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
|
Bogart Wealth, LLC
|
BUY
|
- |
6.85K+ 1.52% |
$161K - $189K
|
458K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.73K+ 21.2% |
$158K - $186K
|
38.4K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.44K+ 0.99% |
$152K - $178K
|
657K
$18.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.32K+ 4.76% |
$149K - $175K
|
139K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.03K+ 1.97% |
$142K - $167K
|
312K
$9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 4.92% |
$140K - $164K
|
126K
$3.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.9K+ 4.82% |
$139K - $163K
|
128K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88K+ 6.35% |
$138K - $163K
|
98.4K
$2.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.8K+ 2.85% |
$137K - $161K
|
210K
$6.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.73K+ 2.13% |
$135K - $158K
|
274K
$7.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.46K+ 4.49% |
$128K - $151K
|
127K
$3.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.25K+ 26.91% |
$124K - $145K
|
24.8K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.05K+ 0.45% |
$119K - $140K
|
1.14M
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.79K+ 4.35% |
$113K - $132K
|
115K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.78K+ 0.41% |
$113K - $132K
|
1.16M
$33.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.77K+ 24.58% |
$112K - $132K
|
24.2K
$698K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.6K+ 15.81% |
$108K - $127K
|
33.7K
$972K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.57K+ 3.79% |
$108K - $126K
|
125K
$3.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4.48K+ 0.41% |
$106K - $124K
|
1.11M
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.31K+ 39.18% |
$101K - $119K
|
15.3K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.26K+ 1.85% |
$100K - $118K
|
234K
$6.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.19KNew |
$98.7K - $116K
|
4.19K
$121K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.07K+ 1.08% |
$95.8K - $113K
|
380K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.88K+ 1.51% |
$91.3K - $107K
|
260K
$7.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.64K+ 17.68% |
$85.8K - $101K
|
24.3K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.55KNew |
$83.5K - $98.1K
|
3.55K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.44K+ 13.87% |
$80.9K - $95.1K
|
28.2K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 21.43% |
$76.2K - $89.5K
|
18.3K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.19K+ 15.97% |
$75.1K - $88.2K
|
23.2K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.1K+ 2.26% |
$73.1K - $85.8K
|
140K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.09K+ 26.9% |
$72.8K - $85.6K
|
14.6K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.04KNew |
$71.6K - $84.1K
|
3.04K
$87.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.0% |
$68.7K - $80.7K
|
148K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.81K+ 6.26% |
$66.1K - $77.7K
|
47.7K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 12.51% |
$66K - $77.6K
|
25.2K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.79K+ 27.42% |
$65.6K - $77.1K
|
13K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.77K+ 3.53% |
$65.2K - $76.6K
|
81.3K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.76K+ 6.22% |
$64.9K - $76.2K
|
47.1K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.66K+ 2.91% |
$62.6K - $73.5K
|
94.1K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.62K+ 1.17% |
$61.7K - $72.5K
|
226K
$6.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.51K+ 5.84% |
$59.2K - $69.5K
|
45.5K
$1.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 2.74% |
$58.7K - $68.9K
|
93.3K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 3.19% |
$57.6K - $67.7K
|
79.2K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
2.42K+ 1.87% |
$56.9K - $66.9K
|
132K
$3.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.36K+ 8.25% |
$55.6K - $65.3K
|
31K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34K+ 18.53% |
$55.2K - $64.8K
|
15K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.33K+ 1.37% |
$54.8K - $64.4K
|
173K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.25K+ 3.84% |
$52.9K - $62.2K
|
60.8K
$1.75M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.24KNew |
$52.6K - $61.8K
|
2.24K
$64.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.18K+ 21.89% |
$51.4K - $60.4K
|
12.2K
$351K
|