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 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-345- 7.7% |
$8.89K - $9.52K
|
4.14K
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-346- 3.87% |
$8.92K - $9.55K
|
8.6K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-349- 1.07% |
$8.99K - $9.63K
|
32.2K
$930K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-380- 0.75% |
$9.79K - $10.5K
|
50K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-387- 10.83% |
$9.97K - $10.7K
|
3.19K
$91.8K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-388- 2.12% |
$10K - $10.7K
|
17.9K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-391- 3.44% |
$10.1K - $10.8K
|
11K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-411- 16.59% |
$10.6K - $11.3K
|
2.07K
$59.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-412- 3.02% |
$10.6K - $11.4K
|
13.2K
$382K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-425- 60.37% |
$11K - $11.7K
|
279
$8.04K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-444- 2.96% |
$11.4K - $12.3K
|
14.6K
$420K
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-473- 0.54% |
$12.2K - $13.1K
|
87.4K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-484- 3.2% |
$12.5K - $13.4K
|
14.6K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-496- 4.3% |
$12.8K - $13.7K
|
11.1K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-516- 3.82% |
$13.3K - $14.2K
|
13K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-517- 0.76% |
$13.3K - $14.3K
|
67.4K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-525- 50.72% |
$13.5K - $14.5K
|
510
$14.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-531- 3.57% |
$13.7K - $14.7K
|
14.4K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-560- 6.77% |
$14.4K - $15.5K
|
7.71K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 5.96% |
$14.7K - $15.7K
|
9K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-591- 64.52% |
$15.2K - $16.3K
|
325
$9.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-598- 5.56% |
$15.4K - $16.5K
|
10.2K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-599- 1.02% |
$15.4K - $16.5K
|
58.1K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 11.83% |
$15.5K - $16.6K
|
4.47K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-603- 4.47% |
$15.5K - $16.6K
|
12.9K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-618- 3.65% |
$15.9K - $17.1K
|
16.3K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 17.64% |
$16.4K - $17.5K
|
2.97K
$85.5K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-660- 27.3% |
$17K - $18.2K
|
1.76K
$50.7K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-698- 1.59% |
$18K - $19.3K
|
43.1K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-713- 25.41% |
$18.4K - $19.7K
|
2.09K
$60.3K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-714- 4.23% |
$18.4K - $19.7K
|
16.2K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-729- 3.5% |
$18.8K - $20.1K
|
20.1K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-744- 10.38% |
$19.2K - $20.5K
|
6.43K
$185K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-762- 5.33% |
$19.6K - $21K
|
13.5K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-774- 4.09% |
$19.9K - $21.4K
|
18.2K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-775- 1.96% |
$20K - $21.4K
|
38.8K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-787- 5.39% |
$20.3K - $21.7K
|
13.8K
$398K
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-808- 5.35% |
$20.8K - $22.3K
|
14.3K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-813- 0.11% |
$21K - $22.4K
|
716K
$20.6M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-860- 2.62% |
$22.2K - $23.7K
|
31.9K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-912- 8.22% |
$23.5K - $25.2K
|
10.2K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-927- 1.84% |
$23.9K - $25.6K
|
49.4K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-940- 1.0% |
$24.2K - $25.9K
|
93.4K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-949- 1.1% |
$24.5K - $26.2K
|
85.5K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-964- 6.0% |
$24.8K - $26.6K
|
15.1K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-985- 2.79% |
$25.4K - $27.2K
|
34.3K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-994- 3.81% |
$25.6K - $27.4K
|
25.1K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.01K- 3.46% |
$26.1K - $28K
|
28.3K
$815K
|