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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.65KNew |
$249K - $266K
|
9.65K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.9KNew |
$331K - $355K
|
12.9K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 46.25% |
$562K - $602K
|
25.3K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
455+ 3.12% |
$11.7K - $12.6K
|
15K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
392New |
$10.1K - $10.8K
|
392
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.71KNew |
$69.9K - $74.9K
|
2.71K
$78.6K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
735New |
$18.9K - $20.3K
|
735
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$202K - $217K
|
7.86K
$228K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
48+ 0.28% |
$1.24K - $1.32K
|
17.3K
$501K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-270- 1.43% |
$6.96K - $7.45K
|
18.7K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$696 - $745
|
11.3K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 1.06% |
$2.78K - $2.98K
|
10.1K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
168New |
$4.33K - $4.64K
|
168
$4.87K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
174New |
$4.48K - $4.8K
|
174
$5.04K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.11K+ 1.46% |
$54.3K - $58.2K
|
147K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.59K+ 24.54% |
$66.8K - $71.5K
|
13.2K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.68KNew |
$198K - $212K
|
7.68K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.5K+ 218.44% |
$450K - $482K
|
25.5K
$738K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-63- 11.86% |
$1.62K - $1.74K
|
468
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$26.8K - $28.7K
|
1.04K
$30.2K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.07% |
$258 - $276
|
13.4K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.78K- 44.73% |
$175K - $187K
|
8.38K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.9KNew |
$358K - $383K
|
13.9K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
555+ 35.65% |
$14.3K - $15.3K
|
2.11K
$61.2K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
136New |
$3.5K - $3.75K
|
136
$3.94K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 44.87% |
$902 - $966
|
43
$1.25K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 11.52% |
$58K - $62.1K
|
17.3K
$501K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-57.4K- 96.24% |
$1.48M - $1.58M
|
2.24K
$65.1K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7.62KNew |
$196K - $210K
|
7.62K
$221K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.02KNew |
$26.2K - $28.1K
|
1.02K
$29.5K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.79M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.39KNew |
$35.9K - $38.4K
|
1.39K
$40.4K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20.6K+ 93.85% |
$531K - $569K
|
42.6K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-99- 0.5% |
$2.55K - $2.73K
|
19.8K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$1.55K - $1.66K
|
60
$1.74K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-105- 0.56% |
$2.71K - $2.9K
|
18.6K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$53.7K - $57.5K
|
2.09K
$60.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 0.1% |
$1.16K - $1.24K
|
45K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 5.3% |
$41.4K - $44.3K
|
28.7K
$831K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
831New |
$21.4K - $22.9K
|
831
$24.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
894New |
$23K - $24.7K
|
894
$25.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.16KNew |
$159K - $170K
|
6.16K
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
6.51K+ 1.96% |
$168K - $180K
|
338K
$9.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$311K - $333K
|
12.1K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-12K- 2.88% |
$309K - $331K
|
404K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
879New |
$22.7K - $24.3K
|
879
$25.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 16.97% |
$2.42K - $2.59K
|
460
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.29K- 18.93% |
$188K - $201K
|
31.2K
$906K
|
|