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
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
11.6K
New
$855K - $935K
11.6K $325K
Nov 12, 2024 Q3 2024
Hrt Financial LP

New York, NY
BUY
 -
9.82K
New
$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
 -
2.93K
New
$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
 -
2.67K
New
$196K - $214K
2.67K $74.4K
Oct 21, 2024 Q3 2024
Home Federal Bank Of Tennessee

BUY
 -
2.64K
New
$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
 -
2.57K
New
$189K - $207K
2.57K $71.7K
Oct 31, 2024 Q3 2024
Wealth Management Resources, Inc.

BUY
 -
2.5K
New
$184K - $201K
2.5K $69.8K
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
 -
828
New
$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
 -
331
New
$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
 -
151
New
$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
 -
46
New
$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
 -
8
New
$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
 -
71.7K
New
$5.14M - $5.44M
71.7K $2M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
12.7K
New
$911K - $964K
12.7K $354K
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
8.79K
New
$631K - $667K
8.79K $245K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
7.37K
New
$529K - $559K
7.37K $206K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.14K
New
$440K - $466K
6.14K $171K
Aug 13, 2024 Q2 2024
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
5.24K
New
$376K - $397K
5.24K $146K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
5.2K
New
$373K - $395K
5.2K $145K
Aug 06, 2024 Q2 2024
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
3.24K
New
$232K - $245K
3.24K $90.3K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.48K
New
$106K - $112K
1.48K $41.2K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
520
New
$37.3K - $39.4K
520 $14.5K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
159
New
$11.4K - $12.1K
159 $4.43K
Jul 24, 2024 Q2 2024
West Oak Capital, LLC

BUY
 -
130
New
$9.33K - $9.86K
130 $3.63K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
77
New
$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
 -
0
New
$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
 -
44.3K
New
$3.05M - $3.36M
44.3K $1.23M
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
40.3K
New
$2.78M - $3.06M
40.3K $1.12M
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
24.5K
New
$1.69M - $1.87M
24.5K $685K
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
20.6K
New
$1.41M - $1.56M
20.6K $573K

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