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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-411- 16.59% |
$10.6K - $11.3K
|
2.07K
$56.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-412- 3.02% |
$10.6K - $11.4K
|
13.2K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-444- 2.96% |
$11.4K - $12.3K
|
14.6K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-484- 3.2% |
$12.5K - $13.4K
|
14.6K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-496- 4.3% |
$12.8K - $13.7K
|
11.1K
$300K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-516- 3.82% |
$13.3K - $14.2K
|
13K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-517- 0.76% |
$13.3K - $14.3K
|
67.4K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-525- 50.72% |
$13.5K - $14.5K
|
510
$13.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-531- 3.57% |
$13.7K - $14.7K
|
14.4K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-560- 6.77% |
$14.4K - $15.5K
|
7.71K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 5.96% |
$14.7K - $15.7K
|
9K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-591- 64.52% |
$15.2K - $16.3K
|
325
$8.82K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-598- 5.56% |
$15.4K - $16.5K
|
10.2K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-599- 1.02% |
$15.4K - $16.5K
|
58.1K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 11.83% |
$15.5K - $16.6K
|
4.47K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-603- 4.47% |
$15.5K - $16.6K
|
12.9K
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-618- 3.65% |
$15.9K - $17.1K
|
16.3K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 17.64% |
$16.4K - $17.5K
|
2.97K
$80.4K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-660- 27.3% |
$17K - $18.2K
|
1.76K
$47.7K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-698- 1.59% |
$18K - $19.3K
|
43.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-713- 25.41% |
$18.4K - $19.7K
|
2.09K
$56.8K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-714- 4.23% |
$18.4K - $19.7K
|
16.2K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-729- 3.5% |
$18.8K - $20.1K
|
20.1K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-744- 10.38% |
$19.2K - $20.5K
|
6.43K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-762- 5.33% |
$19.6K - $21K
|
13.5K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-774- 4.09% |
$19.9K - $21.4K
|
18.2K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-775- 1.96% |
$20K - $21.4K
|
38.8K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-787- 5.39% |
$20.3K - $21.7K
|
13.8K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-813- 0.11% |
$21K - $22.4K
|
716K
$19.4M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-860- 2.62% |
$22.2K - $23.7K
|
31.9K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-912- 8.22% |
$23.5K - $25.2K
|
10.2K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-927- 1.84% |
$23.9K - $25.6K
|
49.4K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-940- 1.0% |
$24.2K - $25.9K
|
93.4K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-949- 1.1% |
$24.5K - $26.2K
|
85.5K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-964- 6.0% |
$24.8K - $26.6K
|
15.1K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-985- 2.79% |
$25.4K - $27.2K
|
34.3K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-994- 3.81% |
$25.6K - $27.4K
|
25.1K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.01K- 3.46% |
$26.1K - $28K
|
28.3K
$767K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.03K- 5.26% |
$26.5K - $28.3K
|
18.5K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.07K- 9.02% |
$27.6K - $29.5K
|
10.8K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.12K- 5.35% |
$28.9K - $31K
|
19.8K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 7.05% |
$29.5K - $31.6K
|
15.1K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 7.3% |
$29.5K - $31.6K
|
14.5K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.16K- 3.44% |
$29.9K - $32K
|
32.5K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.17K- 9.65% |
$30.3K - $32.4K
|
11K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.24K- 2.25% |
$31.8K - $34.1K
|
53.7K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.28K- 3.71% |
$33K - $35.3K
|
33.2K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 7.68% |
$33.2K - $35.6K
|
15.5K
$420K
|