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 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.65K+ 5.19% |
$211K - $223K
|
155K
$4.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.59KNew |
$210K - $221K
|
7.59K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.59K+ 3.09% |
$209K - $221K
|
253K
$7.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.44KNew |
$205K - $217K
|
7.44K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.3KNew |
$202K - $213K
|
7.3K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.22KNew |
$199K - $211K
|
7.22K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.2KNew |
$199K - $210K
|
7.2K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.19KNew |
$199K - $210K
|
7.19K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7.17KNew |
$198K - $209K
|
7.17K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.09KNew |
$196K - $207K
|
7.09K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.06KNew |
$195K - $206K
|
7.06K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.03KNew |
$194K - $205K
|
7.03K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.01K+ 12.83% |
$193K - $204K
|
61.6K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91K+ 8.28% |
$191K - $201K
|
90.4K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.9KNew |
$191K - $201K
|
6.9K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
6.89KNew |
$190K - $201K
|
6.89K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
6.87K+ 15.39% |
$190K - $200K
|
51.5K
$1.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 3.16% |
$189K - $200K
|
224K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.51K+ 3.77% |
$180K - $190K
|
179K
$5.19M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.46K+ 12.22% |
$178K - $188K
|
59.3K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.44K+ 7.0% |
$178K - $188K
|
98.4K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
6.34KNew |
$175K - $185K
|
6.34K
$184K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.33K+ 5.06% |
$175K - $185K
|
131K
$3.81M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.24K+ 7.07% |
$172K - $182K
|
94.5K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.08K+ 22.98% |
$168K - $177K
|
32.6K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.03K+ 7.57% |
$166K - $176K
|
85.6K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.96K+ 34.03% |
$164K - $174K
|
23.5K
$680K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.95K+ 7.61% |
$164K - $174K
|
84.2K
$2.44M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.85K+ 16.34% |
$161K - $170K
|
41.6K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.82K+ 28.21% |
$161K - $170K
|
26.4K
$766K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.76K+ 49.37% |
$159K - $168K
|
17.4K
$505K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.73K+ 2.13% |
$158K - $167K
|
275K
$7.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.63K+ 127.65% |
$156K - $164K
|
10K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.58K+ 13.67% |
$154K - $163K
|
46.4K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 4.34% |
$154K - $162K
|
134K
$3.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.52K+ 4.35% |
$152K - $161K
|
133K
$3.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 3.62% |
$150K - $158K
|
155K
$4.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
5.18K+ 3.93% |
$143K - $151K
|
137K
$3.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.11K+ 0.85% |
$141K - $149K
|
606K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.91K+ 1.57% |
$136K - $143K
|
317K
$9.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.91K+ 33.44% |
$136K - $143K
|
19.6K
$568K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.86K+ 2.08% |
$134K - $142K
|
239K
$6.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.85K+ 4.01% |
$134K - $141K
|
126K
$3.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.65K+ 16.65% |
$128K - $135K
|
32.5K
$943K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
4.63K+ 7.46% |
$128K - $135K
|
66.7K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.61K+ 13.81% |
$127K - $134K
|
38K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.49% |
$119K - $126K
|
178K
$5.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.11K+ 9.39% |
$113K - $120K
|
47.9K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.04K+ 40.38% |
$112K - $118K
|
14.1K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.96K+ 38.1% |
$109K - $116K
|
14.4K
$416K
|
|