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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.22K- 15.15% |
$133K - $153K
|
23.6K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.7K- 4.88% |
$369K - $424K
|
228K
$7.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 5.03% |
$369K - $424K
|
221K
$7.01M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-46.7K- 68.75% |
$1.48M - $1.7M
|
21.2K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-58.8K- 50.2% |
$1.86M - $2.14M
|
58.4K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-71.2K- 15.13% |
$2.25M - $2.58M
|
399K
$12.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-78.3K- 91.72% |
$2.47M - $2.84M
|
7.07K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-558K- 51.0% |
$17.6M - $20.3M
|
536K
$17M
|