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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
6.51K+ 1.96% |
$168K - $180K
|
338K
$9.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.16KNew |
$159K - $170K
|
6.16K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.71KNew |
$69.9K - $74.9K
|
2.71K
$78.6K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.59K+ 24.54% |
$66.8K - $71.5K
|
13.2K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.11K+ 1.46% |
$54.3K - $58.2K
|
147K
$4.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09KNew |
$53.8K - $57.6K
|
2.09K
$60.5K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$53.7K - $57.5K
|
2.09K
$60.4K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.39KNew |
$35.9K - $38.4K
|
1.39K
$40.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.09KNew |
$28K - $30K
|
1.09K
$31.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$26.8K - $28.7K
|
1.04K
$30.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.02KNew |
$26.2K - $28.1K
|
1.02K
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
894New |
$23K - $24.7K
|
894
$25.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
879New |
$22.7K - $24.3K
|
879
$25.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
831New |
$21.4K - $22.9K
|
831
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
735New |
$18.9K - $20.3K
|
735
$21.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
591New |
$15.2K - $16.3K
|
591
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
555+ 35.65% |
$14.3K - $15.3K
|
2.11K
$61.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
455+ 3.12% |
$11.7K - $12.6K
|
15K
$436K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
429New |
$11.1K - $11.8K
|
429
$12.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
408+ 23.09% |
$10.5K - $11.3K
|
2.18K
$63.1K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
392New |
$10.1K - $10.8K
|
392
$11.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289New |
$7.45K - $7.98K
|
289
$8.38K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
186New |
$4.79K - $5.13K
|
186
$5.39K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
185+ 162.28% |
$4.77K - $5.11K
|
299
$8.67K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
174New |
$4.48K - $4.8K
|
174
$5.04K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
168New |
$4.33K - $4.64K
|
168
$4.87K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
136New |
$3.5K - $3.75K
|
136
$3.94K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$1.55K - $1.66K
|
60
$1.74K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
48+ 0.28% |
$1.24K - $1.32K
|
17.3K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 0.63% |
$1.08K - $1.16K
|
6.75K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 516.67% |
$799 - $856
|
37
$1.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.49% |
$206 - $221
|
1.65K
$47.9K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
336K+ 200.0% |
$8.67M - $27M
|
504K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
141KNew |
$3.64M - $11.3M
|
141K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
133K+ 218.6% |
$3.43M - $10.7M
|
194K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
115K+ 194.67% |
$2.97M - $9.27M
|
174K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.8KNew |
$1.77M - $5.53M
|
68.8K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66.9K+ 203.97% |
$1.72M - $5.37M
|
99.6K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
58.9K+ 200.0% |
$1.52M - $4.73M
|
88.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
57.1K+ 1290.09% |
$1.47M - $4.59M
|
61.6K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52.3K+ 216.81% |
$1.35M - $4.21M
|
76.4K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46.9K+ 193.57% |
$1.21M - $3.77M
|
71.2K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
46.5K+ 222.83% |
$1.2M - $3.74M
|
67.3K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30.9KNew |
$798K - $2.49M
|
30.9K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
24.4K+ 328.58% |
$629K - $1.96M
|
31.8K
$922K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.3K+ 200.01% |
$600K - $1.87M
|
34.9K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.8K+ 505.66% |
$562K - $1.75M
|
26.1K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20K+ 200.0% |
$517K - $1.61M
|
30.1K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 200.0% |
$502K - $1.57M
|
29.2K
$847K
|
|