Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHV)

SCHV Quotes by TradingView

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
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
159
New
$11.4K - $12.1K
159 $4.61K
Jul 24, 2024 Q2 2024
West Oak Capital, LLC

BUY
 -
130
New
$9.33K - $9.86K
130 $3.77K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
77
New
$5.52K - $5.84K
77 $2.23K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
65
+ 7.85%
$4.66K - $4.93K
893 $25.9K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
33
+ 2.45%
$2.37K - $2.5K
1.38K $40K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
55.6K
+ 66.52%
$3.83M - $4.23M
139K $4.04M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
44.3K
New
$3.05M - $3.36M
44.3K $1.28M
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
40.3K
New
$2.78M - $3.06M
40.3K $1.17M
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
24.5K
New
$1.69M - $1.87M
24.5K $712K
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
8.12K
New
$559K - $617K
8.12K $235K
Apr 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
5.23K
New
$360K - $397K
5.23K $152K
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
4.17K
New
$287K - $317K
4.17K $121K
May 02, 2024 Q1 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
3.24K
New
$223K - $246K
3.24K $93.8K
Apr 22, 2024 Q1 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
3.07K
New
$211K - $233K
3.07K $89K
Apr 29, 2024 Q1 2024
Pb Mares Wealth Management LLC

BUY
 -
2.91K
New
$200K - $221K
2.91K $84.3K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
2.19K
New
$151K - $166K
2.19K $63.5K
Jun 21, 2024 Q1 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
1.83K
New
$126K - $139K
1.83K $53K
May 24, 2024 Q1 2024
Invst, LLC

Indianapolis, IN
BUY
 -
1.29K
+ 34.16%
$88.4K - $97.6K
5.05K $146K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.21K
+ 23.27%
$83.3K - $92K
6.42K $186K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
1.11K
New
$76.5K - $84.5K
1.11K $32.2K
Apr 30, 2024 Q1 2024
Naples Money Management LLC

Naples, FL
BUY
 -
894
New
$61.5K - $67.9K
894 $25.9K
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
500
New
$34.4K - $38K
500 $14.5K
Apr 25, 2024 Q1 2024
First Personal Financial Services

BUY
 -
462
New
$31.8K - $35.1K
462 $13.4K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
48
+ 0.44%
$3.3K - $3.65K
10.9K $316K
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
4
New
$275 - $304
4 $116
May 10, 2024 Q1 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
3
+ 30.0%
$206 - $228
13 $377
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.56%
$68.8 - $76
178 $5.16K
May 03, 2024 Q1 2024
Emfo, LLC

BUY
 -
1
+ 0.55%
$68.8 - $76
184 $5.33K
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
773K
New
$47.3M - $54.3M
773K $22.4M
Dec 03, 2024 Q4 2023
Brightwater Advisory LLC

Tampa, FL
BUY
 -
118K
New
$7.24M - $8.32M
118K $3.43M
Jan 30, 2024 Q4 2023
St. James Investment Company, LLC

BUY
 -
19.8K
New
$1.21M - $1.39M
19.8K $574K
Jan 08, 2024 Q4 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
10.8K
+ 6.04%
$662K - $760K
190K $5.51M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
5.85K
+ 91.54%
$358K - $411K
12.2K $355K
Feb 14, 2024 Q4 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
3.66K
New
$224K - $257K
3.66K $106K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
3.44K
New
$210K - $241K
3.44K $99.7K
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
3.35K
New
$205K - $236K
3.35K $97.2K
Feb 14, 2024 Q4 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
3.18K
New
$195K - $224K
3.18K $92.2K
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
3.07K
New
$188K - $215K
3.07K $88.9K
Feb 06, 2024 Q4 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
3K
New
$183K - $211K
3K $87K
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
2.94K
New
$180K - $207K
2.94K $85.2K
Feb 13, 2024 Q4 2023
Wescott Financial Advisory Group, LLC

BUY
 -
2.93K
New
$179K - $206K
2.93K $84.9K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
900
+ 1.46%
$55K - $63.2K
62.7K $1.82M
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
631
New
$38.6K - $44.3K
631 $18.3K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
452
New
$27.6K - $31.7K
452 $13.1K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
442
New
$27K - $31K
442 $12.8K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
408
New
$25K - $28.7K
408 $11.8K
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
218
New
$13.3K - $15.3K
218 $6.32K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
63
New
$3.85K - $4.43K
63 $1.83K

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