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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$45.9K - $54K
|
1.95K
$56.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 65.28% |
$42.9K - $50.4K
|
4.61K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.74K+ 0.38% |
$41K - $48.2K
|
465K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.71K+ 40.56% |
$40.3K - $47.3K
|
5.93K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$39.7K - $46.7K
|
58.1K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.69K+ 22.02% |
$39.7K - $46.7K
|
9.34K
$269K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.66K+ 5.19% |
$39.1K - $45.9K
|
33.6K
$970K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$35K - $41.1K
|
1.49K
$42.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 13.11% |
$34.1K - $40.1K
|
12.5K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.43K+ 3.53% |
$33.7K - $39.6K
|
42K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.43K+ 15.89% |
$33.6K - $39.5K
|
10.4K
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.4K+ 16.23% |
$33K - $38.8K
|
10K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.38K+ 1.5% |
$32.4K - $38.1K
|
93K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.37K+ 35.43% |
$32.2K - $37.9K
|
5.23K
$151K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.36K+ 0.23% |
$32K - $37.6K
|
603K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.35K+ 10.6% |
$31.9K - $37.4K
|
14.1K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.28K+ 6.52% |
$30K - $35.3K
|
20.9K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.25K+ 4.93% |
$29.3K - $34.4K
|
26.5K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.24K+ 11.87% |
$29.2K - $34.3K
|
11.7K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.24K+ 3.81% |
$29.2K - $34.3K
|
33.7K
$973K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.23KNew |
$29K - $34.1K
|
1.23K
$35.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.23K+ 14.48% |
$29K - $34.1K
|
9.73K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.2K+ 2.23% |
$28.2K - $33.1K
|
54.9K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 0.68% |
$28.1K - $33.1K
|
178K
$5.14M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.19KNew |
$28K - $32.9K
|
1.19K
$34.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.19K+ 7.36% |
$27.9K - $32.8K
|
17.3K
$499K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.17K+ 0.98% |
$27.5K - $32.3K
|
120K
$3.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.16K+ 10.62% |
$27.3K - $32.1K
|
12.1K
$349K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.16K+ 1.32% |
$27.2K - $32K
|
88.6K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 86.5% |
$25.6K - $30.1K
|
2.35K
$67.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.05K+ 6.28% |
$24.7K - $29.1K
|
17.8K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.05K+ 5.07% |
$24.7K - $29K
|
21.7K
$625K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.02K+ 9.65% |
$23.9K - $28.1K
|
11.5K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
954+ 2.0% |
$22.5K - $26.4K
|
48.7K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
949+ 1.47% |
$22.3K - $26.3K
|
65.3K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
900New |
$21.2K - $24.9K
|
900
$25.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
867New |
$20.4K - $24K
|
867
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
864+ 993.1% |
$20.3K - $23.9K
|
951
$27.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
861+ 0.43% |
$20.3K - $23.8K
|
200K
$5.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
840+ 1.22% |
$19.8K - $23.2K
|
69.6K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
831New |
$19.6K - $23K
|
831
$24K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
824+ 1.85% |
$19.4K - $22.8K
|
45.4K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
824+ 1.53% |
$19.4K - $22.8K
|
54.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
787+ 9.3% |
$18.5K - $21.8K
|
9.25K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
780+ 47.59% |
$18.4K - $21.6K
|
2.42K
$69.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
778+ 5.34% |
$18.3K - $21.5K
|
15.3K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
689+ 1.44% |
$16.2K - $19.1K
|
48.6K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
664+ 1.69% |
$15.6K - $18.4K
|
40.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
660+ 5.5% |
$15.5K - $18.3K
|
12.7K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
655+ 1.49% |
$15.4K - $18.1K
|
44.6K
$1.29M
|