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 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 45.98% |
$8.53K - $9.01K
|
363
$10.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.96K+ 34.03% |
$164K - $174K
|
23.5K
$680K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.07K- 12.38% |
$29.5K - $31.2K
|
7.56K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.58K+ 13.67% |
$154K - $163K
|
46.4K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
196+ 0.57% |
$5.41K - $5.71K
|
34.7K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.01% |
$110 - $117
|
44.1K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.89KNew |
$190K - $201K
|
6.89K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 33.33% |
$414 - $437
|
30
$870
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.24K+ 7.07% |
$172K - $182K
|
94.5K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-621- 4.0% |
$17.1K - $18.1K
|
14.9K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.52K- 0.9% |
$97.3K - $103K
|
387K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 0.11% |
$1.05K - $1.11K
|
34.9K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 0.23% |
$1.57K - $1.66K
|
24.4K
$707K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
315K+ 114.38% |
$8.7M - $9.19M
|
591K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
286K+ 12.49% |
$7.88M - $8.32M
|
2.57M
$74.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-403- 1.35% |
$11.1K - $11.7K
|
29.4K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9- 50.0% |
$248 - $262
|
9
$261
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
44.9K+ 4.21% |
$1.24M - $1.31M
|
1.11M
$32.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
SELL
|
- |
-19.6K- 2.61% |
$541K - $571K
|
730K
$21.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-23.3K- 2.47% |
$644K - $680K
|
922K
$26.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-128- 2.39% |
$3.53K - $3.73K
|
5.24K
$152K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.44KNew |
$205K - $217K
|
7.44K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 2.61% |
$61.3K - $64.7K
|
82.9K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.8K+ 56.61% |
$1.15M - $1.22M
|
116K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-270- 0.88% |
$7.45K - $7.87K
|
30.5K
$886K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-29.3K- 12.3% |
$808K - $853K
|
209K
$6.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.4K- 7.97% |
$121K - $128K
|
50.8K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-115- 0.98% |
$3.18K - $3.35K
|
11.6K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
323+ 4.45% |
$8.92K - $9.42K
|
7.58K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.52K- 0.74% |
$235K - $248K
|
1.14M
$33.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
705+ 9.39% |
$19.5K - $20.6K
|
8.21K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156+ 0.92% |
$4.31K - $4.55K
|
17.1K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.92K- 60.5% |
$246K - $260K
|
5.82K
$169K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.1KNew |
$609K - $643K
|
22.1K
$640K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
66.7K+ 5.73% |
$1.84M - $1.94M
|
1.23M
$35.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
47.4K+ 29.48% |
$1.31M - $1.38M
|
208K
$6.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-910- 1.88% |
$25.1K - $26.5K
|
47.6K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-44.3K- 12.64% |
$1.22M - $1.29M
|
307K
$8.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-919- 0.88% |
$25.4K - $26.8K
|
104K
$3.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
5.18K+ 3.93% |
$143K - $151K
|
137K
$3.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21.9K+ 1.94% |
$603K - $637K
|
1.15M
$33.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-196- 1.28% |
$5.41K - $5.71K
|
15.1K
$438K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 0.5% |
$363K - $383K
|
2.62M
$75.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.86K+ 2.08% |
$134K - $142K
|
239K
$6.93M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-623- 2.33% |
$17.2K - $18.2K
|
26.1K
$756K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.1K- 7.29% |
$416K - $439K
|
191K
$5.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
516+ 0.25% |
$14.2K - $15K
|
207K
$6.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-337- 1.25% |
$9.3K - $9.82K
|
26.6K
$772K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-31K- 86.57% |
$856K - $904K
|
4.81K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
246K+ 23.91% |
$6.8M - $7.18M
|
1.28M
$37M
|
|