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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
176+ 0.36% |
$4.54K - $4.86K
|
48.5K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
174New |
$4.48K - $4.8K
|
174
$4.85K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
169+ 1.13% |
$4.36K - $4.66K
|
15.2K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
168New |
$4.33K - $4.64K
|
168
$4.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
161+ 0.36% |
$4.15K - $4.44K
|
44.9K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
157+ 0.65% |
$4.05K - $4.33K
|
24.4K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
142+ 0.43% |
$3.66K - $3.92K
|
33K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
136New |
$3.5K - $3.75K
|
136
$3.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 1.0% |
$3.4K - $3.64K
|
13.3K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 0.51% |
$3.32K - $3.56K
|
25.2K
$703K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
116New |
$2.99K - $3.2K
|
116
$3.24K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
112+ 19.44% |
$2.89K - $3.09K
|
688
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
105+ 0.54% |
$2.71K - $2.9K
|
19.7K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$2.58K - $2.76K
|
100
$2.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.11% |
$2.14K - $2.29K
|
75.3K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
83+ 2.07% |
$2.14K - $2.29K
|
4.1K
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
80+ 0.54% |
$2.06K - $2.21K
|
14.9K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
76+ 0.46% |
$1.96K - $2.1K
|
16.7K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
66+ 0.59% |
$1.7K - $1.82K
|
11.3K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$1.55K - $1.66K
|
60
$1.67K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
59+ 0.47% |
$1.52K - $1.63K
|
12.7K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
52+ 0.42% |
$1.34K - $1.44K
|
12.4K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
51+ 0.06% |
$1.31K - $1.41K
|
80.9K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
50+ 0.19% |
$1.29K - $1.38K
|
25.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
48+ 0.28% |
$1.24K - $1.32K
|
17.3K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46+ 0.55% |
$1.19K - $1.27K
|
8.46K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
43+ 0.1% |
$1.11K - $1.19K
|
41.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
42+ 0.05% |
$1.08K - $1.16K
|
80.5K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 0.63% |
$1.08K - $1.16K
|
6.75K
$188K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
41+ 0.39% |
$1.06K - $1.13K
|
10.5K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
39+ 0.05% |
$1.01K - $1.08K
|
79.1K
$2.21M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
36+ 18.56% |
$928 - $994
|
230
$6.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 44.87% |
$902 - $966
|
113
$3.15K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 0.17% |
$850 - $911
|
19.5K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 516.67% |
$799 - $856
|
37
$1.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 6.91% |
$773 - $828
|
464
$12.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$747 - $800
|
12.2K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.19% |
$670 - $718
|
13.7K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 0.55% |
$618 - $662
|
4.38K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
20+ 0.1% |
$515 - $552
|
20.8K
$580K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.54% |
$515 - $552
|
3.72K
$104K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.52% |
$490 - $524
|
3.67K
$102K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.03% |
$361 - $386
|
47.6K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14+ 0.09% |
$361 - $386
|
14.9K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
12+ 0.09% |
$309 - $331
|
13.2K
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$258 - $276
|
9.76K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.49% |
$206 - $221
|
1.65K
$46.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.06% |
$180 - $193
|
11.7K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.36% |
$129 - $138
|
1.4K
$39K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$103 - $110
|
34.5K
$963K
|