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
$52.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
85.8K+ 4.57% |
$2.37M - $2.5M
|
1.96M
$56.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78.5KNew |
$2.17M - $2.29M
|
78.5K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 840.08% |
$2.09M - $2.21M
|
84.8K
$2.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.4K+ 20.69% |
$1.31M - $1.38M
|
276K
$7.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.2K+ 5.79% |
$1.11M - $1.17M
|
736K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38.2K+ 16.93% |
$1.05M - $1.11M
|
264K
$7.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 4.55% |
$988K - $1.04M
|
822K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 2.75% |
$838K - $885K
|
1.13M
$32.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.8K+ 5.89% |
$794K - $838K
|
517K
$14.9M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
28.7K+ 54.22% |
$791K - $835K
|
81.5K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 3.77% |
$605K - $638K
|
602K
$17.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.3K+ 68.23% |
$587K - $620K
|
52.4K
$1.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17.7KNew |
$488K - $516K
|
17.7K
$510K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.3K+ 38.67% |
$449K - $474K
|
58.3K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14.3K+ 1.12% |
$395K - $417K
|
1.29M
$37.2M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
13K+ 30.66% |
$358K - $378K
|
55.3K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
12.8K+ 2.18% |
$352K - $372K
|
598K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 9.5% |
$331K - $350K
|
138K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.5KNew |
$289K - $305K
|
10.5K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.71K+ 10.09% |
$213K - $225K
|
84.1K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.71KNew |
$213K - $225K
|
7.71K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.19KNew |
$199K - $210K
|
7.19K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.09KNew |
$196K - $207K
|
7.09K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.01K+ 12.83% |
$193K - $204K
|
61.6K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 3.62% |
$150K - $158K
|
155K
$4.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.32K+ 2.49% |
$119K - $126K
|
178K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 4.71% |
$89.6K - $94.6K
|
72.2K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 2.27% |
$67.5K - $71.2K
|
110K
$3.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31K+ 9.03% |
$63.9K - $67.5K
|
27.9K
$805K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.48K+ 18.03% |
$40.8K - $43.1K
|
9.68K
$279K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.42K+ 3.7% |
$39.3K - $41.5K
|
39.9K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 4.38% |
$35.4K - $37.4K
|
30.5K
$880K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 0.27% |
$26.1K - $27.6K
|
352K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
912+ 4.6% |
$25.2K - $26.6K
|
20.7K
$598K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
849+ 16.22% |
$23.4K - $24.7K
|
6.08K
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
825+ 2.38% |
$22.8K - $24K
|
35.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
788+ 1.67% |
$21.8K - $23K
|
47.8K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 2.14% |
$18.1K - $19.1K
|
31.3K
$903K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
398+ 0.12% |
$11K - $11.6K
|
335K
$9.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
378+ 3.2% |
$10.4K - $11K
|
12.2K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
369+ 1.53% |
$10.2K - $10.8K
|
24.6K
$708K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
350+ 4.48% |
$9.66K - $10.2K
|
8.16K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300+ 31.55% |
$8.28K - $8.75K
|
1.25K
$36.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
300+ 3.59% |
$8.28K - $8.75K
|
8.65K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 1.41% |
$7.57K - $7.99K
|
19.7K
$568K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$7.45K - $7.87K
|
270
$7.78K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
247+ 0.51% |
$6.82K - $7.2K
|
48.7K
$1.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
87+ 0.51% |
$2.4K - $2.54K
|
17.1K
$494K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 0.47% |
$2.13K - $2.24K
|
16.4K
$472K
|