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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.2M+ 197.43% |
$547M - $1.71B
|
32M
$866M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.82M+ 206.91% |
$72.8M - $227M
|
4.19M
$114M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.25M+ 187.33% |
$58.1M - $181M
|
3.46M
$93.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.96M+ 212.37% |
$50.5M - $157M
|
2.88M
$78M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.87M+ 201.5% |
$48.2M - $150M
|
2.8M
$75.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.81M+ 197.78% |
$46.7M - $146M
|
2.72M
$73.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63MNew |
$42.1M - $131M
|
1.63M
$44.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.41M+ 324.26% |
$36.3M - $113M
|
1.84M
$50M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.33M+ 150.7% |
$34.2M - $107M
|
2.21M
$59.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.07M+ 198.79% |
$27.7M - $86.3M
|
1.61M
$43.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
984K+ 219.87% |
$25.4M - $79.1M
|
1.43M
$38.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
950K+ 208.93% |
$24.5M - $76.4M
|
1.4M
$38.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
927K+ 215.39% |
$23.9M - $74.6M
|
1.36M
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
813K+ 211.6% |
$21M - $65.4M
|
1.2M
$32.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
805K+ 232.97% |
$20.8M - $64.7M
|
1.15M
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
752K+ 262.86% |
$19.4M - $60.5M
|
1.04M
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
748K+ 271.45% |
$19.3M - $60.2M
|
1.02M
$27.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
731KNew |
$18.8M - $58.7M
|
731K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
681KNew |
$17.6M - $54.7M
|
681K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
669K+ 200.47% |
$17.3M - $53.8M
|
1M
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
655K+ 174.25% |
$16.9M - $52.7M
|
1.03M
$28M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
649K+ 207.22% |
$16.7M - $52.2M
|
962K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
589K+ 193.7% |
$15.2M - $47.4M
|
894K
$24.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
524K+ 193.5% |
$13.5M - $42.1M
|
794K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
461K+ 200.29% |
$11.9M - $37.1M
|
691K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
416KNew |
$10.7M - $33.5M
|
416K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394K+ 223.66% |
$10.2M - $31.7M
|
571K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
391K+ 206.72% |
$10.1M - $31.4M
|
580K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
387K+ 229.18% |
$9.98M - $31.1M
|
556K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
384K+ 193.97% |
$9.91M - $30.9M
|
583K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
368K+ 240.64% |
$9.49M - $29.6M
|
521K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
360K+ 156.22% |
$9.29M - $29M
|
591K
$16M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357K+ 193.21% |
$9.2M - $28.7M
|
541K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
349K+ 200.11% |
$9.01M - $28.1M
|
524K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
336K+ 200.0% |
$8.67M - $27M
|
504K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
301K+ 200.78% |
$7.76M - $24.2M
|
451K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
265K+ 197.64% |
$6.84M - $21.3M
|
400K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
263K+ 190.2% |
$6.79M - $21.2M
|
402K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
263K+ 278.93% |
$6.77M - $21.1M
|
357K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
261K+ 206.13% |
$6.74M - $21M
|
388K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
250K+ 204.3% |
$6.45M - $20.1M
|
372K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
236K+ 210.77% |
$6.1M - $19M
|
349K
$9.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
235K+ 1151.84% |
$6.05M - $18.9M
|
255K
$6.91M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
228K+ 198.05% |
$5.88M - $18.3M
|
343K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
228K+ 218.38% |
$5.87M - $18.3M
|
332K
$8.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
224K+ 199.12% |
$5.79M - $18M
|
337K
$9.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
223K+ 203.7% |
$5.74M - $17.9M
|
332K
$8.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
212K+ 304.11% |
$5.48M - $17.1M
|
282K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
211K+ 193.87% |
$5.45M - $17M
|
320K
$8.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
211K+ 320.51% |
$5.45M - $17M
|
277K
$7.51M
|