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 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.08K- 1.85% |
$105K - $113K
|
217K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4.13K- 9.84% |
$106K - $114K
|
37.8K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-4.26K- 4.59% |
$110K - $118K
|
88.5K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-4.28K- 4.28% |
$110K - $118K
|
95.6K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.38K- 65.54% |
$113K - $121K
|
2.3K
$62.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-4.45K- 29.31% |
$115K - $123K
|
10.7K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.46K- 3.57% |
$115K - $123K
|
120K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.54K- 2.59% |
$117K - $125K
|
171K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.65K- 24.38% |
$120K - $128K
|
14.4K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.76K- 9.26% |
$123K - $131K
|
46.6K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 8.19% |
$127K - $136K
|
55.3K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.95K- 0.93% |
$128K - $137K
|
525K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.02K- 6.08% |
$129K - $139K
|
77.5K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.08K- 1.99% |
$131K - $140K
|
250K
$6.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-5.12K- 13.63% |
$132K - $141K
|
32.5K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.23K- 15.37% |
$135K - $144K
|
28.8K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.3K- 17.65% |
$137K - $146K
|
24.8K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.44K- 18.62% |
$140K - $150K
|
23.8K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.46K- 4.23% |
$141K - $151K
|
124K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 31.42% |
$144K - $154K
|
12.2K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.76K- 1.06% |
$148K - $159K
|
536K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.84K- 0.57% |
$151K - $161K
|
1.03M
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.25K- 8.17% |
$161K - $173K
|
70.2K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.39K- 12.16% |
$165K - $176K
|
46.2K
$1.25M
|
|
|
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
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.51K- 1.62% |
$168K - $180K
|
395K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.63K- 25.3% |
$171K - $183K
|
19.6K
$531K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.66K- 11.31% |
$172K - $184K
|
52.2K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.78K- 44.73% |
$175K - $187K
|
8.38K
$227K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.91K- 1.14% |
$178K - $191K
|
601K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.02K- 4.72% |
$181K - $194K
|
142K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.29K- 18.93% |
$188K - $201K
|
31.2K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.44K- 2.54% |
$192K - $205K
|
285K
$7.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.06K- 2.52% |
$208K - $222K
|
312K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.17K- 23.49% |
$210K - $225K
|
26.6K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-8.38K- 2.44% |
$216K - $231K
|
335K
$9.08M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.76K- 3.68% |
$226K - $242K
|
230K
$6.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-8.81K- 61.37% |
$227K - $243K
|
5.54K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.03K- 44.69% |
$233K - $249K
|
11.2K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-9.05K- 31.79% |
$233K - $250K
|
19.4K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-9.65K- 5.38% |
$249K - $266K
|
170K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.96K- 1.25% |
$257K - $275K
|
784K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.3K- 31.09% |
$265K - $284K
|
22.8K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-10.3K- 45.89% |
$267K - $286K
|
12.2K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.9K- 10.8% |
$282K - $302K
|
90.4K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 96.09% |
$282K - $302K
|
446
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.2K- 1.08% |
$288K - $308K
|
1.02M
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-11.6K- 7.46% |
$298K - $320K
|
144K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.81% |
$299K - $321K
|
95.9K
$2.6M
|