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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
232KNew |
$6.6M - $6.83M
|
232K
$6.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
101K+ 5.14% |
$2.87M - $2.97M
|
2.06M
$59.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
33.9K+ 12.29% |
$966K - $1M
|
310K
$8.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 134.26% |
$646K - $668K
|
39.6K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8KNew |
$478K - $494K
|
16.8K
$486K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.2KNew |
$376K - $389K
|
13.2K
$383K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.28K+ 7.19% |
$236K - $244K
|
123K
$3.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.91KNew |
$225K - $233K
|
7.91K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
7.34K+ 8.35% |
$209K - $216K
|
95.1K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.18KNew |
$204K - $212K
|
7.18K
$208K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.85K+ 16.5% |
$166K - $172K
|
41.3K
$1.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 20.47% |
$103K - $107K
|
21.3K
$618K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.24K+ 3.84% |
$63.6K - $65.9K
|
60.5K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.74% |
$36K - $37.2K
|
47.3K
$1.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
419+ 1.51% |
$11.9K - $12.3K
|
28.3K
$819K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
411+ 3.68% |
$11.7K - $12.1K
|
11.6K
$335K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
385+ 0.49% |
$11K - $11.3K
|
79.2K
$2.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
271+ 0.56% |
$7.71K - $7.98K
|
49K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
135+ 1.33% |
$3.84K - $3.98K
|
10.3K
$298K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
95+ 0.55% |
$2.7K - $2.8K
|
17.2K
$500K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.21% |
$512 - $530
|
8.7K
$252K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14+ 0.18% |
$398 - $412
|
7.94K
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
8+ 0.07% |
$228 - $236
|
11.5K
$334K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
8.45MNew |
$233M - $246M
|
8.45M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$65.2M - $68.8M
|
2.36M
$68.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77M+ 144.34% |
$48.9M - $51.6M
|
3M
$86.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.3M+ 3.01% |
$35.8M - $37.8M
|
44.4M
$1.29B
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.11M+ 3.37% |
$30.7M - $32.5M
|
34.1M
$989M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
740K+ 68.12% |
$20.4M - $21.6M
|
1.83M
$53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 3.21% |
$14.3M - $15.1M
|
16.7M
$484M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
329K+ 41.96% |
$9.09M - $9.59M
|
1.11M
$32.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
315K+ 114.38% |
$8.7M - $9.19M
|
591K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
286K+ 12.49% |
$7.88M - $8.32M
|
2.57M
$74.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
246K+ 23.91% |
$6.8M - $7.18M
|
1.28M
$37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 5.94% |
$5.85M - $6.18M
|
3.78M
$110M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209K+ 11.12% |
$5.78M - $6.1M
|
2.09M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
190K+ 4.17% |
$5.23M - $5.53M
|
4.73M
$137M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176K+ 771.47% |
$4.86M - $5.13M
|
199K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
174K+ 302.97% |
$4.81M - $5.08M
|
232K
$6.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$4.31M - $4.55M
|
156K
$4.53M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137KNew |
$3.78M - $4M
|
137K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 5.72% |
$3.74M - $3.95M
|
2.5M
$72.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134K+ 1.34% |
$3.69M - $3.89M
|
10.1M
$292M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128K+ 3.97% |
$3.53M - $3.73M
|
3.35M
$97.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
104K+ 19.01% |
$2.88M - $3.04M
|
653K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
92.5K+ 87.59% |
$2.55M - $2.7M
|
198K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.3K+ 8.22% |
$2.41M - $2.54M
|
1.15M
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
86.7K+ 10.29% |
$2.39M - $2.53M
|
929K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 0.99% |
$2.38M - $2.51M
|
8.77M
$254M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80.2K+ 72232.43% |
$2.21M - $2.34M
|
80.3K
$2.33M
|
|