Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
386K+ 182.55% |
$12.1M - $13M
|
597K
$18.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
329KNew |
$10.4M - $11.1M
|
329K
$10.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
137K+ 801.49% |
$4.32M - $4.63M
|
154K
$4.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.6KNew |
$3.07M - $3.29M
|
97.6K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92.2K+ 110.39% |
$2.9M - $3.11M
|
176K
$5.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.6KNew |
$2.72M - $2.92M
|
86.6K
$2.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
77.1KNew |
$2.42M - $2.6M
|
77.1K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
47K+ 39.72% |
$1.48M - $1.58M
|
165K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
29.6K+ 1.17% |
$931K - $998K
|
2.56M
$80.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24K+ 57.24% |
$756K - $810K
|
66K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
19K+ 18.15% |
$598K - $642K
|
124K
$3.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 5.46% |
$502K - $539K
|
308K
$9.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 0.66% |
$487K - $522K
|
2.37M
$74.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2KNew |
$414K - $444K
|
13.2K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 12.17% |
$383K - $411K
|
112K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9K+ 95.2% |
$374K - $401K
|
24.4K
$767K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.2K+ 9.92% |
$352K - $378K
|
124K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.61KNew |
$239K - $256K
|
7.61K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7K+ 37.5% |
$220K - $236K
|
25.7K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.31KNew |
$198K - $213K
|
6.31K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.73K+ 58.09% |
$180K - $193K
|
15.6K
$490K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.79K+ 2.53% |
$151K - $161K
|
194K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.17K+ 11.9% |
$131K - $141K
|
39.2K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.57K+ 0.62% |
$80.8K - $86.6K
|
420K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.05K+ 0.66% |
$64.4K - $69.1K
|
314K
$9.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.01K+ 6.03% |
$63.1K - $67.7K
|
35.3K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 32.88% |
$61.3K - $65.7K
|
7.88K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.73K+ 6.38% |
$54.4K - $58.3K
|
28.8K
$906K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 18.8% |
$51K - $54.6K
|
10.2K
$322K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
940+ 0.6% |
$29.6K - $31.7K
|
157K
$4.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
794New |
$25K - $26.8K
|
794
$24.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
600New |
$18.9K - $20.2K
|
600
$18.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
544New |
$17.1K - $18.3K
|
544
$17.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
508New |
$16K - $17.1K
|
508
$16K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
394+ 0.94% |
$12.4K - $13.3K
|
42.4K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 1.1% |
$2.04K - $2.19K
|
5.96K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46+ 7.13% |
$1.45K - $1.55K
|
691
$21.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$755 - $809
|
24
$754
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 0.22% |
$723 - $775
|
10.6K
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$62.9 - $67.4
|
2
$62.8
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-67- 7.57% |
$2.11K - $2.26K
|
818
$25.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90- 94.74% |
$2.83K - $3.03K
|
5
$157
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-120- 1.21% |
$3.77K - $4.05K
|
9.83K
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-132- 37.71% |
$4.15K - $4.45K
|
218
$6.85K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-138- 9.77% |
$4.34K - $4.65K
|
1.27K
$40K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-261- 24.58% |
$8.21K - $8.8K
|
801
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-323- 3.75% |
$10.2K - $10.9K
|
8.29K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-898- 1.82% |
$28.2K - $30.3K
|
48.6K
$1.53M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-898- 1.82% |
$28.2K - $30.3K
|
48.6K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-913- 7.78% |
$28.7K - $30.8K
|
10.8K
$340K
|