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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.84K+ 173.54% |
$254K - $791K
|
15.5K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
9.76K+ 359.03% |
$252K - $785K
|
12.5K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.75K+ 200.89% |
$251K - $784K
|
14.6K
$365K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.6K+ 150.51% |
$248K - $772K
|
16K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
9.59K+ 190.9% |
$247K - $771K
|
14.6K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 189.05% |
$241K - $752K
|
14.3K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.32K+ 177.18% |
$240K - $749K
|
14.6K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9.3K+ 200.0% |
$240K - $748K
|
14K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.12K+ 200.37% |
$235K - $733K
|
13.7K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.07K+ 379.18% |
$234K - $729K
|
11.5K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.97K+ 200.22% |
$231K - $722K
|
13.5K
$336K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
8.95KNew |
$231K - $719K
|
8.95K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.91K+ 237.19% |
$230K - $716K
|
12.7K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
8.89K+ 200.0% |
$229K - $715K
|
13.3K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.88K+ 252.21% |
$229K - $714K
|
12.4K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
8.88K+ 206.77% |
$229K - $714K
|
13.2K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.86KNew |
$229K - $713K
|
8.86K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.83K+ 189.12% |
$228K - $710K
|
13.5K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.74K+ 186.64% |
$225K - $703K
|
13.4K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
8.72K+ 200.0% |
$225K - $701K
|
13.1K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$224K - $698K
|
13K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.54K+ 200.0% |
$220K - $687K
|
12.8K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.51K+ 200.0% |
$219K - $684K
|
12.8K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.44K+ 1496.81% |
$218K - $679K
|
9.01K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.24K+ 200.0% |
$213K - $663K
|
12.4K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
8.2K+ 284.29% |
$211K - $659K
|
11.1K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.19KNew |
$211K - $659K
|
8.19K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.17K+ 200.79% |
$211K - $657K
|
12.2K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.11K+ 190.84% |
$209K - $652K
|
12.4K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.11K+ 216.12% |
$209K - $652K
|
11.9K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.08K+ 200.0% |
$208K - $649K
|
12.1K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.05K+ 214.49% |
$208K - $648K
|
11.8K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03KNew |
$207K - $646K
|
8.03K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.96K+ 200.0% |
$205K - $640K
|
11.9K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
7.93K+ 219.51% |
$205K - $638K
|
11.5K
$289K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7.87KNew |
$203K - $632K
|
7.87K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.85K+ 189.93% |
$202K - $631K
|
12K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.81K+ 191.47% |
$201K - $628K
|
11.9K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.75K+ 235.56% |
$200K - $623K
|
11K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.75K+ 175.45% |
$200K - $623K
|
12.2K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.71K+ 200.31% |
$199K - $620K
|
11.6K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 200.0% |
$197K - $614K
|
11.5K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 200.0% |
$196K - $611K
|
11.4K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.56K+ 198.09% |
$195K - $607K
|
11.4K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.55K+ 200.0% |
$195K - $607K
|
11.3K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.54K+ 200.0% |
$194K - $606K
|
11.3K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.5K+ 200.0% |
$193K - $603K
|
11.3K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.45K+ 395.12% |
$192K - $599K
|
9.34K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.41K+ 124.74% |
$191K - $596K
|
13.3K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.38K+ 200.0% |
$190K - $593K
|
11.1K
$277K
|