Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.42M+ 5.96% |
$57M - $67M
|
43.1M
$1.25B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09MNew |
$25.6M - $30.1M
|
1.09M
$31.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
945KNew |
$22.3M - $26.2M
|
945K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
707K+ 18.44% |
$16.7M - $19.6M
|
4.54M
$132M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
493K+ 4.29% |
$11.6M - $13.6M
|
12M
$349M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
480K+ 129.12% |
$11.3M - $13.3M
|
851K
$24.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
477KNew |
$11.2M - $13.2M
|
477K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
445K+ 23.15% |
$10.5M - $12.3M
|
2.37M
$69M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 5.33% |
$10.4M - $12.2M
|
8.69M
$253M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
400K+ 17.97% |
$9.43M - $11.1M
|
2.63M
$76.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
387K+ 25.93% |
$9.12M - $10.7M
|
1.88M
$54.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335KNew |
$7.88M - $9.26M
|
335K
$9.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
319K+ 46.96% |
$7.52M - $8.84M
|
1M
$29.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
306K+ 19.48% |
$7.2M - $8.46M
|
1.88M
$54.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
282KNew |
$6.63M - $7.79M
|
282K
$8.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
280K+ 39.17% |
$6.6M - $7.75M
|
996K
$29M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
238KNew |
$5.61M - $6.59M
|
238K
$6.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
207KNew |
$4.87M - $5.73M
|
207K
$6.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
206KNew |
$4.86M - $5.71M
|
206K
$6.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
196K+ 10.28% |
$4.62M - $5.43M
|
2.11M
$61.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
190K+ 130.47% |
$4.48M - $5.27M
|
336K
$9.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
182KNew |
$4.3M - $5.05M
|
182K
$5.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
170K+ 31.96% |
$4M - $4.7M
|
701K
$20.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
147KNew |
$3.47M - $4.08M
|
147K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
147K+ 348.11% |
$3.45M - $4.05M
|
189K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
145KNew |
$3.41M - $4.01M
|
145K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
136K+ 48.31% |
$3.2M - $3.76M
|
417K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
131K+ 3.04% |
$3.09M - $3.63M
|
4.44M
$129M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
124KNew |
$2.93M - $3.44M
|
124K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 12.1% |
$2.92M - $3.43M
|
1.15M
$33.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
121KNew |
$2.86M - $3.36M
|
121K
$3.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
121K+ 298.94% |
$2.84M - $3.34M
|
161K
$4.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120K+ 158.37% |
$2.83M - $3.33M
|
196K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
116K+ 193.05% |
$2.73M - $3.2M
|
176K
$5.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
115KNew |
$2.7M - $3.17M
|
115K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
112K+ 29.62% |
$2.63M - $3.09M
|
488K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 18.26% |
$2.52M - $2.96M
|
694K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107K+ 75.13% |
$2.51M - $2.95M
|
249K
$7.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
105K+ 54.78% |
$2.47M - $2.9M
|
296K
$8.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
105K+ 7.29% |
$2.46M - $2.89M
|
1.54M
$44.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
99.1K+ 1045.93% |
$2.33M - $2.74M
|
109K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.2K+ 5.62% |
$2.29M - $2.69M
|
1.83M
$53.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
91.3KNew |
$2.15M - $2.53M
|
91.3K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89.2K+ 759.81% |
$2.1M - $2.47M
|
101K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
88.3KNew |
$2.08M - $2.44M
|
88.3K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.6K+ 8.33% |
$2.04M - $2.4M
|
1.13M
$32.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
85.7K+ 8.77% |
$2.02M - $2.37M
|
1.06M
$30.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.5K+ 395.83% |
$2.01M - $2.37M
|
107K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
82.9K+ 14.14% |
$1.95M - $2.29M
|
669K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.2K+ 329.42% |
$1.93M - $2.27M
|
107K
$3.12M
|