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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.28K- 4.56% |
$53.7K - $63.1K
|
47.7K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.32K- 0.69% |
$54.7K - $64.3K
|
333K
$9.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.33K- 20.84% |
$54.8K - $64.4K
|
8.84K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.36K- 20.94% |
$55.5K - $65.2K
|
8.9K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.36K- 7.68% |
$55.5K - $65.2K
|
28.4K
$817K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 1.1% |
$56.9K - $66.8K
|
217K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 4.83% |
$58K - $68.2K
|
48.5K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-2.5K- 1.18% |
$58.8K - $69.1K
|
208K
$6.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.77K- 3.24% |
$65.1K - $76.5K
|
82.7K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-2.79K- 1.2% |
$65.8K - $77.3K
|
229K
$6.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.82K- 8.06% |
$66.5K - $78.1K
|
32.2K
$928K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.86K- 26.99% |
$67.4K - $79.2K
|
7.75K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.95K- 1.46% |
$69.5K - $81.7K
|
199K
$5.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.99K- 7.65% |
$70.4K - $82.7K
|
36.1K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 0.12% |
$71K - $83.4K
|
2.57M
$74.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.1K- 8.28% |
$72.9K - $85.7K
|
34.3K
$989K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.15K- 6.07% |
$74.3K - $87.3K
|
48.8K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 3.7% |
$75.7K - $88.9K
|
83.7K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.38K- 1.18% |
$79.5K - $93.4K
|
283K
$8.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 18.85% |
$80.6K - $94.7K
|
14.7K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.44K- 1.51% |
$80.9K - $95.1K
|
224K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.48K- 1.52% |
$81.9K - $96.2K
|
226K
$6.5M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.5K- 7.6% |
$82.5K - $96.9K
|
42.6K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.66K- 1.59% |
$86.2K - $101K
|
226K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.72K- 7.98% |
$87.7K - $103K
|
42.9K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.72K- 2.59% |
$87.7K - $103K
|
140K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.91K- 6.68% |
$92K - $108K
|
54.6K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 1.68% |
$98.2K - $115K
|
244K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-4.21K- 3.46% |
$99.2K - $117K
|
118K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 0.73% |
$101K - $119K
|
580K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.32K- 2.13% |
$102K - $119K
|
198K
$5.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.32K- 29.76% |
$102K - $119K
|
10.2K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.44K- 11.14% |
$105K - $123K
|
35.4K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.47K- 7.7% |
$105K - $124K
|
53.6K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.59K- 1.16% |
$108K - $127K
|
391K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.63K- 33.7% |
$109K - $128K
|
9.11K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.84K- 2.94% |
$114K - $134K
|
160K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.86K- 2.88% |
$115K - $135K
|
164K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.06K- 14.94% |
$119K - $140K
|
28.8K
$831K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.12K- 17.8% |
$121K - $142K
|
23.7K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.22K- 1.48% |
$123K - $145K
|
349K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.3K- 39.9% |
$125K - $147K
|
7.99K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-5.44K- 25.62% |
$128K - $150K
|
15.8K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.86K- 7.94% |
$138K - $162K
|
67.9K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-6.35K- 1.9% |
$150K - $176K
|
328K
$9.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.7K- 1.63% |
$158K - $185K
|
404K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.77K- 14.23% |
$160K - $187K
|
40.8K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.03K- 17.48% |
$166K - $195K
|
33.2K
$956K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.09K- 13.44% |
$167K - $196K
|
45.7K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.17K- 23.66% |
$192K - $226K
|
26.3K
$760K
|