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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.39K+ 11.83% |
$84.5K - $100K
|
13.1K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
818New |
$49.8K - $59.1K
|
818
$22.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
411New |
$25K - $29.7K
|
411
$11.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
277New |
$16.9K - $20K
|
277
$7.51K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
200+ 1.07% |
$12.2K - $14.5K
|
18.8K
$510K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
80New |
$4.87K - $5.78K
|
80
$2.17K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.62% |
$244 - $289
|
652
$17.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
4New |
$244 - $289
|
4
$108
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.51% |
$60.9 - $72.3
|
198
$5.37K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.78% |
$60.9 - $72.3
|
37
$1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
900New |
$60.9K - $66.8K
|
900
$24.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
181+ 102.26% |
$12.3K - $13.4K
|
358
$9.71K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
17New |
$1.15K - $1.26K
|
17
$461
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$406 - $445
|
6
$163
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
17.9KNew |
$1.22M - $1.31M
|
17.9K
$486K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
557New |
$37.8K - $40.8K
|
557
$15.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$6.79K - $7.33K
|
100
$2.71K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
46.1KNew |
$3.09M - $3.28M
|
46.1K
$1.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.3KNew |
$2.03M - $2.15M
|
30.3K
$821K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.34M - $1.42M
|
20K
$542K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
443New |
$29.6K - $31.5K
|
443
$12K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
111KNew |
$7.28M - $7.71M
|
111K
$3M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
93New |
$6.12K - $6.49K
|
93
$2.52K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.06KNew |
$359K - $420K
|
7.06K
$191K
|
|
|
Feb 16, 2021
Q4 2020
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.62KNew |
$184K - $215K
|
3.62K
$98.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
627New |
$31.9K - $37.3K
|
627
$17K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
372New |
$18.9K - $22.1K
|
372
$10.1K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11KNew |
$465K - $608K
|
11K
$298K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
261+ 5.89% |
$11K - $14.4K
|
4.7K
$127K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.93KNew |
$109K - $111K
|
1.93K
$52.2K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.36KNew |
N/A
|
6.36K
$172K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
75.1KNew |
N/A
|
75.1K
$2.04M
|
|
|
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
$786K
|
|
|
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96K+ 22.47% |
N/A
|
21.6K
$586K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
495New |
N/A
|
495
$13.4K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$27.1
|
|