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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52.3K+ 216.81% |
$1.35M - $4.21M
|
76.4K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
51.3K+ 208.52% |
$1.32M - $4.12M
|
75.8K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
48.7K+ 183.4% |
$1.26M - $3.92M
|
75.3K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
48.4KNew |
$1.25M - $3.89M
|
48.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3K+ 196.26% |
$1.25M - $3.88M
|
72.9K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.6K+ 214.27% |
$1.23M - $3.83M
|
69.9K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.6K+ 107.59% |
$1.23M - $3.83M
|
91.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$1.22M - $3.79M
|
47.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46.9K+ 193.57% |
$1.21M - $3.77M
|
71.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
46.5K+ 222.83% |
$1.2M - $3.74M
|
67.3K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46K+ 293.5% |
$1.19M - $3.7M
|
61.7K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44.5K+ 199.23% |
$1.15M - $3.58M
|
66.9K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44.2K+ 185.03% |
$1.14M - $3.55M
|
68.1K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
43.8KNew |
$1.13M - $3.52M
|
43.8K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
43.4K+ 208.64% |
$1.12M - $3.49M
|
64.2K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.5K+ 198.33% |
$1.04M - $3.26M
|
60.9K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
39.7K+ 196.51% |
$1.02M - $3.19M
|
60K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
39.3K+ 954.2% |
$1.01M - $3.16M
|
43.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37.8K+ 192.47% |
$975K - $3.04M
|
57.5K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.8K+ 167.99% |
$974K - $3.04M
|
60.2K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.5K+ 678.76% |
$941K - $2.93M
|
41.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
36.4K+ 196.18% |
$938K - $2.92M
|
54.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
35.9K+ 200.0% |
$925K - $2.88M
|
53.8K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35.3KNew |
$911K - $2.84M
|
35.3K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
35.1K+ 281.45% |
$906K - $2.82M
|
47.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.1K+ 136.22% |
$904K - $2.82M
|
60.8K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.9K+ 286.87% |
$901K - $2.81M
|
47.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
34.4K+ 101.3% |
$888K - $2.77M
|
68.4K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34.4K+ 159.27% |
$887K - $2.77M
|
56K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
34.3KNew |
$884K - $2.76M
|
34.3K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
33.5K+ 212.25% |
$863K - $2.69M
|
49.2K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.4KNew |
$862K - $2.69M
|
33.4K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
33.2K+ 183.08% |
$857K - $2.67M
|
51.4K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.9K+ 235.54% |
$849K - $2.65M
|
46.9K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32.9K+ 201.1% |
$849K - $2.65M
|
49.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
32.8KNew |
$845K - $2.64M
|
32.8K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 58.62% |
$841K - $2.62M
|
88.3K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32.1K+ 199.18% |
$828K - $2.58M
|
48.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.1K+ 225.09% |
$828K - $2.58M
|
46.3K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.1K+ 201.84% |
$827K - $2.58M
|
48K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.4K+ 197.2% |
$811K - $2.53M
|
47.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
31.3K+ 164.56% |
$808K - $2.52M
|
50.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30.9KNew |
$798K - $2.49M
|
30.9K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.5K+ 300.64% |
$787K - $2.45M
|
40.7K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
30.4K+ 193.97% |
$784K - $2.44M
|
46.1K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.2K+ 251.6% |
$779K - $2.43M
|
42.2K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2K+ 207.98% |
$779K - $2.43M
|
44.7K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29.9K+ 189.67% |
$772K - $2.41M
|
45.7K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 246.62% |
$771K - $2.4M
|
42K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29.5K+ 197.65% |
$760K - $2.37M
|
44.4K
$1.11M
|