Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
328KNew |
$11.6M - $13.8M
|
328K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
114K+ 83.71% |
$4.04M - $4.77M
|
250K
$7.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
35.7KNew |
$1.26M - $1.49M
|
35.7K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.2K+ 69.67% |
$1.18M - $1.39M
|
80.8K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3K+ 147.95% |
$828K - $978K
|
39.1K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9KNew |
$811K - $959K
|
22.9K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4K+ 130.52% |
$474K - $561K
|
23.6K
$751K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.5KNew |
$372K - $440K
|
10.5K
$334K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
7.11K+ 6.27% |
$252K - $298K
|
121K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.92K+ 14.71% |
$174K - $206K
|
38.3K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
422New |
$15K - $17.7K
|
422
$13.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
80New |
$2.84K - $3.35K
|
80
$2.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.12% |
$35.5 - $41.9
|
859
$27.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19- 0.32% |
$674 - $796
|
6.01K
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-317- 0.39% |
$11.2K - $13.3K
|
81.1K
$2.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.55K- 17.64% |
$90.2K - $107K
|
11.9K
$378K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.85K- 17.87% |
$101K - $119K
|
13.1K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.13K- 37.24% |
$182K - $215K
|
8.65K
$275K
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-12.9K- 23.77% |
$459K - $542K
|
41.5K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.2K- 26.24% |
$575K - $679K
|
45.6K
$1.45M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-78.3K- 91.72% |
$2.78M - $3.28M
|
7.07K
$225K
|