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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 1.93% |
$31K - $32.7K
|
59.3K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.03K+ 0.56% |
$28.5K - $30.1K
|
185K
$5.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.02K+ 2.83% |
$28.2K - $29.8K
|
37K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 0.27% |
$26.1K - $27.6K
|
352K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
914+ 1.36% |
$25.2K - $26.6K
|
68.3K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
912+ 4.6% |
$25.2K - $26.6K
|
20.7K
$601K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
885New |
$24.4K - $25.8K
|
885
$25.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
884+ 3.95% |
$24.4K - $25.8K
|
23.3K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
855+ 6.57% |
$23.6K - $24.9K
|
13.9K
$402K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
849+ 0.54% |
$23.4K - $24.7K
|
158K
$4.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
849+ 16.22% |
$23.4K - $24.7K
|
6.08K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
838+ 3.38% |
$23.1K - $24.4K
|
25.6K
$742K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
825+ 2.38% |
$22.8K - $24K
|
35.4K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
814+ 5.39% |
$22.5K - $23.7K
|
15.9K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
789New |
$21.8K - $23K
|
789
$22.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
788+ 1.67% |
$21.8K - $23K
|
47.8K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
778+ 10.53% |
$21.5K - $22.7K
|
8.17K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
725+ 0.62% |
$20K - $21.1K
|
118K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
705+ 9.39% |
$19.5K - $20.6K
|
8.21K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 2.14% |
$18.1K - $19.1K
|
31.3K
$908K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
627+ 3.98% |
$17.3K - $18.3K
|
16.4K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
588+ 1.33% |
$16.2K - $17.1K
|
44.9K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
529+ 1.88% |
$14.6K - $15.4K
|
28.7K
$833K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
516+ 0.25% |
$14.2K - $15K
|
207K
$6.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
510New |
$14.1K - $14.9K
|
510
$14.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 0.18% |
$12.3K - $13K
|
245K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
419+ 0.92% |
$11.6K - $12.2K
|
46.1K
$1.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
378+ 3.79% |
$10.4K - $11K
|
10.3K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
378+ 3.2% |
$10.4K - $11K
|
12.2K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$712K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
353+ 2.29% |
$9.75K - $10.3K
|
15.8K
$458K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
323+ 4.45% |
$8.92K - $9.42K
|
7.58K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 3.59% |
$8.28K - $8.75K
|
8.65K
$251K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300+ 31.55% |
$8.28K - $8.75K
|
1.25K
$36.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
298+ 0.23% |
$8.23K - $8.69K
|
127K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284+ 6.22% |
$7.84K - $8.28K
|
4.85K
$141K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
283+ 1.9% |
$7.81K - $8.25K
|
15.2K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
276+ 0.3% |
$7.62K - $8.05K
|
93.3K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 1.41% |
$7.57K - $7.99K
|
19.7K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$7.45K - $7.87K
|
270
$7.83K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
269+ 2.21% |
$7.43K - $7.84K
|
12.5K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
257+ 0.42% |
$7.1K - $7.49K
|
61.1K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252+ 20.44% |
$6.96K - $7.35K
|
1.49K
$43.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
247+ 0.51% |
$6.82K - $7.2K
|
48.7K
$1.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
244+ 2.63% |
$6.74K - $7.11K
|
9.52K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
233+ 0.49% |
$6.43K - $6.79K
|
48K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
212+ 0.63% |
$5.85K - $6.18K
|
34K
$984K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
203+ 0.64% |
$5.6K - $5.92K
|
32K
$926K
|
|