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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02M+ 3.0% |
$29.1M - $30.1M
|
35.1M
$1.02B
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
232KNew |
$6.6M - $6.83M
|
232K
$6.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208K+ 11.4% |
$5.93M - $6.13M
|
2.04M
$59M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
110KNew |
$3.13M - $3.24M
|
110K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
103K+ 6.64% |
$2.92M - $3.02M
|
1.65M
$47.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
101K+ 5.14% |
$2.87M - $2.97M
|
2.06M
$59.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
62.9KNew |
$1.79M - $1.85M
|
62.9K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.8K+ 90.88% |
$1.27M - $1.32M
|
94K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
34.1KNew |
$970K - $1M
|
34.1K
$988K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
33.9K+ 12.29% |
$966K - $1M
|
310K
$8.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32K+ 97.36% |
$912K - $944K
|
65K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30.8K+ 5.15% |
$876K - $906K
|
629K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
28.2K+ 3.84% |
$803K - $831K
|
764K
$22.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 134.26% |
$646K - $668K
|
39.6K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8KNew |
$478K - $494K
|
16.8K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15K+ 8.13% |
$428K - $443K
|
200K
$5.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.2KNew |
$376K - $389K
|
13.2K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 1.94% |
$333K - $344K
|
614K
$17.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.3K+ 40.93% |
$321K - $333K
|
38.9K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.45KNew |
$240K - $249K
|
8.45K
$245K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.28K+ 7.19% |
$236K - $244K
|
123K
$3.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.26KNew |
$235K - $243K
|
8.26K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.91KNew |
$225K - $233K
|
7.91K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
7.34K+ 8.35% |
$209K - $216K
|
95.1K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.18KNew |
$204K - $212K
|
7.18K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.04K+ 2.47% |
$200K - $207K
|
292K
$8.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.85K+ 16.5% |
$166K - $172K
|
41.3K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.73KNew |
$135K - $139K
|
4.73K
$137K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.74K+ 5.4% |
$106K - $110K
|
72.9K
$2.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 20.47% |
$103K - $107K
|
21.3K
$618K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.59K+ 2.41% |
$73.7K - $76.2K
|
110K
$3.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.45K+ 1.55% |
$69.8K - $72.2K
|
160K
$4.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.24K+ 3.84% |
$63.6K - $65.9K
|
60.5K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2K+ 3.27% |
$56.9K - $58.8K
|
63.1K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.68K+ 4.21% |
$47.7K - $49.4K
|
41.5K
$1.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32K+ 19.02% |
$37.7K - $39K
|
8.28K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.74% |
$36K - $37.2K
|
47.3K
$1.37M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
920+ 11.46% |
$26.2K - $27.1K
|
8.95K
$259K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
419+ 1.51% |
$11.9K - $12.3K
|
28.3K
$819K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
411+ 3.68% |
$11.7K - $12.1K
|
11.6K
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 3.92% |
$11.2K - $11.6K
|
10.4K
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
389+ 2.56% |
$11.1K - $11.5K
|
15.6K
$452K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
385+ 0.49% |
$11K - $11.3K
|
79.2K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
353+ 3.45% |
$10K - $10.4K
|
10.6K
$307K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
333+ 0.78% |
$9.48K - $9.81K
|
42.9K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
279+ 15.25% |
$7.94K - $8.22K
|
2.11K
$61.1K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
271+ 0.56% |
$7.71K - $7.98K
|
49K
$1.42M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
264+ 0.28% |
$7.51K - $7.77K
|
93.5K
$2.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
135+ 1.33% |
$3.84K - $3.98K
|
10.3K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
113+ 0.82% |
$3.22K - $3.33K
|
13.9K
$402K
|
|