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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
568K+ 5.47% |
$39.1M - $43.1M
|
10.9M
$820M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
393KNew |
$27.1M - $29.9M
|
393K
$29.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
350K+ 424.17% |
$24.1M - $26.6M
|
432K
$32.3M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333KNew |
$22.9M - $25.3M
|
333K
$24.9M
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
216KNew |
$14.8M - $16.4M
|
216K
$16.1M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
194K+ 151.57% |
$13.3M - $14.7M
|
322K
$24.1M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
165K+ 43.97% |
$11.3M - $12.5M
|
539K
$40.4M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
141K+ 184.4% |
$9.71M - $10.7M
|
218K
$16.3M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
128K+ 120.92% |
$8.8M - $9.71M
|
234K
$17.5M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
105K+ 118.55% |
$7.23M - $7.99M
|
194K
$14.5M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
101K+ 569.82% |
$6.96M - $7.68M
|
119K
$8.9M
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
100KNew |
$6.88M - $7.6M
|
100K
$7.49M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.8K+ 27.25% |
$5.84M - $6.45M
|
396K
$29.7M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82.1K+ 54.69% |
$5.65M - $6.24M
|
232K
$17.4M
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
76.5K+ 23.01% |
$5.27M - $5.82M
|
409K
$30.6M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64.5KNew |
$4.44M - $4.9M
|
64.5K
$4.83M
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
63.7K+ 277.83% |
$4.38M - $4.84M
|
86.6K
$6.48M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.4K+ 41.11% |
$4.02M - $4.43M
|
200K
$15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.6K+ 66.52% |
$3.83M - $4.23M
|
139K
$10.4M
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
55.3K+ 6.72% |
$3.8M - $4.2M
|
878K
$65.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.9K+ 10.81% |
$3.71M - $4.09M
|
552K
$41.4M
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52.3KNew |
$3.6M - $3.97M
|
52.3K
$3.92M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.3KNew |
$3.05M - $3.36M
|
44.3K
$3.32M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 121.1% |
$3M - $3.31M
|
79.6K
$5.96M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.3KNew |
$2.78M - $3.06M
|
40.3K
$3.02M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38K+ 168.14% |
$2.62M - $2.89M
|
60.6K
$4.54M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
36.5K+ 12.18% |
$2.51M - $2.77M
|
336K
$25.1M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31.9KNew |
$2.2M - $2.43M
|
31.9K
$2.39M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 3.0% |
$2.17M - $2.39M
|
1.08M
$80.9M
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
31.2K+ 19.21% |
$2.15M - $2.37M
|
194K
$14.5M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.7KNew |
$2.11M - $2.33M
|
30.7K
$2.3M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 709.17% |
$1.91M - $2.1M
|
31.6K
$2.37M
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.9K+ 5.17% |
$1.71M - $1.89M
|
506K
$37.9M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.69M - $1.87M
|
24.5K
$1.84M
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
24.5K+ 5.71% |
$1.69M - $1.86M
|
454K
$34M
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24.2K+ 221.63% |
$1.67M - $1.84M
|
35.2K
$2.63M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 19.7% |
$1.57M - $1.74M
|
139K
$10.4M
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
22.7K+ 6.36% |
$1.56M - $1.72M
|
379K
$28.4M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.5K+ 277.71% |
$1.55M - $1.71M
|
30.6K
$2.29M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.41M - $1.56M
|
20.6K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.35M - $1.5M
|
19.7K
$1.47M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
19.4K+ 1.53% |
$1.34M - $1.47M
|
1.29M
$96.3M
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
16.5K+ 1.89% |
$1.14M - $1.26M
|
893K
$66.9M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.5K+ 18.44% |
$858K - $948K
|
80.1K
$6M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12.4KNew |
$854K - $943K
|
12.4K
$929K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 1135.69% |
$841K - $928K
|
13.3K
$996K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.8K+ 35.97% |
$815K - $899K
|
44.8K
$3.35M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$778K - $858K
|
11.3K
$846K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 7.71% |
$755K - $834K
|
153K
$11.5M
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
10.1K+ 59.24% |
$695K - $768K
|
27.2K
$2.03M
|