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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
122New |
$7.64K - $8.45K
|
122
$3.31K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67New |
$4.19K - $4.64K
|
67
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.13K - $3.47K
|
50
$1.36K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.61% |
$2.57K - $2.84K
|
6.71K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 6.7% |
$1.82K - $2.01K
|
462
$12.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.06K - $1.18K
|
12.4K
$336K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
117KNew |
$6.94M - $8.13M
|
117K
$3.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.8KNew |
$2.47M - $2.9M
|
41.8K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
24.5KNew |
$1.45M - $1.69M
|
24.5K
$663K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.9KNew |
$761K - $891K
|
12.9K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
11.6KNew |
$687K - $805K
|
11.6K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.8KNew |
$343K - $402K
|
5.8K
$157K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$292K - $342K
|
4.95K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.31KNew |
$255K - $298K
|
4.31K
$117K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
3.86K+ 2.66% |
$228K - $267K
|
149K
$4.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.74KNew |
$221K - $259K
|
3.74K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.63KNew |
$214K - $251K
|
3.63K
$98.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.35KNew |
$198K - $232K
|
3.35K
$90.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.24KNew |
$192K - $225K
|
3.24K
$87.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.09KNew |
$182K - $214K
|
3.09K
$83.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.08KNew |
$182K - $213K
|
3.08K
$83.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.49K+ 45.06% |
$147K - $172K
|
8.01K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.05KNew |
$121K - $142K
|
2.05K
$55.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.3K+ 5.75% |
$77K - $90.2K
|
23.9K
$649K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
649New |
$38.4K - $44.9K
|
649
$17.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
445New |
$26.3K - $30.8K
|
445
$12.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
402New |
$23.8K - $27.8K
|
402
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
267New |
$15.8K - $18.5K
|
267
$7.24K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
171New |
$10.1K - $11.8K
|
171
$4.63K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
161New |
$9.52K - $11.1K
|
161
$4.36K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100New |
$5.91K - $6.92K
|
100
$2.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$2.78K - $3.25K
|
47
$1.27K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.77K - $2.08K
|
30
$813
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24+ 0.33% |
$1.42K - $1.66K
|
7.36K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.19% |
$414 - $485
|
3.77K
$102K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
180K+ 181.1% |
$10.6M - $12.5M
|
280K
$7.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
123K+ 760.91% |
$7.21M - $8.51M
|
139K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
$6.58M - $7.76M
|
112K
$3.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
73.4KNew |
$4.29M - $5.07M
|
73.4K
$1.99M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
49.9KNew |
$2.92M - $3.44M
|
49.9K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
30.2KNew |
$1.77M - $2.08M
|
30.2K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.2KNew |
$1.24M - $1.46M
|
21.2K
$575K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.7KNew |
$1.09M - $1.29M
|
18.7K
$507K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17.4KNew |
$1.02M - $1.2M
|
17.4K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.6KNew |
$562K - $663K
|
9.6K
$260K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.17KNew |
$302K - $357K
|
5.17K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.15K+ 109.92% |
$243K - $286K
|
7.92K
$215K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.78KNew |
$221K - $261K
|
3.78K
$102K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.57KNew |
$209K - $247K
|
3.57K
$96.8K
|
|