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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.78K+ 199.97% |
$175K - $545K
|
10.2K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.67K+ 199.97% |
$172K - $536K
|
10K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.66K+ 200.0% |
$172K - $536K
|
10K
$281K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 199.97% |
$172K - $536K
|
9.99K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.51K+ 200.0% |
$168K - $524K
|
9.77K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.32K+ 200.0% |
$163K - $508K
|
9.48K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.32K+ 199.97% |
$163K - $508K
|
9.47K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.21K+ 178.88% |
$160K - $499K
|
9.68K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.17K+ 194.09% |
$159K - $496K
|
9.36K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$159K - $496K
|
9.25K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.07K+ 50.0% |
$157K - $488K
|
18.2K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.02K+ 200.0% |
$155K - $484K
|
9.02K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.87K+ 129.54% |
$151K - $472K
|
10.4K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.84K+ 168.25% |
$151K - $470K
|
9.31K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.66K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.65K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
5.67K+ 199.93% |
$146K - $456K
|
8.5K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.63K+ 96.77% |
$145K - $452K
|
11.4K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.61K+ 202.09% |
$145K - $451K
|
8.39K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.57KNew |
$144K - $448K
|
5.57K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.52K+ 199.93% |
$142K - $443K
|
8.28K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.51K+ 199.1% |
$142K - $443K
|
8.27K
$233K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.47K+ 200.0% |
$141K - $439K
|
8.2K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
5.4K+ 200.0% |
$139K - $434K
|
8.1K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$137K - $429K
|
5.33K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.09K+ 188.56% |
$131K - $409K
|
7.79K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.09K+ 125.81% |
$131K - $409K
|
9.13K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.08K+ 193.89% |
$131K - $408K
|
7.7K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.06K+ 186.51% |
$130K - $407K
|
7.77K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.74K+ 127.42% |
$122K - $381K
|
8.46K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.58K+ 200.0% |
$118K - $368K
|
6.87K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.2K+ 200.0% |
$108K - $338K
|
6.3K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.53K+ 200.0% |
$90.9K - $283K
|
5.29K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.19KNew |
$82.2K - $256K
|
3.19K
$89.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3KNew |
$77.4K - $241K
|
3K
$84.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.93K+ 201.93% |
$75.6K - $236K
|
4.38K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.68KNew |
$69K - $215K
|
2.68K
$75.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$84.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$51.3K - $160K
|
1.99K
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85K+ 200.0% |
$47.6K - $148K
|
2.77K
$78K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 201.75% |
$47.6K - $148K
|
2.76K
$77.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 200.0% |
$38K - $118K
|
2.21K
$62.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36K+ 200.0% |
$35.1K - $109K
|
2.04K
$57.4K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.25K+ 255.62% |
$32.2K - $101K
|
1.74K
$49K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.2KNew |
$30.9K - $96.5K
|
1.2K
$33.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.12K+ 200.0% |
$28.9K - $90K
|
1.68K
$47.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.05K+ 200.0% |
$27K - $84.1K
|
1.57K
$44.2K
|