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
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.4K+ 200.0% |
$474K - $1.48M
|
27.5K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.6K+ 200.0% |
$455K - $1.42M
|
26.5K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17K+ 199.99% |
$437K - $1.36M
|
25.4K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16.5K+ 194.08% |
$425K - $1.32M
|
24.9K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$703K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.2K+ 200.0% |
$417K - $1.3M
|
24.2K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
15.7K+ 200.0% |
$406K - $1.27M
|
23.6K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.5KNew |
$400K - $1.25M
|
15.5K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.4K+ 221.49% |
$398K - $1.24M
|
22.4K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.4K+ 200.0% |
$371K - $1.16M
|
21.6K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13K+ 200.0% |
$336K - $1.05M
|
19.5K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.7K+ 200.0% |
$328K - $1.02M
|
19.1K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
12.7KNew |
$327K - $1.02M
|
12.7K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$317K - $987K
|
12.3K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.1K+ 200.0% |
$313K - $976K
|
18.2K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.7K+ 201.67% |
$302K - $940K
|
17.5K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.6K+ 200.0% |
$273K - $851K
|
15.9K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 200.0% |
$267K - $832K
|
15.5K
$450K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.6K+ 150.51% |
$248K - $772K
|
16K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9.3K+ 200.0% |
$240K - $748K
|
14K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
8.89K+ 200.0% |
$229K - $715K
|
13.3K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.86KNew |
$229K - $713K
|
8.86K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
8.72K+ 200.0% |
$225K - $701K
|
13.1K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
8.68K+ 200.0% |
$224K - $698K
|
13K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.54K+ 200.0% |
$220K - $687K
|
12.8K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.08K+ 200.0% |
$208K - $649K
|
12.1K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.75K+ 235.56% |
$200K - $623K
|
11K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 200.0% |
$197K - $614K
|
11.5K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 200.0% |
$196K - $611K
|
11.4K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.54K+ 200.0% |
$194K - $606K
|
11.3K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.78K+ 199.97% |
$175K - $545K
|
10.2K
$295K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 199.97% |
$172K - $536K
|
9.99K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.51K+ 200.0% |
$168K - $524K
|
9.77K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.32K+ 199.97% |
$163K - $508K
|
9.47K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.17K+ 194.09% |
$159K - $496K
|
9.36K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.07K+ 50.0% |
$157K - $488K
|
18.2K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.87K+ 129.54% |
$151K - $472K
|
10.4K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.66K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.77K+ 200.0% |
$149K - $464K
|
8.65K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
5.67K+ 199.93% |
$146K - $456K
|
8.5K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.61K+ 202.09% |
$145K - $451K
|
8.39K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.52K+ 199.93% |
$142K - $443K
|
8.28K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.51K+ 199.1% |
$142K - $443K
|
8.27K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
5.4K+ 200.0% |
$139K - $434K
|
8.1K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$137K - $429K
|
5.33K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.09K+ 125.81% |
$131K - $409K
|
9.13K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.08K+ 193.89% |
$131K - $408K
|
7.7K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.74K+ 127.42% |
$122K - $381K
|
8.46K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.58K+ 200.0% |
$118K - $368K
|
6.87K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$186K
|
|