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 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
48.1K+ 8.14% |
$1.24M - $1.33M
|
639K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.1KNew |
$1.24M - $1.33M
|
48.1K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47.7KNew |
$1.23M - $1.32M
|
47.7K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.2K+ 52.13% |
$1.19M - $1.28M
|
135K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
43.3K+ 7.79% |
$1.12M - $1.19M
|
599K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.9K+ 155.12% |
$1.11M - $1.19M
|
70.6K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.6K+ 7.61% |
$1.07M - $1.15M
|
588K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
41K+ 94.44% |
$1.06M - $1.13M
|
84.5K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.8K+ 3.98% |
$1.02M - $1.1M
|
1.04M
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
39.1K+ 1.77% |
$1.01M - $1.08M
|
2.24M
$60.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
37.9K+ 17.58% |
$977K - $1.05M
|
254K
$6.88M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
36.6K+ 1.27% |
$942K - $1.01M
|
2.91M
$79.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
36.4K+ 18096.02% |
$937K - $1M
|
36.6K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 48.84% |
$930K - $996K
|
110K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
35.5K+ 28.3% |
$914K - $979K
|
161K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
34.6K+ 193.33% |
$893K - $956K
|
52.6K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.9KNew |
$873K - $935K
|
33.9K
$919K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
31.7KNew |
$818K - $876K
|
31.7K
$861K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
31.1K+ 10.62% |
$801K - $858K
|
324K
$8.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
29.7K+ 20.46% |
$765K - $819K
|
175K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
29.6K+ 3.53% |
$764K - $818K
|
869K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
28.6K+ 15.98% |
$736K - $788K
|
207K
$5.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 0.82% |
$736K - $788K
|
3.52M
$95.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.2K+ 2.01% |
$726K - $777K
|
1.43M
$38.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
24.8K+ 148.89% |
$638K - $683K
|
41.4K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.5K+ 1.52% |
$631K - $675K
|
1.64M
$44.4M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
24.3KNew |
$625K - $670K
|
24.3K
$658K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.2K+ 12.22% |
$623K - $667K
|
222K
$6.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
23.6K+ 205.57% |
$607K - $650K
|
35K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
23.2K+ 5.99% |
$599K - $641K
|
411K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
22.9K+ 200.0% |
$589K - $631K
|
34.3K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.7K+ 179.58% |
$586K - $628K
|
35.4K
$961K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 2.18% |
$575K - $616K
|
1.05M
$28.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
22.3K+ 7.89% |
$574K - $615K
|
305K
$8.26M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.8K+ 15.45% |
$562K - $601K
|
163K
$4.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
21.6KNew |
$556K - $596K
|
21.6K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.4K+ 7.13% |
$553K - $592K
|
322K
$8.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 1.83% |
$546K - $585K
|
1.18M
$32M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.9KNew |
$539K - $577K
|
20.9K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20.8K+ 17.26% |
$536K - $574K
|
141K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20.6K+ 93.85% |
$531K - $569K
|
42.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.6K+ 1.83% |
$530K - $568K
|
1.15M
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4K+ 130.55% |
$525K - $562K
|
35.9K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.8K+ 5.56% |
$511K - $548K
|
377K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.3K+ 20.83% |
$496K - $531K
|
112K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 2.62% |
$493K - $528K
|
750K
$20.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.7K+ 37.27% |
$481K - $516K
|
68.8K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
17.5K+ 200.0% |
$451K - $483K
|
26.3K
$713K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.5K+ 218.44% |
$450K - $482K
|
25.5K
$690K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
17KNew |
$437K - $468K
|
17K
$460K
|