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 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-231Closed |
$7.6K - $8.09K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-353- 1.9% |
$11.6K - $12.4K
|
18.2K
$576K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-373- 3.1% |
$12.3K - $13.1K
|
11.6K
$369K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-747- 7.78% |
$24.6K - $26.1K
|
8.86K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.15K- 41.07% |
$37.7K - $40.1K
|
1.64K
$52K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.16K- 1.4% |
$38.3K - $40.7K
|
82.2K
$2.6M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.2K- 4.24% |
$39.5K - $42K
|
27.1K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 11.88% |
$40.1K - $42.6K
|
9.04K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 12.92% |
$42K - $44.7K
|
8.62K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 60.0% |
$47.4K - $50.4K
|
960
$30.4K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.72K- 77.05% |
$56.7K - $60.3K
|
513
$16.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 99.9% |
$67.7K - $72K
|
2
$63.3
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.18K- 5.72% |
$105K - $111K
|
52.4K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.26K- 5.56% |
$107K - $114K
|
55.3K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.39K- 98.17% |
$111K - $119K
|
63
$1.99K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$112K - $119K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.73K- 28.34% |
$123K - $131K
|
9.43K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.45K- 1.41% |
$146K - $156K
|
312K
$9.87M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.55K- 12.03% |
$150K - $159K
|
33.3K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.8K- 20.75% |
$158K - $168K
|
18.3K
$580K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.53K- 17.59% |
$182K - $194K
|
25.9K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.82K- 91.36% |
$224K - $239K
|
645
$20.4K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.93K- 15.8% |
$228K - $243K
|
36.9K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.31K- 1.44% |
$240K - $256K
|
499K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.38K- 30.71% |
$276K - $293K
|
18.9K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.87K- 8.71% |
$292K - $310K
|
93K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.98K- 8.11% |
$328K - $349K
|
113K
$3.58M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 10.85% |
$401K - $426K
|
100K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-13.4K- 2.05% |
$442K - $470K
|
642K
$20.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.1K- 16.15% |
$531K - $564K
|
83.7K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19K- 10.83% |
$624K - $664K
|
156K
$4.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 20.64% |
$682K - $726K
|
79.7K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21K- 6.2% |
$692K - $736K
|
318K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24.5K- 53.0% |
$807K - $858K
|
21.7K
$688K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.1K- 43.23% |
$1.02M - $1.09M
|
40.8K
$1.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-43.2K- 8.63% |
$1.42M - $1.51M
|
458K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61K- 37.86% |
$2.01M - $2.13M
|
100K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148K- 99.29% |
$4.87M - $5.18M
|
1.06K
$33.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-168K- 83.99% |
$5.51M - $5.87M
|
31.9K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 81.78% |
$6.2M - $6.6M
|
42K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 10.71% |
$9.28M - $9.88M
|
2.35M
$74.5M
|