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
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
171
New
$10.1K - $11.8K
171 $4.63K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
161
New
$9.52K - $11.1K
161 $4.36K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$5.91K - $6.92K
100 $2.71K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
47
New
$2.78K - $3.25K
47 $1.27K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
30
New
$1.77K - $2.08K
30 $813
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
24
+ 0.33%
$1.42K - $1.66K
7.36K $199K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
7
+ 0.19%
$414 - $485
3.77K $102K
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
180K
+ 181.1%
$10.6M - $12.5M
280K $7.59M
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
123K
+ 760.91%
$7.21M - $8.51M
139K $3.78M
Nov 14, 2022 Q3 2022
Q3 Asset Management

BUY
 -
112K
New
$6.58M - $7.76M
112K $3.05M
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
49.9K
New
$2.92M - $3.44M
49.9K $1.35M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
30.2K
New
$1.77M - $2.08M
30.2K $818K
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
18.7K
New
$1.09M - $1.29M
18.7K $507K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
17.4K
New
$1.02M - $1.2M
17.4K $471K
Nov 14, 2022 Q3 2022
Cpr Investments Inc.

Rochester, MI
BUY
 -
9.6K
New
$562K - $663K
9.6K $260K
Nov 08, 2022 Q3 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
5.17K
New
$302K - $357K
5.17K $140K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
4.15K
+ 109.92%
$243K - $286K
7.92K $215K
Oct 27, 2022 Q3 2022
Wc Walker & Associates, Inc.

BUY
 -
3.78K
New
$221K - $261K
3.78K $102K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
3.57K
New
$209K - $247K
3.57K $96.8K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
2.62K
New
$153K - $180K
2.62K $70.9K
Oct 31, 2022 Q3 2022
Evolution Advisers, Inc.

BUY
 -
1.23K
New
$72K - $85K
1.23K $33.4K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
800
New
$46.8K - $55.2K
800 $21.7K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
700
New
$41K - $48.3K
700 $19K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
319
+ 6.13%
$18.7K - $22K
5.52K $150K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
108
New
$6.32K - $7.45K
108 $2.93K
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
107
New
$6.26K - $7.39K
107 $2.9K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
74
+ 1.08%
$4.33K - $5.11K
6.91K $187K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
55
+ 0.67%
$3.22K - $3.8K
8.29K $225K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
49
New
$2.87K - $3.38K
49 $1.33K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
35
New
$2.05K - $2.42K
35 $949
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
10
+ 0.28%
$585 - $690
3.53K $95.7K
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

BUY
 -
8
New
$468 - $552
8 $217
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
7
+ 0.6%
$410 - $483
1.17K $31.6K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 0.46%
$58.5 - $69
220 $5.96K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
69.8K
New
$4.26M - $5.05M
69.8K $1.89M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
26.3K
New
$1.6M - $1.9M
26.3K $712K
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
6.14K
New
$374K - $444K
6.14K $166K
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
4.42K
New
$269K - $319K
4.42K $120K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.63K
New
$221K - $263K
3.63K $98.4K
Jul 27, 2022 Q2 2022
Compass Capital Management, Inc

BUY
 -
3.42K
New
$208K - $247K
3.42K $92.7K
Jul 28, 2022 Q2 2022
Bordeaux Wealth Advisors LLC

BUY
 -
3.39K
New
$207K - $245K
3.39K $91.9K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
3.31K
New
$201K - $239K
3.31K $89.6K
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
 -
818
New
$49.8K - $59.1K
818 $22.2K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
411
New
$25K - $29.7K
411 $11.1K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
277
New
$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
 -
80
New
$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

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