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 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
22+ 4.47% |
$607 - $641
|
514
$14.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
17+ 0.22% |
$469 - $496
|
7.91K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.04% |
$414 - $437
|
36.4K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$248 - $262
|
11.3K
$326K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.03% |
$110 - $117
|
13.8K
$399K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3+ 0.46% |
$82.8 - $87.4
|
653
$18.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 0.48% |
$607 - $641
|
4.59K
$132K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-27- 0.46% |
$745 - $787
|
5.9K
$170K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-69- 0.78% |
$1.91K - $2.01K
|
8.78K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-87- 0.35% |
$2.4K - $2.54K
|
24.5K
$706K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-107- 0.31% |
$2.95K - $3.12K
|
33.9K
$979K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-122- 0.9% |
$3.37K - $3.56K
|
13.4K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-143- 26.78% |
$3.95K - $4.17K
|
391
$11.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-145- 1.15% |
$4K - $4.23K
|
12.4K
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 1.34% |
$4.97K - $5.25K
|
13.3K
$382K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-280- 0.1% |
$7.73K - $8.16K
|
285K
$8.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-440- 0.63% |
$12.1K - $12.8K
|
69.2K
$2M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-454- 25.56% |
$12.5K - $13.2K
|
1.32K
$38.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-505- 3.99% |
$13.9K - $14.7K
|
12.1K
$350K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-516- 4.29% |
$14.2K - $15K
|
11.5K
$332K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-746- 0.84% |
$20.6K - $21.7K
|
87.8K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-749- 0.22% |
$20.7K - $21.8K
|
333K
$9.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-840- 4.05% |
$23.2K - $24.5K
|
19.9K
$574K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-844- 0.51% |
$23.3K - $24.6K
|
166K
$4.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-855- 6.84% |
$23.6K - $24.9K
|
11.6K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.05K- 2.28% |
$29K - $30.6K
|
45K
$1.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.09K- 6.08% |
$30.2K - $31.9K
|
16.9K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.18K- 5.2% |
$32.6K - $34.4K
|
21.5K
$621K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 0.8% |
$33K - $34.9K
|
149K
$4.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.22K- 0.62% |
$33.8K - $35.7K
|
197K
$5.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.35K- 16.67% |
$37.4K - $39.4K
|
6.77K
$195K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.46K- 1.41% |
$40.4K - $42.7K
|
102K
$2.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.82K- 1.14% |
$50.2K - $53K
|
158K
$4.55M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.96K- 0.6% |
$54K - $57K
|
326K
$9.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-2.08K- 15.74% |
$57.5K - $60.7K
|
11.2K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.45K- 3.02% |
$67.7K - $71.5K
|
78.9K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.51K- 1.83% |
$69.2K - $73K
|
135K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-2.69K- 21.9% |
$74.3K - $78.4K
|
9.59K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.79K- 14.72% |
$132K - $139K
|
27.7K
$799K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.35K- 5.37% |
$148K - $156K
|
94.3K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-5.55K- 1.85% |
$153K - $162K
|
295K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.64K- 2.38% |
$156K - $164K
|
232K
$6.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.87K- 2.31% |
$190K - $200K
|
290K
$8.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 1.88% |
$211K - $223K
|
399K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.7K- 14.05% |
$352K - $371K
|
77.9K
$2.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.7K- 5.33% |
$462K - $488K
|
297K
$8.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-18K- 43.78% |
$497K - $525K
|
23.1K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-18.8K- 3.6% |
$519K - $548K
|
503K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.7K- 47.28% |
$683K - $721K
|
27.6K
$795K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36.2K- 25.19% |
$999K - $1.05M
|
107K
$3.1M
|