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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
740K+ 68.12% |
$20.4M - $21.6M
|
1.83M
$52.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
85.8K+ 4.57% |
$2.37M - $2.5M
|
1.96M
$56.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78.5KNew |
$2.17M - $2.29M
|
78.5K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 840.08% |
$2.09M - $2.21M
|
84.8K
$2.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.4K+ 20.69% |
$1.31M - $1.38M
|
276K
$7.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.2K+ 5.79% |
$1.11M - $1.17M
|
736K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38.2K+ 16.93% |
$1.05M - $1.11M
|
264K
$7.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 4.55% |
$988K - $1.04M
|
822K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 2.75% |
$838K - $885K
|
1.13M
$32.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.8K+ 5.89% |
$794K - $838K
|
517K
$14.9M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
28.7K+ 54.22% |
$791K - $835K
|
81.5K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 3.77% |
$605K - $638K
|
602K
$17.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.3K+ 68.23% |
$587K - $620K
|
52.4K
$1.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17.7KNew |
$488K - $516K
|
17.7K
$510K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.3K+ 38.67% |
$449K - $474K
|
58.3K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14.3K+ 1.12% |
$395K - $417K
|
1.29M
$37.2M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
13K+ 30.66% |
$358K - $378K
|
55.3K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
12.8K+ 2.18% |
$352K - $372K
|
598K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 9.5% |
$331K - $350K
|
138K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$289K - $305K
|
10.5K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.71K+ 10.09% |
$213K - $225K
|
84.1K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.71KNew |
$213K - $225K
|
7.71K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.19KNew |
$199K - $210K
|
7.19K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.09KNew |
$196K - $207K
|
7.09K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.01K+ 12.83% |
$193K - $204K
|
61.6K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 3.62% |
$150K - $158K
|
155K
$4.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.49% |
$119K - $126K
|
178K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 4.71% |
$89.6K - $94.6K
|
72.2K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 2.27% |
$67.5K - $71.2K
|
110K
$3.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31K+ 9.03% |
$63.9K - $67.5K
|
27.9K
$805K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.48K+ 18.03% |
$40.8K - $43.1K
|
9.68K
$279K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.42K+ 3.7% |
$39.3K - $41.5K
|
39.9K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 4.38% |
$35.4K - $37.4K
|
30.5K
$880K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 0.27% |
$26.1K - $27.6K
|
352K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
912+ 4.6% |
$25.2K - $26.6K
|
20.7K
$598K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
849+ 16.22% |
$23.4K - $24.7K
|
6.08K
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
825+ 2.38% |
$22.8K - $24K
|
35.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
788+ 1.67% |
$21.8K - $23K
|
47.8K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 2.14% |
$18.1K - $19.1K
|
31.3K
$903K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
378+ 3.2% |
$10.4K - $11K
|
12.2K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$708K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 3.59% |
$8.28K - $8.75K
|
8.65K
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300+ 31.55% |
$8.28K - $8.75K
|
1.25K
$36.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 1.41% |
$7.57K - $7.99K
|
19.7K
$568K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$7.45K - $7.87K
|
270
$7.78K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
247+ 0.51% |
$6.82K - $7.2K
|
48.7K
$1.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
87+ 0.51% |
$2.4K - $2.54K
|
17.1K
$494K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 0.47% |
$2.13K - $2.24K
|
16.4K
$472K
|