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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10K+ 3.93% |
$258K - $276K
|
264K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.8K+ 1.01% |
$253K - $271K
|
977K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.65KNew |
$249K - $266K
|
9.65K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.37K+ 65.92% |
$242K - $259K
|
23.6K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.33K+ 22.77% |
$241K - $258K
|
50.3K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9.33K+ 14.54% |
$240K - $258K
|
73.5K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.98KNew |
$231K - $248K
|
8.98K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.72K+ 53.26% |
$225K - $241K
|
25.1K
$700K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.64K+ 7.72% |
$223K - $238K
|
121K
$3.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.63KNew |
$222K - $238K
|
8.63K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.5KNew |
$219K - $235K
|
8.5K
$237K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.34K+ 9.91% |
$215K - $230K
|
92.5K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.33KNew |
$215K - $230K
|
8.33K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.33K+ 6.47% |
$215K - $230K
|
137K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.15K+ 68.56% |
$210K - $225K
|
20K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.13K+ 5.74% |
$210K - $224K
|
150K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.05KNew |
$208K - $222K
|
8.05K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.03K+ 3.54% |
$207K - $221K
|
235K
$6.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.97K+ 7.28% |
$205K - $220K
|
117K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.92KNew |
$204K - $219K
|
7.92K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.9KNew |
$203K - $218K
|
7.9K
$220K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
7.87K+ 21.8% |
$203K - $217K
|
44K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$202K - $217K
|
7.86K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.68KNew |
$198K - $212K
|
7.68K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.66KNew |
$197K - $211K
|
7.66K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7.62KNew |
$196K - $210K
|
7.62K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.58KNew |
$195K - $209K
|
7.58K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.45K+ 0.99% |
$192K - $206K
|
761K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.45K+ 3.76% |
$192K - $206K
|
206K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.21K+ 2.76% |
$186K - $199K
|
268K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.07K+ 1.28% |
$182K - $195K
|
560K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 1.69% |
$174K - $187K
|
406K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
6.51K+ 1.96% |
$168K - $180K
|
338K
$9.43M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.51K+ 9.5% |
$168K - $180K
|
75K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.16KNew |
$159K - $170K
|
6.16K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.13K+ 5.37% |
$158K - $169K
|
120K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6KNew |
$155K - $166K
|
6K
$167K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.91K+ 14.05% |
$152K - $163K
|
47.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5.64K+ 24.56% |
$145K - $156K
|
28.6K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.4K+ 3.3% |
$139K - $149K
|
169K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5.24KNew |
$135K - $145K
|
5.24K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.12K+ 1.47% |
$132K - $141K
|
354K
$9.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 1.72% |
$128K - $137K
|
294K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.8K+ 0.81% |
$124K - $133K
|
594K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.75K+ 11.27% |
$122K - $131K
|
46.8K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 14.13% |
$119K - $127K
|
37.2K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$118K - $126K
|
4.57K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.48K+ 2.44% |
$115K - $124K
|
188K
$5.23M
|