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 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
126+ 0.42% |
$9.25K - $10.1K
|
29.8K
$811K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
118+ 3.16% |
$8.66K - $9.48K
|
3.85K
$105K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
117+ 0.84% |
$8.59K - $9.4K
|
14K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
116+ 1.14% |
$8.52K - $9.32K
|
10.3K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
111+ 1.04% |
$8.15K - $8.92K
|
10.8K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
110+ 0.68% |
$8.08K - $8.84K
|
16.4K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
107New |
$7.86K - $8.6K
|
107
$2.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 0.15% |
$7.71K - $8.44K
|
68.4K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
93+ 0.5% |
$6.83K - $7.47K
|
18.5K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
91+ 1.11% |
$6.68K - $7.31K
|
8.31K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 2.13% |
$6.39K - $6.99K
|
4.17K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
84+ 3.0% |
$6.17K - $6.75K
|
2.88K
$78.5K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
80+ 0.92% |
$5.87K - $6.43K
|
8.81K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 13.07% |
$5.73K - $6.27K
|
675
$18.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 1.98% |
$5.29K - $5.79K
|
3.72K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
68+ 0.84% |
$4.99K - $5.47K
|
8.12K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.47% |
$4.85K - $5.3K
|
14.2K
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
65+ 0.96% |
$4.77K - $5.22K
|
6.86K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
65New |
$4.77K - $5.22K
|
65
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
56+ 1.11% |
$4.11K - $4.5K
|
5.12K
$139K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
55+ 1.11% |
$4.04K - $4.42K
|
4.99K
$136K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 3.53% |
$3.74K - $4.1K
|
1.49K
$40.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
51+ 1.14% |
$3.74K - $4.1K
|
4.53K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
47+ 0.63% |
$3.45K - $3.78K
|
7.49K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
46+ 1.15% |
$3.38K - $3.7K
|
4.05K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
46New |
$3.38K - $3.7K
|
46
$1.25K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
45+ 1.29% |
$3.3K - $3.62K
|
3.52K
$95.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
44+ 0.29% |
$3.23K - $3.54K
|
15.2K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
41+ 1.0% |
$3.01K - $3.3K
|
4.13K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$2.79K - $3.05K
|
38
$1.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 0.43% |
$2.64K - $2.89K
|
8.42K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
35+ 1.25% |
$2.57K - $2.81K
|
2.83K
$77K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
34+ 1.14% |
$2.5K - $2.73K
|
3.02K
$82.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.73% |
$2.5K - $2.73K
|
4.68K
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34+ 0.14% |
$2.5K - $2.73K
|
25.1K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 0.1% |
$2.42K - $2.65K
|
32.3K
$881K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 1.16% |
$2.35K - $2.57K
|
2.79K
$75.9K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32+ 1.18% |
$2.35K - $2.57K
|
2.74K
$74.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.13% |
$2.35K - $2.57K
|
24.6K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31+ 0.19% |
$2.28K - $2.49K
|
16.1K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31New |
$2.28K - $2.49K
|
31
$844
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30+ 0.66% |
$2.2K - $2.41K
|
4.55K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.22% |
$2.2K - $2.41K
|
13.8K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
29+ 0.4% |
$2.13K - $2.33K
|
7.21K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
26+ 1.11% |
$1.91K - $2.09K
|
2.37K
$64.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
24+ 0.03% |
$1.76K - $1.93K
|
94.1K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.29% |
$1.76K - $1.93K
|
8.38K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.42% |
$1.69K - $1.85K
|
5.5K
$150K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 1.14% |
$1.47K - $1.61K
|
1.78K
$48.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17+ 0.61% |
$1.25K - $1.37K
|
2.78K
$75.8K
|