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
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
650New |
$15.3K - $18K
|
650
$18.7K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
623+ 1.19% |
$14.7K - $17.2K
|
52.9K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
618+ 1.04% |
$14.6K - $17.1K
|
60.2K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
580+ 2.89% |
$13.7K - $16K
|
20.6K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 622.58% |
$13.6K - $16K
|
672
$19.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
575+ 3.09% |
$13.5K - $15.9K
|
19.2K
$554K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
570+ 2.4% |
$13.4K - $15.8K
|
24.3K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
548+ 4.84% |
$12.9K - $15.2K
|
11.9K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
545New |
$12.8K - $15.1K
|
545
$15.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
530+ 0.37% |
$12.5K - $14.7K
|
145K
$4.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
500+ 12.19% |
$11.8K - $13.8K
|
4.6K
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
498+ 0.53% |
$11.7K - $13.8K
|
95.1K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
492+ 0.66% |
$11.6K - $13.6K
|
75.5K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
478+ 0.51% |
$11.3K - $13.2K
|
93.9K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
468New |
$11K - $12.9K
|
468
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
468+ 3.09% |
$11K - $12.9K
|
15.6K
$451K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
456New |
$10.7K - $12.6K
|
456
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
419+ 2.85% |
$9.87K - $11.6K
|
15.1K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
408+ 0.9% |
$9.61K - $11.3K
|
45.9K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
406+ 0.19% |
$9.56K - $11.2K
|
217K
$6.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
404+ 0.34% |
$9.51K - $11.2K
|
121K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
383+ 1.57% |
$9.02K - $10.6K
|
24.8K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
371+ 0.55% |
$8.74K - $10.3K
|
67.7K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
357New |
$8.41K - $9.88K
|
357
$10.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
345+ 4.48% |
$8.12K - $9.55K
|
8.04K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
331+ 2.71% |
$7.8K - $9.16K
|
12.5K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
317+ 0.43% |
$7.47K - $8.77K
|
73.8K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
312New |
$7.35K - $8.63K
|
312
$8.99K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
288+ 1.73% |
$6.78K - $7.97K
|
16.9K
$488K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
287+ 0.03% |
$6.76K - $7.94K
|
1.14M
$32.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
284+ 1.48% |
$6.69K - $7.86K
|
19.4K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
254+ 0.53% |
$5.98K - $7.03K
|
48.5K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
248+ 0.12% |
$5.84K - $6.86K
|
206K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
214+ 0.53% |
$5.04K - $5.92K
|
41K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
204+ 0.62% |
$4.8K - $5.64K
|
33.4K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
191+ 1.11% |
$4.5K - $5.28K
|
17.4K
$501K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
183+ 0.61% |
$4.31K - $5.06K
|
30K
$865K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
176+ 0.19% |
$4.14K - $4.87K
|
90.7K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
164+ 0.46% |
$3.86K - $4.54K
|
35.5K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
153+ 0.53% |
$3.6K - $4.23K
|
29.2K
$841K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
144+ 1.49% |
$3.39K - $3.98K
|
9.82K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
136+ 0.2% |
$3.2K - $3.76K
|
67.4K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135+ 0.37% |
$3.18K - $3.74K
|
36.4K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
128+ 0.51% |
$3.01K - $3.54K
|
25.3K
$731K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
121+ 2.31% |
$2.85K - $3.35K
|
5.36K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
115+ 0.53% |
$2.71K - $3.18K
|
21.9K
$632K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
104+ 0.53% |
$2.45K - $2.88K
|
19.8K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
100+ 0.79% |
$2.36K - $2.77K
|
12.8K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
94+ 0.12% |
$2.21K - $2.6K
|
76.4K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
90+ 0.4% |
$2.12K - $2.49K
|
22.6K
$652K
|