Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
740K+ 68.12% |
$20.4M - $21.6M
|
1.83M
$53.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
85.8K+ 4.57% |
$2.37M - $2.5M
|
1.96M
$57.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78.5KNew |
$2.17M - $2.29M
|
78.5K
$2.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.4K+ 20.69% |
$1.31M - $1.38M
|
276K
$8.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.2K+ 5.79% |
$1.11M - $1.17M
|
736K
$21.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38.2K+ 16.93% |
$1.05M - $1.11M
|
264K
$7.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 2.75% |
$838K - $885K
|
1.13M
$33M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.8K+ 5.89% |
$794K - $838K
|
517K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.3K+ 68.23% |
$587K - $620K
|
52.4K
$1.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17.7KNew |
$488K - $516K
|
17.7K
$515K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.3K+ 38.67% |
$449K - $474K
|
58.3K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14.3K+ 1.12% |
$395K - $417K
|
1.29M
$37.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
12.8K+ 2.18% |
$352K - $372K
|
598K
$17.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 9.5% |
$331K - $350K
|
138K
$4.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$289K - $305K
|
10.5K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.71KNew |
$213K - $225K
|
7.71K
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.09KNew |
$196K - $207K
|
7.09K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.49% |
$119K - $126K
|
178K
$5.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 4.71% |
$89.6K - $94.6K
|
72.2K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 2.27% |
$67.5K - $71.2K
|
110K
$3.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31K+ 9.03% |
$63.9K - $67.5K
|
27.9K
$813K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.48K+ 18.03% |
$40.8K - $43.1K
|
9.68K
$282K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.42K+ 3.7% |
$39.3K - $41.5K
|
39.9K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 4.38% |
$35.4K - $37.4K
|
30.5K
$889K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 0.27% |
$26.1K - $27.6K
|
352K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
912+ 4.6% |
$25.2K - $26.6K
|
20.7K
$604K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
825+ 2.38% |
$22.8K - $24K
|
35.4K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
788+ 1.67% |
$21.8K - $23K
|
47.8K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 2.14% |
$18.1K - $19.1K
|
31.3K
$911K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
378+ 3.2% |
$10.4K - $11K
|
12.2K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$715K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 3.59% |
$8.28K - $8.75K
|
8.65K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300+ 31.55% |
$8.28K - $8.75K
|
1.25K
$36.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 1.41% |
$7.57K - $7.99K
|
19.7K
$573K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$7.45K - $7.87K
|
270
$7.86K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
247+ 0.51% |
$6.82K - $7.2K
|
48.7K
$1.42M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
87+ 0.51% |
$2.4K - $2.54K
|
17.1K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.26% |
$1.55K - $1.63K
|
21.9K
$638K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
42+ 0.51% |
$1.16K - $1.22K
|
8.3K
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 0.51% |
$1.1K - $1.17K
|
7.96K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39+ 0.51% |
$1.08K - $1.14K
|
7.68K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
32+ 0.7% |
$884 - $933
|
4.63K
$135K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
22+ 4.47% |
$607 - $641
|
514
$15K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.91K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.04% |
$414 - $437
|
36.4K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$248 - $262
|
11.3K
$329K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.03% |
$110 - $117
|
13.8K
$403K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3+ 0.46% |
$82.8 - $87.4
|
653
$19K
|