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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
8.45MNew |
$233M - $246M
|
8.45M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$65.2M - $68.8M
|
2.36M
$68.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77M+ 144.34% |
$48.9M - $51.6M
|
3M
$86.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.3M+ 3.01% |
$35.8M - $37.8M
|
44.4M
$1.29B
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.11M+ 3.37% |
$30.7M - $32.5M
|
34.1M
$989M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
740K+ 68.12% |
$20.4M - $21.6M
|
1.83M
$53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 3.21% |
$14.3M - $15.1M
|
16.7M
$484M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
329K+ 41.96% |
$9.09M - $9.59M
|
1.11M
$32.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
315K+ 114.38% |
$8.7M - $9.19M
|
591K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
286K+ 12.49% |
$7.88M - $8.32M
|
2.57M
$74.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
246K+ 23.91% |
$6.8M - $7.18M
|
1.28M
$37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 5.94% |
$5.85M - $6.18M
|
3.78M
$110M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209K+ 11.12% |
$5.78M - $6.1M
|
2.09M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
190K+ 4.17% |
$5.23M - $5.53M
|
4.73M
$137M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176K+ 771.47% |
$4.86M - $5.13M
|
199K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
174K+ 302.97% |
$4.81M - $5.08M
|
232K
$6.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$4.31M - $4.55M
|
156K
$4.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
153K+ 31.19% |
$4.23M - $4.47M
|
645K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137KNew |
$3.78M - $4M
|
137K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135K+ 5.72% |
$3.74M - $3.95M
|
2.5M
$72.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134K+ 1.34% |
$3.69M - $3.89M
|
10.1M
$292M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128K+ 3.97% |
$3.53M - $3.73M
|
3.35M
$97.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
104K+ 19.01% |
$2.88M - $3.04M
|
653K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
92.5K+ 87.59% |
$2.55M - $2.7M
|
198K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.3K+ 8.22% |
$2.41M - $2.54M
|
1.15M
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
86.7K+ 10.29% |
$2.39M - $2.53M
|
929K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 0.99% |
$2.38M - $2.51M
|
8.77M
$254M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
85.8K+ 4.57% |
$2.37M - $2.5M
|
1.96M
$56.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80.2K+ 72232.43% |
$2.21M - $2.34M
|
80.3K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78.5KNew |
$2.17M - $2.29M
|
78.5K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.3K+ 0.65% |
$2.16M - $2.28M
|
12.1M
$350M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 840.08% |
$2.09M - $2.21M
|
84.8K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
68.2K+ 7.45% |
$1.88M - $1.99M
|
984K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
66.7K+ 5.73% |
$1.84M - $1.94M
|
1.23M
$35.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.2K+ 4.15% |
$1.66M - $1.75M
|
1.51M
$43.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1K+ 381.77% |
$1.63M - $1.72M
|
74.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.2K+ 53.05% |
$1.44M - $1.52M
|
151K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
50.2KNew |
$1.39M - $1.46M
|
50.2K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
47.4K+ 29.48% |
$1.31M - $1.38M
|
208K
$6.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.4K+ 20.69% |
$1.31M - $1.38M
|
276K
$8.01M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.6K+ 43.52% |
$1.29M - $1.36M
|
154K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46.2K+ 2.67% |
$1.28M - $1.35M
|
1.78M
$51.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
45.6K+ 7.71% |
$1.26M - $1.33M
|
637K
$18.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
44.9K+ 4.21% |
$1.24M - $1.31M
|
1.11M
$32.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
44.8K+ 175.65% |
$1.24M - $1.3M
|
70.2K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
42.5KNew |
$1.17M - $1.24M
|
42.5K
$1.23M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
42.2K+ 9.06% |
$1.17M - $1.23M
|
508K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
41.9K+ 15.86% |
$1.16M - $1.22M
|
306K
$8.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.8K+ 56.61% |
$1.15M - $1.22M
|
116K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.7K+ 38.94% |
$1.15M - $1.22M
|
149K
$4.31M
|
|