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 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
85+ 0.33% |
$2K - $2.35K
|
26K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.11% |
$1.95K - $2.3K
|
75.4K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
81+ 0.66% |
$1.91K - $2.24K
|
12.3K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
68+ 0.04% |
$1.6K - $1.88K
|
153K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
65+ 0.45% |
$1.53K - $1.8K
|
14.4K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
65New |
$1.53K - $1.8K
|
65
$1.87K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
60+ 0.26% |
$1.41K - $1.66K
|
23.1K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
58+ 0.2% |
$1.37K - $1.6K
|
28.7K
$827K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
53+ 23.04% |
$1.25K - $1.47K
|
283
$8.16K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
53+ 0.1% |
$1.25K - $1.47K
|
55.7K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 3.31% |
$1.22K - $1.44K
|
1.62K
$46.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
51+ 0.41% |
$1.2K - $1.41K
|
12.5K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
50+ 0.29% |
$1.18K - $1.38K
|
17K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
49+ 0.23% |
$1.15K - $1.36K
|
21.6K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48New |
$1.13K - $1.33K
|
48
$1.38K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
45+ 0.43% |
$1.06K - $1.25K
|
10.5K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
45+ 0.14% |
$1.06K - $1.25K
|
32.5K
$937K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.36K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.25K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.08% |
$1.01K - $1.19K
|
55.3K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
42+ 0.53% |
$989 - $1.16K
|
7.92K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.53% |
$942 - $1.11K
|
7.64K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
40+ 0.46% |
$942 - $1.11K
|
8.64K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
39+ 0.11% |
$918 - $1.08K
|
34.9K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39+ 0.37% |
$918 - $1.08K
|
10.7K
$308K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
39+ 0.26% |
$918 - $1.08K
|
14.9K
$430K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
38+ 0.29% |
$895 - $1.05K
|
13.2K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
37New |
$871 - $1.02K
|
37
$1.07K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$801 - $941
|
9.97K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
34+ 0.37% |
$801 - $941
|
9.27K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 0.73% |
$707 - $830
|
4.17K
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 6.03% |
$659 - $775
|
492
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 27.0% |
$636 - $747
|
127
$3.66K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
27+ 0.26% |
$636 - $747
|
10.6K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26+ 0.18% |
$612 - $719
|
14.4K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 0.33% |
$589 - $692
|
7.6K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
24+ 0.18% |
$565 - $664
|
13.3K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
24+ 0.18% |
$565 - $664
|
13K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 0.52% |
$542 - $636
|
4.41K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 0.05% |
$518 - $609
|
48.8K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.54% |
$471 - $553
|
3.74K
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.52% |
$447 - $526
|
3.69K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
17+ 0.22% |
$400 - $470
|
7.84K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
16+ 0.08% |
$377 - $443
|
20.8K
$599K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.53% |
$353 - $415
|
2.86K
$82.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
14+ 0.44% |
$330 - $387
|
3.2K
$92.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13+ 0.09% |
$306 - $360
|
14.9K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.09% |
$283 - $332
|
13.4K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.1% |
$236 - $277
|
9.77K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$212 - $249
|
11.3K
$326K
|