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 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-8.81K- 61.37% |
$227K - $243K
|
5.54K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.03K- 44.69% |
$233K - $249K
|
11.2K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-9.05K- 31.79% |
$233K - $250K
|
19.4K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-9.65K- 5.38% |
$249K - $266K
|
170K
$4.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.96K- 1.25% |
$257K - $275K
|
784K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.3K- 31.09% |
$265K - $284K
|
22.8K
$658K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-10.3K- 45.89% |
$267K - $286K
|
12.2K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.9K- 10.8% |
$282K - $302K
|
90.4K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 96.09% |
$282K - $302K
|
446
$12.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.2K- 1.08% |
$288K - $308K
|
1.02M
$29.4M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-11.6K- 7.46% |
$298K - $320K
|
144K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.81% |
$299K - $321K
|
95.9K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-12K- 2.88% |
$309K - $331K
|
404K
$11.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.3K- 23.64% |
$317K - $339K
|
39.7K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.4K- 14.53% |
$321K - $344K
|
73.2K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-12.5K- 54.97% |
$322K - $345K
|
10.2K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.1K- 22.81% |
$338K - $362K
|
44.4K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-14K- 15.51% |
$361K - $387K
|
76.3K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 0.76% |
$373K - $399K
|
1.88M
$54.3M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14.7K- 8.21% |
$379K - $406K
|
164K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16.1K- 28.79% |
$416K - $445K
|
39.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.5K- 6.78% |
$426K - $456K
|
227K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-17K- 5.14% |
$437K - $468K
|
313K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-17.9K- 16.4% |
$462K - $495K
|
91.4K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-18.8K- 3.9% |
$485K - $519K
|
463K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.9K- 8.54% |
$488K - $522K
|
203K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 52.58% |
$491K - $526K
|
17.2K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.2K- 10.16% |
$495K - $530K
|
170K
$4.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-19.6K- 2.84% |
$505K - $541K
|
671K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 33.98% |
$533K - $571K
|
40.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-20.8K- 1.74% |
$536K - $574K
|
1.18M
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 46.25% |
$562K - $602K
|
25.3K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.4K- 10.3% |
$603K - $646K
|
204K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-23.6K- 8.93% |
$607K - $650K
|
240K
$6.93M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-24.2K- 0.89% |
$623K - $668K
|
2.7M
$77.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.3K- 3.6% |
$626K - $670K
|
650K
$18.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$7.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-25.3K- 10.9% |
$653K - $699K
|
207K
$5.97M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-27.8K- 2.39% |
$717K - $768K
|
1.14M
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-27.9K- 2.33% |
$718K - $769K
|
1.17M
$33.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28.3K- 41.26% |
$730K - $782K
|
40.3K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-29.8K- 36.11% |
$769K - $823K
|
52.8K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 29.66% |
$938K - $1M
|
86.3K
$2.49M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-38.3K- 5.63% |
$988K - $1.06M
|
642K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.7K- 3.66% |
$998K - $1.07M
|
1.02M
$29.4M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-39K- 15.37% |
$1M - $1.08M
|
215K
$6.19M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-39.4K- 3.36% |
$1.02M - $1.09M
|
1.13M
$32.7M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.76M
|