Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q1 2024. 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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
211KNew |
$6.95M - $7.4M
|
211K
$6.63M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.2K+ 95.83% |
$2.31M - $2.46M
|
143K
$4.5M
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
63.3K+ 163.47% |
$2.08M - $2.22M
|
102K
$3.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 169.2% |
$1.73M - $1.84M
|
83.5K
$2.62M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.6K+ 16.32% |
$1.47M - $1.56M
|
318K
$9.98M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.18M - $1.25M
|
35.8K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.5K+ 2.13% |
$1.14M - $1.21M
|
1.66M
$52M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3K+ 7.98% |
$996K - $1.06M
|
410K
$12.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.8K+ 134.75% |
$982K - $1.04M
|
52K
$1.63M
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
29.4K+ 35.27% |
$969K - $1.03M
|
113K
$3.54M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28K+ 13.51% |
$920K - $978K
|
235K
$7.37M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.2K+ 49.26% |
$896K - $953K
|
82.5K
$2.59M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 107.28% |
$842K - $896K
|
49.5K
$1.55M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 107.28% |
$842K - $896K
|
49.5K
$1.55M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 138.81% |
$746K - $794K
|
39K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21K+ 12.46% |
$691K - $735K
|
189K
$5.95M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
20.2K+ 47.46% |
$664K - $707K
|
62.7K
$1.97M
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20.1K+ 0.8% |
$662K - $704K
|
2.53M
$79.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 7.18% |
$645K - $686K
|
293K
$9.18M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.1KNew |
$627K - $667K
|
19.1K
$598K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7KNew |
$614K - $653K
|
18.7K
$586K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1KNew |
$564K - $600K
|
17.1K
$538K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.8KNew |
$519K - $552K
|
15.8K
$495K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 11.95% |
$415K - $442K
|
118K
$3.71M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10.9K+ 11.62% |
$359K - $382K
|
105K
$3.29M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 33.57% |
$347K - $369K
|
42K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.86KNew |
$324K - $345K
|
9.86K
$309K
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
8.81K+ 35.04% |
$290K - $308K
|
33.9K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.93KNew |
$195K - $208K
|
5.93K
$186K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.57K+ 80.19% |
$183K - $195K
|
12.5K
$392K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.34K+ 22.54% |
$176K - $187K
|
29K
$911K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.95K+ 134.74% |
$163K - $173K
|
8.62K
$271K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.59K+ 15.51% |
$151K - $161K
|
34.2K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.54K+ 75.73% |
$149K - $159K
|
10.5K
$331K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.22K+ 2293.48% |
$139K - $148K
|
4.4K
$138K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.89K+ 760.16% |
$128K - $136K
|
4.4K
$138K
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.6K+ 0.87% |
$119K - $126K
|
417K
$13.1M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3K+ 26.46% |
$98.8K - $105K
|
14.3K
$450K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 9.2% |
$97.1K - $103K
|
35K
$1.1M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.37K+ 67.35% |
$78.1K - $83.1K
|
5.9K
$185K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.4K+ 13.56% |
$46.1K - $49.1K
|
11.7K
$368K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
898+ 1.85% |
$29.5K - $31.4K
|
49.5K
$1.55M
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
466+ 4.92% |
$15.3K - $16.3K
|
9.95K
$312K
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
400+ 4.06% |
$13.2K - $14K
|
10.3K
$322K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
338+ 4.51% |
$11.1K - $11.8K
|
7.83K
$246K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95New |
$3.13K - $3.33K
|
95
$2.98K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$1.68K - $1.79K
|
51
$1.6K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-54- 13.37% |
$1.78K - $1.89K
|
350
$11K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-70- 7.33% |
$2.3K - $2.45K
|
885
$27.8K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-88- 2.53% |
$2.9K - $3.08K
|
3.4K
$107K
|