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
Feb 02, 2024 Q4 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
10
New
$612 - $702
10 $279
Q3 2023
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
4.42K
New
$285K - $306K
4.42K $123K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
1.06K
+ 23.99%
$68.1K - $73.3K
5.46K $152K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
313
New
$20.2K - $21.7K
313 $8.73K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
280
New
$18K - $19.4K
280 $7.81K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
152
New
$9.8K - $10.5K
152 $4.24K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
52
New
$3.35K - $3.61K
52 $1.45K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
50
New
$3.22K - $3.47K
50 $1.39K
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
25
+ 25.0%
$1.61K - $1.73K
125 $3.49K
Oct 31, 2023 Q3 2023
Annex Advisory Services, LLC

BUY
 -
1
+ 0.03%
$64.5 - $69.4
3.96K $110K
Q2 2023
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
260K
New
$16.5M - $17.5M
260K $7.26M
Jul 06, 2023 Q2 2023
Piershale Financial Group, Inc.

BUY
 -
93.1K
+ 93139.0%
$5.9M - $6.26M
93.2K $2.6M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
33.7K
New
$2.14M - $2.27M
33.7K $941K
Jul 17, 2023 Q2 2023
Ayalon Insurance Comp Ltd.

BUY
 -
6.97K
New
$442K - $469K
6.97K $194K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.61K
+ 39.54%
$355K - $377K
19.8K $552K
Aug 03, 2023 Q2 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
5.56K
+ 1.72%
$352K - $374K
329K $9.18M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4.5K
New
$285K - $303K
4.5K $126K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.42K
New
$280K - $297K
4.42K $123K
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.5K
New
$222K - $236K
3.5K $97.7K
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
3.26K
New
$206K - $219K
3.26K $90.8K
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.18K
New
$74.6K - $79.2K
1.18K $32.9K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
467
New
$29.6K - $31.4K
467 $13K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
263
New
$16.7K - $17.7K
263 $7.34K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
50
+ 3.43%
$3.17K - $3.36K
1.51K $42K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
25
New
$1.58K - $1.68K
25 $697
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
7
New
$443 - $470
7 $195
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
2
+ 0.04%
$127 - $134
4.69K $131K
Aug 02, 2023 Q2 2023
Ifs Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
68.9K
New
$4.31M - $4.77M
68.9K $1.92M
Apr 04, 2023 Q1 2023
Polianta LTD

BUY
 -
62K
+ 89.21%
$3.88M - $4.3M
132K $3.67M
May 12, 2023 Q1 2023
Main Management ETF Advisors, LLC

San Francisco, CA
BUY
 -
25.3K
+ 2.74%
$1.59M - $1.76M
950K $26.5M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
17.8K
New
$1.11M - $1.23M
17.8K $497K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
8.94K
+ 107.58%
$560K - $620K
17.3K $481K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
5.3K
+ 82.0%
$332K - $368K
11.8K $328K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
3.24K
New
$203K - $224K
3.24K $90.3K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
3.12K
New
$195K - $216K
3.12K $87K
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
3.1K
New
$194K - $215K
3.1K $86.5K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
3.06K
New
$191K - $212K
3.06K $85.3K
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
BUY
 -
1.62K
+ 0.5%
$101K - $112K
325K $9.06M
Apr 11, 2023 Q1 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.27K
+ 12.47%
$79.4K - $87.9K
11.4K $319K
Apr 20, 2023 Q1 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
368
+ 0.9%
$23K - $25.5K
41K $1.14M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
122
New
$7.64K - $8.45K
122 $3.4K
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
67
New
$4.19K - $4.64K
67 $1.87K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
50
New
$3.13K - $3.47K
50 $1.39K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
41
+ 0.61%
$2.57K - $2.84K
6.71K $187K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
29
+ 6.7%
$1.82K - $2.01K
462 $12.9K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
17
+ 0.14%
$1.06K - $1.18K
12.4K $346K
Q4 2022
Feb 14, 2023 Q4 2022
L2 Asset Management, LLC

Wayland, MA
BUY
 -
117K
New
$6.94M - $8.13M
117K $3.27M
Feb 07, 2023 Q4 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
41.8K
New
$2.47M - $2.9M
41.8K $1.17M

Track Institutional and Insider Activities on SCHV

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHV shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHV shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHV