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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16K+ 1.78% |
$1.18M - $1.29M
|
915K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.13M - $1.24M
|
15.4K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.4K+ 70.36% |
$1.13M - $1.23M
|
37.2K
$979K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15K+ 68.95% |
$1.1M - $1.2M
|
36.7K
$965K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.4K+ 139.96% |
$1.06M - $1.16M
|
24.8K
$652K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.3K+ 9.94% |
$1.05M - $1.15M
|
158K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 17.58% |
$1.03M - $1.13M
|
94.1K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14K+ 1.54% |
$1.03M - $1.13M
|
921K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 108.91% |
$999K - $1.09M
|
26.1K
$687K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 10.97% |
$999K - $1.09M
|
138K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.6KNew |
$998K - $1.09M
|
13.6K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.7K+ 3.41% |
$931K - $1.02M
|
384K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 10.36% |
$926K - $1.01M
|
134K
$3.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3K+ 14.18% |
$906K - $991K
|
99.3K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
12.3K+ 7.82% |
$900K - $985K
|
169K
$4.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$891K - $976K
|
12.1K
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1KNew |
$890K - $975K
|
12.1K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 229.11% |
$861K - $943K
|
16.8K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.6KNew |
$855K - $935K
|
11.6K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.82KNew |
$721K - $789K
|
9.82K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.77K+ 23.11% |
$718K - $785K
|
52.1K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.68K+ 11.76% |
$711K - $778K
|
92K
$2.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.62K+ 243.65% |
$707K - $773K
|
13.6K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.18KNew |
$674K - $738K
|
9.18K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52K+ 193.13% |
$625K - $685K
|
12.9K
$340K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8.48KNew |
$623K - $681K
|
8.48K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
8.21KNew |
$603K - $660K
|
8.21K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.19KNew |
$602K - $658K
|
8.19K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.98K+ 1.81% |
$586K - $641K
|
450K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.69K+ 669.86% |
$565K - $618K
|
8.84K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.67KNew |
$563K - $616K
|
7.67K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7.35KNew |
$539K - $590K
|
7.35K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.32KNew |
$537K - $588K
|
7.32K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.28K+ 190.57% |
$534K - $585K
|
11.1K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.04K+ 200.0% |
$517K - $566K
|
10.6K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.83K+ 36.09% |
$501K - $549K
|
25.7K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.74K+ 2.25% |
$495K - $542K
|
307K
$8.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
6.49KNew |
$476K - $522K
|
6.49K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.38KNew |
$469K - $513K
|
6.38K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6.34K+ 118.19% |
$466K - $510K
|
11.7K
$308K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.07KNew |
$446K - $488K
|
6.07K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.61K+ 5.44% |
$412K - $451K
|
109K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.47K+ 2.02% |
$402K - $440K
|
276K
$7.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.44K+ 3.12% |
$399K - $437K
|
180K
$4.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.37K+ 100.15% |
$394K - $432K
|
10.7K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.35K+ 1.74% |
$393K - $430K
|
313K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.35K+ 51.35% |
$393K - $430K
|
15.8K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.34K+ 1.33% |
$392K - $429K
|
406K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.25K+ 759.33% |
$385K - $422K
|
5.94K
$156K
|