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
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.06% |
$138 - $146
|
8.13K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.03% |
$110 - $117
|
13.8K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.68% |
$82.8 - $87.4
|
442
$12.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3+ 0.46% |
$82.8 - $87.4
|
653
$18.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 0.01% |
$27.6 - $29.2
|
19.3K
$561K
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
145KNew |
$3.41M - $4.01M
|
145K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
116K+ 193.05% |
$2.73M - $3.2M
|
176K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107K+ 75.13% |
$2.51M - $2.95M
|
249K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
67.4KNew |
$1.59M - $1.86M
|
67.4K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57K+ 29225.64% |
$1.34M - $1.58M
|
57.2K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.9K+ 3.23% |
$1.34M - $1.57M
|
1.82M
$52.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45.2K+ 72.15% |
$1.06M - $1.25M
|
108K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.2KNew |
$946K - $1.11M
|
40.2K
$1.16M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
32.3KNew |
$761K - $894K
|
32.3K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
31.7KNew |
$747K - $878K
|
31.7K
$920K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
25.9KNew |
$611K - $718K
|
25.9K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 2667.1% |
$575K - $675K
|
25.3K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7K+ 202.01% |
$487K - $572K
|
30.9K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
19.4K+ 6.0% |
$457K - $537K
|
343K
$9.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
16KNew |
$376K - $441K
|
16K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
13.2KNew |
$311K - $366K
|
13.2K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$309K - $363K
|
13.1K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$261K - $307K
|
11.1K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
9.87KNew |
$232K - $273K
|
9.87K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.83KNew |
$208K - $244K
|
8.83K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
8.53KNew |
$201K - $236K
|
8.53K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.38KNew |
$197K - $232K
|
8.38K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.03KNew |
$189K - $222K
|
8.03K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.79KNew |
$184K - $216K
|
7.79K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7.6KNew |
$179K - $210K
|
7.6K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.59KNew |
$179K - $210K
|
7.59K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7.54KNew |
$178K - $209K
|
7.54K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$177K - $209K
|
7.54K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.45KNew |
$175K - $206K
|
7.45K
$216K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.42KNew |
$175K - $205K
|
7.42K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
7.39KNew |
$174K - $204K
|
7.39K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.28KNew |
$171K - $201K
|
7.28K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7K+ 116.67% |
$165K - $194K
|
13K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.19KNew |
$98.7K - $116K
|
4.19K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.55KNew |
$83.5K - $98.1K
|
3.55K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.19K+ 15.97% |
$75.1K - $88.2K
|
23.2K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.04KNew |
$71.6K - $84.1K
|
3.04K
$88.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$45.9K - $54K
|
1.95K
$56.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.69K+ 22.02% |
$39.7K - $46.7K
|
9.34K
$271K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$35K - $41.1K
|
1.49K
$43.1K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
1.46K+ 2.99% |
$34.3K - $40.3K
|
50.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.4K+ 16.23% |
$33K - $38.8K
|
10K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.23KNew |
$29K - $34.1K
|
1.23K
$35.7K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.19KNew |
$28K - $32.9K
|
1.19K
$34.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.19K+ 7.36% |
$27.9K - $32.8K
|
17.3K
$502K
|
|