Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHV)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.42M+ 5.96% |
$57M - $67M
|
43.1M
$1.21B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09MNew |
$25.6M - $30.1M
|
1.09M
$30.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
945KNew |
$22.3M - $26.2M
|
945K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
707K+ 18.44% |
$16.7M - $19.6M
|
4.54M
$127M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
480K+ 129.12% |
$11.3M - $13.3M
|
851K
$23.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
477KNew |
$11.2M - $13.2M
|
477K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
445K+ 23.15% |
$10.5M - $12.3M
|
2.37M
$66.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 5.33% |
$10.4M - $12.2M
|
8.69M
$243M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
400K+ 17.97% |
$9.43M - $11.1M
|
2.63M
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
387K+ 25.93% |
$9.12M - $10.7M
|
1.88M
$52.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335KNew |
$7.88M - $9.26M
|
335K
$9.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
319K+ 46.96% |
$7.52M - $8.84M
|
1M
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
306K+ 19.48% |
$7.2M - $8.46M
|
1.88M
$52.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
282KNew |
$6.63M - $7.79M
|
282K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
280K+ 39.17% |
$6.6M - $7.75M
|
996K
$27.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
238KNew |
$5.61M - $6.59M
|
238K
$6.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
207KNew |
$4.87M - $5.73M
|
207K
$5.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
206KNew |
$4.86M - $5.71M
|
206K
$5.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
196K+ 10.28% |
$4.62M - $5.43M
|
2.11M
$58.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
190K+ 130.47% |
$4.48M - $5.27M
|
336K
$9.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
182KNew |
$4.3M - $5.05M
|
182K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
170K+ 31.96% |
$4M - $4.7M
|
701K
$19.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
147KNew |
$3.47M - $4.08M
|
147K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
147K+ 348.11% |
$3.45M - $4.05M
|
189K
$5.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
145KNew |
$3.41M - $4.01M
|
145K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
136K+ 48.31% |
$3.2M - $3.76M
|
417K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
131K+ 3.04% |
$3.09M - $3.63M
|
4.44M
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
124KNew |
$2.93M - $3.44M
|
124K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 12.1% |
$2.92M - $3.43M
|
1.15M
$32.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
121KNew |
$2.86M - $3.36M
|
121K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
121K+ 298.94% |
$2.84M - $3.34M
|
161K
$4.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120K+ 158.37% |
$2.83M - $3.33M
|
196K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
116K+ 193.05% |
$2.73M - $3.2M
|
176K
$4.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
115KNew |
$2.7M - $3.17M
|
115K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
112K+ 29.62% |
$2.63M - $3.09M
|
488K
$13.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 18.26% |
$2.52M - $2.96M
|
694K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107K+ 75.13% |
$2.51M - $2.95M
|
249K
$6.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
105K+ 54.78% |
$2.47M - $2.9M
|
296K
$8.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
105K+ 7.29% |
$2.46M - $2.89M
|
1.54M
$43M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
99.1K+ 1045.93% |
$2.33M - $2.74M
|
109K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.2K+ 5.62% |
$2.29M - $2.69M
|
1.83M
$51.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
91.3KNew |
$2.15M - $2.53M
|
91.3K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89.2K+ 759.81% |
$2.1M - $2.47M
|
101K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
88.3KNew |
$2.08M - $2.44M
|
88.3K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.6K+ 8.33% |
$2.04M - $2.4M
|
1.13M
$31.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
85.7K+ 8.77% |
$2.02M - $2.37M
|
1.06M
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.5K+ 395.83% |
$2.01M - $2.37M
|
107K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
82.9K+ 14.14% |
$1.95M - $2.29M
|
669K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.2K+ 329.42% |
$1.93M - $2.27M
|
107K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76.2K+ 6.35% |
$1.79M - $2.11M
|
1.28M
$35.7M
|