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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29M+ 225.26% |
$168M - $184M
|
3.31M
$87.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
866K+ 194.67% |
$63.6M - $69.6M
|
1.31M
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
831K+ 4.46% |
$61M - $66.8M
|
19.5M
$513M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
828K+ 20.59% |
$60.8M - $66.6M
|
4.85M
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
635K+ 5.52% |
$46.6M - $51M
|
12.1M
$320M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
384K+ 199.42% |
$28.2M - $30.8M
|
576K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
338K+ 497.08% |
$24.8M - $27.2M
|
406K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
281K+ 301.71% |
$20.6M - $22.6M
|
374K
$9.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
223K+ 353.76% |
$16.4M - $17.9M
|
286K
$7.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
212K+ 8.66% |
$15.6M - $17M
|
2.66M
$70M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200K+ 1175.46% |
$14.7M - $16.1M
|
217K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179K+ 132.74% |
$13.2M - $14.4M
|
314K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
177K+ 2165.17% |
$13M - $14.2M
|
185K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 128.1% |
$10.1M - $11.1M
|
245K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
119K+ 186.84% |
$8.73M - $9.56M
|
183K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
91.3K+ 162.71% |
$6.71M - $7.34M
|
147K
$3.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
91.3K+ 26.9% |
$6.7M - $7.33M
|
431K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.2K+ 20.88% |
$4.64M - $5.08M
|
366K
$9.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56.5KNew |
$4.15M - $4.54M
|
56.5K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52.2KNew |
$3.83M - $4.2M
|
52.2K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.6KNew |
$3.5M - $3.83M
|
47.6K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
46.6K+ 43.89% |
$3.42M - $3.75M
|
153K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
45.6K+ 11.36% |
$3.35M - $3.67M
|
447K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
45.2K+ 205.08% |
$3.32M - $3.63M
|
67.2K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
43.1KNew |
$3.17M - $3.47M
|
43.1K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
43.1K+ 4.87% |
$3.16M - $3.46M
|
928K
$24.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.9KNew |
$3.15M - $3.45M
|
42.9K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
42.2K+ 185.73% |
$3.1M - $3.39M
|
64.9K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.1K+ 892.23% |
$3.02M - $3.3M
|
45.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 6.77% |
$2.95M - $3.23M
|
633K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
39K+ 211.67% |
$2.86M - $3.13M
|
57.4K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 5.23% |
$2.58M - $2.82M
|
707K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 13.01% |
$2.41M - $2.64M
|
285K
$7.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
32.8K+ 10.47% |
$2.41M - $2.63M
|
346K
$9.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.2K+ 106.58% |
$2.36M - $2.59M
|
62.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.2K+ 763.28% |
$2.29M - $2.51M
|
35.3K
$929K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30K+ 380.74% |
$2.2M - $2.41M
|
37.9K
$997K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.9K+ 9.58% |
$2.12M - $2.32M
|
330K
$8.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
26.9K+ 2.01% |
$1.97M - $2.16M
|
1.36M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 79.01% |
$1.8M - $1.97M
|
55.7K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.1K+ 617.79% |
$1.77M - $1.94M
|
28K
$737K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.2KNew |
$1.63M - $1.79M
|
22.2K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
22K+ 44.0% |
$1.62M - $1.77M
|
72K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 295.88% |
$1.61M - $1.76M
|
29.3K
$772K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 9.9% |
$1.4M - $1.53M
|
211K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9K+ 328.32% |
$1.39M - $1.52M
|
24.6K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.9K+ 3.43% |
$1.31M - $1.44M
|
540K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 1.53% |
$1.22M - $1.34M
|
1.1M
$29M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
16.1K+ 3.68% |
$1.19M - $1.3M
|
455K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16.1K+ 5.08% |
$1.18M - $1.3M
|
334K
$8.79M
|