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 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.72KNew |
$256K - $283K
|
3.72K
$100K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.24KNew |
$223K - $246K
|
3.24K
$87K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$211K - $233K
|
3.07K
$82.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$78.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.84KNew |
$195K - $216K
|
2.84K
$76.3K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.76KNew |
$190K - $210K
|
2.76K
$74.2K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2.76KNew |
$190K - $209K
|
2.76K
$74.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
2.7KNew |
$186K - $205K
|
2.7K
$72.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.29KNew |
$158K - $174K
|
2.29K
$61.6K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.29KNew |
$157K - $174K
|
2.29K
$61.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$151K - $166K
|
2.19K
$58.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.83KNew |
$126K - $139K
|
1.83K
$49.2K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 16.79% |
$96.3K - $106K
|
9.74K
$262K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 34.16% |
$88.4K - $97.6K
|
5.05K
$136K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 23.27% |
$83.3K - $92K
|
6.42K
$172K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.2KNew |
$82.6K - $91.2K
|
1.2K
$32.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.11KNew |
$76.5K - $84.5K
|
1.11K
$29.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
894New |
$61.5K - $67.9K
|
894
$24K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
861+ 7.13% |
$59.3K - $65.4K
|
12.9K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
821+ 77.09% |
$56.5K - $62.4K
|
1.89K
$50.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
748New |
$51.5K - $56.8K
|
748
$20.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
745New |
$51.3K - $56.6K
|
745
$20K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
519New |
$35.7K - $39.4K
|
519
$14K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$34.4K - $38K
|
500
$13.4K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
489New |
$33.7K - $37.2K
|
489
$13.1K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
462New |
$31.8K - $35.1K
|
462
$12.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
433New |
$29.8K - $32.9K
|
433
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
408+ 7.57% |
$28.1K - $31K
|
5.8K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
398+ 39800.0% |
$27.4K - $30.2K
|
399
$10.7K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
394+ 8.94% |
$27.1K - $29.9K
|
4.8K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
347New |
$23.9K - $26.4K
|
347
$9.33K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
277+ 0.99% |
$19.1K - $21K
|
28.3K
$762K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.75% |
$6.88K - $7.6K
|
5.83K
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.44% |
$3.3K - $3.65K
|
10.9K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 1.19% |
$895 - $988
|
1.1K
$29.7K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$275 - $304
|
4
$108
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 30.0% |
$206 - $228
|
13
$350
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.27% |
$138 - $152
|
736
$19.8K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$68.8 - $76
|
1
$26.9
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.56% |
$68.8 - $76
|
178
$4.79K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.55% |
$68.8 - $76
|
184
$4.95K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$68.8 - $76
|
31
$834
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
773KNew |
$47.3M - $54.3M
|
773K
$20.8M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
118KNew |
$7.24M - $8.32M
|
118K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
29.4KNew |
$1.8M - $2.07M
|
29.4K
$791K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.9KNew |
$1.22M - $1.4M
|
19.9K
$536K
|
|
|
Jan 30, 2024
Q4 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
19.8KNew |
$1.21M - $1.39M
|
19.8K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
17.6K+ 7.53% |
$1.08M - $1.24M
|
252K
$6.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.04% |
$662K - $760K
|
190K
$5.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.67KNew |
$408K - $468K
|
6.67K
$179K
|
|