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
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
299
New
$17.5K - $20.6K
299 $8.31K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
284
New
$16.6K - $19.6K
284 $7.9K
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
150
New
$8.78K - $10.4K
150 $4.17K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
108
New
$6.32K - $7.45K
108 $3K
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
107
New
$6.26K - $7.39K
107 $2.97K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
74
+ 1.08%
$4.33K - $5.11K
6.91K $192K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
55
+ 0.67%
$3.22K - $3.8K
8.29K $230K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
49
New
$2.87K - $3.38K
49 $1.36K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
35
New
$2.05K - $2.42K
35 $973
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
10
+ 0.28%
$585 - $690
3.53K $98.2K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
7
+ 0.6%
$410 - $483
1.17K $32.4K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 0.46%
$58.5 - $69
220 $6.12K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
69.8K
New
$4.26M - $5.05M
69.8K $1.94M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
26.3K
New
$1.6M - $1.9M
26.3K $731K
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
6.14K
New
$374K - $444K
6.14K $171K
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
4.42K
New
$269K - $319K
4.42K $123K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.63K
New
$221K - $263K
3.63K $101K
Jul 27, 2022 Q2 2022
Compass Capital Management, Inc

BUY
 -
3.42K
New
$208K - $247K
3.42K $95K
Jul 28, 2022 Q2 2022
Bordeaux Wealth Advisors LLC

BUY
 -
3.39K
New
$207K - $245K
3.39K $94.2K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
3.31K
New
$201K - $239K
3.31K $91.9K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
1.39K
+ 11.83%
$84.5K - $100K
13.1K $364K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
818
New
$49.8K - $59.1K
818 $22.7K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
411
New
$25K - $29.7K
411 $11.4K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
277
New
$16.9K - $20K
277 $7.7K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
200
+ 1.07%
$12.2K - $14.5K
18.8K $523K
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

BUY
 -
118
New
$7.19K - $8.53K
118 $3.28K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
80
New
$4.87K - $5.78K
80 $2.22K
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
4
+ 0.62%
$244 - $289
652 $18.1K
Jul 22, 2022 Q2 2022
Granite Investment Partners, LLC

BUY
 -
4
New
$244 - $289
4 $111
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
1
+ 0.51%
$60.9 - $72.3
198 $5.5K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
1
+ 2.78%
$60.9 - $72.3
37 $1.03K
Q1 2022
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
900
New
$60.9K - $66.8K
900 $25K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
181
+ 102.26%
$12.3K - $13.4K
358 $9.95K
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

BUY
 -
17
New
$1.15K - $1.26K
17 $473
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
10
+ 52.63%
$677 - $742
29 $806
May 06, 2022 Q1 2022
Integrity Financial Corp

BUY
 -
6
New
$406 - $445
6 $167
Q4 2021
Feb 10, 2022 Q4 2021
Monograph Wealth Advisors, LLC

BUY
 -
17.9K
New
$1.22M - $1.31M
17.9K $498K
Mar 03, 2022 Q4 2021
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
7.19K
New
$488K - $527K
7.19K $200K
Feb 08, 2022 Q4 2021
Nvwm, LLC

BUY
 -
557
New
$37.8K - $40.8K
557 $15.5K
Feb 14, 2022 Q4 2021
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
100
New
$6.79K - $7.33K
100 $2.78K
Q3 2021
Nov 03, 2021 Q3 2021
Red Cedar Investment Management, LLC

BUY
 -
46.1K
New
$3.09M - $3.28M
46.1K $1.28M
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
30.3K
New
$2.03M - $2.15M
30.3K $842K
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
20K
New
$1.34M - $1.42M
20K $556K
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
BUY
 -
9.55K
New
$639K - $679K
9.55K $265K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
443
New
$29.6K - $31.5K
443 $12.3K
Q2 2021
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
111K
New
$7.28M - $7.71M
111K $3.07M
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
93
New
$6.12K - $6.49K
93 $2.59K
Q4 2020
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
7.06K
New
$359K - $420K
7.06K $196K
Feb 16, 2021 Q4 2020
Landaas & CO

Milwaukee, WI
BUY
 -
3.62K
New
$184K - $215K
3.62K $101K

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