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
|
Truist Financial Corp
|
BUY
|
- |
4.23K+ 3.7% |
$109K - $117K
|
119K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.18K+ 3.18% |
$108K - $115K
|
136K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.13K+ 2.12% |
$106K - $114K
|
199K
$5.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.93K+ 1.6% |
$101K - $109K
|
250K
$6.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
3.9K+ 2.51% |
$100K - $108K
|
159K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.85K+ 5.27% |
$99.1K - $106K
|
76.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.77K+ 30.82% |
$97.2K - $104K
|
16K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.72K+ 29.95% |
$95.7K - $103K
|
16.1K
$437K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.65K+ 4.77% |
$94K - $101K
|
80K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.64K+ 5.44% |
$93.8K - $100K
|
70.5K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 1.48% |
$93.2K - $99.9K
|
248K
$6.73M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.61K+ 0.97% |
$93K - $99.6K
|
376K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.6K+ 0.76% |
$92.8K - $99.4K
|
477K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.37K+ 2.66% |
$86.8K - $93K
|
130K
$3.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.2K+ 0.31% |
$82.4K - $88.3K
|
1.04M
$28.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.19K+ 2.12% |
$82.2K - $88K
|
153K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.19K+ 3.64% |
$82.2K - $88K
|
90.8K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
3.14K+ 2.49% |
$81K - $86.7K
|
129K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.04K+ 3.36% |
$78.3K - $83.9K
|
93.5K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.98K+ 2.46% |
$76.7K - $82.1K
|
124K
$3.36M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.91K+ 21.22% |
$75K - $80.3K
|
16.6K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.82K+ 27.65% |
$72.5K - $77.7K
|
13K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.78K+ 30877.78% |
$71.6K - $76.7K
|
2.79K
$75.6K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.76K+ 5.72% |
$71.1K - $76.2K
|
51K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.71KNew |
$69.9K - $74.9K
|
2.71K
$73.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.7K+ 22.83% |
$69.5K - $74.4K
|
14.5K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.68K+ 6.26% |
$69.1K - $74K
|
45.5K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.61K+ 6.46% |
$67.3K - $72.1K
|
43K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.59K+ 24.54% |
$66.8K - $71.5K
|
13.2K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.41K+ 6.51% |
$62.1K - $66.5K
|
39.4K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.36KNew |
$60.7K - $65K
|
2.36K
$63.9K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.34K+ 1.65% |
$60.4K - $64.7K
|
144K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.31K+ 13.84% |
$59.5K - $63.7K
|
19K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.25KNew |
$58K - $62.1K
|
2.25K
$61.1K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.14K+ 3.13% |
$55.1K - $59K
|
70.6K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.11K+ 1.46% |
$54.3K - $58.2K
|
147K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 25.76% |
$54K - $57.9K
|
10.2K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09KNew |
$53.8K - $57.6K
|
2.09K
$56.6K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.09KNew |
$53.7K - $57.5K
|
2.09K
$56.6K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.03K+ 0.73% |
$52.3K - $56K
|
281K
$7.63M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.9K+ 81.02% |
$49.1K - $52.6K
|
4.25K
$115K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.87K+ 4.88% |
$48.2K - $51.6K
|
40.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.84K+ 19.65% |
$47.4K - $50.8K
|
11.2K
$304K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 9.02% |
$46.5K - $49.8K
|
21.8K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.79K+ 1.08% |
$46K - $49.3K
|
167K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.79K+ 2.59% |
$46K - $49.3K
|
70.7K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.77K+ 84.88% |
$45.7K - $49K
|
3.86K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.77K+ 6.47% |
$45.6K - $48.8K
|
29.1K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.75K+ 11.29% |
$45K - $48.2K
|
17.2K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.7K+ 40.09% |
$43.9K - $47K
|
5.95K
$161K
|