Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
4.95K
New
$292K - $342K
4.95K $135K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
4.95K
New
$292K - $342K
4.95K $135K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.31K
New
$255K - $298K
4.31K $117K
Feb 02, 2023 Q4 2022
Spinnaker Trust

BUY
 -
3.86K
+ 2.66%
$228K - $267K
149K $4.05M
Jan 25, 2023 Q4 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.74K
New
$221K - $259K
3.74K $102K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
3.63K
New
$214K - $251K
3.63K $98.7K
Feb 13, 2023 Q4 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
3.35K
New
$198K - $232K
3.35K $91.1K
Jan 18, 2023 Q4 2022
Sea Bridge Investment Advisors LLC

BUY
 -
3.29K
New
$195K - $228K
3.29K $89.6K
Feb 06, 2023 Q4 2022
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
3.26K
New
$193K - $225K
3.26K $88.7K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
3.24K
New
$192K - $225K
3.24K $88.3K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

BUY
 -
3.08K
New
$182K - $213K
3.08K $83.8K
Feb 09, 2023 Q4 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
2.49K
+ 45.06%
$147K - $172K
8.01K $218K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.05K
New
$121K - $142K
2.05K $55.8K
Jan 20, 2023 Q4 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.3K
+ 5.75%
$77K - $90.2K
23.9K $652K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
649
New
$38.4K - $44.9K
649 $17.7K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
445
New
$26.3K - $30.8K
445 $12.1K
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
402
New
$23.8K - $27.8K
402 $10.9K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
332
New
$19.6K - $23K
332 $9.04K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
267
New
$15.8K - $18.5K
267 $7.27K
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
171
New
$10.1K - $11.8K
171 $4.66K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
161
New
$9.52K - $11.1K
161 $4.38K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$5.91K - $6.92K
100 $2.72K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
47
New
$2.78K - $3.25K
47 $1.28K
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
45
+ 5.92%
$2.66K - $3.12K
805 $21.9K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
30
New
$1.77K - $2.08K
30 $817
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
24
+ 0.33%
$1.42K - $1.66K
7.36K $200K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
7
+ 0.19%
$414 - $485
3.77K $103K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 100.0%
$59.1 - $69.2
2 $54.5
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
180K
+ 181.1%
$10.6M - $12.5M
280K $7.63M
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
123K
+ 760.91%
$7.21M - $8.51M
139K $3.8M
Nov 14, 2022 Q3 2022
Q3 Asset Management

BUY
 -
112K
New
$6.58M - $7.76M
112K $3.06M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
73.4K
New
$4.29M - $5.07M
73.4K $2M
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
49.9K
New
$2.92M - $3.44M
49.9K $1.36M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
30.2K
New
$1.77M - $2.08M
30.2K $822K
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
21.2K
New
$1.24M - $1.46M
21.2K $577K
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
18.7K
New
$1.09M - $1.29M
18.7K $509K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
17.4K
New
$1.02M - $1.2M
17.4K $473K
Nov 14, 2022 Q3 2022
Cpr Investments Inc.

Rochester, MI
BUY
 -
9.6K
New
$562K - $663K
9.6K $261K
Nov 08, 2022 Q3 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
5.17K
New
$302K - $357K
5.17K $141K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
4.15K
+ 109.92%
$243K - $286K
7.92K $216K
Oct 27, 2022 Q3 2022
Wc Walker & Associates, Inc.

BUY
 -
3.78K
New
$221K - $261K
3.78K $103K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
3.57K
New
$209K - $247K
3.57K $97.3K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
2.62K
New
$153K - $180K
2.62K $71.2K
Oct 31, 2022 Q3 2022
Evolution Advisers, Inc.

BUY
 -
1.23K
New
$72K - $85K
1.23K $33.5K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
800
New
$46.8K - $55.2K
800 $21.8K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
700
New
$41K - $48.3K
700 $19.1K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
373
+ 248.67%
$21.8K - $25.7K
523 $14.2K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
319
+ 6.13%
$18.7K - $22K
5.52K $150K
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
299
New
$17.5K - $20.6K
299 $8.14K

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