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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-42K- 5.52% |
$1.16M - $1.23M
|
720K
$20.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-42.8K- 6.78% |
$1.18M - $1.25M
|
588K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-46.1K- 3.3% |
$1.27M - $1.34M
|
1.35M
$38.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87.5K- 10.57% |
$2.42M - $2.55M
|
740K
$21.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108K- 2.43% |
$2.97M - $3.14M
|
4.33M
$125M
|