Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Long Term (SCHQ)

SCHQ Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q2 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
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
413K
+ 712.65%
$14.6M - $15.8M
470K $15M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
412K
New
$14.6M - $15.8M
412K $13.1M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
350K
+ 46.99%
$12.4M - $13.4M
1.09M $34.8M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
234K
New
$8.29M - $8.93M
234K $7.43M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
232K
New
$8.24M - $8.88M
232K $7.38M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
125K
New
$4.42M - $4.76M
125K $3.96M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
102K
New
$3.61M - $3.89M
102K $3.23M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
64.2K
+ 303.84%
$2.28M - $2.45M
85.4K $2.71M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
56K
+ 56023.0%
$1.99M - $2.14M
56.1K $1.78M
Jul 27, 2023 Q2 2023
Northern Capital Management, Inc.

BUY
 -
53.4K
+ 50.82%
$1.89M - $2.04M
158K $5.04M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
47.2K
New
$1.67M - $1.8M
47.2K $1.5M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
43.7K
New
$1.55M - $1.67M
43.7K $1.39M
Aug 14, 2023 Q2 2023
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
41.7K
+ 55.34%
$1.48M - $1.6M
117K $3.72M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
41.7K
New
$1.48M - $1.59M
41.7K $1.33M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
37.3K
+ 314.65%
$1.33M - $1.43M
49.2K $1.56M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
30.1K
New
$1.07M - $1.15M
30.1K $958K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
30K
New
$1.06M - $1.15M
30K $952K
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
28.3K
+ 3.34%
$1.01M - $1.08M
877K $27.9M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
27.8K
New
$988K - $1.06M
27.8K $885K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
23.2K
+ 964.85%
$824K - $888K
25.6K $815K
Aug 08, 2023 Q2 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
20.8K
+ 302.06%
$739K - $797K
27.7K $882K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
19.6K
New
$694K - $748K
19.6K $622K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
13.7K
New
$486K - $523K
13.7K $435K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
13.4K
New
$476K - $512K
13.4K $426K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
4.38K
+ 7.95%
$155K - $167K
59.5K $1.89M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
3.93K
+ 6.33%
$139K - $150K
66K $2.1M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.56K
+ 14.36%
$90.9K - $98K
20.4K $649K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.65K
+ 24.36%
$58.5K - $63K
8.41K $267K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
1.52K
+ 1.82%
$53.8K - $58K
85.1K $2.7M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
1.47K
+ 6.63%
$52K - $56K
23.6K $750K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.2K
New
$42.6K - $45.9K
1.2K $38.1K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
696
+ 11.95%
$24.7K - $26.6K
6.52K $207K
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

BUY
 -
695
+ 2.25%
$24.7K - $26.6K
31.6K $1.01M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
588
New
$20.9K - $22.5K
588 $18.7K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
89
New
$3.16K - $3.4K
89 $2.83K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
82
New
$2.91K - $3.13K
82 $2.61K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
49
New
$1.74K - $1.87K
49 $1.56K
Jul 31, 2023 Q2 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
48
+ 0.87%
$1.7K - $1.83K
5.55K $176K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-105
- 1.02%
$3.73K - $4.01K
10.2K $323K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

SELL
 -
-2.22K
- 1.95%
$78.6K - $84.7K
112K $3.55M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-4.01K
- 1.28%
$142K - $153K
311K $9.87M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

SELL
 -
-7.51K
- 3.04%
$266K - $287K
240K $7.62M
Aug 09, 2023 Q2 2023
Barden Capital Management, Inc.

SELL
 -
-9.92K
- 25.96%
$352K - $379K
28.3K $899K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-13.8K
- 35.46%
$489K - $527K
25.1K $798K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-27.9K
- 77.54%
$989K - $1.07M
8.08K $257K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-50.6K
- 99.8%
$1.8M - $1.93M
100 $3.18K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
SELL
 -
-59.9K
- 75.28%
$2.12M - $2.29M
19.7K $625K
Jul 27, 2023 Q2 2023
David R. Rahn & Associates Inc.

SELL
 -
-141K
- 67.49%
$5.01M - $5.39M
68K $2.16M

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