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 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-976- 3.76% |
$26.9K - $28.5K
|
25K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.13% |
$33.4K - $35.2K
|
942K
$27.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-542- 3.44% |
$15K - $15.8K
|
15.2K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.15K- 22.78% |
$142K - $150K
|
17.5K
$506K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 3.0% |
$40.3K - $42.5K
|
50.1K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
80+ 0.51% |
$2.21K - $2.33K
|
15.8K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.95K+ 7.61% |
$164K - $174K
|
84.2K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1K- 8.09% |
$390K - $412K
|
160K
$4.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.3K+ 3700.0% |
$919K - $971K
|
34.2K
$991K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.52K+ 4.35% |
$152K - $161K
|
133K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-730- 3.16% |
$20.2K - $21.3K
|
22.4K
$650K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.1KNew |
$57.8K - $61.1K
|
2.1K
$60.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 27.54% |
$8.74M - $9.23M
|
833K
$24.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3.71K+ 0.48% |
$102K - $108K
|
779K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 5.72% |
$3.74M - $3.95M
|
2.5M
$72.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.33K+ 12.14% |
$230K - $243K
|
76.9K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.7K+ 38.94% |
$1.15M - $1.22M
|
149K
$4.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.41K- 2.62% |
$38.8K - $41K
|
52.2K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.62% |
$55.2 - $58.3
|
327
$9.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-300- 0.77% |
$8.28K - $8.75K
|
38.5K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
44.8K+ 175.65% |
$1.24M - $1.3M
|
70.2K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200- 0.49% |
$5.52K - $5.83K
|
40.4K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
86.7K+ 10.29% |
$2.39M - $2.53M
|
929K
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-111K- 2.54% |
$3.06M - $3.23M
|
4.25M
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 3.81% |
$238K - $252K
|
235K
$6.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.73K+ 2.34% |
$47.7K - $50.4K
|
75.5K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9.52K- 4.78% |
$263K - $277K
|
190K
$5.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-120- 15.04% |
$3.31K - $3.5K
|
678
$19.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.3M+ 3.01% |
$35.8M - $37.8M
|
44.4M
$1.29B
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.24K- 9.57% |
$172K - $182K
|
58.9K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
22.9KNew |
$632K - $667K
|
22.9K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 12.01% |
$29.5K - $31.2K
|
7.83K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.38K- 4.33% |
$204K - $215K
|
163K
$4.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
855+ 6.57% |
$23.6K - $24.9K
|
13.9K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 17.15% |
$58.9K - $62.1K
|
10.3K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.29K- 6.36% |
$201K - $212K
|
107K
$3.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-114K- 35.1% |
$3.14M - $3.31M
|
210K
$6.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 15.94% |
$3.08M - $3.26M
|
589K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.1K+ 377.83% |
$391K - $412K
|
17.9K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
101+ 0.51% |
$2.79K - $2.94K
|
19.9K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-71- 0.16% |
$1.96K - $2.07K
|
45.4K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.3K+ 8.22% |
$2.41M - $2.54M
|
1.15M
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.25K+ 53.89% |
$255K - $270K
|
26.4K
$766K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.08K- 13.2% |
$57.5K - $60.7K
|
13.7K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.04K+ 40.38% |
$112K - $118K
|
14.1K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.23KNew |
$227K - $240K
|
8.23K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-429- 2.8% |
$11.8K - $12.5K
|
14.9K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-951- 2.77% |
$26.3K - $27.7K
|
33.4K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
14.8K+ 2.85% |
$408K - $431K
|
533K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-634- 6.86% |
$17.5K - $18.5K
|
8.61K
$250K
|
|