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 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16.9KNew |
$435K - $466K
|
16.9K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.5K+ 92.32% |
$424K - $455K
|
34.3K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2K+ 5.18% |
$418K - $447K
|
329K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 24.93% |
$391K - $418K
|
76K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.5K+ 29.49% |
$374K - $401K
|
63.8K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14K+ 96.63% |
$360K - $385K
|
28.4K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 5.74% |
$358K - $384K
|
256K
$6.95M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.9KNew |
$358K - $383K
|
13.9K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.6K+ 129.27% |
$351K - $376K
|
24.2K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 2.38% |
$350K - $375K
|
584K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13.5K+ 98.14% |
$349K - $374K
|
27.3K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.3KNew |
$344K - $368K
|
13.3K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.3KNew |
$343K - $367K
|
13.3K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3K+ 144.92% |
$342K - $366K
|
22.4K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 6.03% |
$337K - $361K
|
230K
$6.25M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13K+ 3.83% |
$334K - $358K
|
351K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.9KNew |
$331K - $355K
|
12.9K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7K+ 564.64% |
$328K - $351K
|
15K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
12.2K+ 1.03% |
$315K - $337K
|
1.2M
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$311K - $333K
|
12.1K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
12KNew |
$309K - $331K
|
12K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
12K+ 7.16% |
$309K - $331K
|
179K
$4.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11.9K+ 2.04% |
$307K - $329K
|
594K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.6K+ 56.93% |
$300K - $321K
|
32.1K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.6K+ 1.2% |
$298K - $320K
|
973K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.25% |
$298K - $319K
|
935K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 27.79% |
$291K - $312K
|
52K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
11.2K+ 8.34% |
$289K - $309K
|
145K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.1K+ 1.15% |
$286K - $306K
|
977K
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 0.5% |
$286K - $306K
|
2.23M
$60.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.9K+ 3.68% |
$280K - $300K
|
306K
$8.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.7KNew |
$275K - $294K
|
10.7K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.6KNew |
$273K - $293K
|
10.6K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
10.4KNew |
$269K - $288K
|
10.4K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2KNew |
$262K - $281K
|
10.2K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10K+ 3.93% |
$258K - $276K
|
264K
$7.17M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.8K+ 1.01% |
$253K - $271K
|
977K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.65KNew |
$249K - $266K
|
9.65K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.37K+ 65.92% |
$242K - $259K
|
23.6K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.33K+ 22.77% |
$241K - $258K
|
50.3K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9.33K+ 14.54% |
$240K - $258K
|
73.5K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.98KNew |
$231K - $248K
|
8.98K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.72K+ 53.26% |
$225K - $241K
|
25.1K
$681K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.64K+ 7.72% |
$223K - $238K
|
121K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.63KNew |
$222K - $238K
|
8.63K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.5KNew |
$219K - $235K
|
8.5K
$231K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.34K+ 9.91% |
$215K - $230K
|
92.5K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.33KNew |
$215K - $230K
|
8.33K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.33K+ 6.47% |
$215K - $230K
|
137K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.15K+ 68.56% |
$210K - $225K
|
20K
$544K
|