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
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.61K+ 13.81% |
$127K - $134K
|
38K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 6.59% |
$139K - $147K
|
71.4K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19- 0.05% |
$525 - $554
|
35.5K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176K+ 771.47% |
$4.86M - $5.13M
|
199K
$5.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.68% |
$82.8 - $87.4
|
442
$12.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
34+ 12.01% |
$939 - $991
|
317
$9.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 21.87% |
$73K - $77.1K
|
14.7K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17- 4.51% |
$469 - $496
|
360
$10.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.35K+ 0.25% |
$37.2K - $39.2K
|
535K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-74.7K- 6.46% |
$2.06M - $2.18M
|
1.08M
$31.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.37K+ 38.78% |
$92.9K - $98.1K
|
12K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-531- 0.51% |
$14.7K - $15.5K
|
105K
$3.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.9K+ 71.58% |
$468K - $494K
|
40.6K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 3.16% |
$189K - $200K
|
224K
$6.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.66K- 13.66% |
$184K - $194K
|
42.1K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.14K+ 8.62% |
$31.5K - $33.3K
|
14.4K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.22K- 3.44% |
$199K - $210K
|
202K
$5.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 1.22% |
$28.3K - $29.9K
|
82.7K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80.2K+ 72232.43% |
$2.21M - $2.34M
|
80.3K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
11.3KNew |
$311K - $328K
|
11.3K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
19.5KNew |
$537K - $567K
|
19.5K
$564K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-19.9K- 4.76% |
$548K - $579K
|
398K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
17.1K+ 1.75% |
$472K - $498K
|
994K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.68K- 3.35% |
$73.9K - $78K
|
77.2K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
73+ 0.41% |
$2.02K - $2.13K
|
17.8K
$517K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
725+ 0.62% |
$20K - $21.1K
|
118K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
378+ 3.79% |
$10.4K - $11K
|
10.3K
$300K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-3.02K- 1.45% |
$83.2K - $87.9K
|
205K
$5.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
849+ 0.54% |
$23.4K - $24.7K
|
158K
$4.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209K+ 11.12% |
$5.78M - $6.1M
|
2.09M
$60.6M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
276+ 0.3% |
$7.62K - $8.05K
|
93.3K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-785- 0.61% |
$21.7K - $22.9K
|
128K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
104K+ 19.01% |
$2.88M - $3.04M
|
653K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
62+ 0.08% |
$1.71K - $1.81K
|
78.8K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.82K+ 1.91% |
$105K - $111K
|
204K
$5.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.76KNew |
$214K - $226K
|
7.76K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.4K- 5.69% |
$232K - $245K
|
139K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 9.66% |
$763K - $805K
|
258K
$7.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 1.88% |
$52.4K - $55.4K
|
103K
$2.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27+ 0.34% |
$745 - $787
|
8.07K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.5K- 2.71% |
$289K - $305K
|
377K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
175+ 0.81% |
$4.83K - $5.1K
|
21.9K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9+ 0.01% |
$248 - $262
|
161K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
18+ 0.15% |
$497 - $525
|
12.2K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.82K+ 28.21% |
$161K - $170K
|
26.4K
$766K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-42.3K- 1.59% |
$1.17M - $1.23M
|
2.61M
$75.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.37K+ 1.15% |
$65.5K - $69.1K
|
208K
$6.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 0.01% |
$27.6 - $29.2
|
8.03K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
329K+ 41.96% |
$9.09M - $9.59M
|
1.11M
$32.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 45.98% |
$8.53K - $9.01K
|
363
$10.5K
|
|