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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.39K+ 7.33% |
$113K - $121K
|
64.3K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34K+ 0.91% |
$112K - $120K
|
481K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
4.28K+ 3.64% |
$110K - $118K
|
122K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.18K+ 3.18% |
$108K - $115K
|
136K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.13K+ 2.12% |
$106K - $114K
|
199K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.93K+ 1.6% |
$101K - $109K
|
250K
$6.98M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.85K+ 5.27% |
$99.1K - $106K
|
76.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.77K+ 30.82% |
$97.2K - $104K
|
16K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.72K+ 29.95% |
$95.7K - $103K
|
16.1K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.64K+ 5.44% |
$93.8K - $100K
|
70.5K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 1.48% |
$93.2K - $99.9K
|
248K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.6K+ 0.76% |
$92.8K - $99.4K
|
477K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.37K+ 2.66% |
$86.8K - $93K
|
130K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.19K+ 3.64% |
$82.2K - $88K
|
90.8K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.19K+ 2.12% |
$82.2K - $88K
|
153K
$4.27M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
3.14K+ 2.49% |
$81K - $86.7K
|
129K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.04K+ 3.36% |
$78.3K - $83.9K
|
93.5K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.82K+ 27.65% |
$72.5K - $77.7K
|
13K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.78K+ 30877.78% |
$71.6K - $76.7K
|
2.79K
$77.8K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.76K+ 5.72% |
$71.1K - $76.2K
|
51K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.71KNew |
$69.9K - $74.9K
|
2.71K
$75.6K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.68K+ 6.26% |
$69.1K - $74K
|
45.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.59K+ 24.54% |
$66.8K - $71.5K
|
13.2K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.41K+ 6.51% |
$62.1K - $66.5K
|
39.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.34K+ 1.65% |
$60.4K - $64.7K
|
144K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.14K+ 3.13% |
$55.1K - $59K
|
70.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.11K+ 1.46% |
$54.3K - $58.2K
|
147K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 25.76% |
$54K - $57.9K
|
10.2K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09KNew |
$53.8K - $57.6K
|
2.09K
$58.2K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$53.7K - $57.5K
|
2.09K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.03K+ 0.73% |
$52.3K - $56K
|
281K
$7.85M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.9K+ 81.02% |
$49.1K - $52.6K
|
4.25K
$119K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.87K+ 4.88% |
$48.2K - $51.6K
|
40.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.84K+ 19.65% |
$47.4K - $50.8K
|
11.2K
$312K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 9.02% |
$46.5K - $49.8K
|
21.8K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.79K+ 2.59% |
$46K - $49.3K
|
70.7K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.77K+ 84.88% |
$45.7K - $49K
|
3.86K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.75K+ 11.29% |
$45K - $48.2K
|
17.2K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.7K+ 40.09% |
$43.9K - $47K
|
5.95K
$166K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.7K+ 0.33% |
$43.9K - $47K
|
522K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 11.23% |
$43.8K - $46.9K
|
16.9K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.68K+ 15.16% |
$43.3K - $46.4K
|
12.8K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66K+ 49.75% |
$42.9K - $45.9K
|
5.01K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 0.39% |
$41.1K - $44K
|
414K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.58K+ 6.69% |
$40.8K - $43.7K
|
25.2K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 12.72% |
$40.2K - $43K
|
13.8K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 3.93% |
$39.3K - $42.1K
|
40.3K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.46K+ 0.96% |
$37.5K - $40.2K
|
154K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.44K+ 1.23% |
$37.1K - $39.7K
|
119K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.39KNew |
$35.9K - $38.4K
|
1.39K
$38.8K
|