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 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
25.9KNew |
$611K - $718K
|
25.9K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
25.5KNew |
$600K - $705K
|
25.5K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 2667.1% |
$575K - $675K
|
25.3K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
24K+ 16.03% |
$565K - $664K
|
174K
$5.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23.8K+ 13.62% |
$560K - $658K
|
198K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.5KNew |
$553K - $650K
|
23.5K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22.6K+ 3.54% |
$532K - $626K
|
662K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
21.8K+ 5.25% |
$513K - $602K
|
437K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.5K+ 10.47% |
$506K - $595K
|
227K
$6.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
21.1K+ 2.01% |
$496K - $582K
|
1.07M
$30.8M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.7K+ 202.01% |
$487K - $572K
|
30.9K
$891K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
20.5KNew |
$482K - $566K
|
20.5K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19.8KNew |
$467K - $549K
|
19.8K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19.7K+ 6.68% |
$463K - $544K
|
314K
$9.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
19.4K+ 6.0% |
$457K - $537K
|
343K
$9.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
19.3KNew |
$456K - $535K
|
19.3K
$558K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.9K+ 7.57% |
$446K - $524K
|
269K
$7.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
18.8K+ 3.14% |
$444K - $521K
|
618K
$17.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
18.8K+ 84.4% |
$443K - $521K
|
41.1K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18.6K+ 436.48% |
$437K - $514K
|
22.8K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.8K+ 26.32% |
$418K - $492K
|
85.3K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.4KNew |
$410K - $481K
|
17.4K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
17.2KNew |
$404K - $475K
|
17.2K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17KNew |
$401K - $471K
|
17K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16.9KNew |
$399K - $469K
|
16.9K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.4KNew |
$385K - $453K
|
16.4K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
16.1KNew |
$379K - $445K
|
16.1K
$464K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
16KNew |
$376K - $441K
|
16K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.1K+ 1271.72% |
$356K - $418K
|
16.3K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.1K+ 4.59% |
$355K - $417K
|
344K
$9.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.9KNew |
$351K - $413K
|
14.9K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
14.8K+ 53.93% |
$347K - $408K
|
42.1K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 39.97% |
$333K - $392K
|
49.6K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
13.9KNew |
$328K - $385K
|
13.9K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.9K+ 43.23% |
$327K - $384K
|
46K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.3K+ 3.95% |
$314K - $369K
|
351K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
13.2KNew |
$311K - $366K
|
13.2K
$381K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$309K - $363K
|
13.1K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13K+ 7.57% |
$305K - $358K
|
184K
$5.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.7K+ 8.28% |
$300K - $353K
|
167K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.4K+ 2.22% |
$293K - $344K
|
572K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12.2K+ 1.25% |
$286K - $336K
|
986K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.1K+ 2712.11% |
$285K - $335K
|
12.5K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 1.5% |
$270K - $317K
|
772K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.2K+ 6.16% |
$264K - $310K
|
193K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$261K - $307K
|
11.1K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11K+ 14.83% |
$259K - $304K
|
85.1K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.9K+ 43.52% |
$257K - $302K
|
36K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.5K+ 4.46% |
$247K - $290K
|
245K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10.3K+ 5.27% |
$243K - $285K
|
206K
$5.94M
|