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 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
17.7K+ 8.94% |
$490K - $517K
|
216K
$6.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.2K+ 4.38% |
$476K - $502K
|
411K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
17.1K+ 1.75% |
$472K - $498K
|
994K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.9K+ 71.58% |
$468K - $494K
|
40.6K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
16.3KNew |
$449K - $474K
|
16.3K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
16.2K+ 18.41% |
$447K - $472K
|
104K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.2K+ 9.41% |
$446K - $471K
|
188K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
15.9K+ 1.32% |
$438K - $462K
|
1.22M
$35.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.7K+ 214.9% |
$434K - $458K
|
23K
$668K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 1.58% |
$429K - $453K
|
1M
$29M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.5KNew |
$428K - $452K
|
15.5K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.4K+ 18.8% |
$425K - $449K
|
97.3K
$2.82M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.4K+ 159.92% |
$425K - $448K
|
25K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
14.8K+ 2.85% |
$408K - $431K
|
533K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 147.55% |
$400K - $422K
|
24.3K
$705K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14.3K+ 1.12% |
$395K - $417K
|
1.29M
$37.4M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.1K+ 377.83% |
$391K - $412K
|
17.9K
$519K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13.7K+ 32.56% |
$378K - $400K
|
55.8K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
13.3K+ 1.17% |
$367K - $388K
|
1.15M
$33.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$362K - $382K
|
13.1K
$380K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
13K+ 30.66% |
$358K - $378K
|
55.3K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 11.03% |
$350K - $369K
|
127K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.2KNew |
$336K - $354K
|
12.2K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.1K+ 97.2% |
$334K - $352K
|
24.5K
$711K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 9.5% |
$331K - $350K
|
138K
$4.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
11.8KNew |
$327K - $345K
|
11.8K
$343K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.5KNew |
$317K - $335K
|
11.5K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
11.3KNew |
$311K - $328K
|
11.3K
$327K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
11.2KNew |
$310K - $327K
|
11.2K
$325K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 12.0% |
$309K - $326K
|
104K
$3.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$289K - $305K
|
10.5K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10.1K+ 4.9% |
$279K - $294K
|
216K
$6.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.77K+ 5.07% |
$270K - $285K
|
203K
$5.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
9.46KNew |
$261K - $276K
|
9.46K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.34K+ 13.65% |
$258K - $272K
|
77.8K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.25K+ 53.89% |
$255K - $270K
|
26.4K
$766K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.13K+ 2.41% |
$252K - $266K
|
388K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.92KNew |
$246K - $260K
|
8.92K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.85K+ 4.69% |
$244K - $258K
|
197K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.68K+ 3.54% |
$240K - $253K
|
254K
$7.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 3.81% |
$238K - $252K
|
235K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.61K+ 17.36% |
$238K - $251K
|
58.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.43K+ 1.45% |
$233K - $246K
|
590K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.33K+ 12.14% |
$230K - $243K
|
76.9K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.23KNew |
$227K - $240K
|
8.23K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.76KNew |
$214K - $226K
|
7.76K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.72KNew |
$213K - $225K
|
7.72K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.71K+ 10.09% |
$213K - $225K
|
84.1K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
7.65K+ 47.56% |
$211K - $223K
|
23.7K
$688K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.65K+ 5.19% |
$211K - $223K
|
155K
$4.5M
|
|