Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02M+ 3.0% |
$29.1M - $30.1M
|
35.1M
$1.02B
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
232KNew |
$6.6M - $6.83M
|
232K
$6.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208K+ 11.4% |
$5.93M - $6.13M
|
2.04M
$59M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
110KNew |
$3.13M - $3.24M
|
110K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
103K+ 6.64% |
$2.92M - $3.02M
|
1.65M
$47.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
101K+ 5.14% |
$2.87M - $2.97M
|
2.06M
$59.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
62.9KNew |
$1.79M - $1.85M
|
62.9K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.8K+ 90.88% |
$1.27M - $1.32M
|
94K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
34.1KNew |
$970K - $1M
|
34.1K
$988K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
33.9K+ 12.29% |
$966K - $1M
|
310K
$8.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32K+ 97.36% |
$912K - $944K
|
65K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30.8K+ 5.15% |
$876K - $906K
|
629K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
28.2K+ 3.84% |
$803K - $831K
|
764K
$22.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 134.26% |
$646K - $668K
|
39.6K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8KNew |
$478K - $494K
|
16.8K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15K+ 8.13% |
$428K - $443K
|
200K
$5.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.2KNew |
$376K - $389K
|
13.2K
$383K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.3K+ 40.93% |
$321K - $333K
|
38.9K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.45KNew |
$240K - $249K
|
8.45K
$245K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.28K+ 7.19% |
$236K - $244K
|
123K
$3.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.26KNew |
$235K - $243K
|
8.26K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.91KNew |
$225K - $233K
|
7.91K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
7.34K+ 8.35% |
$209K - $216K
|
95.1K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.18KNew |
$204K - $212K
|
7.18K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.04K+ 2.47% |
$200K - $207K
|
292K
$8.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.85K+ 16.5% |
$166K - $172K
|
41.3K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.73KNew |
$135K - $139K
|
4.73K
$137K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.74K+ 5.4% |
$106K - $110K
|
72.9K
$2.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 20.47% |
$103K - $107K
|
21.3K
$618K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.45K+ 1.55% |
$69.8K - $72.2K
|
160K
$4.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.24K+ 3.84% |
$63.6K - $65.9K
|
60.5K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2K+ 3.27% |
$56.9K - $58.8K
|
63.1K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.68K+ 4.21% |
$47.7K - $49.4K
|
41.5K
$1.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32K+ 19.02% |
$37.7K - $39K
|
8.28K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.74% |
$36K - $37.2K
|
47.3K
$1.37M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
920+ 11.46% |
$26.2K - $27.1K
|
8.95K
$259K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
419+ 1.51% |
$11.9K - $12.3K
|
28.3K
$819K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
411+ 3.68% |
$11.7K - $12.1K
|
11.6K
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 3.92% |
$11.2K - $11.6K
|
10.4K
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
389+ 2.56% |
$11.1K - $11.5K
|
15.6K
$452K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
385+ 0.49% |
$11K - $11.3K
|
79.2K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
353+ 3.45% |
$10K - $10.4K
|
10.6K
$307K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
279+ 15.25% |
$7.94K - $8.22K
|
2.11K
$61.1K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
271+ 0.56% |
$7.71K - $7.98K
|
49K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
135+ 1.33% |
$3.84K - $3.98K
|
10.3K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
113+ 0.82% |
$3.22K - $3.33K
|
13.9K
$402K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
95+ 0.55% |
$2.7K - $2.8K
|
17.2K
$500K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
87+ 0.31% |
$2.48K - $2.56K
|
28K
$811K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 0.52% |
$2.42K - $2.5K
|
16.5K
$477K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
62+ 0.28% |
$1.76K - $1.83K
|
22K
$637K
|
|