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 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 0.06% |
$663 - $700
|
41.5K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78+ 1.0% |
$2.15K - $2.27K
|
7.86K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.4KNew |
$620K - $654K
|
22.4K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
177+ 1.04% |
$4.89K - $5.16K
|
17.1K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 3.24% |
$620K - $655K
|
671K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
13.3K+ 1.17% |
$367K - $388K
|
1.15M
$33.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
6.34KNew |
$175K - $185K
|
6.34K
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
17.7K+ 8.94% |
$490K - $517K
|
216K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
151+ 0.33% |
$4.17K - $4.4K
|
46.1K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
6.87K+ 15.39% |
$190K - $200K
|
51.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 0.05% |
$414 - $437
|
28.3K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-791- 5.15% |
$21.8K - $23.1K
|
14.6K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.89K+ 26.66% |
$107K - $113K
|
18.5K
$536K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.28K- 13.93% |
$62.9K - $66.4K
|
14.1K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 147.55% |
$400K - $422K
|
24.3K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
148+ 1.35% |
$4.09K - $4.31K
|
11.1K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-192- 1.49% |
$5.3K - $5.6K
|
12.7K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.5KNew |
$675K - $713K
|
24.5K
$709K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.13K+ 2.41% |
$252K - $266K
|
388K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 5.94% |
$5.85M - $6.18M
|
3.78M
$110M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
45.6K+ 7.71% |
$1.26M - $1.33M
|
637K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
789New |
$21.8K - $23K
|
789
$22.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46.2K+ 2.67% |
$1.28M - $1.35M
|
1.78M
$51.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 11.03% |
$350K - $369K
|
127K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 0.18% |
$12.3K - $13K
|
245K
$7.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-12.8K- 1.16% |
$355K - $374K
|
1.1M
$31.8M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 2.84% |
$34.3K - $36.2K
|
45K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-402- 58.26% |
$11.1K - $11.7K
|
288
$8.35K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.36K+ 138.69% |
$92.6K - $97.8K
|
5.77K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
7.65K+ 47.56% |
$211K - $223K
|
23.7K
$688K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
19KNew |
$525K - $554K
|
19K
$551K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
778+ 10.53% |
$21.5K - $22.7K
|
8.17K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7+ 0.02% |
$193 - $204
|
42.9K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 15.06% |
$38.4K - $40.6K
|
7.85K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7.39K- 20.85% |
$204K - $215K
|
28.1K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-143- 1.52% |
$3.95K - $4.17K
|
9.24K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.68K+ 3.54% |
$240K - $253K
|
254K
$7.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-632- 5.75% |
$17.4K - $18.4K
|
10.4K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.06KNew |
$195K - $206K
|
7.06K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.2KNew |
$336K - $354K
|
12.2K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.51K+ 3.77% |
$180K - $190K
|
179K
$5.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-814- 6.49% |
$22.5K - $23.7K
|
11.7K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1K- 11.63% |
$27.6K - $29.2K
|
7.6K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.1K- 7.58% |
$472K - $498K
|
208K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.68K+ 1.93% |
$74.1K - $78.2K
|
142K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
11.8KNew |
$327K - $345K
|
11.8K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-42- 0.1% |
$1.16K - $1.22K
|
40.4K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$828 - $875
|
58.5K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.5K- 1.29% |
$41.4K - $43.8K
|
115K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.63K- 1.17% |
$72.7K - $76.8K
|
223K
$6.47M
|
|