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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.56K+ 1.72% |
$352K - $374K
|
329K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$285K - $303K
|
4.5K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.42KNew |
$280K - $297K
|
4.42K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.5KNew |
$222K - $236K
|
3.5K
$95.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.26KNew |
$206K - $219K
|
3.26K
$88.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$74.6K - $79.2K
|
1.18K
$32.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
875+ 15.53% |
$55.4K - $58.8K
|
6.51K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
467New |
$29.6K - $31.4K
|
467
$12.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
263New |
$16.7K - $17.7K
|
263
$7.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
245+ 2.2% |
$15.5K - $16.5K
|
11.4K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
243New |
$15.4K - $16.3K
|
243
$6.62K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$7.03K - $7.46K
|
111
$3.02K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
50+ 3.43% |
$3.17K - $3.36K
|
1.51K
$41K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$1.58K - $1.68K
|
25
$681
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
19+ 0.43% |
$1.2K - $1.28K
|
4.45K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
15+ 3.28% |
$950 - $1.01K
|
472
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$443 - $470
|
7
$191
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$127 - $134
|
4.69K
$128K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
68.9KNew |
$4.31M - $4.77M
|
68.9K
$1.88M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
62K+ 89.21% |
$3.88M - $4.3M
|
132K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 2.74% |
$1.59M - $1.76M
|
950K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8KNew |
$1.11M - $1.23M
|
17.8K
$485K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$627K - $695K
|
10K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.94K+ 107.58% |
$560K - $620K
|
17.3K
$470K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
5.3K+ 82.0% |
$332K - $368K
|
11.8K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.65KNew |
$291K - $322K
|
4.65K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$236K - $261K
|
3.77K
$103K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.24KNew |
$203K - $224K
|
3.24K
$88.1K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.12KNew |
$195K - $216K
|
3.12K
$85K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.1KNew |
$194K - $215K
|
3.1K
$84.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.06KNew |
$191K - $212K
|
3.06K
$83.3K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$134K - $148K
|
2.13K
$58.1K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 0.5% |
$101K - $112K
|
325K
$8.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.27K+ 12.47% |
$79.4K - $87.9K
|
11.4K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
368+ 0.9% |
$23K - $25.5K
|
41K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
228+ 4.66% |
$14.3K - $15.8K
|
5.12K
$139K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
136New |
$8.51K - $9.42K
|
136
$3.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
122New |
$7.64K - $8.45K
|
122
$3.32K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67New |
$4.19K - $4.64K
|
67
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.13K - $3.47K
|
50
$1.36K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.61% |
$2.57K - $2.84K
|
6.71K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 6.7% |
$1.82K - $2.01K
|
462
$12.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.06K - $1.18K
|
12.4K
$338K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
117KNew |
$6.94M - $8.13M
|
117K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.8KNew |
$2.47M - $2.9M
|
41.8K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.45M - $1.69M
|
24.5K
$666K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$761K - $891K
|
12.9K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
11.6KNew |
$687K - $805K
|
11.6K
$316K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.8KNew |
$343K - $402K
|
5.8K
$158K
|
|