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 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02M+ 3.0% |
$29.1M - $30.1M
|
35.1M
$1.02B
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
276KNew |
$7.84M - $8.12M
|
276K
$7.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
232KNew |
$6.6M - $6.83M
|
232K
$6.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208K+ 11.4% |
$5.93M - $6.13M
|
2.04M
$59M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
110KNew |
$3.13M - $3.24M
|
110K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
103K+ 6.64% |
$2.92M - $3.02M
|
1.65M
$47.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
101K+ 5.14% |
$2.87M - $2.97M
|
2.06M
$59.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
66.2K+ 16.39% |
$1.89M - $1.95M
|
470K
$13.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
62.9KNew |
$1.79M - $1.85M
|
62.9K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52.9K+ 45.78% |
$1.51M - $1.56M
|
168K
$4.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.8K+ 90.88% |
$1.27M - $1.32M
|
94K
$2.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.9K+ 17.18% |
$1.02M - $1.06M
|
245K
$7.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
34.1KNew |
$970K - $1M
|
34.1K
$988K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
33.9K+ 12.29% |
$966K - $1M
|
310K
$8.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32K+ 97.36% |
$912K - $944K
|
65K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30.8K+ 5.15% |
$876K - $906K
|
629K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
28.2K+ 3.84% |
$803K - $831K
|
764K
$22.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
26.4K+ 50.38% |
$752K - $778K
|
78.8K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.5K+ 2.86% |
$669K - $693K
|
845K
$24.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 134.26% |
$646K - $668K
|
39.6K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19K+ 64.8% |
$541K - $559K
|
48.3K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8KNew |
$478K - $494K
|
16.8K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15K+ 8.13% |
$428K - $443K
|
200K
$5.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15K+ 7.43% |
$427K - $442K
|
217K
$6.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.2KNew |
$376K - $389K
|
13.2K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 1.94% |
$333K - $344K
|
614K
$17.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
11.3K+ 7.84% |
$322K - $334K
|
156K
$4.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.3K+ 40.93% |
$321K - $333K
|
38.9K
$1.13M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.04KNew |
$257K - $266K
|
9.04K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.69KNew |
$247K - $256K
|
8.69K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.45KNew |
$240K - $249K
|
8.45K
$245K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.28K+ 7.19% |
$236K - $244K
|
123K
$3.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.26KNew |
$235K - $243K
|
8.26K
$239K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.93K+ 5.58% |
$226K - $233K
|
150K
$4.35M
|
|
|
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 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.04K+ 2.47% |
$200K - $207K
|
292K
$8.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.86KNew |
$195K - $202K
|
6.86K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.32K+ 0.93% |
$180K - $186K
|
682K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.85K+ 16.5% |
$166K - $172K
|
41.3K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.56K+ 17.49% |
$158K - $164K
|
37.4K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.31K+ 10.51% |
$151K - $156K
|
55.8K
$1.62M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.1K+ 2296.4% |
$145K - $150K
|
5.32K
$154K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.73KNew |
$135K - $139K
|
4.73K
$137K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.64% |
$134K - $139K
|
183K
$5.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.74K+ 5.4% |
$106K - $110K
|
72.9K
$2.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 20.47% |
$103K - $107K
|
21.3K
$618K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.59K+ 2.41% |
$73.7K - $76.2K
|
110K
$3.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.45K+ 1.55% |
$69.8K - $72.2K
|
160K
$4.65M
|
|