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 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
5.2K+ 200.0% |
$134K - $418K
|
7.8K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.15K+ 181.61% |
$133K - $414K
|
7.99K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5.09K+ 188.56% |
$131K - $409K
|
7.79K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
5.09K+ 125.81% |
$131K - $409K
|
9.13K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.08K+ 193.89% |
$131K - $408K
|
7.7K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.06K+ 186.51% |
$130K - $407K
|
7.77K
$194K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.75K+ 183.78% |
$122K - $382K
|
7.33K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.74K+ 127.42% |
$122K - $381K
|
8.46K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.65K+ 184.37% |
$120K - $374K
|
7.17K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.58K+ 200.0% |
$118K - $368K
|
6.87K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.27K+ 200.0% |
$110K - $343K
|
6.4K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.2K+ 200.0% |
$108K - $338K
|
6.3K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.69K+ 122.07% |
$95.1K - $297K
|
6.71K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.55K+ 5.47% |
$91.6K - $286K
|
68.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.53K+ 200.0% |
$90.9K - $283K
|
5.29K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.38K+ 200.0% |
$87.2K - $272K
|
5.07K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.36K+ 101.27% |
$86.7K - $270K
|
6.68K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.19KNew |
$82.2K - $256K
|
3.19K
$79.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3KNew |
$77.4K - $241K
|
3K
$75K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.99K+ 200.0% |
$77.1K - $240K
|
4.48K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.93K+ 201.93% |
$75.6K - $236K
|
4.38K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.91K+ 201.8% |
$75.2K - $234K
|
4.36K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.88K+ 37.62% |
$74.3K - $232K
|
10.5K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.83K+ 200.0% |
$73K - $228K
|
4.25K
$106K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.81KNew |
$72.4K - $226K
|
2.81K
$70.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.76K+ 200.0% |
$71.2K - $222K
|
4.14K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.68KNew |
$69K - $215K
|
2.68K
$66.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65K+ 1.8% |
$68.4K - $213K
|
150K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.5K+ 221.94% |
$64.4K - $201K
|
3.63K
$90.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44K+ 201.9% |
$63K - $196K
|
3.65K
$91.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.4K+ 200.0% |
$61.9K - $193K
|
3.6K
$90K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.39K+ 201.18% |
$61.5K - $192K
|
3.57K
$89.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.35KNew |
$60.6K - $189K
|
2.35K
$58.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.26K+ 209.44% |
$58.4K - $182K
|
3.35K
$83.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$75K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2K+ 200.0% |
$51.6K - $161K
|
3K
$75K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$51.3K - $160K
|
1.99K
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85K+ 200.0% |
$47.6K - $148K
|
2.77K
$69.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 201.75% |
$47.6K - $148K
|
2.76K
$68.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.65K+ 200.0% |
$42.6K - $133K
|
2.48K
$61.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.5K+ 200.0% |
$38.6K - $120K
|
2.24K
$56.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 200.0% |
$38K - $118K
|
2.21K
$55.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.42K+ 209.63% |
$36.5K - $114K
|
2.09K
$52.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 2.38% |
$35.3K - $110K
|
58.7K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36K+ 200.0% |
$35.1K - $109K
|
2.04K
$51K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.25K+ 255.62% |
$32.2K - $101K
|
1.74K
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.2KNew |
$30.9K - $96.5K
|
1.2K
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.12K+ 200.0% |
$28.9K - $90K
|
1.68K
$42K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.05K+ 200.0% |
$27K - $84.1K
|
1.57K
$39.2K
|