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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
101+ 0.51% |
$2.79K - $2.94K
|
19.9K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
96+ 0.19% |
$2.65K - $2.8K
|
49.8K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
90+ 0.45% |
$2.48K - $2.62K
|
20.1K
$582K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
87+ 0.16% |
$2.4K - $2.54K
|
54.9K
$1.59M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
87+ 0.51% |
$2.4K - $2.54K
|
17.1K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
80+ 0.51% |
$2.21K - $2.33K
|
15.8K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78+ 1.0% |
$2.15K - $2.27K
|
7.86K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
77+ 0.44% |
$2.13K - $2.24K
|
17.5K
$506K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
73+ 0.41% |
$2.02K - $2.13K
|
17.8K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
57+ 0.44% |
$1.57K - $1.66K
|
13K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 0.23% |
$1.57K - $1.66K
|
24.4K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
57+ 0.45% |
$1.57K - $1.66K
|
12.8K
$372K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 100.0% |
$1.33K - $1.4K
|
96
$2.78K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45+ 39.82% |
$1.24K - $1.31K
|
158
$4.58K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
42+ 0.47% |
$1.16K - $1.22K
|
9.07K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
42+ 0.4% |
$1.16K - $1.22K
|
10.5K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
42+ 0.51% |
$1.16K - $1.22K
|
8.3K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
41+ 0.5% |
$1.13K - $1.2K
|
8.22K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39+ 0.51% |
$1.08K - $1.14K
|
7.68K
$223K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 0.11% |
$1.05K - $1.11K
|
34.9K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
37+ 0.51% |
$1.02K - $1.08K
|
7.31K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
37+ 0.35% |
$1.02K - $1.08K
|
10.7K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35+ 1.02% |
$966 - $1.02K
|
3.45K
$100K
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
34+ 12.01% |
$939 - $991
|
317
$9.19K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
32+ 0.7% |
$884 - $933
|
4.63K
$134K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
31+ 0.4% |
$856 - $904
|
7.77K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$828 - $875
|
58.5K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
29New |
$801 - $845
|
29
$841
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27+ 0.34% |
$745 - $787
|
8.07K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24+ 0.32% |
$663 - $700
|
7.63K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 0.06% |
$663 - $700
|
41.5K
$1.2M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 0.5% |
$607 - $641
|
4.43K
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
18+ 0.15% |
$497 - $525
|
12.2K
$354K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
18+ 0.19% |
$497 - $525
|
9.41K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.86K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.91K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
16+ 0.15% |
$442 - $466
|
10.6K
$308K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
15+ 0.13% |
$414 - $437
|
11.6K
$335K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.04% |
$414 - $437
|
36.4K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.0% |
$304 - $321
|
1.11K
$32.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$276 - $292
|
9.78K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9+ 0.01% |
$248 - $262
|
161K
$4.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.01% |
$221 - $233
|
60.2K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7+ 0.02% |
$193 - $204
|
42.9K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.06% |
$138 - $146
|
8.13K
$236K
|
|