Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.55M+ 177.13% |
$49M - $56.3M
|
2.43M
$77.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
674KNew |
$21.3M - $24.4M
|
674K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 48.81% |
$6.35M - $7.3M
|
613K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154KNew |
$4.87M - $5.59M
|
154K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 762.82% |
$3.3M - $3.79M
|
118K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
73.7KNew |
$2.33M - $2.67M
|
73.7K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.5KNew |
$2.16M - $2.49M
|
68.5K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67K+ 119.36% |
$2.12M - $2.43M
|
123K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
65.3K+ 79658.54% |
$2.06M - $2.37M
|
65.4K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
45.4K+ 40.7% |
$1.44M - $1.65M
|
157K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
44KNew |
$1.39M - $1.6M
|
44K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.3K+ 15810.95% |
$1.37M - $1.57M
|
43.6K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34K+ 420.44% |
$1.07M - $1.23M
|
42K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.7K+ 30.18% |
$970K - $1.11M
|
132K
$4.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
27.6KNew |
$871K - $1M
|
27.6K
$877K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.1K+ 11.58% |
$855K - $982K
|
261K
$8.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.6KNew |
$747K - $858K
|
23.6K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 86.84% |
$703K - $808K
|
47.9K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
19.6K+ 29.75% |
$620K - $712K
|
85.6K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.3KNew |
$579K - $666K
|
18.3K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.79KNew |
$309K - $355K
|
9.79K
$311K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.74K+ 23.36% |
$308K - $354K
|
51.5K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
9.57K+ 33.82% |
$302K - $347K
|
37.9K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.35KNew |
$295K - $339K
|
9.35K
$297K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.34K+ 31.17% |
$295K - $339K
|
39.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.42KNew |
$266K - $305K
|
8.42K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.91K+ 16.08% |
$250K - $287K
|
57.1K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.53K+ 41.25% |
$175K - $201K
|
18.9K
$602K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.23K+ 16.55% |
$165K - $190K
|
36.9K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.71K+ 41.54% |
$85.5K - $98.3K
|
9.23K
$293K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.62K+ 8.7% |
$82.8K - $95.2K
|
32.8K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 4.59% |
$74.9K - $86K
|
54K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.9KNew |
$60.1K - $69K
|
1.9K
$60.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.64K+ 1644.0% |
$51.9K - $59.7K
|
1.74K
$55.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.5K+ 0.48% |
$47.3K - $54.4K
|
312K
$9.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.46KNew |
$45.9K - $52.8K
|
1.46K
$46.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
700New |
$22.1K - $25.4K
|
700
$22.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
575+ 2.07% |
$18.2K - $20.9K
|
28.3K
$900K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
564+ 2.88% |
$17.8K - $20.5K
|
20.1K
$640K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
521New |
$16.5K - $18.9K
|
521
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
511New |
$16.1K - $18.5K
|
511
$16.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
511New |
$16.1K - $18.5K
|
511
$16.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
438New |
$13.8K - $15.9K
|
438
$13.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
230New |
$7.26K - $8.35K
|
230
$7.31K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 8.33% |
$3.16K - $3.63K
|
1.3K
$41.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-29- 0.06% |
$916 - $1.05K
|
47.1K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 2.02% |
$15K - $17.3K
|
23.1K
$735K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-553- 2.71% |
$17.5K - $20.1K
|
19.9K
$631K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.05K- 1.23% |
$33.1K - $38.1K
|
84K
$2.67M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.38K- 25.66% |
$107K - $123K
|
9.79K
$311K
|