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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
652K+ 71.63% |
$16.8M - $18M
|
1.56M
$43.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 3.53% |
$14.5M - $15.5M
|
16.5M
$460M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
410K+ 11.97% |
$10.6M - $11.3M
|
3.84M
$107M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
359K+ 2843.85% |
$9.25M - $9.9M
|
371K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
318K+ 149.28% |
$8.2M - $8.78M
|
531K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
297K+ 3.73% |
$7.65M - $8.19M
|
8.25M
$230M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 94.16% |
$6.76M - $7.24M
|
541K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
253K+ 156.25% |
$6.52M - $6.98M
|
415K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 7.99% |
$4.91M - $5.26M
|
2.58M
$71.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
184K+ 100.48% |
$4.73M - $5.07M
|
366K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
160KNew |
$4.12M - $4.42M
|
160K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
154K+ 10.36% |
$3.98M - $4.26M
|
1.65M
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
136K+ 10.04% |
$3.51M - $3.76M
|
1.49M
$41.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
124KNew |
$3.19M - $3.42M
|
124K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
121K+ 17.94% |
$3.12M - $3.34M
|
796K
$22.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
120K+ 2.86% |
$3.09M - $3.31M
|
4.31M
$120M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
116KNew |
$2.98M - $3.19M
|
116K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
113K+ 6.88% |
$2.92M - $3.12M
|
1.76M
$49.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 22.55% |
$2.78M - $2.98M
|
587K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
104K+ 5.73% |
$2.69M - $2.88M
|
1.92M
$53.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
99.4K+ 1.0% |
$2.56M - $2.74M
|
10M
$280M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
81K+ 57.03% |
$2.09M - $2.24M
|
223K
$6.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
78.7K+ 176.11% |
$2.03M - $2.17M
|
123K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
72.2K+ 6.27% |
$1.86M - $1.99M
|
1.22M
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
69.7K+ 92.19% |
$1.8M - $1.92M
|
145K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
68.7K+ 9.28% |
$1.77M - $1.9M
|
810K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.2K+ 506.29% |
$1.63M - $1.74M
|
75.7K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62.6KNew |
$1.61M - $1.73M
|
62.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
60KNew |
$1.55M - $1.65M
|
60K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.2K+ 8.16% |
$1.53M - $1.63M
|
784K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
55.6KNew |
$1.43M - $1.54M
|
55.6K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48.3K+ 4.82% |
$1.25M - $1.33M
|
1.05M
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
48.1K+ 8.14% |
$1.24M - $1.33M
|
639K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47.7KNew |
$1.23M - $1.32M
|
47.7K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.2K+ 52.13% |
$1.19M - $1.28M
|
135K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
43.3K+ 7.79% |
$1.12M - $1.19M
|
599K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.9K+ 155.12% |
$1.11M - $1.19M
|
70.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.6K+ 7.61% |
$1.07M - $1.15M
|
588K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
41K+ 94.44% |
$1.06M - $1.13M
|
84.5K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.8K+ 3.98% |
$1.02M - $1.1M
|
1.04M
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
37.9K+ 17.58% |
$977K - $1.05M
|
254K
$7.07M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
36.6K+ 1.27% |
$942K - $1.01M
|
2.91M
$81.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
36.4K+ 18096.02% |
$937K - $1M
|
36.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 48.84% |
$930K - $996K
|
110K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
35.5K+ 28.3% |
$914K - $979K
|
161K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
34.6K+ 193.33% |
$893K - $956K
|
52.6K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$873K - $935K
|
33.9K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
31.1K+ 10.62% |
$801K - $858K
|
324K
$9.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
29.7K+ 20.46% |
$765K - $819K
|
175K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
29.6K+ 3.53% |
$764K - $818K
|
869K
$24.2M
|