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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.85K+ 91.54% |
$358K - $411K
|
12.2K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.12KNew |
$252K - $289K
|
4.12K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.77KNew |
$230K - $265K
|
3.77K
$99.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$224K - $257K
|
3.66K
$96.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.55KNew |
$217K - $249K
|
3.55K
$93.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.44KNew |
$210K - $241K
|
3.44K
$90.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.35KNew |
$205K - $236K
|
3.35K
$88.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.34KNew |
$204K - $235K
|
3.34K
$87.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.34KNew |
$204K - $234K
|
3.34K
$87.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$83.8K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.07KNew |
$188K - $215K
|
3.07K
$80.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.01KNew |
$184K - $211K
|
3.01K
$79.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3KNew |
$183K - $211K
|
3K
$79K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$78K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$77.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.93KNew |
$179K - $206K
|
2.93K
$77.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.01KNew |
$123K - $141K
|
2.01K
$52.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.69KNew |
$103K - $119K
|
1.69K
$44.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.57KNew |
$95.9K - $110K
|
1.57K
$41.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
900+ 1.46% |
$55K - $63.2K
|
62.7K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
631New |
$38.6K - $44.3K
|
631
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
619+ 6.58% |
$37.9K - $43.5K
|
10K
$264K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
452New |
$27.6K - $31.7K
|
452
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$27K - $31K
|
442
$11.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408New |
$25K - $28.7K
|
408
$10.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
292New |
$17.9K - $20.5K
|
292
$7.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
255+ 5.7% |
$15.6K - $17.9K
|
4.73K
$124K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
218New |
$13.3K - $15.3K
|
218
$5.74K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
67New |
$4.1K - $4.71K
|
67
$1.76K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
63New |
$3.85K - $4.43K
|
63
$1.66K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
63+ 0.71% |
$3.85K - $4.43K
|
8.92K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
45New |
$2.75K - $3.16K
|
45
$1.18K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
45+ 0.2% |
$2.75K - $3.16K
|
22.4K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$1.16K - $1.33K
|
19
$500
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$979 - $1.12K
|
16
$421
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$612 - $702
|
10
$263
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.42KNew |
$285K - $306K
|
4.42K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.24K+ 3.96% |
$144K - $155K
|
58.6K
$1.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.06K+ 23.99% |
$68.1K - $73.3K
|
5.46K
$144K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
375+ 1.09% |
$24.2K - $26K
|
34.8K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
313New |
$20.2K - $21.7K
|
313
$8.24K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280New |
$18K - $19.4K
|
280
$7.37K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
152New |
$9.8K - $10.5K
|
152
$4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
108New |
$6.96K - $7.49K
|
108
$2.84K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
75+ 0.66% |
$4.83K - $5.2K
|
11.4K
$301K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
52New |
$3.35K - $3.61K
|
52
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$3.22K - $3.47K
|
50
$1.32K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 25.0% |
$1.61K - $1.73K
|
125
$3.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20New |
$1.29K - $1.39K
|
20
$527
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$64.5 - $69.4
|
3.96K
$104K
|
|