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 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.32K- 6.13% |
$196K - $230K
|
127K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.6K- 11.09% |
$202K - $238K
|
68.9K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 9.72% |
$204K - $240K
|
80.6K
$2.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-8.69K- 5.12% |
$205K - $240K
|
161K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8.83K- 1.13% |
$208K - $244K
|
775K
$22.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.92K- 4.31% |
$210K - $247K
|
198K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-9.83K- 34.61% |
$231K - $272K
|
18.6K
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-9.99K- 1.88% |
$235K - $276K
|
522K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.3K- 32.07% |
$242K - $285K
|
21.8K
$628K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.3K- 49.37% |
$243K - $286K
|
10.6K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 26.38% |
$247K - $290K
|
29.3K
$843K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10.7K- 37.99% |
$253K - $297K
|
17.5K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-11K- 16.13% |
$260K - $305K
|
57.4K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.2K- 5.05% |
$264K - $310K
|
211K
$6.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-11.2K- 1.75% |
$264K - $310K
|
631K
$18.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.4K- 1.95% |
$269K - $316K
|
573K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-11.8K- 3.79% |
$279K - $328K
|
300K
$8.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-12K- 10.72% |
$282K - $331K
|
99.7K
$2.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 1.6% |
$291K - $342K
|
762K
$22M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-12.7K- 5.1% |
$300K - $353K
|
237K
$6.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-15.1K- 8.04% |
$356K - $418K
|
173K
$4.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 89.36% |
$362K - $425K
|
1.83K
$52.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.7K- 2.49% |
$369K - $433K
|
613K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.7K- 16.26% |
$370K - $435K
|
80.9K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.9K- 46.42% |
$375K - $441K
|
18.4K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16K- 42.19% |
$376K - $442K
|
21.9K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16K- 16.72% |
$376K - $442K
|
79.6K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-16K- 16.69% |
$377K - $443K
|
79.9K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.6K- 20.75% |
$391K - $460K
|
63.4K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.7K- 62.56% |
$394K - $463K
|
10K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.4K- 20.59% |
$410K - $481K
|
67.1K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 15.37% |
$450K - $528K
|
105K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19.7K- 1.72% |
$464K - $545K
|
1.13M
$32.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-20K- 16.17% |
$470K - $552K
|
103K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 27.02% |
$482K - $566K
|
55.2K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.5K- 56.91% |
$482K - $566K
|
15.5K
$447K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 24.74% |
$483K - $568K
|
62.4K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.5K- 40.85% |
$483K - $568K
|
29.7K
$857K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-22.2K- 13.08% |
$523K - $614K
|
148K
$4.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-22.3K- 12.45% |
$526K - $618K
|
157K
$4.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-24K- 57.78% |
$564K - $663K
|
17.5K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.1K- 32.01% |
$637K - $749K
|
57.5K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-27.1K- 2.3% |
$637K - $749K
|
1.15M
$33.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.1K- 8.66% |
$638K - $750K
|
286K
$8.24M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-34.6K- 5.04% |
$816K - $958K
|
652K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-36.7K- 40.65% |
$865K - $1.02M
|
53.6K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-42K- 33.92% |
$990K - $1.16M
|
81.9K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42.5K- 11.6% |
$1M - $1.18M
|
324K
$9.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43.7K- 37.2% |
$1.03M - $1.21M
|
73.8K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-46.9K- 1.74% |
$1.11M - $1.3M
|
2.65M
$76.5M
|