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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 28.52% |
$57.5K - $62.9K
|
3.53K
$94.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
751+ 5.78% |
$55.1K - $60.4K
|
13.7K
$369K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
716+ 1.81% |
$52.6K - $57.5K
|
40.2K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
713+ 5.17% |
$52.4K - $57.3K
|
14.5K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
706+ 6.11% |
$51.8K - $56.7K
|
12.3K
$330K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
704New |
$51.7K - $56.6K
|
704
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
671+ 173.83% |
$49.3K - $53.9K
|
1.06K
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
655+ 5.69% |
$48.1K - $52.6K
|
12.2K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
627+ 2.89% |
$46K - $50.4K
|
22.4K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
622+ 6.3% |
$45.7K - $50K
|
10.5K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
608+ 4.37% |
$44.6K - $48.9K
|
14.5K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
601+ 0.38% |
$44.1K - $48.3K
|
160K
$4.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
599+ 5.33% |
$44K - $48.1K
|
11.8K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
580+ 1.43% |
$42.6K - $46.6K
|
41.1K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
563+ 1.55% |
$41.3K - $45.2K
|
36.9K
$992K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
479+ 3.66% |
$35.2K - $38.5K
|
13.6K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
476+ 1.63% |
$35K - $38.3K
|
29.7K
$799K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
470+ 13.19% |
$34.5K - $37.8K
|
4.03K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
436+ 1.26% |
$32K - $35K
|
35.1K
$945K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
410+ 5.19% |
$30.1K - $33K
|
8.31K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
389+ 2.09% |
$28.6K - $31.3K
|
19K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
385+ 2.44% |
$28.3K - $30.9K
|
16.1K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
381+ 0.47% |
$28K - $30.6K
|
80.7K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 6.72% |
$26.8K - $29.3K
|
5.8K
$156K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
348+ 1.57% |
$25.6K - $28K
|
22.5K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
331New |
$24.3K - $26.6K
|
331
$8.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
320+ 0.53% |
$23.5K - $25.7K
|
60.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
316+ 0.81% |
$23.2K - $25.4K
|
39.5K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
312+ 6.6% |
$22.9K - $25.1K
|
5.04K
$136K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
308+ 5.03% |
$22.6K - $24.8K
|
6.43K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
295+ 4.42% |
$21.7K - $23.7K
|
6.97K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
275+ 9.66% |
$20.2K - $22.1K
|
3.12K
$83.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
275+ 2.13% |
$20.2K - $22.1K
|
13.2K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
273+ 1.33% |
$20K - $21.9K
|
20.8K
$559K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
271+ 1.14% |
$19.9K - $21.8K
|
24.1K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
269+ 0.6% |
$19.8K - $21.6K
|
45.3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
267+ 89.9% |
$19.6K - $21.5K
|
564
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
263+ 1.79% |
$19.3K - $21.1K
|
15K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
260+ 2.3% |
$19.1K - $20.9K
|
11.6K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 7.9% |
$18.7K - $20.4K
|
3.47K
$93.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
227+ 0.72% |
$16.7K - $18.2K
|
31.7K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
211+ 2.16% |
$15.5K - $17K
|
9.98K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
205+ 205.0% |
$15.1K - $16.5K
|
305
$8.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
203+ 7.89% |
$14.9K - $16.3K
|
2.78K
$74.6K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
201New |
$14.8K - $16.2K
|
201
$5.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
197+ 4.24% |
$14.5K - $15.8K
|
4.84K
$130K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
180New |
$13.2K - $14.5K
|
180
$4.84K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 1.14% |
$13.1K - $14.4K
|
15.9K
$427K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 200.0% |
$12.8K - $14K
|
261
$7.02K
|