.4K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
31.7KNew |
$747K - $878K
|
31.7K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.01% |
$47.1 - $55.3
|
37.2K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
116K+ 193.05% |
$2.73M - $3.2M
|
176K
$5.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-638- 3.45% |
$15K - $17.7K
|
17.9K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
9.87KNew |
$232K - $273K
|
9.87K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61.8K- 14.93% |
$1.46M - $1.71M
|
352K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
37New |
$871 - $1.02K
|
37
$1.07K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.2KNew |
$946K - $1.11M
|
40.2K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
50+ 0.29% |
$1.18K - $1.38K
|
17K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.3K- 32.07% |
$242K - $285K
|
21.8K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
65New |
$1.53K - $1.8K
|
65
$1.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7.54KNew |
$178K - $209K
|
7.54K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-98- 0.4% |
$2.31K - $2.71K
|
24.7K
$715K
|
|