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 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.88K+ 201.5% |
$138K - $151K
|
2.81K
$74.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.88K+ 2.97% |
$138K - $151K
|
65.1K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 12.11% |
$138K - $151K
|
17.4K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 4.76% |
$137K - $150K
|
41.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 15.99% |
$137K - $149K
|
13.5K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.85K+ 3.22% |
$136K - $149K
|
59.4K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.81K+ 2.6% |
$133K - $146K
|
71.6K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.8K+ 2.07% |
$132K - $145K
|
88.6K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.79K+ 7.42% |
$132K - $144K
|
25.9K
$682K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.76K+ 5.4% |
$129K - $141K
|
34.3K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.71K+ 4.29% |
$126K - $138K
|
41.6K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 24.7% |
$124K - $136K
|
8.54K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.68K+ 320.23% |
$123K - $135K
|
2.2K
$58K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 68.16% |
$120K - $132K
|
4.05K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 13.82% |
$110K - $121K
|
12.4K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.48K+ 2.73% |
$109K - $119K
|
55.9K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.44K+ 1.15% |
$106K - $116K
|
127K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.43K+ 23.9% |
$105K - $115K
|
7.43K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 1.96% |
$105K - $115K
|
74.3K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.42K+ 1.32% |
$104K - $114K
|
109K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$104K - $114K
|
1.42K
$37.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.41K+ 3.94% |
$104K - $113K
|
37.2K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 4.23% |
$101K - $111K
|
34K
$895K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.32KNew |
$96.9K - $106K
|
1.32K
$34.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.33% |
$91.9K - $101K
|
38.9K
$1.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.2K+ 38.36% |
$87.7K - $96K
|
4.31K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.15KNew |
$84.4K - $92.4K
|
1.15K
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 1.68% |
$82.5K - $90.3K
|
68.1K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$79.4K - $86.9K
|
1.08K
$28.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.06K+ 0.6% |
$77.5K - $84.9K
|
177K
$4.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.25% |
$77.4K - $84.7K
|
85.1K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 108.28% |
$75.9K - $83K
|
1.99K
$52.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 39.83% |
$73.5K - $80.5K
|
3.51K
$92.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1KNew |
$73.4K - $80.4K
|
1K
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
996+ 1.43% |
$73.1K - $80K
|
70.5K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
976+ 19.43% |
$71.7K - $78.4K
|
6K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
938+ 1.72% |
$68.9K - $75.4K
|
55.5K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
914New |
$67.1K - $73.5K
|
914
$24.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
905+ 60.86% |
$66.5K - $72.7K
|
2.39K
$63K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
883+ 9.17% |
$64.8K - $71K
|
10.5K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 1.63% |
$64.6K - $70.7K
|
54.9K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873New |
$64.1K - $70.2K
|
873
$23K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
871+ 2.98% |
$64K - $70K
|
30.1K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
837+ 0.52% |
$61.5K - $67.3K
|
161K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
834+ 4.19% |
$61.2K - $67K
|
20.8K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$21.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
805+ 1.24% |
$59.1K - $64.7K
|
65.5K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
802+ 23.27% |
$58.9K - $64.5K
|
4.25K
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
801+ 1.91% |
$58.8K - $64.4K
|
42.7K
$1.12M
|