Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.73M+ 4.44% |
$44.5M - $47.7M
|
40.6M
$1.1B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44M+ 14.23% |
$37.1M - $39.7M
|
11.6M
$313M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05M+ 1943.41% |
$27M - $29M
|
1.1M
$29.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02M+ 3.2% |
$26.4M - $28.2M
|
33M
$895M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
680KNew |
$17.5M - $18.8M
|
680K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
652K+ 71.63% |
$16.8M - $18M
|
1.56M
$42.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 3.53% |
$14.5M - $15.5M
|
16.5M
$447M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
543K+ 423.8% |
$14M - $15M
|
671K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
484KNew |
$12.5M - $13.4M
|
484K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
410K+ 11.97% |
$10.6M - $11.3M
|
3.84M
$104M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
359K+ 2843.85% |
$9.25M - $9.9M
|
371K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
340K+ 881.71% |
$8.77M - $9.4M
|
379K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
318K+ 149.28% |
$8.2M - $8.78M
|
531K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
297K+ 3.73% |
$7.65M - $8.19M
|
8.25M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262K+ 94.16% |
$6.76M - $7.24M
|
541K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
253K+ 156.25% |
$6.52M - $6.98M
|
415K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
250K+ 2773.11% |
$6.44M - $6.89M
|
259K
$7.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
223K+ 2553.35% |
$5.75M - $6.16M
|
232K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 7.99% |
$4.91M - $5.26M
|
2.58M
$69.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
184K+ 100.48% |
$4.73M - $5.07M
|
366K
$9.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
161KNew |
$4.15M - $4.45M
|
161K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
160KNew |
$4.12M - $4.42M
|
160K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
154K+ 10.36% |
$3.98M - $4.26M
|
1.65M
$44.6M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
138K+ 9.67% |
$3.57M - $3.82M
|
1.57M
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
136K+ 10.04% |
$3.51M - $3.76M
|
1.49M
$40.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
124KNew |
$3.19M - $3.42M
|
124K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
121K+ 17.94% |
$3.12M - $3.34M
|
796K
$21.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
120K+ 2.86% |
$3.09M - $3.31M
|
4.31M
$117M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
118K+ 21.46% |
$3.04M - $3.26M
|
668K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
116KNew |
$2.98M - $3.19M
|
116K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
113K+ 6.88% |
$2.92M - $3.12M
|
1.76M
$47.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 22.55% |
$2.78M - $2.98M
|
587K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
104K+ 5.73% |
$2.69M - $2.88M
|
1.92M
$52.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
99.4K+ 1.0% |
$2.56M - $2.74M
|
10M
$272M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
81K+ 57.03% |
$2.09M - $2.24M
|
223K
$6.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
78.7K+ 176.11% |
$2.03M - $2.17M
|
123K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
72.9K+ 188.28% |
$1.88M - $2.01M
|
112K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
72.2K+ 6.27% |
$1.86M - $1.99M
|
1.22M
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
69.7K+ 92.19% |
$1.8M - $1.92M
|
145K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
68.7K+ 9.28% |
$1.77M - $1.9M
|
810K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
68.7K+ 2.46% |
$1.77M - $1.9M
|
2.87M
$77.7M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
68.4KNew |
$1.76M - $1.89M
|
68.4K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
66.1K+ 3.59% |
$1.7M - $1.83M
|
1.91M
$51.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.2K+ 506.29% |
$1.63M - $1.74M
|
75.7K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62.6KNew |
$1.61M - $1.73M
|
62.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
60KNew |
$1.55M - $1.65M
|
60K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.2K+ 8.16% |
$1.53M - $1.63M
|
784K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
57.4K+ 2558.02% |
$1.48M - $1.58M
|
59.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
55.6KNew |
$1.43M - $1.54M
|
55.6K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48.3K+ 4.82% |
$1.25M - $1.33M
|
1.05M
$28.5M
|