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 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.88% |
$71.5K - $76.6K
|
93.6K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.89K- 9.02% |
$74.3K - $79.6K
|
29.1K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.17K- 5.14% |
$81.8K - $87.6K
|
58.5K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.22K- 0.55% |
$83K - $88.9K
|
577K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 28.37% |
$83.1K - $89K
|
8.14K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.29K- 1.83% |
$84.8K - $90.9K
|
177K
$5.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 1.94% |
$87.1K - $93.3K
|
171K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 21.42% |
$90.5K - $96.9K
|
12.9K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.54K- 8.21% |
$91.1K - $97.6K
|
39.5K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.74K- 5.5% |
$96.5K - $103K
|
64.3K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 1.81% |
$97.7K - $105K
|
205K
$5.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.08K- 1.85% |
$105K - $113K
|
217K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4.13K- 9.84% |
$106K - $114K
|
37.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-4.26K- 4.59% |
$110K - $118K
|
88.5K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-4.28K- 4.28% |
$110K - $118K
|
95.6K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.38K- 65.54% |
$113K - $121K
|
2.3K
$66.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.45K- 29.31% |
$115K - $123K
|
10.7K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.46K- 3.57% |
$115K - $123K
|
120K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.54K- 2.59% |
$117K - $125K
|
171K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.65K- 24.38% |
$120K - $128K
|
14.4K
$416K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.76K- 9.26% |
$123K - $131K
|
46.6K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.19% |
$127K - $136K
|
55.3K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.95K- 0.93% |
$128K - $137K
|
525K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.02K- 6.08% |
$129K - $139K
|
77.5K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.08K- 1.99% |
$131K - $140K
|
250K
$7.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-5.12K- 13.63% |
$132K - $141K
|
32.5K
$936K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.23K- 15.37% |
$135K - $144K
|
28.8K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.3K- 17.65% |
$137K - $146K
|
24.8K
$714K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.44K- 18.62% |
$140K - $150K
|
23.8K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.46K- 4.23% |
$141K - $151K
|
124K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 31.42% |
$144K - $154K
|
12.2K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.76K- 1.06% |
$148K - $159K
|
536K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.84K- 0.57% |
$151K - $161K
|
1.03M
$29.6M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 4.6% |
$152K - $163K
|
122K
$3.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.25K- 8.17% |
$161K - $173K
|
70.2K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.39K- 12.16% |
$165K - $176K
|
46.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.4KClosed |
$165K - $177K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.43K- 13.71% |
$166K - $177K
|
40.5K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.51K- 1.62% |
$168K - $180K
|
395K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.63K- 25.3% |
$171K - $183K
|
19.6K
$565K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.66K- 11.31% |
$172K - $184K
|
52.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.78K- 44.73% |
$175K - $187K
|
8.38K
$241K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.91K- 1.14% |
$178K - $191K
|
601K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.02K- 4.72% |
$181K - $194K
|
142K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.29K- 18.93% |
$188K - $201K
|
31.2K
$901K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.44K- 2.54% |
$192K - $205K
|
285K
$8.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.06K- 2.52% |
$208K - $222K
|
312K
$9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.17K- 23.49% |
$210K - $225K
|
26.6K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-8.38K- 2.44% |
$216K - $231K
|
335K
$9.65M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.76K- 3.68% |
$226K - $242K
|
230K
$6.62M
|