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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2021
Q3 2019
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.4KClosed |
$249K - $253K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.97KClosed |
$224K - $228K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-13Closed |
$735 - $748
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.67KClosed |
$321K - $326K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-69Closed |
$3.9K - $3.97K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-823Closed |
$46.5K - $47.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.38KClosed |
$78.2K - $79.5K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.93KNew |
$109K - $111K
|
1.93K
$49.9K
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163Closed |
$9.22K - $9.37K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-324Closed |
$18.3K - $18.6K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-682Closed |
$38.6K - $39.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.74KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-389Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-100- 75.76% |
N/A
|
32
$829
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-586Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-661Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-44.1KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-372Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-296Closed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
75.1KNew |
N/A
|
75.1K
$1.95M
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.75KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-153Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
50New |
N/A
|
50
$1.3K
|
|
|
Jan 22, 2019
Q4 2018
|
Lincoln Capital Corp
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Jan 09, 2019
Q4 2018
|
Spence Asset Management
|
SELL
|
- |
-255Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29KNew |
N/A
|
29K
$751K
|
|
|
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96K+ 22.47% |
N/A
|
21.6K
$559K
|
|
|
Nov 05, 2018
Q3 2018
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-844Closed |
N/A
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.63KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 28, 2020
Q2 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-581Closed |
N/A
|
0
$0
|
|
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
F3 Logic, LLC
|
SELL
|
- |
-7.43KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Papp L Roy & Associates
|
SELL
|
- |
-7.35KClosed |
N/A
|
0
$0
|
|