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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09MNew |
$25.6M - $30.1M
|
1.09M
$30.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
480K+ 129.12% |
$11.3M - $13.3M
|
851K
$24M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335KNew |
$7.88M - $9.26M
|
335K
$9.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
319K+ 46.96% |
$7.52M - $8.84M
|
1M
$28.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
306K+ 19.48% |
$7.2M - $8.46M
|
1.88M
$52.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
282KNew |
$6.63M - $7.79M
|
282K
$7.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
207KNew |
$4.87M - $5.73M
|
207K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
196K+ 10.28% |
$4.62M - $5.43M
|
2.11M
$59.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
182KNew |
$4.3M - $5.05M
|
182K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
145KNew |
$3.41M - $4.01M
|
145K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
131K+ 3.04% |
$3.09M - $3.63M
|
4.44M
$125M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
112K+ 29.62% |
$2.63M - $3.09M
|
488K
$13.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
105K+ 7.29% |
$2.46M - $2.89M
|
1.54M
$43.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
91.3KNew |
$2.15M - $2.53M
|
91.3K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76.2K+ 6.35% |
$1.79M - $2.11M
|
1.28M
$35.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
68.5K+ 13.12% |
$1.61M - $1.9M
|
591K
$16.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
68.3K+ 32.97% |
$1.61M - $1.89M
|
275K
$7.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
62K+ 5.96% |
$1.46M - $1.72M
|
1.1M
$31.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
56.3KNew |
$1.33M - $1.56M
|
56.3K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
52.3KNew |
$1.23M - $1.45M
|
52.3K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
52K+ 7.75% |
$1.22M - $1.44M
|
723K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
45.9K+ 1.6% |
$1.08M - $1.27M
|
2.91M
$82M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
44.5K+ 18.52% |
$1.05M - $1.23M
|
285K
$8.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
42.4K+ 1.89% |
$999K - $1.17M
|
2.29M
$64.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
36K+ 4.81% |
$849K - $997K
|
786K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
35.1K+ 3.0% |
$826K - $971K
|
1.2M
$33.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34.2K+ 7.07% |
$805K - $946K
|
518K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.1K+ 289.85% |
$756K - $888K
|
43.2K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
31.2KNew |
$734K - $862K
|
31.2K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
28.8K+ 0.99% |
$677K - $796K
|
2.94M
$82.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 7.24% |
$647K - $760K
|
407K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27.3K+ 9.58% |
$643K - $756K
|
313K
$8.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
27.3K+ 4.09% |
$643K - $755K
|
695K
$19.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
26.2K+ 21.16% |
$617K - $725K
|
150K
$4.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
25.9KNew |
$611K - $718K
|
25.9K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23.8K+ 13.62% |
$560K - $658K
|
198K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19.8KNew |
$467K - $549K
|
19.8K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
18.8K+ 84.4% |
$443K - $521K
|
41.1K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17KNew |
$401K - $471K
|
17K
$480K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
14.8K+ 53.93% |
$347K - $408K
|
42.1K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.9K+ 43.23% |
$327K - $384K
|
46K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.3K+ 3.95% |
$314K - $369K
|
351K
$9.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
13.2KNew |
$311K - $366K
|
13.2K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.2K+ 6.16% |
$264K - $310K
|
193K
$5.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11K+ 14.83% |
$259K - $304K
|
85.1K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.1KNew |
$237K - $278K
|
10.1K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$236K - $277K
|
10K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
9.96K+ 5.37% |
$235K - $276K
|
195K
$5.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.71K+ 25.32% |
$205K - $241K
|
43.1K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.69KNew |
$205K - $241K
|
8.69K
$245K
|