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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
181KNew |
$4.67M - $14.6M
|
181K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
179K+ 210.03% |
$4.61M - $14.4M
|
264K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
174K+ 198.8% |
$4.48M - $14M
|
261K
$7.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
168K+ 233.33% |
$4.33M - $13.5M
|
240K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
162K+ 193.09% |
$4.18M - $13M
|
246K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
155KNew |
$4.01M - $12.5M
|
155K
$4.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155K+ 174.4% |
$3.99M - $12.4M
|
243K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
147K+ 198.6% |
$3.79M - $11.8M
|
221K
$5.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
145K+ 165.39% |
$3.74M - $11.7M
|
233K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
144K+ 200.0% |
$3.71M - $11.6M
|
216K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
136K+ 520.43% |
$3.5M - $10.9M
|
162K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
132K+ 258.98% |
$3.41M - $10.6M
|
183K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
130K+ 201.07% |
$3.36M - $10.5M
|
195K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129K+ 516.85% |
$3.33M - $10.4M
|
154K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
126K+ 242.23% |
$3.26M - $10.2M
|
179K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
123KNew |
$3.16M - $9.86M
|
123K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 214.13% |
$2.94M - $9.18M
|
167K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
114K+ 188.9% |
$2.93M - $9.15M
|
174K
$4.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
110K+ 196.07% |
$2.83M - $8.82M
|
166K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
106K+ 441.31% |
$2.75M - $8.56M
|
131K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
105K+ 282.06% |
$2.7M - $8.43M
|
142K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
103K+ 199.67% |
$2.67M - $8.32M
|
155K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
102K+ 236.27% |
$2.63M - $8.19M
|
145K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
101K+ 195.25% |
$2.61M - $8.14M
|
153K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
101K+ 197.28% |
$2.61M - $8.13M
|
152K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
97K+ 217.62% |
$2.5M - $7.8M
|
142K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
95.4K+ 245.18% |
$2.46M - $7.67M
|
134K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
94.4K+ 275.1% |
$2.43M - $7.59M
|
129K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
88.5K+ 195.34% |
$2.28M - $7.11M
|
134K
$3.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.1K+ 389.2% |
$2.25M - $7.01M
|
110K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
85K+ 205.77% |
$2.19M - $6.83M
|
126K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
84.7K+ 203.36% |
$2.18M - $6.81M
|
126K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
83.5K+ 192.85% |
$2.15M - $6.71M
|
127K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82.5K+ 180.46% |
$2.13M - $6.63M
|
128K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81K+ 200.0% |
$2.09M - $6.51M
|
121K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80.1K+ 188.2% |
$2.07M - $6.44M
|
123K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
80K+ 182.36% |
$2.06M - $6.44M
|
124K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
79.7K+ 193.8% |
$2.05M - $6.4M
|
121K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
76.7K+ 218.14% |
$1.98M - $6.17M
|
112K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
76.5K+ 195.81% |
$1.97M - $6.15M
|
116K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
73.4KNew |
$1.89M - $5.9M
|
73.4K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.6K+ 173.97% |
$1.87M - $5.83M
|
114K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
70K+ 189.53% |
$1.81M - $5.63M
|
107K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.8KNew |
$1.77M - $5.53M
|
68.8K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
67K+ 209.82% |
$1.73M - $5.39M
|
98.9K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.2K+ 2.6% |
$1.71M - $5.32M
|
2.62M
$70.9M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
64.5K+ 248.75% |
$1.66M - $5.18M
|
90.4K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63.3K+ 231.43% |
$1.63M - $5.09M
|
90.6K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62.2K+ 186.54% |
$1.6M - $5M
|
95.6K
$2.59M
|