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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
372New |
$18.9K - $22.1K
|
372
$10.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$508 - $595
|
10
$272
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
First Premier Bank
|
BUY
|
- |
345New |
$17.1K - $18.9K
|
345
$9.39K
|
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
234+ 1.89% |
$11.6K - $12.8K
|
12.6K
$343K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11KNew |
$465K - $608K
|
11K
$300K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
261+ 5.89% |
$11K - $14.4K
|
4.7K
$128K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1KNew |
$38.4K - $61K
|
1K
$27.2K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.93KNew |
$109K - $111K
|
1.93K
$52.4K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.36KNew |
N/A
|
6.36K
$173K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
75.1KNew |
N/A
|
75.1K
$2.05M
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
50New |
N/A
|
50
$1.36K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29KNew |
N/A
|
29K
$790K
|
|
|
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96K+ 22.47% |
N/A
|
21.6K
$588K
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
119New |
N/A
|
119
$3.24K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495New |
N/A
|
495
$13.5K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$27.2
|
|