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 |
|---|---|---|---|---|---|---|---|
|
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 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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.94K+ 0.13% |
$109K - $115K
|
2.95M
$85.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.89K+ 26.66% |
$107K - $113K
|
18.5K
$536K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.82K+ 1.91% |
$105K - $111K
|
204K
$5.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.74KNew |
$103K - $109K
|
3.74K
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3.71K+ 0.48% |
$102K - $108K
|
779K
$22.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.7K+ 4.67% |
$102K - $108K
|
82.9K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.46K+ 4.46% |
$95.5K - $101K
|
81K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.37K+ 38.78% |
$92.9K - $98.1K
|
12K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.36K+ 138.69% |
$92.6K - $97.8K
|
5.77K
$167K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.34KNew |
$92.2K - $97.4K
|
3.34K
$96.9K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.33K+ 0.88% |
$91.9K - $97K
|
383K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 4.71% |
$89.6K - $94.6K
|
72.2K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.14KNew |
$86.8K - $91.6K
|
3.14K
$91.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.68K+ 1.93% |
$74.1K - $78.2K
|
142K
$4.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.68K+ 2.85% |
$74K - $78.2K
|
96.7K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.67KNew |
$73.6K - $77.7K
|
2.67K
$77.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 21.87% |
$73K - $77.1K
|
14.7K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.62K+ 8.0% |
$72.3K - $76.4K
|
35.4K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31K+ 9.03% |
$63.9K - $67.5K
|
27.9K
$810K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.1KNew |
$57.8K - $61.1K
|
2.1K
$60.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.9K+ 20.3% |
$52.5K - $55.4K
|
11.3K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.73K+ 2.34% |
$47.7K - $50.4K
|
75.5K
$2.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$45.7K - $48.2K
|
1.65K
$47.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.56K+ 1.03% |
$43.1K - $45.5K
|
153K
$4.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.53K+ 1.27% |
$42.3K - $44.7K
|
122K
$3.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.12% |
$41.1K - $43.4K
|
49.2K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.48K+ 18.03% |
$40.8K - $43.1K
|
9.68K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.46K+ 10.18% |
$40.3K - $42.6K
|
15.8K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 3.0% |
$40.3K - $42.5K
|
50.1K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.35K+ 0.25% |
$37.2K - $39.2K
|
535K
$15.5M
|
|