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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 0.82% |
$736K - $788K
|
3.52M
$98.3M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.5K+ 1.52% |
$631K - $675K
|
1.64M
$45.7M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
24.3KNew |
$625K - $670K
|
24.3K
$677K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.2K+ 12.22% |
$623K - $667K
|
222K
$6.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
23.6K+ 205.57% |
$607K - $650K
|
35K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
23.2K+ 5.99% |
$599K - $641K
|
411K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
22.9K+ 200.0% |
$589K - $631K
|
34.3K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.7K+ 179.58% |
$586K - $628K
|
35.4K
$988K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 2.18% |
$575K - $616K
|
1.05M
$29.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
22.3K+ 7.89% |
$574K - $615K
|
305K
$8.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.8K+ 15.45% |
$562K - $601K
|
163K
$4.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
21.6KNew |
$556K - $596K
|
21.6K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.4K+ 7.13% |
$553K - $592K
|
322K
$8.98M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 1.83% |
$546K - $585K
|
1.18M
$32.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.9KNew |
$539K - $577K
|
20.9K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20.8K+ 17.26% |
$536K - $574K
|
141K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20.6K+ 93.85% |
$531K - $569K
|
42.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.6K+ 1.83% |
$530K - $568K
|
1.15M
$32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4K+ 130.55% |
$525K - $562K
|
35.9K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.3K+ 20.83% |
$496K - $531K
|
112K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
17.5K+ 200.0% |
$451K - $483K
|
26.3K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.5K+ 218.44% |
$450K - $482K
|
25.5K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
17KNew |
$437K - $468K
|
17K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16.9KNew |
$435K - $466K
|
16.9K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.5K+ 92.32% |
$424K - $455K
|
34.3K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2K+ 5.18% |
$418K - $447K
|
329K
$9.17M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 24.93% |
$391K - $418K
|
76K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.5K+ 29.49% |
$374K - $401K
|
63.8K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14K+ 96.63% |
$360K - $385K
|
28.4K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 5.74% |
$358K - $384K
|
256K
$7.14M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.9KNew |
$358K - $383K
|
13.9K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.6K+ 129.27% |
$351K - $376K
|
24.2K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.3KNew |
$343K - $367K
|
13.3K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 6.03% |
$337K - $361K
|
230K
$6.42M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13K+ 3.83% |
$334K - $358K
|
351K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.9KNew |
$331K - $355K
|
12.9K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7K+ 564.64% |
$328K - $351K
|
15K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
12.2K+ 1.03% |
$315K - $337K
|
1.2M
$33.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$311K - $333K
|
12.1K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11.9K+ 2.04% |
$307K - $329K
|
594K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.6K+ 1.2% |
$298K - $320K
|
973K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.25% |
$298K - $319K
|
935K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 27.79% |
$291K - $312K
|
52K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
11.2K+ 8.34% |
$289K - $309K
|
145K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.1K+ 1.15% |
$286K - $306K
|
977K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 0.5% |
$286K - $306K
|
2.23M
$62.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.9K+ 3.68% |
$280K - $300K
|
306K
$8.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.7KNew |
$275K - $294K
|
10.7K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
10.4KNew |
$269K - $288K
|
10.4K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2KNew |
$262K - $281K
|
10.2K
$284K
|