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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-730- 2.18% |
$17.2K - $20.2K
|
32.8K
$944K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-751- 1.74% |
$17.7K - $20.8K
|
42.3K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-753- 2.06% |
$17.7K - $20.8K
|
35.8K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-754- 0.89% |
$17.8K - $20.9K
|
83.7K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-756- 1.08% |
$17.8K - $20.9K
|
69.5K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-800- 8.16% |
$18.8K - $22.1K
|
9K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-805- 5.61% |
$19K - $22.3K
|
13.5K
$391K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-806- 0.76% |
$19K - $22.3K
|
105K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-809- 0.48% |
$19.1K - $22.4K
|
167K
$4.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-811- 7.24% |
$19.1K - $22.4K
|
10.4K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-811- 2.59% |
$19.1K - $22.4K
|
30.5K
$878K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-834- 1.59% |
$19.6K - $23.1K
|
51.7K
$1.49M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-899- 3.55% |
$21.2K - $24.9K
|
24.4K
$705K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-941- 6.81% |
$22.2K - $26K
|
12.9K
$371K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-980- 6.11% |
$23.1K - $27.1K
|
15.1K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-984- 2.36% |
$23.2K - $27.2K
|
40.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-993- 1.23% |
$23.4K - $27.5K
|
79.5K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-998- 5.26% |
$23.5K - $27.6K
|
18K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.1K- 3.45% |
$25.9K - $30.4K
|
30.8K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.16K- 1.47% |
$27.3K - $32.1K
|
78K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 1.38% |
$28K - $32.8K
|
85.1K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.2K- 0.92% |
$28.2K - $33.2K
|
130K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 9.0% |
$28.3K - $33.2K
|
12.1K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.2K- 1.87% |
$28.4K - $33.3K
|
63.1K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-1.21K- 13.93% |
$28.6K - $33.6K
|
7.5K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.22K- 5.16% |
$28.7K - $33.7K
|
22.4K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.32K- 8.26% |
$31.2K - $36.6K
|
14.7K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.43K- 1.09% |
$33.6K - $39.4K
|
129K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.43K- 0.99% |
$33.7K - $39.5K
|
143K
$4.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.44K- 1.63% |
$34K - $39.9K
|
87.1K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-1.48K- 2.99% |
$34.8K - $40.9K
|
47.9K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.5K- 17.17% |
$35.3K - $41.4K
|
7.22K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.54K- 25.84% |
$36.2K - $42.6K
|
4.41K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 7.47% |
$36.8K - $43.2K
|
19.3K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 1.73% |
$38.1K - $44.8K
|
92K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.72K- 3.62% |
$40.4K - $47.5K
|
45.7K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.75K- 6.41% |
$41.3K - $48.5K
|
25.6K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.76K- 16.32% |
$41.5K - $48.7K
|
9.03K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 13.25% |
$42.2K - $49.6K
|
11.7K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.82K- 1.6% |
$42.8K - $50.3K
|
112K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 1.21% |
$43.2K - $50.8K
|
150K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.95K- 10.34% |
$46K - $54K
|
16.9K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.96K- 2.78% |
$46.2K - $54.3K
|
68.6K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 4.44% |
$47.2K - $55.5K
|
43.2K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.13K- 7.31% |
$50.1K - $58.9K
|
27K
$778K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.15K- 1.81% |
$50.6K - $59.5K
|
117K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 49.34% |
$51.1K - $60K
|
2.23K
$64.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.21K- 5.18% |
$52K - $61.2K
|
40.4K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.25K- 18.85% |
$53K - $62.3K
|
9.68K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 13.36% |
$53K - $62.3K
|
14.6K
$421K
|