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 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.62K- 24.39% |
$166K - $176K
|
8.13K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
467New |
$29.6K - $31.4K
|
467
$12.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$1.58K - $1.68K
|
25
$648
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$74.6K - $79.2K
|
1.18K
$30.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-280- 1.23% |
$17.7K - $18.8K
|
22.6K
$584K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-406- 1.13% |
$25.7K - $27.3K
|
35.5K
$919K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 8.68% |
$18K - $19.2K
|
3K
$77.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$285K - $303K
|
4.5K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.25K- 2.34% |
$142K - $151K
|
94K
$2.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.56K+ 1.72% |
$352K - $374K
|
329K
$8.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 51.55% |
$227K - $241K
|
3.37K
$87.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 69.01% |
$86.4K - $91.7K
|
613
$15.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
260KNew |
$16.5M - $17.5M
|
260K
$6.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-192- 1.0% |
$12.2K - $12.9K
|
19K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-11K- 68.29% |
$694K - $737K
|
5.09K
$132K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-75- 0.29% |
$4.75K - $5.04K
|
25.9K
$670K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$127 - $134
|
4.69K
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.26KNew |
$206K - $219K
|
3.26K
$84.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.19K- 30.25% |
$392K - $416K
|
14.3K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
50+ 3.43% |
$3.17K - $3.36K
|
1.51K
$39K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
243New |
$15.4K - $16.3K
|
243
$6.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
6.97KNew |
$442K - $469K
|
6.97K
$181K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 37.5% |
$19K - $20.2K
|
500
$13K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-10.8K- 55.61% |
$681K - $723K
|
8.58K
$222K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-116- 3.67% |
$7.35K - $7.8K
|
3.05K
$78.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
93.1K+ 93139.0% |
$5.9M - $6.26M
|
93.2K
$2.41M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8.85K- 66.66% |
$554K - $613K
|
4.43K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$236K - $261K
|
3.77K
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.94K+ 107.58% |
$560K - $620K
|
17.3K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-275- 56.58% |
$17.2K - $19.1K
|
211
$5.46K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.13K - $3.47K
|
50
$1.3K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-267- 2.25% |
$16.7K - $18.5K
|
11.6K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.89K- 6.11% |
$118K - $131K
|
29K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 2.74% |
$1.59M - $1.76M
|
950K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 0.5% |
$101K - $112K
|
325K
$8.41M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.24KNew |
$203K - $224K
|
3.24K
$83.8K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8KNew |
$1.11M - $1.23M
|
17.8K
$461K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 30.37% |
$89.3K - $98.9K
|
3.27K
$84.7K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.86K- 15.3% |
$366K - $406K
|
32.4K
$839K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 11.53% |
$25K - $27.7K
|
3.07K
$79.5K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 6.7% |
$1.82K - $2.01K
|
462
$12K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67New |
$4.19K - $4.64K
|
67
$1.74K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.61% |
$2.57K - $2.84K
|
6.71K
$174K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.1KNew |
$194K - $215K
|
3.1K
$80.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.66K- 20.64% |
$104K - $115K
|
6.36K
$165K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
122New |
$7.64K - $8.45K
|
122
$3.16K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
5.3K+ 82.0% |
$332K - $368K
|
11.8K
$305K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
368+ 0.9% |
$23K - $25.5K
|
41K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.06K - $1.18K
|
12.4K
$321K
|
|