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 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.05K- 3.29% |
$33K - $35.4K
|
30.9K
$969K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 6.3% |
$37.7K - $40.5K
|
17.9K
$560K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 75.78% |
$39.2K - $42K
|
398
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.63K- 1.98% |
$51.3K - $55K
|
80.6K
$2.53M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.79K- 19.47% |
$87.9K - $94.2K
|
11.6K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 82.53% |
$88.1K - $94.5K
|
593
$18.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.89K- 88.37% |
$122K - $131K
|
512
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.96K- 20.96% |
$125K - $134K
|
14.9K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.19K- 26.59% |
$132K - $141K
|
11.6K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.25K- 45.13% |
$165K - $177K
|
6.39K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-5.48K- 0.85% |
$172K - $185K
|
636K
$20M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.25K- 16.01% |
$196K - $211K
|
32.8K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.32K- 17.66% |
$199K - $213K
|
29.5K
$925K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.15K- 21.05% |
$225K - $241K
|
26.8K
$841K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.45K- 40.66% |
$234K - $251K
|
10.9K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.8K- 21.56% |
$277K - $297K
|
32K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 32.18% |
$294K - $315K
|
19.7K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.38K- 43.15% |
$295K - $316K
|
12.4K
$388K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13K- 16.33% |
$410K - $439K
|
66.7K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 27.52% |
$453K - $486K
|
38K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-17.2K- 27.4% |
$540K - $579K
|
45.5K
$1.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23K- 27.83% |
$722K - $774K
|
59.5K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-23.1K- 62.47% |
$726K - $778K
|
13.9K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24K- 16.75% |
$756K - $810K
|
119K
$3.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25.6K- 30.54% |
$804K - $862K
|
58.1K
$1.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.1K- 30.24% |
$884K - $948K
|
64.9K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.7K- 29.74% |
$1.06M - $1.13M
|
79.5K
$2.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-35.4K- 34.68% |
$1.11M - $1.19M
|
66.6K
$2.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-50.8K- 11.1% |
$1.6M - $1.71M
|
407K
$12.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.3K- 20.21% |
$1.74M - $1.86M
|
218K
$6.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-64.4K- 12.89% |
$2.02M - $2.17M
|
435K
$13.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-77.1K- 32.84% |
$2.43M - $2.6M
|
158K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.1K- 21.01% |
$2.71M - $2.9M
|
324K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99.9K- 31.4% |
$3.14M - $3.37M
|
218K
$6.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-386K- 23.31% |
$12.2M - $13M
|
1.27M
$39.9M
|