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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.6K- 9.18% |
$1.17M - $1.37M
|
491K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-50.6K- 43.7% |
$1.19M - $1.4M
|
65.2K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53.5K- 33.16% |
$1.26M - $1.48M
|
108K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58.4K- 43.3% |
$1.38M - $1.62M
|
76.5K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61.8K- 14.93% |
$1.46M - $1.71M
|
352K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.2K- 0.57% |
$1.56M - $1.83M
|
11.5M
$331M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-67.8K- 46.63% |
$1.6M - $1.87M
|
77.6K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 33.27% |
$1.8M - $2.12M
|
154K
$4.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-80.9K- 2.45% |
$1.91M - $2.24M
|
3.22M
$93M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-81.1K- 0.81% |
$1.91M - $2.24M
|
9.95M
$287M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-85.3K- 6.87% |
$2.01M - $2.36M
|
1.16M
$33.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94.3K- 19.6% |
$2.22M - $2.61M
|
387K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-102K- 2.28% |
$2.4M - $2.82M
|
4.36M
$126M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-115K- 44.47% |
$2.71M - $3.18M
|
144K
$4.14M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-122K- 61.99% |
$2.87M - $3.37M
|
74.6K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-133K- 19.21% |
$3.14M - $3.68M
|
560K
$16.1M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-133K- 19.21% |
$3.14M - $3.68M
|
560K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-151K- 8.03% |
$3.56M - $4.19M
|
1.73M
$50M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 2.32% |
$3.81M - $4.47M
|
6.81M
$196M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-192K- 18.82% |
$4.52M - $5.31M
|
828K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-192K- 12.11% |
$4.53M - $5.32M
|
1.4M
$40.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-194K- 15.82% |
$4.56M - $5.35M
|
1.03M
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 11.88% |
$4.6M - $5.41M
|
1.45M
$41.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-196K- 10.15% |
$4.61M - $5.42M
|
1.73M
$50M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-201K- 33.78% |
$4.73M - $5.56M
|
394K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-219K- 37.2% |
$5.15M - $6.05M
|
369K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 1.95% |
$7.56M - $8.89M
|
16.2M
$466M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-443K- 43.49% |
$10.4M - $12.3M
|
576K
$16.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-501K- 93.56% |
$11.8M - $13.9M
|
34.5K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-658K- 1.24% |
$15.5M - $18.2M
|
52.6M
$1.52B
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-761K- 48.67% |
$17.9M - $21M
|
802K
$23.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-869K- 53.68% |
$20.5M - $24M
|
750K
$21.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-966K- 87.56% |
$22.7M - $26.7M
|
137K
$3.96M
|