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
Oct 08, 2024 Q3 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
20
+ 1.14%
$1.47K - $1.61K
1.78K $48.2K
Oct 08, 2024 Q3 2024
Evensky & Katz LLC

BUY
 -
11
+ 0.94%
$808 - $884
1.19K $32.2K
Nov 14, 2024 Q3 2024
American Investment Services, Inc.

BUY
 -
9
+ 0.16%
$661 - $723
5.76K $156K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
8
New
$587 - $643
8 $217
Nov 13, 2024 Q3 2024
Wfa Of San Diego, LLC

BUY
 -
4
+ 1.08%
$294 - $321
374 $10.1K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
3
+ 1.17%
$220 - $241
260 $7.05K
Nov 05, 2024 Q3 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1
+ 50.0%
$73.4 - $80.4
3 $81.4
Oct 02, 2024 Q3 2024
M&R Capital Management Inc

BUY
 -
1
+ 0.6%
$73.4 - $80.4
169 $4.58K
Q2 2024
Jul 31, 2024 Q2 2024
Retireful, LLC

BUY
 -
71.7K
New
$5.14M - $5.44M
71.7K $1.94M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
12.7K
New
$911K - $964K
12.7K $345K
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
8.79K
New
$631K - $667K
8.79K $238K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
7.37K
New
$529K - $559K
7.37K $200K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.14K
New
$440K - $466K
6.14K $166K
Aug 13, 2024 Q2 2024
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
5.24K
New
$376K - $397K
5.24K $142K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
5.2K
New
$373K - $395K
5.2K $141K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
3.63K
New
$260K - $275K
3.63K $98.5K
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
3.49K
New
$250K - $265K
3.49K $94.6K
Aug 06, 2024 Q2 2024
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
3.24K
New
$232K - $245K
3.24K $87.8K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.48K
New
$106K - $112K
1.48K $40.1K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
520
New
$37.3K - $39.4K
520 $14.1K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
205
New
$14.7K - $15.6K
205 $5.56K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
159
New
$11.4K - $12.1K
159 $4.31K
Jul 24, 2024 Q2 2024
West Oak Capital, LLC

BUY
 -
130
New
$9.33K - $9.86K
130 $3.53K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
77
New
$5.52K - $5.84K
77 $2.09K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
65
+ 7.85%
$4.66K - $4.93K
893 $24.2K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
33
+ 2.45%
$2.37K - $2.5K
1.38K $37.4K
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 $3.78M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
44.3K
New
$3.05M - $3.36M
44.3K $1.2M
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
40.3K
New
$2.78M - $3.06M
40.3K $1.09M
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
24.5K
New
$1.69M - $1.87M
24.5K $666K
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
20.6K
New
$1.41M - $1.56M
20.6K $557K
May 15, 2024 Q1 2024
Jane Street Group, LLC

New York, NY
BUY
 -
19.7K
New
$1.35M - $1.5M
19.7K $534K
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
8.12K
New
$559K - $617K
8.12K $220K
Apr 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
5.23K
New
$360K - $397K
5.23K $142K
May 06, 2024 Q1 2024
Penobscot Wealth Management

BUY
 -
4.56K
New
$314K - $346K
4.56K $124K
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
4.17K
New
$287K - $317K
4.17K $113K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
4.14K
New
$285K - $315K
4.14K $112K
May 02, 2024 Q1 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
3.24K
New
$223K - $246K
3.24K $87.8K
Apr 22, 2024 Q1 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
3.07K
New
$211K - $233K
3.07K $83.3K
Apr 29, 2024 Q1 2024
Pb Mares Wealth Management LLC

BUY
 -
2.91K
New
$200K - $221K
2.91K $78.8K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
2.29K
New
$157K - $174K
2.29K $62K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
2.19K
New
$151K - $166K
2.19K $59.4K
Feb 05, 2025 Q1 2024
Mma Asset Management LLC

New York, NY
BUY
 -
1.95K
New
$134K - $148K
1.95K $52.8K
Jun 21, 2024 Q1 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
1.83K
New
$126K - $139K
1.83K $49.6K
May 24, 2024 Q1 2024
Invst, LLC

Indianapolis, IN
BUY
 -
1.29K
+ 34.16%
$88.4K - $97.6K
5.05K $137K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.21K
+ 23.27%
$83.3K - $92K
6.42K $174K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
1.11K
New
$76.5K - $84.5K
1.11K $30.2K
Apr 30, 2024 Q1 2024
Naples Money Management LLC

Naples, FL
BUY
 -
894
New
$61.5K - $67.9K
894 $24.2K

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