Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
199KNew |
$6.05M - $6.63M
|
199K
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
84.4K+ 6.47% |
$2.57M - $2.82M
|
1.39M
$43.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
31.6K+ 18.29% |
$961K - $1.05M
|
204K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29.5KNew |
$898K - $985K
|
29.5K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
21.4K+ 43.61% |
$651K - $714K
|
70.4K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
19.9K+ 23.42% |
$606K - $664K
|
105K
$3.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.3K+ 17.48% |
$345K - $378K
|
76.1K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$299K - $327K
|
9.8K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.22KNew |
$220K - $241K
|
7.22K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
2.24K+ 6.14% |
$68.1K - $74.7K
|
38.7K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.99% |
$41.2K - $45.2K
|
9.32K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 4.3% |
$38.8K - $42.6K
|
30.9K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
760+ 2.32% |
$23.1K - $25.4K
|
33.5K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
582+ 2.69% |
$17.7K - $19.4K
|
22.2K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
566+ 176.88% |
$17.2K - $18.9K
|
886
$27.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
527+ 1.42% |
$16.1K - $17.6K
|
37.6K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
497+ 1.59% |
$15.1K - $16.6K
|
31.7K
$995K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
479+ 11.22% |
$14.6K - $16K
|
4.75K
$149K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$11.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-248- 3.49% |
$7.55K - $8.28K
|
6.85K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-849- 8.32% |
$25.9K - $28.4K
|
9.35K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.28K- 8.32% |
$39.1K - $42.9K
|
14.2K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-5.55K- 13.68% |
$169K - $185K
|
35K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.79K- 98.81% |
$176K - $194K
|
70
$2.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.14K- 11.82% |
$187K - $205K
|
45.8K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.5K- 13.47% |
$289K - $317K
|
61K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.81K- 11.91% |
$299K - $328K
|
72.5K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.8K- 43.24% |
$390K - $428K
|
16.8K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 48.42% |
$390K - $428K
|
13.6K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.3K- 24.9% |
$559K - $613K
|
55.3K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81.9K- 58.55% |
$2.49M - $2.74M
|
58K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-200K- 84.17% |
$6.1M - $6.69M
|
37.6K
$1.18M
|