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 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.22% |
$2.2K - $2.41K
|
13.8K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
29+ 0.4% |
$2.13K - $2.33K
|
7.21K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
26+ 1.11% |
$1.91K - $2.09K
|
2.37K
$63.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.29% |
$1.76K - $1.93K
|
8.38K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
24+ 0.03% |
$1.76K - $1.93K
|
94.1K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.42% |
$1.69K - $1.85K
|
5.5K
$148K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20+ 1.14% |
$1.47K - $1.61K
|
1.78K
$47.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17+ 0.61% |
$1.25K - $1.37K
|
2.78K
$74.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 1.12% |
$1.17K - $1.29K
|
1.44K
$38.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 1.11% |
$1.17K - $1.29K
|
1.45K
$39K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 1.17% |
$955 - $1.04K
|
1.13K
$30.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
11+ 0.94% |
$808 - $884
|
1.19K
$31.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.31% |
$734 - $804
|
3.21K
$86.3K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$661 - $723
|
5.76K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
9+ 0.01% |
$661 - $723
|
60.9K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$587 - $643
|
8
$215
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.22% |
$514 - $563
|
3.25K
$87.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.09% |
$514 - $563
|
7.63K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$514 - $563
|
4.3K
$116K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.11% |
$441 - $482
|
545
$14.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.16% |
$441 - $482
|
3.76K
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.15% |
$367 - $402
|
3.37K
$90.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.17% |
$367 - $402
|
2.87K
$77.2K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$294 - $321
|
2.72K
$73.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 1.08% |
$294 - $321
|
374
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4+ 0.12% |
$294 - $321
|
3.41K
$91.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.87% |
$294 - $321
|
463
$12.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.17% |
$220 - $241
|
260
$6.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.04% |
$147 - $161
|
4.67K
$126K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$147 - $161
|
5.39K
$145K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$147 - $161
|
11.9K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$73.4 - $80.4
|
595
$16K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 50.0% |
$73.4 - $80.4
|
3
$80.7
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
3.1K
$83.2K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 25.0% |
$73.4 - $80.4
|
5
$134
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $80.4
|
5.42K
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$73.4 - $80.4
|
2.96K
$79.6K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.6% |
$73.4 - $80.4
|
169
$4.54K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
168KNew |
$12.1M - $12.7M
|
168K
$4.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.3KNew |
$6.48M - $6.85M
|
90.3K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
71.7KNew |
$5.14M - $5.44M
|
71.7K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
44.8K+ 164.73% |
$3.21M - $3.39M
|
71.9K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.5KNew |
$968K - $1.02M
|
13.5K
$363K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.7KNew |
$911K - $964K
|
12.7K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.56KNew |
$686K - $725K
|
9.56K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$631K - $667K
|
8.79K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$529K - $559K
|
7.37K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$440K - $466K
|
6.14K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.24KNew |
$376K - $397K
|
5.24K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.2KNew |
$373K - $395K
|
5.2K
$140K
|
|