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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.04KNew |
$71.6K - $84.1K
|
3.04K
$88.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.03K- 17.48% |
$166K - $195K
|
33.2K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 2667.1% |
$575K - $675K
|
25.3K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 7.47% |
$36.8K - $43.2K
|
19.3K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57K+ 29225.64% |
$1.34M - $1.58M
|
57.2K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7.6KNew |
$179K - $210K
|
7.6K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.03KNew |
$189K - $222K
|
8.03K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.19KNew |
$98.7K - $116K
|
4.19K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-24- 0.06% |
$565 - $664
|
40.3K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.55KNew |
$83.5K - $98.1K
|
3.55K
$103K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.3K- 39.9% |
$125K - $147K
|
7.99K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1+ 0.86% |
$23.6 - $27.7
|
117
$3.39K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.9K+ 3.23% |
$1.34M - $1.57M
|
1.82M
$52.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
831New |
$19.6K - $23K
|
831
$24.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.79KNew |
$184K - $216K
|
7.79K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.3K- 49.37% |
$243K - $286K
|
10.6K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
468+ 3.09% |
$11K - $12.9K
|
15.6K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45.2K+ 72.15% |
$1.06M - $1.25M
|
108K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
357New |
$8.41K - $9.88K
|
357
$10.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.19K+ 15.97% |
$75.1K - $88.2K
|
23.2K
$671K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7K+ 116.67% |
$165K - $194K
|
13K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-554- 2.25% |
$13K - $15.3K
|
24.1K
$698K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 3.31% |
$1.22K - $1.44K
|
1.62K
$47K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-3- 20.0% |
$70.7 - $83
|
12
$348
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.83KNew |
$208K - $244K
|
8.83K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-65- 1.28% |
$1.53K - $1.8K
|
5.01K
$145K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-372- 1.79% |
$8.76K - $10.3K
|
20.4K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-198- 1.23% |
$4.66K - $5.48K
|
16K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2- 0.03% |
$47.1 - $55.3
|
7.86K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-470- 3.93% |
$11.1K - $13K
|
11.5K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
24+ 0.18% |
$565 - $664
|
13.3K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-620- 4.23% |
$14.6K - $17.2K
|
14K
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
8.53KNew |
$201K - $236K
|
8.53K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
7.39KNew |
$174K - $204K
|
7.39K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.86K- 7.94% |
$138K - $162K
|
67.9K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 13.36% |
$53K - $62.3K
|
14.6K
$423K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
16KNew |
$376K - $441K
|
16K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.02% |
$70.7 - $83
|
13.6K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.19K+ 7.36% |
$27.9K - $32.8K
|
17.3K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-811- 2.59% |
$19.1K - $22.4K
|
30.5K
$883K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$23.6 - $27.7
|
15.1K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-834- 1.59% |
$19.6K - $23.1K
|
51.7K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 24.74% |
$483K - $568K
|
62.4K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
39+ 0.26% |
$918 - $1.08K
|
14.9K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$309K - $363K
|
13.1K
$380K
|
|