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 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.46% |
$51.5 - $55.2
|
437
$12.2K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$51.5 - $55.2
|
13.6K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.62% |
$51.5 - $55.2
|
324
$9.04K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.52% |
$25.8 - $27.6
|
195
$5.44K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
407K+ 226.1% |
$10.5M - $32.7M
|
586K
$16.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
336K+ 200.0% |
$8.67M - $27M
|
504K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
207KNew |
$5.33M - $16.6M
|
207K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
141KNew |
$3.64M - $11.3M
|
141K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
133K+ 218.6% |
$3.43M - $10.7M
|
194K
$5.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
115K+ 194.67% |
$2.97M - $9.27M
|
174K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81K+ 200.0% |
$2.09M - $6.51M
|
121K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
69.4K+ 199.57% |
$1.79M - $5.58M
|
104K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.8KNew |
$1.77M - $5.53M
|
68.8K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62.2K+ 186.54% |
$1.6M - $5M
|
95.6K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
58.9K+ 200.0% |
$1.52M - $4.73M
|
88.3K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58.8K+ 201.3% |
$1.52M - $4.73M
|
88.1K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
57.1K+ 1290.09% |
$1.47M - $4.59M
|
61.6K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52.3K+ 216.81% |
$1.35M - $4.21M
|
76.4K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46.9K+ 193.57% |
$1.21M - $3.77M
|
71.2K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
46.5K+ 222.83% |
$1.2M - $3.74M
|
67.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
35.9K+ 200.0% |
$925K - $2.88M
|
53.8K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
34.3KNew |
$884K - $2.76M
|
34.3K
$956K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.4KNew |
$862K - $2.69M
|
33.4K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30.9KNew |
$798K - $2.49M
|
30.9K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.28M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.4K+ 160.87% |
$733K - $2.28M
|
46.1K
$1.28M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.4K+ 185.7% |
$732K - $2.28M
|
43.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27K+ 200.0% |
$696K - $2.17M
|
40.5K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
26.7K+ 216.38% |
$689K - $2.15M
|
39.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.3K+ 200.01% |
$600K - $1.87M
|
34.9K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$586K - $1.83M
|
22.7K
$633K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21.9KNew |
$564K - $1.76M
|
21.9K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.8K+ 505.66% |
$562K - $1.75M
|
26.1K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.7K+ 208.89% |
$559K - $1.74M
|
32.1K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20K+ 200.0% |
$517K - $1.61M
|
30.1K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
19.8KNew |
$511K - $1.59M
|
19.8K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 197.32% |
$510K - $1.59M
|
29.8K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
19.2K+ 200.0% |
$495K - $1.54M
|
28.8K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.4K+ 200.0% |
$474K - $1.48M
|
27.5K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16.5K+ 194.08% |
$425K - $1.32M
|
24.9K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16.4K+ 200.0% |
$424K - $1.32M
|
24.6K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$658K
|
|