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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.8K+ 56.61% |
$1.15M - $1.22M
|
116K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.7K+ 38.94% |
$1.15M - $1.22M
|
149K
$4.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.2K+ 5.79% |
$1.11M - $1.17M
|
736K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.2K+ 7.18% |
$1.11M - $1.17M
|
600K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 1.54% |
$1.1M - $1.16M
|
2.61M
$75.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
39.3K+ 12582.69% |
$1.08M - $1.14M
|
39.6K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38.2K+ 16.93% |
$1.05M - $1.11M
|
264K
$7.65M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36.9K+ 20.7% |
$1.02M - $1.08M
|
215K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
36.9K+ 1.27% |
$1.02M - $1.07M
|
2.95M
$85.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 4.55% |
$988K - $1.04M
|
822K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.3K+ 3700.0% |
$919K - $971K
|
34.2K
$991K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$873K - $922K
|
31.6K
$917K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
31.5K+ 5.1% |
$871K - $919K
|
650K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
31K+ 2.95% |
$857K - $905K
|
1.08M
$31.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 2.75% |
$838K - $885K
|
1.13M
$32.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$809K - $854K
|
29.3K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.8K+ 5.89% |
$794K - $838K
|
517K
$15M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
28.7K+ 54.22% |
$791K - $835K
|
81.5K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 3.3% |
$758K - $800K
|
860K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27K+ 114.83% |
$744K - $786K
|
50.4K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.3K+ 16.53% |
$725K - $765K
|
185K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.3K+ 17.06% |
$699K - $738K
|
174K
$5.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.8K+ 42.78% |
$684K - $722K
|
82.6K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.5KNew |
$675K - $713K
|
24.5K
$709K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
22.9KNew |
$632K - $667K
|
22.9K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.4KNew |
$620K - $654K
|
22.4K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.1KNew |
$609K - $643K
|
22.1K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22K+ 118.52% |
$608K - $642K
|
40.6K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 3.77% |
$605K - $638K
|
602K
$17.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 27.03% |
$604K - $638K
|
103K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21.9K+ 1.94% |
$603K - $637K
|
1.15M
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.5KNew |
$593K - $627K
|
21.5K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.4K+ 2.77% |
$591K - $624K
|
794K
$23M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.3K+ 68.23% |
$587K - $620K
|
52.4K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.1K+ 1.78% |
$554K - $585K
|
1.15M
$33.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20K+ 213.78% |
$551K - $582K
|
29.3K
$849K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
19.5KNew |
$537K - $567K
|
19.5K
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
19.3K+ 1.17% |
$534K - $564K
|
1.67M
$48.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
19KNew |
$525K - $554K
|
19K
$551K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
19K+ 125.89% |
$523K - $552K
|
34K
$986K
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
18.7K+ 45.1% |
$515K - $544K
|
60K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.3K+ 99.77% |
$506K - $535K
|
36.7K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 98.88% |
$500K - $528K
|
36.4K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
17.7K+ 8.94% |
$490K - $517K
|
216K
$6.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.2K+ 4.38% |
$476K - $502K
|
411K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
17.1K+ 1.75% |
$472K - $498K
|
994K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.9K+ 71.58% |
$468K - $494K
|
40.6K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
16.3KNew |
$449K - $474K
|
16.3K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
16.2K+ 18.41% |
$447K - $472K
|
104K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.2K+ 9.41% |
$446K - $471K
|
188K
$5.45M
|
|