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 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
276KNew |
$7.84M - $8.12M
|
276K
$7.99M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 27.32% |
$3.1M - $3.21M
|
508K
$14.7M
|
|
|
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 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
66.2K+ 16.39% |
$1.89M - $1.95M
|
470K
$13.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
62.9KNew |
$1.79M - $1.85M
|
62.9K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52.9K+ 45.78% |
$1.51M - $1.56M
|
168K
$4.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.8K+ 90.88% |
$1.27M - $1.32M
|
94K
$2.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
43.2K+ 21.31% |
$1.23M - $1.27M
|
246K
$7.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.9K+ 17.18% |
$1.02M - $1.06M
|
245K
$7.09M
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
31.7K+ 62.36% |
$902K - $933K
|
82.5K
$2.39M
|
|
|
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 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
26.4K+ 50.38% |
$752K - $778K
|
78.8K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.5K+ 2.86% |
$669K - $693K
|
845K
$24.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
22.7K+ 134.26% |
$646K - $668K
|
39.6K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19K+ 64.8% |
$541K - $559K
|
48.3K
$1.4M
|
|
|
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 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15K+ 7.43% |
$427K - $442K
|
217K
$6.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
13.2KNew |
$376K - $389K
|
13.2K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 1.94% |
$333K - $344K
|
614K
$17.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
11.3K+ 7.84% |
$322K - $334K
|
156K
$4.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.3K+ 40.93% |
$321K - $333K
|
38.9K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.7K+ 68.87% |
$304K - $314K
|
26.2K
$759K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.04KNew |
$257K - $266K
|
9.04K
$262K
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
8.92K+ 5.13% |
$254K - $263K
|
183K
$5.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.69KNew |
$247K - $256K
|
8.69K
$252K
|
|
|
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 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.93K+ 5.58% |
$226K - $233K
|
150K
$4.35M
|
|
|
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 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.86KNew |
$195K - $202K
|
6.86K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.32K+ 0.93% |
$180K - $186K
|
682K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.85K+ 16.5% |
$166K - $172K
|
41.3K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.56K+ 17.49% |
$158K - $164K
|
37.4K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.31K+ 10.51% |
$151K - $156K
|
55.8K
$1.62M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.1K+ 2296.4% |
$145K - $150K
|
5.32K
$154K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.73KNew |
$135K - $139K
|
4.73K
$137K
|
|