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 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
51+ 0.06% |
$1.31K - $1.41K
|
80.9K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 0.21% |
$1.31K - $1.41K
|
24.5K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
50+ 0.19% |
$1.29K - $1.38K
|
25.8K
$700K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
48+ 0.28% |
$1.24K - $1.32K
|
17.3K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46+ 0.55% |
$1.19K - $1.27K
|
8.46K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
45+ 0.54% |
$1.16K - $1.24K
|
8.32K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
43+ 0.1% |
$1.11K - $1.19K
|
41.5K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
42+ 0.05% |
$1.08K - $1.16K
|
80.5K
$2.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
42+ 0.54% |
$1.08K - $1.16K
|
7.88K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 0.63% |
$1.08K - $1.16K
|
6.75K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
41+ 0.39% |
$1.06K - $1.13K
|
10.5K
$284K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
41+ 0.07% |
$1.06K - $1.13K
|
62.5K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
39+ 0.05% |
$1.01K - $1.08K
|
79.1K
$2.15M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
36+ 18.56% |
$928 - $994
|
230
$6.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
35+ 44.87% |
$902 - $966
|
113
$3.07K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 0.17% |
$850 - $911
|
19.5K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 516.67% |
$799 - $856
|
37
$1K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 6.91% |
$773 - $828
|
464
$12.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$747 - $800
|
12.2K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.19% |
$670 - $718
|
13.7K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 0.55% |
$618 - $662
|
4.38K
$119K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.54% |
$515 - $552
|
3.72K
$101K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
20+ 0.1% |
$515 - $552
|
20.8K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.52% |
$490 - $524
|
3.67K
$99.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.53% |
$387 - $414
|
2.85K
$77.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14+ 0.09% |
$361 - $386
|
14.9K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.03% |
$361 - $386
|
47.6K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
12+ 0.09% |
$309 - $331
|
13.2K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$258 - $276
|
9.76K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9+ 0.02% |
$232 - $248
|
59.5K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.5% |
$232 - $248
|
1.8K
$48.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
8+ 0.07% |
$206 - $221
|
11.8K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.49% |
$206 - $221
|
1.65K
$44.9K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.06% |
$180 - $193
|
11.7K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.36% |
$129 - $138
|
1.4K
$38K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$103 - $110
|
34.5K
$936K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.46% |
$51.5 - $55.2
|
437
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$51.5 - $55.2
|
13.6K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.62% |
$51.5 - $55.2
|
324
$8.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$25.8 - $27.6
|
4.4K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$25.8 - $27.6
|
291
$7.89K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.52% |
$25.8 - $27.6
|
195
$5.29K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.02% |
$51.5 - $55.2
|
10.1K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$77.3 - $82.8
|
9.24K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.06% |
$180 - $193
|
12.6K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.07% |
$258 - $276
|
13.4K
$365K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 1.49% |
$490 - $524
|
1.26K
$34.2K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$696 - $745
|
11.3K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-29- 0.24% |
$747 - $800
|
12K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.12% |
$773 - $828
|
25.9K
$702K
|