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 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.82M+ 206.91% |
$72.8M - $227M
|
4.19M
$113M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.81M+ 197.78% |
$46.7M - $146M
|
2.72M
$73.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63MNew |
$42.1M - $131M
|
1.63M
$43.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.41M+ 324.26% |
$36.3M - $113M
|
1.84M
$49.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.33M+ 150.7% |
$34.2M - $107M
|
2.21M
$59.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
984K+ 219.87% |
$25.4M - $79.1M
|
1.43M
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
950K+ 208.93% |
$24.5M - $76.4M
|
1.4M
$37.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
927K+ 215.39% |
$23.9M - $74.6M
|
1.36M
$36.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
813K+ 211.6% |
$21M - $65.4M
|
1.2M
$32.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
752K+ 262.86% |
$19.4M - $60.5M
|
1.04M
$27.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
731KNew |
$18.8M - $58.7M
|
731K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
681KNew |
$17.6M - $54.7M
|
681K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
589K+ 193.7% |
$15.2M - $47.4M
|
894K
$24M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
461K+ 200.29% |
$11.9M - $37.1M
|
691K
$18.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
391K+ 206.72% |
$10.1M - $31.4M
|
580K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
387K+ 229.18% |
$9.98M - $31.1M
|
556K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357K+ 193.21% |
$9.2M - $28.7M
|
541K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
349K+ 200.11% |
$9.01M - $28.1M
|
524K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
263K+ 278.93% |
$6.77M - $21.1M
|
357K
$9.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
261K+ 206.13% |
$6.74M - $21M
|
388K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
228K+ 198.05% |
$5.88M - $18.3M
|
343K
$9.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
228K+ 218.38% |
$5.87M - $18.3M
|
332K
$8.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
224K+ 199.12% |
$5.79M - $18M
|
337K
$9.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
223K+ 203.7% |
$5.74M - $17.9M
|
332K
$8.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
212K+ 304.11% |
$5.48M - $17.1M
|
282K
$7.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
189K+ 199.82% |
$4.88M - $15.2M
|
284K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
188K+ 202.03% |
$4.85M - $15.1M
|
281K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
186K+ 175.49% |
$4.81M - $15M
|
293K
$7.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
183K+ 255.25% |
$4.71M - $14.7M
|
254K
$6.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
179K+ 210.03% |
$4.61M - $14.4M
|
264K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
174K+ 198.8% |
$4.48M - $14M
|
261K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
145K+ 165.39% |
$3.74M - $11.7M
|
233K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 214.13% |
$2.94M - $9.18M
|
167K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
114K+ 188.9% |
$2.93M - $9.15M
|
174K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
110K+ 196.07% |
$2.83M - $8.82M
|
166K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
106K+ 441.31% |
$2.75M - $8.56M
|
131K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
105K+ 282.06% |
$2.7M - $8.43M
|
142K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
101K+ 195.25% |
$2.61M - $8.14M
|
153K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
97K+ 217.62% |
$2.5M - $7.8M
|
142K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
83.5K+ 192.85% |
$2.15M - $6.71M
|
127K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82.5K+ 180.46% |
$2.13M - $6.63M
|
128K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
80K+ 182.36% |
$2.06M - $6.44M
|
124K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
73.4KNew |
$1.89M - $5.9M
|
73.4K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.2K+ 2.6% |
$1.71M - $5.32M
|
2.62M
$70.3M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
64.5K+ 248.75% |
$1.66M - $5.18M
|
90.4K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63.3K+ 231.43% |
$1.63M - $5.09M
|
90.6K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
53.7K+ 198.31% |
$1.39M - $4.32M
|
80.8K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
51.3K+ 204.56% |
$1.32M - $4.13M
|
76.4K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3K+ 196.26% |
$1.25M - $3.88M
|
72.9K
$1.96M
|