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
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
455+ 3.12% |
$11.7K - $12.6K
|
15K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
448+ 0.25% |
$11.5K - $12.4K
|
182K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
435+ 2.79% |
$11.2K - $12K
|
16K
$435K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
429New |
$11.1K - $11.8K
|
429
$11.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
408+ 23.09% |
$10.5K - $11.3K
|
2.18K
$59K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
406+ 3.03% |
$10.5K - $11.2K
|
13.8K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
392New |
$10.1K - $10.8K
|
392
$10.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
377New |
$9.72K - $10.4K
|
377
$10.2K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
368+ 2.21% |
$9.48K - $10.2K
|
17K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
363+ 4.95% |
$9.35K - $10K
|
7.7K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
332+ 2.22% |
$8.56K - $9.16K
|
15.3K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
311+ 1.51% |
$8.01K - $8.58K
|
20.9K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289New |
$7.45K - $7.98K
|
289
$7.84K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
285+ 2.08% |
$7.34K - $7.87K
|
14K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
259+ 0.85% |
$6.67K - $7.15K
|
30.8K
$836K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
258+ 0.54% |
$6.65K - $7.12K
|
48.2K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
218+ 0.54% |
$5.62K - $6.02K
|
40.7K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
216+ 1.78% |
$5.57K - $5.96K
|
12.4K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
186New |
$4.79K - $5.13K
|
186
$5.05K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
185+ 162.28% |
$4.77K - $5.11K
|
299
$8.11K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
184+ 0.9% |
$4.74K - $5.08K
|
20.6K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
182+ 0.53% |
$4.69K - $5.02K
|
34.4K
$933K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
182+ 0.69% |
$4.69K - $5.02K
|
26.7K
$724K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
176+ 0.36% |
$4.54K - $4.86K
|
48.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
174New |
$4.48K - $4.8K
|
174
$4.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
173+ 4.28% |
$4.46K - $4.77K
|
4.22K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
169+ 1.13% |
$4.36K - $4.66K
|
15.2K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
168New |
$4.33K - $4.64K
|
168
$4.56K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
161+ 0.36% |
$4.15K - $4.44K
|
44.9K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
159+ 0.18% |
$4.1K - $4.39K
|
90.5K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
157+ 0.65% |
$4.05K - $4.33K
|
24.4K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
142+ 0.43% |
$3.66K - $3.92K
|
33K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
136New |
$3.5K - $3.75K
|
136
$3.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 1.0% |
$3.4K - $3.64K
|
13.3K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
129+ 0.51% |
$3.32K - $3.56K
|
25.2K
$684K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
116New |
$2.99K - $3.2K
|
116
$3.15K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
112+ 19.44% |
$2.89K - $3.09K
|
688
$18.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
110+ 0.3% |
$2.83K - $3.04K
|
36.3K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
105+ 0.54% |
$2.71K - $2.9K
|
19.7K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
101+ 0.18% |
$2.6K - $2.79K
|
56.4K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$2.58K - $2.76K
|
100
$2.71K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
83+ 2.07% |
$2.14K - $2.29K
|
4.1K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.11% |
$2.14K - $2.29K
|
75.3K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
80+ 0.54% |
$2.06K - $2.21K
|
14.9K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
76+ 0.46% |
$1.96K - $2.1K
|
16.7K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
66+ 0.59% |
$1.7K - $1.82K
|
11.3K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$1.55K - $1.66K
|
60
$1.63K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
59+ 0.47% |
$1.52K - $1.63K
|
12.7K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
52+ 0.1% |
$1.34K - $1.44K
|
50.3K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
52+ 0.42% |
$1.34K - $1.44K
|
12.4K
$337K
|