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 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.07% |
$258 - $276
|
13.4K
$391K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 1.49% |
$490 - $524
|
1.26K
$36.6K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$696 - $745
|
11.3K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-29- 0.24% |
$747 - $800
|
12K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.12% |
$773 - $828
|
25.9K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-33- 0.37% |
$850 - $911
|
8.85K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 44.87% |
$902 - $966
|
43
$1.25K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.16% |
$902 - $966
|
21.6K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 0.1% |
$1.16K - $1.24K
|
45K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-45- 0.42% |
$1.16K - $1.24K
|
10.6K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.15% |
$1.21K - $1.3K
|
31.3K
$910K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 0.59% |
$1.24K - $1.32K
|
8.12K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.57% |
$1.29K - $1.38K
|
8.72K
$254K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-61- 0.36% |
$1.57K - $1.68K
|
16.9K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-63- 11.86% |
$1.62K - $1.74K
|
468
$13.6K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 5.43% |
$1.62K - $1.74K
|
1.1K
$32K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-67- 0.15% |
$1.73K - $1.85K
|
45.6K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 0.15% |
$1.88K - $2.01K
|
48.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-75- 0.48% |
$1.93K - $2.07K
|
15.4K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-81- 0.24% |
$2.09K - $2.24K
|
33.6K
$977K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-82- 0.59% |
$2.11K - $2.26K
|
13.7K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 16.97% |
$2.42K - $2.59K
|
460
$13.4K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-99- 0.5% |
$2.55K - $2.73K
|
19.8K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-105- 0.31% |
$2.71K - $2.9K
|
33.5K
$975K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-105- 0.56% |
$2.71K - $2.9K
|
18.6K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 1.06% |
$2.78K - $2.98K
|
10.1K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-130- 0.62% |
$3.35K - $3.59K
|
20.7K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 75.81% |
$3.63K - $3.89K
|
45
$1.31K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-150- 71.43% |
$3.87K - $4.14K
|
60
$1.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.72% |
$4.48K - $4.8K
|
9.94K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-175- 0.93% |
$4.51K - $4.83K
|
18.6K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-186- 1.9% |
$4.79K - $5.13K
|
9.62K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-196- 0.47% |
$5.05K - $5.41K
|
41.7K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-201- 0.48% |
$5.18K - $5.55K
|
41.6K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-202- 2.4% |
$5.21K - $5.58K
|
8.21K
$239K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-209- 5.77% |
$5.39K - $5.77K
|
3.42K
$99.4K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-239- 0.17% |
$6.16K - $6.6K
|
144K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-240- 1.95% |
$6.18K - $6.62K
|
12.1K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-243- 2.34% |
$6.26K - $6.71K
|
10.2K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-255- 2.21% |
$6.57K - $7.04K
|
11.3K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-268- 1.25% |
$6.91K - $7.4K
|
21.2K
$618K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-270- 1.43% |
$6.96K - $7.45K
|
18.7K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-278- 0.95% |
$7.16K - $7.67K
|
29K
$843K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-281- 0.23% |
$7.24K - $7.76K
|
122K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-282- 0.11% |
$7.27K - $7.78K
|
246K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-288- 0.65% |
$7.42K - $7.95K
|
44.1K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$948K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-314- 1.64% |
$8.09K - $8.67K
|
18.9K
$550K
|
|
|
Oct 16, 2025
Q1 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-317- 1.91% |
$8.17K - $8.75K
|
16.3K
$474K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-334- 2.07% |
$8.61K - $9.22K
|
15.8K
$459K
|