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 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
78New |
$2.01K - $6.27K
|
78
$2.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
78New |
$2.01K - $6.27K
|
78
$2.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
76+ 200.0% |
$1.96K - $6.11K
|
114
$3K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 200.0% |
$1.86K - $5.79K
|
108
$2.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
66+ 200.0% |
$1.7K - $5.31K
|
99
$2.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62+ 200.0% |
$1.6K - $4.98K
|
93
$2.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58+ 200.0% |
$1.5K - $4.66K
|
87
$2.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40+ 200.0% |
$1.03K - $3.22K
|
60
$1.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36+ 200.0% |
$928 - $2.89K
|
54
$1.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$928 - $2.89K
|
36
$948
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
25New |
$645 - $2.01K
|
25
$659
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 200.0% |
$516 - $1.61K
|
30
$790
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
18+ 66.67% |
$464 - $1.45K
|
45
$1.19K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 0.6% |
$438 - $1.37K
|
2.83K
$74.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
12+ 200.0% |
$309 - $965
|
18
$474
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$395
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 200.0% |
$258 - $804
|
15
$395
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 200.0% |
$155 - $482
|
9
$237
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6+ 0.02% |
$155 - $482
|
37.9K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6New |
$155 - $482
|
6
$158
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$77.4 - $241
|
3
$79
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 150.0% |
$77.4 - $241
|
5
$132
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$51.6 - $161
|
3
$79
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.8 - $80.4
|
1
$26.3
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.6KNew |
$3.5M - $3.83M
|
47.6K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.13M - $1.24M
|
15.4K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.4K+ 139.96% |
$1.06M - $1.16M
|
24.8K
$652K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.3K+ 9.94% |
$1.05M - $1.15M
|
158K
$4.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1KNew |
$890K - $975K
|
12.1K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.82KNew |
$721K - $789K
|
9.82K
$259K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7.35KNew |
$539K - $590K
|
7.35K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.28K+ 190.57% |
$534K - $585K
|
11.1K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.04K+ 200.0% |
$517K - $566K
|
10.6K
$278K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3.46KNew |
$254K - $278K
|
3.46K
$91.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 8.0% |
$227K - $249K
|
41.8K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.93KNew |
$215K - $235K
|
2.93K
$77.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.74K+ 25.26% |
$201K - $220K
|
13.6K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.67KNew |
$196K - $214K
|
2.67K
$70.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$193K - $212K
|
2.64K
$69.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.59K+ 19.84% |
$190K - $208K
|
15.6K
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.57KNew |
$189K - $207K
|
2.57K
$67.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$66.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$66.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5KNew |
$184K - $201K
|
2.5K
$66K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$168K - $184K
|
2.29K
$60.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$144K - $158K
|
1.96K
$51.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.15KNew |
$84.4K - $92.4K
|
1.15K
$30.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$21.8K
|
|