Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09MNew |
$25.6M - $30.1M
|
1.09M
$30.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335KNew |
$7.88M - $9.26M
|
335K
$9.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
319K+ 46.96% |
$7.52M - $8.84M
|
1M
$27.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
196K+ 10.28% |
$4.62M - $5.43M
|
2.11M
$58.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
145KNew |
$3.41M - $4.01M
|
145K
$4.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
112K+ 29.62% |
$2.63M - $3.09M
|
488K
$13.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
62K+ 5.96% |
$1.46M - $1.72M
|
1.1M
$30.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
44.5K+ 18.52% |
$1.05M - $1.23M
|
285K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
42.4K+ 1.89% |
$999K - $1.17M
|
2.29M
$63.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
36K+ 4.81% |
$849K - $997K
|
786K
$21.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34.2K+ 7.07% |
$805K - $946K
|
518K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
31.2KNew |
$734K - $862K
|
31.2K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 7.24% |
$647K - $760K
|
407K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
27.3K+ 4.09% |
$643K - $755K
|
695K
$19.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
26.2K+ 21.16% |
$617K - $725K
|
150K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17KNew |
$401K - $471K
|
17K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
14.8K+ 53.93% |
$347K - $408K
|
42.1K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.2K+ 6.16% |
$264K - $310K
|
193K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11K+ 14.83% |
$259K - $304K
|
85.1K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.71K+ 25.32% |
$205K - $241K
|
43.1K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.89KNew |
$186K - $218K
|
7.89K
$220K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.81KNew |
$184K - $216K
|
7.81K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$177K - $209K
|
7.54K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.28KNew |
$171K - $201K
|
7.28K
$203K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
7.1K+ 128.12% |
$167K - $197K
|
12.6K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.07K+ 1.08% |
$95.8K - $113K
|
380K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 12.51% |
$66K - $77.6K
|
25.2K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.77K+ 3.53% |
$65.2K - $76.6K
|
81.3K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.76K+ 6.22% |
$64.9K - $76.2K
|
47.1K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.36K+ 8.25% |
$55.6K - $65.3K
|
31K
$864K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34K+ 18.53% |
$55.2K - $64.8K
|
15K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.25K+ 3.84% |
$52.9K - $62.2K
|
60.8K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.18K+ 21.89% |
$51.4K - $60.4K
|
12.2K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$45.9K - $54K
|
1.95K
$54.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$39.7K - $46.7K
|
58.1K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 13.11% |
$34.1K - $40.1K
|
12.5K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.43K+ 3.53% |
$33.7K - $39.6K
|
42K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.19KNew |
$28K - $32.9K
|
1.19K
$33.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 86.5% |
$25.6K - $30.1K
|
2.35K
$65.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
864+ 993.1% |
$20.3K - $23.9K
|
951
$26.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
840+ 1.22% |
$19.8K - $23.2K
|
69.6K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
650New |
$15.3K - $18K
|
650
$18.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 622.58% |
$13.6K - $16K
|
672
$18.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
204+ 0.62% |
$4.8K - $5.64K
|
33.4K
$931K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
176+ 0.19% |
$4.14K - $4.87K
|
90.7K
$2.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
153+ 0.53% |
$3.6K - $4.23K
|
29.2K
$813K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
81+ 0.66% |
$1.91K - $2.24K
|
12.3K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.25K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.52% |
$1.01K - $1.19K
|
8.36K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.53% |
$942 - $1.11K
|
7.64K
$213K
|