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 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
77+ 0.44% |
$2.13K - $2.24K
|
17.5K
$506K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-166- 1.23% |
$4.58K - $4.84K
|
13.4K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-408- 1.27% |
$11.3K - $11.9K
|
31.8K
$922K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.2K- 3.14% |
$697K - $736K
|
777K
$22.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.74KNew |
$103K - $109K
|
3.74K
$108K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
244+ 2.63% |
$6.74K - $7.11K
|
9.52K
$276K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-778- 3.14% |
$21.5K - $22.7K
|
24K
$695K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.16K- 4.79% |
$59.6K - $63K
|
43K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.03KNew |
$194K - $205K
|
7.03K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
884+ 3.95% |
$24.4K - $25.8K
|
23.3K
$674K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-171- 1.71% |
$4.72K - $4.98K
|
9.85K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.71K- 3.95% |
$102K - $108K
|
90.2K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.6K- 25.15% |
$319K - $337K
|
34.4K
$998K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.4K- 39.55% |
$315K - $332K
|
17.4K
$505K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
9.46KNew |
$261K - $276K
|
9.46K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.5KNew |
$317K - $335K
|
11.5K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$45.7K - $48.2K
|
1.65K
$47.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.88K- 2.33% |
$107K - $113K
|
163K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-5.39K- 3.35% |
$149K - $157K
|
156K
$4.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.14K+ 11.75% |
$31.6K - $33.3K
|
10.9K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20K+ 213.78% |
$551K - $582K
|
29.3K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.2K+ 7.18% |
$1.11M - $1.17M
|
600K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45+ 39.82% |
$1.24K - $1.31K
|
158
$4.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-340- 2.67% |
$9.39K - $9.91K
|
12.4K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.33K- 3.08% |
$64.3K - $67.9K
|
73.1K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.11K+ 0.85% |
$141K - $149K
|
606K
$17.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-172- 0.1% |
$4.75K - $5.01K
|
164K
$4.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
19K+ 125.89% |
$523K - $552K
|
34K
$986K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
269+ 2.21% |
$7.43K - $7.84K
|
12.5K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
41.9K+ 15.86% |
$1.16M - $1.22M
|
306K
$8.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.8K+ 42.78% |
$684K - $722K
|
82.6K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-39- 0.04% |
$1.08K - $1.14K
|
104K
$3.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.59K- 6.99% |
$209K - $221K
|
101K
$2.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-233- 0.49% |
$6.43K - $6.79K
|
47.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-178- 38.03% |
$4.91K - $5.19K
|
290
$8.41K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
57+ 0.45% |
$1.57K - $1.66K
|
12.8K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
31K+ 2.95% |
$857K - $905K
|
1.08M
$31.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.56K+ 1.03% |
$43.1K - $45.5K
|
153K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
116+ 0.96% |
$3.2K - $3.38K
|
12.2K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.96K+ 38.1% |
$109K - $116K
|
14.4K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.41K- 5.89% |
$66.6K - $70.3K
|
38.5K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128K+ 3.97% |
$3.53M - $3.73M
|
3.35M
$97.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284+ 6.22% |
$7.84K - $8.28K
|
4.85K
$141K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.6K+ 43.52% |
$1.29M - $1.36M
|
154K
$4.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 5.94% |
$33.6K - $35.4K
|
19.2K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 3.21% |
$14.3M - $15.1M
|
16.7M
$484M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35+ 1.02% |
$966 - $1.02K
|
3.45K
$100K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.58K- 2.34% |
$126K - $133K
|
191K
$5.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
16.3KNew |
$449K - $474K
|
16.3K
$472K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.33K+ 5.06% |
$175K - $185K
|
131K
$3.81M
|
|