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 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
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
61.6K+ 197.14% |
$1.59M - $4.95M
|
92.8K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
59.2K+ 190.25% |
$1.53M - $4.76M
|
90.3K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58.3K+ 193.7% |
$1.5M - $4.69M
|
88.5K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
58K+ 200.1% |
$1.49M - $4.66M
|
86.9K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.8K+ 202.08% |
$1.49M - $4.65M
|
86.4K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
53.7K+ 198.31% |
$1.39M - $4.32M
|
80.8K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
53.3K+ 164.93% |
$1.38M - $4.29M
|
85.7K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
51.3K+ 204.56% |
$1.32M - $4.13M
|
76.4K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
51.3K+ 208.52% |
$1.32M - $4.12M
|
75.8K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
48.4KNew |
$1.25M - $3.89M
|
48.4K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3K+ 196.26% |
$1.25M - $3.88M
|
72.9K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48K+ 438.97% |
$1.24M - $3.86M
|
58.9K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.6K+ 107.59% |
$1.23M - $3.83M
|
91.9K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46K+ 293.5% |
$1.19M - $3.7M
|
61.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
41.7K+ 200.66% |
$1.07M - $3.35M
|
62.4K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.5K+ 198.33% |
$1.04M - $3.26M
|
60.9K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40K+ 159.25% |
$1.03M - $3.22M
|
65.1K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
39.8K+ 293.16% |
$1.03M - $3.2M
|
53.4K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
39.3K+ 954.2% |
$1.01M - $3.16M
|
43.4K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
38.9K+ 223.79% |
$1M - $3.13M
|
56.3K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 188.54% |
$1M - $3.13M
|
59.5K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
38.1K+ 316.51% |
$982K - $3.06M
|
50.1K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
37.5K+ 249.62% |
$968K - $3.02M
|
52.6K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.4K+ 236.17% |
$913K - $2.85M
|
50.4K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35.3KNew |
$911K - $2.84M
|
35.3K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 208.6% |
$907K - $2.83M
|
52K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32.8K+ 188.86% |
$846K - $2.64M
|
50.2K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.1K+ 225.09% |
$828K - $2.58M
|
46.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2K+ 207.98% |
$779K - $2.43M
|
44.7K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.3KNew |
$756K - $2.36M
|
29.3K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
29.3K+ 213.08% |
$755K - $2.35M
|
43K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29.1K+ 189.4% |
$751K - $2.34M
|
44.5K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 171.58% |
$734K - $2.29M
|
45K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
28.1K+ 270.2% |
$725K - $2.26M
|
38.5K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
28.1K+ 200.89% |
$725K - $2.26M
|
42.1K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28K+ 200.02% |
$721K - $2.25M
|
42K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.1K+ 201.84% |
$699K - $2.18M
|
40.5K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27K+ 200.0% |
$696K - $2.17M
|
40.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
26.9K+ 265.61% |
$693K - $2.16M
|
37K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.3K+ 202.07% |
$677K - $2.11M
|
39.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25.9K+ 200.0% |
$667K - $2.08M
|
38.8K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25.6K+ 208.35% |
$660K - $2.06M
|
37.9K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
24.9K+ 195.6% |
$641K - $2M
|
37.6K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 204.53% |
$628K - $1.96M
|
36.3K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
24.3K+ 150.18% |
$625K - $1.95M
|
40.4K
$1.1M
|