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
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.7K+ 0.33% |
$43.9K - $47K
|
522K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 11.23% |
$43.8K - $46.9K
|
16.9K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.68K+ 15.16% |
$43.3K - $46.4K
|
12.8K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66K+ 49.75% |
$42.9K - $45.9K
|
5.01K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 0.39% |
$41.1K - $44K
|
414K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.58K+ 6.69% |
$40.8K - $43.7K
|
25.2K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 12.72% |
$40.2K - $43K
|
13.8K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 3.93% |
$39.3K - $42.1K
|
40.3K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.46K+ 0.96% |
$37.5K - $40.2K
|
154K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.44K+ 1.23% |
$37.1K - $39.7K
|
119K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.39KNew |
$35.9K - $38.4K
|
1.39K
$37.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.35K+ 3.43% |
$34.7K - $37.1K
|
40.6K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.3K+ 3.02% |
$33.5K - $35.9K
|
44.3K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.23K+ 9.16% |
$31.7K - $34K
|
14.7K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.22K+ 1.35% |
$31.5K - $33.7K
|
91.6K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 4.03% |
$30.7K - $32.9K
|
30.7K
$833K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.09KNew |
$28K - $30K
|
1.09K
$29.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 10.12% |
$27.2K - $29.1K
|
11.5K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.04KNew |
$26.8K - $28.7K
|
1.04K
$28.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.02KNew |
$26.2K - $28.1K
|
1.02K
$27.6K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
981+ 0.52% |
$25.3K - $27.1K
|
191K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
951+ 5.0% |
$24.5K - $26.2K
|
20K
$542K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
948+ 1.09% |
$24.4K - $26.2K
|
87.9K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
946+ 4.27% |
$24.4K - $26.1K
|
23.1K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
927+ 0.21% |
$23.9K - $25.6K
|
452K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
894New |
$23K - $24.7K
|
894
$24.3K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
891+ 29.7% |
$23K - $24.6K
|
3.89K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
879New |
$22.7K - $24.3K
|
879
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
852+ 8.81% |
$22K - $23.5K
|
10.5K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
848+ 1.01% |
$21.9K - $23.4K
|
84.4K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
833+ 9.11% |
$21.5K - $23K
|
9.98K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
831New |
$21.4K - $22.9K
|
831
$22.5K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
809+ 0.37% |
$20.8K - $22.3K
|
219K
$5.95M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
735New |
$18.9K - $20.3K
|
735
$19.9K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
721+ 78.54% |
$18.6K - $19.9K
|
1.64K
$44.5K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
708+ 7.77% |
$18.2K - $19.5K
|
9.82K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
650+ 2.97% |
$16.8K - $17.9K
|
22.5K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
648+ 1.46% |
$16.7K - $17.9K
|
45.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
626+ 0.85% |
$16.1K - $17.3K
|
74.1K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
604+ 0.36% |
$15.6K - $16.7K
|
170K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
591New |
$15.2K - $16.3K
|
591
$16K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
583+ 2.18% |
$15K - $16.1K
|
27.4K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
580+ 5.82% |
$14.9K - $16K
|
10.5K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
576+ 0.3% |
$14.8K - $15.9K
|
196K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
568+ 0.28% |
$14.6K - $15.7K
|
202K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
555+ 35.65% |
$14.3K - $15.3K
|
2.11K
$57.3K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
544+ 3.08% |
$14K - $15K
|
18.2K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
524+ 2.61% |
$13.5K - $14.5K
|
20.6K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
505+ 0.54% |
$13K - $13.9K
|
94.6K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
486+ 0.08% |
$12.5K - $13.4K
|
629K
$17.1M
|