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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.97M+ 357.44% |
$91.3M - $98.7M
|
3.8M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
764KNew |
$23.5M - $25.4M
|
764K
$23.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
758K+ 303.07% |
$23.3M - $25.2M
|
1.01M
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
749K+ 346.41% |
$23M - $24.9M
|
965K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
353K+ 264.56% |
$10.8M - $11.7M
|
486K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
328K+ 107.57% |
$10.1M - $10.9M
|
633K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
288K+ 687.34% |
$8.84M - $9.56M
|
330K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
276K+ 9.74% |
$8.48M - $9.17M
|
3.11M
$97.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 51.85% |
$3.35M - $3.62M
|
319K
$9.97M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
94.9KNew |
$2.91M - $3.15M
|
94.9K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
80.5K+ 6.57% |
$2.47M - $2.67M
|
1.3M
$40.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.6K+ 374.24% |
$2.29M - $2.48M
|
94.5K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
73.2K+ 182.06% |
$2.25M - $2.43M
|
113K
$3.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 37.37% |
$1.99M - $2.15M
|
238K
$7.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.9KNew |
$1.59M - $1.72M
|
51.9K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
49KNew |
$1.5M - $1.63M
|
49K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.7K+ 41.07% |
$1.25M - $1.35M
|
140K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38K+ 408.93% |
$1.17M - $1.26M
|
47.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
32.8KNew |
$1.01M - $1.09M
|
32.8K
$1.02M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29.7K+ 332.7% |
$913K - $987K
|
38.6K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.6KNew |
$911K - $985K
|
29.6K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.5KNew |
$753K - $814K
|
24.5K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
19.7K+ 7.18% |
$606K - $655K
|
294K
$9.19M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.7KNew |
$605K - $655K
|
19.7K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19KNew |
$584K - $632K
|
19K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$511K - $553K
|
16.6K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.4KNew |
$474K - $513K
|
15.4K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 15.37% |
$373K - $404K
|
91.3K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 116.72% |
$365K - $395K
|
22.1K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$351K - $380K
|
11.4K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
11.1K+ 15.06% |
$341K - $369K
|
84.9K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.1KNew |
$311K - $336K
|
10.1K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.9K+ 35.05% |
$304K - $329K
|
38.2K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
7.96KNew |
$245K - $265K
|
7.96K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.54KNew |
$201K - $217K
|
6.54K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.31KNew |
$194K - $210K
|
6.31K
$197K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.16K+ 22.99% |
$189K - $205K
|
33K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.88K+ 11.41% |
$181K - $195K
|
57.4K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.28K+ 64.06% |
$162K - $176K
|
13.5K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
5.18K+ 4.08% |
$159K - $172K
|
132K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.54K+ 3.2% |
$139K - $151K
|
146K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 213450.0% |
$131K - $142K
|
4.27K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.25K+ 11.71% |
$131K - $141K
|
40.6K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.37K+ 2.73% |
$103K - $112K
|
127K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.36K+ 5.0% |
$103K - $112K
|
70.5K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 8.28% |
$78.4K - $84.8K
|
33.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 83.3% |
$64.8K - $70.1K
|
4.64K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 43.26% |
$41.9K - $45.3K
|
4.52K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 6.25% |
$39.1K - $42.3K
|
21.6K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.26K+ 2.98% |
$38.6K - $41.8K
|
43.5K
$1.36M
|