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 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
610+ 200.0% |
$15.7K - $49K
|
915
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
588+ 200.68% |
$15.2K - $47.3K
|
881
$24.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
584+ 200.0% |
$15.1K - $47K
|
876
$24.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
440+ 200.0% |
$11.3K - $35.4K
|
660
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
412New |
$10.6K - $33.1K
|
412
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
410+ 200.0% |
$10.6K - $33K
|
615
$17.2K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
402+ 200.0% |
$10.4K - $32.3K
|
603
$16.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
372+ 200.0% |
$9.59K - $29.9K
|
558
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
360+ 200.0% |
$9.28K - $28.9K
|
540
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356+ 200.0% |
$9.18K - $28.6K
|
534
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351New |
$9.05K - $28.2K
|
351
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
322+ 200.0% |
$8.3K - $25.9K
|
483
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 46.86% |
$8.07K - $25.2K
|
981
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 200.0% |
$7.74K - $24.1K
|
450
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
272+ 200.0% |
$7.01K - $21.9K
|
408
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236+ 200.0% |
$6.09K - $19K
|
354
$9.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
222New |
$5.73K - $17.8K
|
222
$6.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222+ 200.0% |
$5.73K - $17.8K
|
333
$9.29K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
211New |
$5.44K - $17K
|
211
$5.88K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 200.0% |
$5.16K - $16.1K
|
300
$8.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
188+ 200.0% |
$4.85K - $15.1K
|
282
$7.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155New |
$4K - $12.5K
|
155
$4.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 200.0% |
$3.87K - $12.1K
|
225
$6.28K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
135New |
$3.48K - $10.9K
|
135
$3.77K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
130+ 200.0% |
$3.35K - $10.5K
|
195
$5.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111New |
$2.86K - $8.92K
|
111
$3.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
102+ 200.0% |
$2.63K - $8.2K
|
153
$4.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
93New |
$2.4K - $7.48K
|
93
$2.59K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 200.0% |
$2.32K - $7.24K
|
135
$3.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 200.0% |
$1.86K - $5.79K
|
108
$3.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
66+ 200.0% |
$1.7K - $5.31K
|
99
$2.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40+ 200.0% |
$1.03K - $3.22K
|
60
$1.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36+ 200.0% |
$928 - $2.89K
|
54
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$928 - $2.89K
|
36
$1K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
25New |
$645 - $2.01K
|
25
$697
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 200.0% |
$516 - $1.61K
|
30
$837
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
18+ 66.67% |
$464 - $1.45K
|
45
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
12+ 200.0% |
$309 - $965
|
18
$502
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$418
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$418
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$77.4 - $241
|
3
$83.7
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 150.0% |
$77.4 - $241
|
5
$139
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$51.6 - $161
|
3
$83.7
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.8 - $80.4
|
1
$27.9
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.6KNew |
$3.5M - $3.83M
|
47.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.13M - $1.24M
|
15.4K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.4K+ 139.96% |
$1.06M - $1.16M
|
24.8K
$691K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1KNew |
$890K - $975K
|
12.1K
$338K
|
|