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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.23K+ 9.16% |
$31.7K - $34K
|
14.7K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.22K+ 1.35% |
$31.5K - $33.7K
|
91.6K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 4.03% |
$30.7K - $32.9K
|
30.7K
$857K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.09KNew |
$28K - $30K
|
1.09K
$30.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 10.12% |
$27.2K - $29.1K
|
11.5K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$26.8K - $28.7K
|
1.04K
$29K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.02KNew |
$26.2K - $28.1K
|
1.02K
$28.4K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
981+ 0.52% |
$25.3K - $27.1K
|
191K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
951+ 5.0% |
$24.5K - $26.2K
|
20K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
948+ 1.09% |
$24.4K - $26.2K
|
87.9K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
946+ 4.27% |
$24.4K - $26.1K
|
23.1K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
927+ 0.21% |
$23.9K - $25.6K
|
452K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
894New |
$23K - $24.7K
|
894
$24.9K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
891+ 29.7% |
$23K - $24.6K
|
3.89K
$109K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
879New |
$22.7K - $24.3K
|
879
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
852+ 8.81% |
$22K - $23.5K
|
10.5K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
848+ 1.01% |
$21.9K - $23.4K
|
84.4K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
831New |
$21.4K - $22.9K
|
831
$23.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
735New |
$18.9K - $20.3K
|
735
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
721+ 78.54% |
$18.6K - $19.9K
|
1.64K
$45.7K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
708+ 7.77% |
$18.2K - $19.5K
|
9.82K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
650+ 2.97% |
$16.8K - $17.9K
|
22.5K
$628K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
604+ 0.36% |
$15.6K - $16.7K
|
170K
$4.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
591New |
$15.2K - $16.3K
|
591
$16.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
583+ 2.18% |
$15K - $16.1K
|
27.4K
$763K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
580+ 5.82% |
$14.9K - $16K
|
10.5K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
576+ 0.3% |
$14.8K - $15.9K
|
196K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
568+ 0.28% |
$14.6K - $15.7K
|
202K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
555+ 35.65% |
$14.3K - $15.3K
|
2.11K
$58.9K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 3.08% |
$14K - $15K
|
18.2K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
524+ 2.61% |
$13.5K - $14.5K
|
20.6K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
505+ 0.54% |
$13K - $13.9K
|
94.6K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
455+ 3.12% |
$11.7K - $12.6K
|
15K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
435+ 2.79% |
$11.2K - $12K
|
16K
$447K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
429New |
$11.1K - $11.8K
|
429
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
408+ 23.09% |
$10.5K - $11.3K
|
2.18K
$60.7K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
392New |
$10.1K - $10.8K
|
392
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
377New |
$9.72K - $10.4K
|
377
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
368+ 2.21% |
$9.48K - $10.2K
|
17K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
363+ 4.95% |
$9.35K - $10K
|
7.7K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
311+ 1.51% |
$8.01K - $8.58K
|
20.9K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289New |
$7.45K - $7.98K
|
289
$8.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
259+ 0.85% |
$6.67K - $7.15K
|
30.8K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
258+ 0.54% |
$6.65K - $7.12K
|
48.2K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
218+ 0.54% |
$5.62K - $6.02K
|
40.7K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
216+ 1.78% |
$5.57K - $5.96K
|
12.4K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
186New |
$4.79K - $5.13K
|
186
$5.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
185+ 162.28% |
$4.77K - $5.11K
|
299
$8.34K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
184+ 0.9% |
$4.74K - $5.08K
|
20.6K
$576K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
182+ 0.69% |
$4.69K - $5.02K
|
26.7K
$745K
|