Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 37.37% |
$1.99M - $2.15M
|
238K
$7.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.4KNew |
$474K - $513K
|
15.4K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
11.1K+ 15.06% |
$341K - $369K
|
84.9K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
7.96KNew |
$245K - $265K
|
7.96K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.16K+ 22.99% |
$189K - $205K
|
33K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 213450.0% |
$131K - $142K
|
4.27K
$135K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.37K+ 2.73% |
$103K - $112K
|
127K
$4.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.36K+ 5.0% |
$103K - $112K
|
70.5K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.26K+ 2.98% |
$38.6K - $41.8K
|
43.5K
$1.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16KNew |
$35.7K - $38.6K
|
1.16K
$36.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02KNew |
$31.2K - $33.8K
|
1.02K
$32.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
54New |
$1.66K - $1.79K
|
54
$1.71K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-812- 7.37% |
$24.9K - $27K
|
10.2K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-985- 96.95% |
$30.3K - $32.7K
|
31
$980
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.22K- 3.76% |
$37.5K - $40.5K
|
31.2K
$988K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.14K- 12.17% |
$158K - $171K
|
37.1K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6K- 59.98% |
$327K - $354K
|
7.1K
$224K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-11.3K- 14.9% |
$348K - $377K
|
64.8K
$2.05M
|