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
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.1KNew |
$237K - $278K
|
10.1K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$236K - $277K
|
10K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
9.96K+ 5.37% |
$235K - $276K
|
195K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
9.87KNew |
$232K - $273K
|
9.87K
$285K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.72K+ 53.45% |
$229K - $269K
|
27.9K
$804K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9.37KNew |
$221K - $259K
|
9.37K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.17K+ 2.26% |
$216K - $254K
|
416K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.1K+ 0.97% |
$214K - $252K
|
944K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.95K+ 5.5% |
$211K - $248K
|
172K
$4.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.83KNew |
$208K - $244K
|
8.83K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8.74K+ 7.82% |
$206K - $242K
|
120K
$3.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.71K+ 25.32% |
$205K - $241K
|
43.1K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.69KNew |
$205K - $241K
|
8.69K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.68KNew |
$204K - $240K
|
8.68K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.63KNew |
$203K - $239K
|
8.63K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.63K+ 0.53% |
$203K - $239K
|
1.65M
$47.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.6KNew |
$203K - $238K
|
8.6K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.53K+ 1.62% |
$201K - $236K
|
534K
$15.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
8.53KNew |
$201K - $236K
|
8.53K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.38KNew |
$197K - $232K
|
8.38K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
8.23K+ 1.43% |
$194K - $228K
|
585K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.19K+ 8.41% |
$193K - $227K
|
106K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.18KNew |
$193K - $226K
|
8.18K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8.14KNew |
$192K - $225K
|
8.14K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.09K+ 11.45% |
$191K - $224K
|
78.8K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.03KNew |
$189K - $222K
|
8.03K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.89KNew |
$186K - $218K
|
7.89K
$227K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.81KNew |
$184K - $216K
|
7.81K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.79KNew |
$184K - $216K
|
7.79K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.74KNew |
$182K - $214K
|
7.74K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.74K+ 10.97% |
$182K - $214K
|
78.3K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7.6KNew |
$179K - $210K
|
7.6K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
7.59KNew |
$179K - $210K
|
7.59K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7.54KNew |
$178K - $209K
|
7.54K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$177K - $209K
|
7.54K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.53KNew |
$177K - $208K
|
7.53K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.45KNew |
$175K - $206K
|
7.45K
$215K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.42KNew |
$175K - $205K
|
7.42K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
7.39KNew |
$174K - $204K
|
7.39K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.39KNew |
$174K - $204K
|
7.39K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.33K+ 0.02% |
$173K - $203K
|
33M
$951M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.32KNew |
$172K - $202K
|
7.32K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.28KNew |
$171K - $201K
|
7.28K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
7.28KNew |
$171K - $201K
|
7.28K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.26KNew |
$171K - $201K
|
7.26K
$209K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
7.1K+ 128.12% |
$167K - $197K
|
12.6K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.07K+ 28.63% |
$166K - $196K
|
31.8K
$916K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7K+ 116.67% |
$165K - $194K
|
13K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.96K+ 30.49% |
$164K - $193K
|
29.8K
$858K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 1.16% |
$163K - $191K
|
601K
$17.3M
|