Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR LONG-TERM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
105KNew |
$3.69M - $4.02M
|
105K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69.4K+ 687.22% |
$2.44M - $2.66M
|
79.5K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.2KNew |
$2.11M - $2.3M
|
60.2K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 2603.63% |
$1.71M - $1.87M
|
50.7K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
38.2KNew |
$1.34M - $1.46M
|
38.2K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.6K+ 156.57% |
$1.18M - $1.29M
|
55.1K
$1.73M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.8K+ 479.0% |
$1.04M - $1.14M
|
36K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6K+ 84.79% |
$932K - $1.02M
|
57.9K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 158.64% |
$837K - $913K
|
38.9K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.1KNew |
$776K - $846K
|
22.1K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
21.3K+ 52.42% |
$748K - $816K
|
62K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1KNew |
$741K - $809K
|
21.1K
$664K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
18KNew |
$630K - $687K
|
18K
$565K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12.9K+ 5.49% |
$451K - $492K
|
247K
$7.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.9KNew |
$416K - $454K
|
11.9K
$373K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
6.9KNew |
$242K - $264K
|
6.9K
$217K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.77KNew |
$237K - $259K
|
6.77K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.5KNew |
$193K - $210K
|
5.5K
$173K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.27K+ 11.81% |
$115K - $125K
|
30.9K
$972K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.42K+ 1.73% |
$49.8K - $54.3K
|
83.6K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 8.05% |
$842 - $918
|
274
$8.61K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-106- 1.79% |
$3.72K - $4.06K
|
5.82K
$183K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-147- 1.41% |
$5.16K - $5.62K
|
10.3K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-250- 71.43% |
$8.77K - $9.57K
|
100
$3.14K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-948- 28.26% |
$33.3K - $36.3K
|
2.41K
$75.6K
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-6.96K- 8.45% |
$244K - $266K
|
75.4K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-11K- 1.28% |
$387K - $422K
|
848K
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.6K- 5.59% |
$654K - $713K
|
315K
$9.88M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-95.8K- 45.68% |
$3.36M - $3.66M
|
114K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-106K- 12.42% |
$3.7M - $4.04M
|
745K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-510K- 70.93% |
$17.9M - $19.5M
|
209K
$6.57M
|