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 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
8+ 0.07% |
$188 - $221
|
11.8K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$188 - $221
|
58.5K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
7+ 0.06% |
$165 - $194
|
12K
$346K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.07% |
$141 - $166
|
8.13K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.36% |
$118 - $138
|
1.4K
$40.5K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.02% |
$70.7 - $83
|
13.6K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3+ 0.01% |
$70.7 - $83
|
44.1K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.02% |
$70.7 - $83
|
13.8K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.29% |
$47.1 - $55.3
|
690
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
2+ 0.03% |
$47.1 - $55.3
|
7.8K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.46% |
$47.1 - $55.3
|
439
$12.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$23.6 - $27.7
|
15.1K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.31% |
$23.6 - $27.7
|
325
$9.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$23.6 - $27.7
|
32.3K
$930K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.06% |
$23.6 - $27.7
|
1.76K
$50.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1+ 0.86% |
$23.6 - $27.7
|
117
$3.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1- 0.01% |
$23.6 - $27.7
|
8.35K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2- 0.03% |
$47.1 - $55.3
|
7.86K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.01% |
$47.1 - $55.3
|
37.2K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-3- 20.0% |
$70.7 - $83
|
12
$346
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4- 0.02% |
$94.2 - $111
|
21.6K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-8- 0.38% |
$188 - $221
|
2.09K
$60.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-14- 0.03% |
$330 - $387
|
41.4K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.12% |
$424 - $498
|
15.3K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20- 0.03% |
$471 - $553
|
63.8K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-22- 0.21% |
$518 - $609
|
10.5K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-24- 0.06% |
$565 - $664
|
40.3K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-30- 0.22% |
$707 - $830
|
13.7K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.61% |
$1.18K - $1.38K
|
8.12K
$234K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 0.07% |
$1.2K - $1.41K
|
73.2K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-54- 0.49% |
$1.27K - $1.49K
|
11K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-65- 1.28% |
$1.53K - $1.8K
|
5.01K
$144K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-66- 0.03% |
$1.55K - $1.83K
|
217K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-75- 0.95% |
$1.77K - $2.08K
|
7.78K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 0.87% |
$2.05K - $2.41K
|
9.92K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 5.33% |
$2.26K - $2.66K
|
1.71K
$49.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-98- 0.4% |
$2.31K - $2.71K
|
24.7K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-112- 0.66% |
$2.64K - $3.1K
|
16.8K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-128- 0.64% |
$3.01K - $3.54K
|
20K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 0.08% |
$3.06K - $3.6K
|
170K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-147- 1.05% |
$3.46K - $4.07K
|
13.8K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150- 0.49% |
$3.53K - $4.15K
|
30.7K
$884K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 1.01% |
$3.67K - $4.32K
|
15.3K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-164- 0.39% |
$3.86K - $4.54K
|
41.5K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-165- 1.62% |
$3.89K - $4.57K
|
10K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-177- 1.43% |
$4.17K - $4.9K
|
12.2K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-181- 0.53% |
$4.26K - $5.01K
|
34.1K
$984K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-196- 67.35% |
$4.62K - $5.42K
|
95
$2.74K
|