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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$325K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.82KNew |
$721K - $789K
|
9.82K
$274K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 8.0% |
$227K - $249K
|
41.8K
$1.16M
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.93KNew |
$215K - $235K
|
2.93K
$81.7K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.74K+ 25.26% |
$201K - $220K
|
13.6K
$379K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.67KNew |
$196K - $214K
|
2.67K
$74.4K
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$193K - $212K
|
2.64K
$73.5K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.59K+ 19.84% |
$190K - $208K
|
15.6K
$436K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.57KNew |
$189K - $207K
|
2.57K
$71.7K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5KNew |
$184K - $201K
|
2.5K
$69.8K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$144K - $158K
|
1.96K
$54.7K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$23.1K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
436+ 1.26% |
$32K - $35K
|
35.1K
$980K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
331New |
$24.3K - $26.6K
|
331
$9.23K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
211+ 2.16% |
$15.5K - $17K
|
9.98K
$278K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 200.0% |
$12.8K - $14K
|
261
$7.28K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
151New |
$11.1K - $12.1K
|
151
$4.21K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133+ 12.96% |
$9.77K - $10.7K
|
1.16K
$32.3K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
126+ 0.42% |
$9.25K - $10.1K
|
29.8K
$831K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
46New |
$3.38K - $3.7K
|
46
$1.28K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
34+ 1.14% |
$2.5K - $2.73K
|
3.02K
$84.3K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
26+ 1.11% |
$1.91K - $2.09K
|
2.37K
$66.2K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 1.14% |
$1.47K - $1.61K
|
1.78K
$49.6K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$587 - $643
|
8
$223
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 1.08% |
$294 - $321
|
374
$10.4K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.17% |
$220 - $241
|
260
$7.25K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 50.0% |
$73.4 - $80.4
|
3
$83.7
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.6% |
$73.4 - $80.4
|
169
$4.71K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
71.7KNew |
$5.14M - $5.44M
|
71.7K
$2M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.7KNew |
$911K - $964K
|
12.7K
$354K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$631K - $667K
|
8.79K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$529K - $559K
|
7.37K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$440K - $466K
|
6.14K
$171K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.24KNew |
$376K - $397K
|
5.24K
$146K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.2KNew |
$373K - $395K
|
5.2K
$145K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.24KNew |
$232K - $245K
|
3.24K
$90.3K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.48KNew |
$106K - $112K
|
1.48K
$41.2K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
520New |
$37.3K - $39.4K
|
520
$14.5K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
159New |
$11.4K - $12.1K
|
159
$4.43K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
130New |
$9.33K - $9.86K
|
130
$3.63K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$5.52K - $5.84K
|
77
$2.15K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 7.85% |
$4.66K - $4.93K
|
893
$24.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33+ 2.45% |
$2.37K - $2.5K
|
1.38K
$38.5K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.6K+ 66.52% |
$3.83M - $4.23M
|
139K
$3.88M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
44.3KNew |
$3.05M - $3.36M
|
44.3K
$1.23M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.3KNew |
$2.78M - $3.06M
|
40.3K
$1.12M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.69M - $1.87M
|
24.5K
$685K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.41M - $1.56M
|
20.6K
$573K
|