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 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76.2K+ 6.35% |
$1.79M - $2.11M
|
1.28M
$36.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
71.6K+ 15.0% |
$1.69M - $1.98M
|
549K
$15.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
68.6K+ 34.07% |
$1.61M - $1.9M
|
270K
$7.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
68.5K+ 13.12% |
$1.61M - $1.9M
|
591K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
68.5KNew |
$1.61M - $1.9M
|
68.5K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
68.5KNew |
$1.61M - $1.89M
|
68.5K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
68.3K+ 32.97% |
$1.61M - $1.89M
|
275K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
67.4KNew |
$1.59M - $1.86M
|
67.4K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
62K+ 5.96% |
$1.46M - $1.72M
|
1.1M
$31.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
58K+ 62.04% |
$1.37M - $1.61M
|
152K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57K+ 29225.64% |
$1.34M - $1.58M
|
57.2K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.9K+ 3.23% |
$1.34M - $1.57M
|
1.82M
$52.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
56.6K+ 703.09% |
$1.33M - $1.57M
|
64.7K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
56.4K+ 17.52% |
$1.33M - $1.56M
|
378K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
56.3KNew |
$1.33M - $1.56M
|
56.3K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
53.6KNew |
$1.26M - $1.48M
|
53.6K
$1.54M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
52.9KNew |
$1.24M - $1.46M
|
52.9K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
52.3KNew |
$1.23M - $1.45M
|
52.3K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
52K+ 7.75% |
$1.22M - $1.44M
|
723K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50.7K+ 40.94% |
$1.19M - $1.4M
|
174K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 9.43% |
$1.18M - $1.39M
|
582K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.5K+ 3.93% |
$1.09M - $1.29M
|
1.23M
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
46.4K+ 5.34% |
$1.09M - $1.28M
|
916K
$26.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
45.9K+ 1.6% |
$1.08M - $1.27M
|
2.91M
$83.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.5K+ 1.29% |
$1.07M - $1.26M
|
3.57M
$103M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45.2K+ 72.15% |
$1.06M - $1.25M
|
108K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 6.78% |
$1.05M - $1.24M
|
705K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
44.5K+ 18.52% |
$1.05M - $1.23M
|
285K
$8.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
44K+ 111.24% |
$1.04M - $1.22M
|
83.5K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
42.4K+ 1.89% |
$999K - $1.17M
|
2.29M
$65.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
41.6K+ 29.41% |
$979K - $1.15M
|
183K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41.4K+ 1801.22% |
$976K - $1.15M
|
43.7K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.2KNew |
$946K - $1.11M
|
40.2K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
36K+ 4.81% |
$849K - $997K
|
786K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.8K+ 4.49% |
$843K - $990K
|
832K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
35.1K+ 3.0% |
$826K - $971K
|
1.2M
$34.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
34.6KNew |
$815K - $957K
|
34.6K
$998K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34.2K+ 7.07% |
$805K - $946K
|
518K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.5K+ 128.31% |
$766K - $900K
|
57.9K
$1.67M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
32.3KNew |
$761K - $894K
|
32.3K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
32.3K+ 3.99% |
$761K - $894K
|
842K
$24.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.1K+ 289.85% |
$756K - $888K
|
43.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
31.7KNew |
$747K - $878K
|
31.7K
$915K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
31.2KNew |
$734K - $862K
|
31.2K
$899K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29.9K+ 216.51% |
$704K - $828K
|
43.7K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
28.8K+ 0.99% |
$677K - $796K
|
2.94M
$84.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 7.24% |
$647K - $760K
|
407K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27.3K+ 9.58% |
$643K - $756K
|
313K
$9.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
27.3K+ 4.09% |
$643K - $755K
|
695K
$20M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
26.2K+ 21.16% |
$617K - $725K
|
150K
$4.32M
|