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
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.3K- 7.91% |
$33.4K - $35.7K
|
15.1K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 1.47% |
$34.4K - $36.8K
|
89.3K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.34K- 3.53% |
$34.5K - $36.9K
|
36.5K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.53% |
$34.9K - $37.4K
|
86.9K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.36K- 1.06% |
$35.1K - $37.6K
|
128K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.37K- 2.1% |
$35.3K - $37.8K
|
63.8K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.4K- 1.31% |
$36.1K - $38.7K
|
106K
$2.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 0.94% |
$37K - $39.7K
|
152K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.0% |
$37.4K - $40K
|
34.8K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.46K- 3.46% |
$37.7K - $40.4K
|
40.8K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.49K- 0.44% |
$38.4K - $41.2K
|
336K
$9.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 1.58% |
$40.3K - $43.1K
|
97.4K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 5.3% |
$41.4K - $44.3K
|
28.7K
$777K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.62K- 5.72% |
$41.8K - $44.8K
|
26.7K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.71K- 7.26% |
$44K - $47.1K
|
21.8K
$591K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.8K- 1.55% |
$46.3K - $49.5K
|
114K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.81K- 6.83% |
$46.6K - $50K
|
24.7K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.86K- 3.78% |
$48K - $51.4K
|
47.4K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.87K- 10.37% |
$48.2K - $51.6K
|
16.1K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.87K- 5.57% |
$48.2K - $51.6K
|
31.7K
$859K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1.98K- 0.93% |
$51K - $54.6K
|
211K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2K- 0.91% |
$51.5K - $55.2K
|
217K
$5.88M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.01K- 6.55% |
$51.7K - $55.3K
|
28.6K
$776K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.07K- 6.66% |
$53.3K - $57.1K
|
29K
$787K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.08K- 9.13% |
$53.6K - $57.4K
|
20.7K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.08K- 2.74% |
$53.6K - $57.4K
|
73.7K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.12K- 64.04% |
$54.5K - $58.4K
|
1.19K
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.16K- 12.27% |
$55.7K - $59.7K
|
15.5K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 11.52% |
$58K - $62.1K
|
17.3K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.27K- 1.53% |
$58.5K - $62.7K
|
146K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.36K- 3.38% |
$60.9K - $65.2K
|
67.5K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 3.88% |
$60.9K - $65.2K
|
58.5K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 18.09% |
$62.2K - $66.6K
|
10.9K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.5K- 5.3% |
$64.3K - $68.9K
|
44.6K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.5K- 1.33% |
$64.4K - $69K
|
185K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.51K- 6.62% |
$64.7K - $69.2K
|
35.4K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 2.0% |
$65.2K - $69.9K
|
124K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.76K- 2.06% |
$71.1K - $76.1K
|
131K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.88% |
$71.5K - $76.6K
|
93.6K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.89K- 9.02% |
$74.3K - $79.6K
|
29.1K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.17K- 5.14% |
$81.8K - $87.6K
|
58.5K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.22K- 0.55% |
$83K - $88.9K
|
577K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 28.37% |
$83.1K - $89K
|
8.14K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.29K- 1.83% |
$84.8K - $90.9K
|
177K
$4.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 1.94% |
$87.1K - $93.3K
|
171K
$4.63M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 21.42% |
$90.5K - $96.9K
|
12.9K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.54K- 8.21% |
$91.1K - $97.6K
|
39.5K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.74K- 5.5% |
$96.5K - $103K
|
64.3K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 1.81% |
$97.7K - $105K
|
205K
$5.57M
|