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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42KNew |
$324K - $355K
|
4.42K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$320K - $350K
|
4.36K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.07KNew |
$299K - $327K
|
4.07K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.76KNew |
$276K - $302K
|
3.76K
$98.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.72K+ 2.55% |
$273K - $299K
|
150K
$3.94M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.64K+ 3.25% |
$267K - $292K
|
115K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.62K+ 3.05% |
$266K - $291K
|
122K
$3.22M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.61K+ 1.59% |
$265K - $290K
|
231K
$6.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3.46KNew |
$254K - $278K
|
3.46K
$91.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.39KNew |
$249K - $272K
|
3.39K
$89.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$246K - $269K
|
3.35K
$88.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.33K+ 38.26% |
$245K - $268K
|
12K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.3K+ 6.89% |
$243K - $266K
|
51.2K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.16KNew |
$232K - $254K
|
3.16K
$83.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 8.0% |
$227K - $249K
|
41.8K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.01K+ 1.36% |
$221K - $242K
|
225K
$5.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.93KNew |
$215K - $235K
|
2.93K
$77.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.88KNew |
$212K - $232K
|
2.88K
$75.9K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.85K+ 35.31% |
$209K - $229K
|
10.9K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.83K+ 15.7% |
$208K - $227K
|
20.9K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.75K+ 2.51% |
$202K - $221K
|
112K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.74K+ 25.26% |
$201K - $220K
|
13.6K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.73KNew |
$201K - $220K
|
2.73K
$72K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71KNew |
$199K - $218K
|
2.71K
$71.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.67KNew |
$196K - $214K
|
2.67K
$70.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.66K+ 0.7% |
$196K - $214K
|
384K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.64KNew |
$193K - $212K
|
2.64K
$69.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.63KNew |
$193K - $211K
|
2.63K
$69.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.62KNew |
$192K - $210K
|
2.62K
$69K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.6KNew |
$191K - $209K
|
2.6K
$68.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 1.26% |
$191K - $209K
|
208K
$5.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.59K+ 19.84% |
$190K - $208K
|
15.6K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.58K+ 1.28% |
$190K - $208K
|
205K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.57K+ 26.94% |
$189K - $207K
|
12.1K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.57KNew |
$189K - $207K
|
2.57K
$67.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$66.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.51KNew |
$184K - $202K
|
2.51K
$66K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5KNew |
$184K - $201K
|
2.5K
$65.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.45K+ 20.73% |
$180K - $197K
|
14.3K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 39.89% |
$174K - $190K
|
8.31K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 6.31% |
$172K - $188K
|
39.4K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$168K - $184K
|
2.29K
$60.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.17K+ 7.5% |
$159K - $174K
|
31.1K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.16K+ 5.47% |
$159K - $174K
|
41.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11K+ 2321.98% |
$155K - $170K
|
2.2K
$58K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.05K+ 20.08% |
$151K - $165K
|
12.3K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 2.9% |
$150K - $164K
|
72.6K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.96KNew |
$144K - $158K
|
1.96K
$51.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.93K+ 3.08% |
$142K - $155K
|
64.8K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.92K+ 4.26% |
$141K - $154K
|
46.9K
$1.23M
|