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 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
95+ 0.55% |
$2.7K - $2.8K
|
17.2K
$500K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
87+ 0.31% |
$2.48K - $2.56K
|
28K
$811K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 0.52% |
$2.42K - $2.5K
|
16.5K
$477K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
62+ 0.28% |
$1.76K - $1.83K
|
22K
$637K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.5% |
$1.48K - $1.53K
|
10.4K
$301K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
43+ 0.16% |
$1.22K - $1.27K
|
27.8K
$805K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
34+ 0.44% |
$968 - $1K
|
7.74K
$224K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.21% |
$512 - $530
|
8.7K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
16+ 0.56% |
$455 - $471
|
2.89K
$83.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14+ 0.18% |
$398 - $412
|
7.94K
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
8+ 0.07% |
$228 - $236
|
11.5K
$334K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5+ 0.05% |
$142 - $147
|
9.6K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.35% |
$142 - $147
|
1.41K
$41K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.61% |
$56.9 - $58.9
|
329
$9.54K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
8.45MNew |
$233M - $246M
|
8.45M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$65.2M - $68.8M
|
2.36M
$68.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77M+ 144.34% |
$48.9M - $51.6M
|
3M
$86.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.3M+ 3.01% |
$35.8M - $37.8M
|
44.4M
$1.29B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 3.21% |
$14.3M - $15.1M
|
16.7M
$484M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
329K+ 41.96% |
$9.09M - $9.59M
|
1.11M
$32.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
315K+ 114.38% |
$8.7M - $9.19M
|
591K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
286K+ 12.49% |
$7.88M - $8.32M
|
2.57M
$74.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
246K+ 23.91% |
$6.8M - $7.18M
|
1.28M
$37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 5.94% |
$5.85M - $6.18M
|
3.78M
$110M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209K+ 11.12% |
$5.78M - $6.1M
|
2.09M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
190K+ 4.17% |
$5.23M - $5.53M
|
4.73M
$137M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176K+ 771.47% |
$4.86M - $5.13M
|
199K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
174K+ 302.97% |
$4.81M - $5.08M
|
232K
$6.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$4.31M - $4.55M
|
156K
$4.53M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137KNew |
$3.78M - $4M
|
137K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 5.72% |
$3.74M - $3.95M
|
2.5M
$72.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134K+ 1.34% |
$3.69M - $3.89M
|
10.1M
$292M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128K+ 3.97% |
$3.53M - $3.73M
|
3.35M
$97.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
104K+ 19.01% |
$2.88M - $3.04M
|
653K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
92.5K+ 87.59% |
$2.55M - $2.7M
|
198K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.3K+ 8.22% |
$2.41M - $2.54M
|
1.15M
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
86.7K+ 10.29% |
$2.39M - $2.53M
|
929K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 0.99% |
$2.38M - $2.51M
|
8.77M
$254M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80.2K+ 72232.43% |
$2.21M - $2.34M
|
80.3K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78.5KNew |
$2.17M - $2.29M
|
78.5K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.3K+ 0.65% |
$2.16M - $2.28M
|
12.1M
$350M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 840.08% |
$2.09M - $2.21M
|
84.8K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
68.2K+ 7.45% |
$1.88M - $1.99M
|
984K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
66.7K+ 5.73% |
$1.84M - $1.94M
|
1.23M
$35.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.2K+ 4.15% |
$1.66M - $1.75M
|
1.51M
$43.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1K+ 381.77% |
$1.63M - $1.72M
|
74.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.2K+ 53.05% |
$1.44M - $1.52M
|
151K
$4.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
47.4K+ 29.48% |
$1.31M - $1.38M
|
208K
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.6K+ 43.52% |
$1.29M - $1.36M
|
154K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46.2K+ 2.67% |
$1.28M - $1.35M
|
1.78M
$51.6M
|
|