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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
190K+ 4.17% |
$5.23M - $5.53M
|
4.73M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.43K+ 1.45% |
$233K - $246K
|
590K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22K+ 118.52% |
$608K - $642K
|
40.6K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-334- 0.45% |
$9.22K - $9.74K
|
74.3K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
16+ 0.15% |
$442 - $466
|
10.6K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-725- 1.3% |
$20K - $21.1K
|
54.9K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
174K+ 302.97% |
$4.81M - $5.08M
|
232K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.04K- 0.22% |
$112K - $118K
|
1.82M
$52.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 1.54% |
$1.1M - $1.16M
|
2.61M
$75.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.5KNew |
$593K - $627K
|
21.5K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
176+ 0.26% |
$4.86K - $5.13K
|
67.2K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.2K+ 9.41% |
$446K - $471K
|
188K
$5.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-30.9K- 45.15% |
$854K - $902K
|
37.6K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-910- 0.42% |
$25.1K - $26.5K
|
216K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
90+ 0.45% |
$2.48K - $2.62K
|
20.1K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-571- 0.66% |
$15.8K - $16.6K
|
86.5K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
68.2K+ 7.45% |
$1.88M - $1.99M
|
984K
$28.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-656- 1.64% |
$18.1K - $19.1K
|
39.3K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.3K+ 99.77% |
$506K - $535K
|
36.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-396- 1.67% |
$10.9K - $11.5K
|
23.3K
$674K
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
914+ 1.36% |
$25.2K - $26.6K
|
68.3K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.6K- 6.13% |
$624K - $659K
|
347K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77M+ 144.34% |
$48.9M - $51.6M
|
3M
$86.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.88K- 7.94% |
$107K - $113K
|
44.9K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.46K+ 4.46% |
$95.5K - $101K
|
81K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-963- 1.15% |
$26.6K - $28.1K
|
82.8K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
419+ 0.92% |
$11.6K - $12.2K
|
46.1K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 0.99% |
$2.38M - $2.51M
|
8.77M
$254M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.3K- 6.21% |
$340K - $359K
|
186K
$5.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.61K+ 17.36% |
$238K - $251K
|
58.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1K+ 381.77% |
$1.63M - $1.72M
|
74.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.4K+ 2.77% |
$591K - $624K
|
794K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
39.3K+ 12582.69% |
$1.08M - $1.14M
|
39.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-187K- 55.57% |
$5.16M - $5.45M
|
149K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.05K- 1.34% |
$28.9K - $30.5K
|
76.9K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-4.03K- 97.25% |
$111K - $117K
|
114
$3.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.06% |
$138 - $146
|
8.13K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
885New |
$24.4K - $25.8K
|
885
$25.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24+ 0.32% |
$663 - $700
|
7.63K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 3.65% |
$576K - $608K
|
551K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
588+ 1.33% |
$16.2K - $17.1K
|
44.9K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.67KNew |
$73.6K - $77.7K
|
2.67K
$77.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.72KNew |
$213K - $225K
|
7.72K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.2K+ 53.05% |
$1.44M - $1.52M
|
151K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.9KNew |
$191K - $201K
|
6.9K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-405- 3.9% |
$11.2K - $11.8K
|
9.99K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.46K+ 10.18% |
$40.3K - $42.6K
|
15.8K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.9K+ 20.3% |
$52.5K - $55.4K
|
11.3K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.63K+ 127.65% |
$156K - $164K
|
10K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-140- 4.38% |
$3.87K - $4.08K
|
3.06K
$88.7K
|
|