Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.13K+ 5.74% |
$210K - $224K
|
150K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.05KNew |
$208K - $222K
|
8.05K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.03K+ 3.54% |
$207K - $221K
|
235K
$6.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.97K+ 7.28% |
$205K - $220K
|
117K
$3.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 27.01% |
$205K - $220K
|
37.4K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.94K+ 1.51% |
$204K - $219K
|
532K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.92KNew |
$204K - $219K
|
7.92K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.9KNew |
$203K - $218K
|
7.9K
$220K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
7.87K+ 21.8% |
$203K - $217K
|
44K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$202K - $217K
|
7.86K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.85KNew |
$202K - $217K
|
7.85K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
7.82KNew |
$202K - $216K
|
7.82K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.68KNew |
$198K - $212K
|
7.68K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.66KNew |
$197K - $211K
|
7.66K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7.62KNew |
$196K - $210K
|
7.62K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$196K - $210K
|
7.6K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.58KNew |
$195K - $209K
|
7.58K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.45K+ 3.76% |
$192K - $206K
|
206K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.45K+ 0.99% |
$192K - $206K
|
761K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
7.35K+ 198.49% |
$189K - $203K
|
11K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.21K+ 2.76% |
$186K - $199K
|
268K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.07K+ 1.28% |
$182K - $195K
|
560K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 1.69% |
$174K - $187K
|
406K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
6.51K+ 1.96% |
$168K - $180K
|
338K
$9.43M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.51K+ 9.5% |
$168K - $180K
|
75K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.42K+ 5.09% |
$165K - $177K
|
133K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.16KNew |
$159K - $170K
|
6.16K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.13K+ 5.37% |
$158K - $169K
|
120K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.03K+ 1.82% |
$155K - $166K
|
338K
$9.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6KNew |
$155K - $166K
|
6K
$167K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.91K+ 14.05% |
$152K - $163K
|
47.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5.64K+ 24.56% |
$145K - $156K
|
28.6K
$798K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.61K+ 41.53% |
$145K - $155K
|
19.1K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.4K+ 3.3% |
$139K - $149K
|
169K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5.24KNew |
$135K - $145K
|
5.24K
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.2K+ 9.75% |
$134K - $144K
|
58.6K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.12K+ 1.47% |
$132K - $141K
|
354K
$9.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 1.72% |
$128K - $137K
|
294K
$8.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.81K+ 5.23% |
$124K - $133K
|
96.7K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.8K+ 0.81% |
$124K - $133K
|
594K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.78K+ 1.7% |
$123K - $132K
|
286K
$7.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.75K+ 11.27% |
$122K - $131K
|
46.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.62K+ 2.03% |
$119K - $127K
|
232K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 14.13% |
$119K - $127K
|
37.2K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$118K - $126K
|
4.57K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.48K+ 2.44% |
$115K - $124K
|
188K
$5.23M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.39K+ 7.33% |
$113K - $121K
|
64.3K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34K+ 0.91% |
$112K - $120K
|
481K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
4.28K+ 3.64% |
$110K - $118K
|
122K
$3.4M
|