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 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-95.7K- 7.63% |
$2.47M - $2.64M
|
1.16M
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-101K- 88.75% |
$2.59M - $2.78M
|
12.8K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-102K- 82.5% |
$2.62M - $2.81M
|
21.6K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-103K- 68.33% |
$2.66M - $2.85M
|
47.8K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-119K- 13.36% |
$3.08M - $3.3M
|
774K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-151K- 78.18% |
$3.89M - $4.16M
|
42.1K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-151K- 4.38% |
$3.9M - $4.18M
|
3.31M
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-156K- 69.86% |
$4.02M - $4.3M
|
67.3K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-172K- 13.47% |
$4.44M - $4.75M
|
1.11M
$30M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187K- 10.36% |
$4.82M - $5.16M
|
1.62M
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-189K- 4.05% |
$4.86M - $5.2M
|
4.46M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-213K- 28.62% |
$5.49M - $5.88M
|
531K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-223K- 96.24% |
$5.75M - $6.16M
|
8.72K
$237K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-233K- 90.2% |
$6.01M - $6.44M
|
25.4K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-277K- 18.26% |
$7.15M - $7.66M
|
1.24M
$33.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-435K- 38.54% |
$11.2M - $12M
|
693K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-639K- 8.4% |
$16.5M - $17.6M
|
6.97M
$189M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-723K- 89.53% |
$18.6M - $20M
|
84.5K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.11M- 3.81% |
$54.3M - $58.2M
|
53.3M
$1.44B
|