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 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
838+ 3.38% |
$23.1K - $24.4K
|
25.6K
$742K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
814+ 5.39% |
$22.5K - $23.7K
|
15.9K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
789New |
$21.8K - $23K
|
789
$22.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
788+ 1.67% |
$21.8K - $23K
|
47.8K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
778+ 10.53% |
$21.5K - $22.7K
|
8.17K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
725+ 0.62% |
$20K - $21.1K
|
118K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
705+ 9.39% |
$19.5K - $20.6K
|
8.21K
$238K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
627+ 3.98% |
$17.3K - $18.3K
|
16.4K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
588+ 1.33% |
$16.2K - $17.1K
|
44.9K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
529+ 1.88% |
$14.6K - $15.4K
|
28.7K
$833K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
516+ 0.25% |
$14.2K - $15K
|
207K
$6.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
510New |
$14.1K - $14.9K
|
510
$14.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 0.18% |
$12.3K - $13K
|
245K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
419+ 0.92% |
$11.6K - $12.2K
|
46.1K
$1.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
378+ 3.2% |
$10.4K - $11K
|
12.2K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$712K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
353+ 2.29% |
$9.75K - $10.3K
|
15.8K
$458K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
323+ 4.45% |
$8.92K - $9.42K
|
7.58K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 3.59% |
$8.28K - $8.75K
|
8.65K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
298+ 0.23% |
$8.23K - $8.69K
|
127K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284+ 6.22% |
$7.84K - $8.28K
|
4.85K
$141K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
283+ 1.9% |
$7.81K - $8.25K
|
15.2K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 1.41% |
$7.57K - $7.99K
|
19.7K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$7.45K - $7.87K
|
270
$7.83K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
269+ 2.21% |
$7.43K - $7.84K
|
12.5K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252+ 20.44% |
$6.96K - $7.35K
|
1.49K
$43.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
244+ 2.63% |
$6.74K - $7.11K
|
9.52K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
233+ 0.49% |
$6.43K - $6.79K
|
48K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
212+ 0.63% |
$5.85K - $6.18K
|
34K
$984K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
203+ 0.64% |
$5.6K - $5.92K
|
32K
$926K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
200+ 0.78% |
$5.52K - $5.83K
|
26K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
189New |
$5.22K - $5.51K
|
189
$5.48K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
185+ 0.38% |
$5.11K - $5.39K
|
48.9K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
176+ 0.26% |
$4.86K - $5.13K
|
67.2K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
175+ 0.81% |
$4.83K - $5.1K
|
21.9K
$634K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156+ 0.92% |
$4.31K - $4.55K
|
17.1K
$495K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
155+ 0.34% |
$4.28K - $4.52K
|
45.8K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
153New |
$4.22K - $4.46K
|
153
$4.44K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
148+ 1.35% |
$4.09K - $4.31K
|
11.1K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
143+ 3.43% |
$3.95K - $4.17K
|
4.31K
$125K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
125+ 0.51% |
$3.45K - $3.64K
|
24.6K
$712K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
116+ 0.96% |
$3.2K - $3.38K
|
12.2K
$354K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
115+ 0.92% |
$3.18K - $3.35K
|
12.6K
$365K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
115+ 0.25% |
$3.18K - $3.35K
|
46.4K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
110+ 0.02% |
$3.04K - $3.21K
|
662K
$19.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
109+ 0.05% |
$3.01K - $3.18K
|
217K
$6.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
106+ 0.89% |
$2.93K - $3.09K
|
12K
$347K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104+ 0.03% |
$2.87K - $3.03K
|
349K
$10.1M
|
|