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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-581- 1.35% |
$16K - $16.9K
|
42.5K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-610- 2.35% |
$16.8K - $17.8K
|
25.3K
$735K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.1K+ 1.78% |
$554K - $585K
|
1.15M
$33.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
110+ 0.02% |
$3.04K - $3.21K
|
662K
$19.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-314- 0.87% |
$8.67K - $9.15K
|
35.8K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-730- 2.18% |
$20.2K - $21.3K
|
32.7K
$948K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
92.5K+ 87.59% |
$2.55M - $2.7M
|
198K
$5.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.5K- 1.8% |
$565K - $597K
|
1.12M
$32.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
189New |
$5.22K - $5.51K
|
189
$5.48K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-227K- 3.34% |
$6.27M - $6.62M
|
6.58M
$191M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.1K+ 97.2% |
$334K - $352K
|
24.5K
$711K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
257+ 0.42% |
$7.1K - $7.49K
|
61.1K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7.92K- 2.93% |
$219K - $231K
|
262K
$7.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
115+ 0.92% |
$3.18K - $3.35K
|
12.6K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-564- 1.97% |
$15.6K - $16.4K
|
28.1K
$815K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.7K+ 4.67% |
$102K - $108K
|
82.9K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.14KNew |
$86.8K - $91.6K
|
3.14K
$91.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
31.5K+ 5.1% |
$871K - $919K
|
650K
$18.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.16K- 0.64% |
$32.1K - $33.9K
|
182K
$5.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.65K+ 16.65% |
$128K - $135K
|
32.5K
$943K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$276 - $292
|
20
$580
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.13K- 1.75% |
$31.2K - $32.9K
|
63.5K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 2.19% |
$32.4K - $34.2K
|
54.8K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.15K- 7.05% |
$253K - $267K
|
121K
$3.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
203+ 0.64% |
$5.6K - $5.92K
|
32K
$926K
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-209- 0.14% |
$5.77K - $6.09K
|
145K
$4.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
115+ 0.25% |
$3.18K - $3.35K
|
46.4K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$4.31M - $4.55M
|
156K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-630- 0.93% |
$17.4K - $18.4K
|
67.1K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-118- 0.36% |
$3.26K - $3.44K
|
32.9K
$955K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18- 0.08% |
$497 - $525
|
21.6K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12.7K- 3.14% |
$351K - $370K
|
392K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-510- 3.45% |
$14.1K - $14.9K
|
14.3K
$414K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.01% |
$221 - $233
|
60.2K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
16.2K+ 18.41% |
$447K - $472K
|
104K
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.7K+ 214.9% |
$434K - $458K
|
23K
$668K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
153New |
$4.22K - $4.46K
|
153
$4.44K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-31.9K- 6.97% |
$882K - $931K
|
426K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 100.0% |
$1.33K - $1.4K
|
96
$2.78K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
37+ 0.35% |
$1.02K - $1.08K
|
10.7K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-940- 1.1% |
$26K - $27.4K
|
84.3K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.12K- 4.5% |
$86.3K - $91.1K
|
66.4K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-343- 3.0% |
$9.47K - $10K
|
11.1K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.73K+ 2.13% |
$158K - $167K
|
275K
$7.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 0.01% |
$27.6 - $29.2
|
19.3K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.2KNew |
$199K - $210K
|
7.2K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7.17KNew |
$198K - $209K
|
7.17K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-65- 2.77% |
$1.79K - $1.89K
|
2.28K
$66.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
106+ 0.89% |
$2.93K - $3.09K
|
12K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-355- 1.75% |
$9.8K - $10.3K
|
19.9K
$577K
|
|