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 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.92KNew |
$246K - $260K
|
8.92K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$276 - $292
|
9.78K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$362K - $382K
|
13.1K
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-392- 2.53% |
$10.8K - $11.4K
|
15.1K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
233+ 0.49% |
$6.43K - $6.79K
|
48K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.52K- 2.11% |
$69.6K - $73.5K
|
117K
$3.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.94K+ 0.13% |
$109K - $115K
|
2.95M
$85.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 21.26% |
$745 - $787
|
100
$2.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.62K+ 8.0% |
$72.3K - $76.4K
|
35.4K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-700- 4.13% |
$19.3K - $20.4K
|
16.2K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
29New |
$801 - $845
|
29
$841
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91K+ 8.28% |
$191K - $201K
|
90.4K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 98.88% |
$500K - $528K
|
36.4K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-1.42K- 3.54% |
$39.2K - $41.3K
|
38.7K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
510New |
$14.1K - $14.9K
|
510
$14.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.54K- 22.83% |
$153K - $161K
|
18.7K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.0% |
$304 - $321
|
1.11K
$32.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.68K+ 2.85% |
$74K - $78.2K
|
96.7K
$2.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
200+ 0.78% |
$5.52K - $5.83K
|
26K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.03K+ 0.56% |
$28.5K - $30.1K
|
185K
$5.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
19.3K+ 1.17% |
$534K - $564K
|
1.67M
$48.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.12% |
$41.1K - $43.4K
|
49.2K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.32K- 9.36% |
$36.4K - $38.4K
|
12.8K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.7K- 5.07% |
$295K - $311K
|
200K
$5.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.34K+ 13.65% |
$258K - $272K
|
77.8K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 1.58% |
$429K - $453K
|
1M
$29M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.85K+ 4.01% |
$134K - $141K
|
126K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.5K- 89.82% |
$96.5K - $102K
|
396
$11.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
42+ 0.47% |
$1.16K - $1.22K
|
9.07K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-817- 5.66% |
$22.6K - $23.8K
|
13.6K
$395K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.05K+ 4.16% |
$139K - $147K
|
126K
$3.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
8.45MNew |
$233M - $246M
|
8.45M
$245M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252+ 20.44% |
$6.96K - $7.35K
|
1.49K
$43.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-182- 4.93% |
$5.03K - $5.31K
|
3.51K
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104+ 0.03% |
$2.87K - $3.03K
|
349K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.53K- 14.7% |
$42.3K - $44.7K
|
8.9K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134K+ 1.34% |
$3.69M - $3.89M
|
10.1M
$292M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137KNew |
$3.78M - $4M
|
137K
$3.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.08K+ 22.98% |
$168K - $177K
|
32.6K
$944K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$809K - $854K
|
29.3K
$850K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
11.2KNew |
$310K - $327K
|
11.2K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.22KNew |
$199K - $211K
|
7.22K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
298+ 0.23% |
$8.23K - $8.69K
|
127K
$3.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.36% |
$138 - $146
|
1.41K
$40.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$276 - $292
|
7.51K
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
212+ 0.63% |
$5.85K - $6.18K
|
34K
$984K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13.7K+ 32.56% |
$378K - $400K
|
55.8K
$1.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.08K- 20.98% |
$57.5K - $60.7K
|
7.84K
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.07K- 10.14% |
$29.4K - $31.1K
|
9.45K
$274K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-29.3K- 16.96% |
$808K - $853K
|
143K
$4.15M
|
|