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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.9M+ 184.25% |
$925M - $2.89B
|
55.4M
$1.51B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.8M+ 220.69% |
$691M - $2.15B
|
38.9M
$1.06B
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.2M+ 197.43% |
$547M - $1.71B
|
32M
$871M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1M+ 228.24% |
$286M - $890M
|
15.9M
$434M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.62M+ 200.24% |
$171M - $532M
|
9.93M
$270M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.88M+ 138.72% |
$152M - $473M
|
10.1M
$276M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.29M+ 199.01% |
$136M - $425M
|
7.95M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.05M+ 189.77% |
$78.6M - $245M
|
4.65M
$127M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.82M+ 206.91% |
$72.8M - $227M
|
4.19M
$114M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.39M+ 217.35% |
$61.7M - $192M
|
3.5M
$95.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.25M+ 187.33% |
$58.1M - $181M
|
3.46M
$94.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.96M+ 212.37% |
$50.5M - $157M
|
2.88M
$78.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.87M+ 201.5% |
$48.2M - $150M
|
2.8M
$76.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.87M+ 1717.49% |
$48.2M - $150M
|
1.98M
$53.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.81M+ 197.78% |
$46.7M - $146M
|
2.72M
$74.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68M+ 237.78% |
$43.3M - $135M
|
2.39M
$65M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63MNew |
$42.1M - $131M
|
1.63M
$44.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48M+ 200.84% |
$38.2M - $119M
|
2.22M
$60.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.41M+ 324.26% |
$36.3M - $113M
|
1.84M
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.33M+ 150.7% |
$34.2M - $107M
|
2.21M
$60.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28M+ 349.62% |
$33M - $103M
|
1.65M
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.26M+ 195.58% |
$32.4M - $101M
|
1.9M
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24M+ 228.61% |
$32M - $99.9M
|
1.79M
$48.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.22M+ 209.38% |
$31.5M - $98.3M
|
1.81M
$49.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 187.18% |
$30.6M - $95.3M
|
1.82M
$49.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.07M+ 198.79% |
$27.7M - $86.3M
|
1.61M
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04M+ 231.51% |
$26.9M - $83.7M
|
1.49M
$40.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
984K+ 219.87% |
$25.4M - $79.1M
|
1.43M
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
971K+ 177.21% |
$25M - $78.1M
|
1.52M
$41.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
950K+ 208.93% |
$24.5M - $76.4M
|
1.4M
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
927K+ 215.39% |
$23.9M - $74.6M
|
1.36M
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
848K+ 208.88% |
$21.9M - $68.2M
|
1.25M
$34.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
813K+ 211.6% |
$21M - $65.4M
|
1.2M
$32.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
805K+ 232.97% |
$20.8M - $64.7M
|
1.15M
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
803K+ 20361.35% |
$20.7M - $64.6M
|
807K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
799K+ 200.65% |
$20.6M - $64.2M
|
1.2M
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
798K+ 204.62% |
$20.6M - $64.1M
|
1.19M
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
780K+ 202.91% |
$20.1M - $62.7M
|
1.16M
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
768K+ 189.62% |
$19.8M - $61.8M
|
1.17M
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
754K+ 185.66% |
$19.4M - $60.6M
|
1.16M
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
753K+ 201.45% |
$19.4M - $60.6M
|
1.13M
$30.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
752K+ 262.86% |
$19.4M - $60.5M
|
1.04M
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
748K+ 271.45% |
$19.3M - $60.2M
|
1.02M
$27.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
731KNew |
$18.8M - $58.7M
|
731K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
728K+ 220.29% |
$18.8M - $58.5M
|
1.06M
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
722K+ 177.81% |
$18.6M - $58M
|
1.13M
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
714K+ 250.24% |
$18.4M - $57.4M
|
1M
$27.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
687K+ 198.9% |
$17.7M - $55.2M
|
1.03M
$28.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
681KNew |
$17.6M - $54.7M
|
681K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
669K+ 200.47% |
$17.3M - $53.8M
|
1M
$27.3M
|