Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.9K+ 9.82% |
$93.1K - $104K
|
32.4K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$92.3K - $103K
|
2.87K
$90.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.6K+ 270.83% |
$83.6K - $93.5K
|
3.56K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.57K+ 22.17% |
$82.5K - $92.3K
|
14.1K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.34K+ 36.66% |
$75.3K - $84.3K
|
8.73K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.11K+ 7.31% |
$67.9K - $75.9K
|
31K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.92K+ 7.88% |
$61.9K - $69.2K
|
26.3K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 2.32% |
$49.3K - $55.1K
|
67.6K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 26500.0% |
$42.6K - $47.7K
|
1.33K
$42.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15K+ 0.93% |
$37K - $41.4K
|
125K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.14K+ 9.2% |
$36.6K - $40.9K
|
13.5K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.13K+ 7.53% |
$36.2K - $40.5K
|
16.1K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
947+ 1.42% |
$30.5K - $34.1K
|
67.7K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
851+ 8.66% |
$27.4K - $30.6K
|
10.7K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
785+ 60.38% |
$25.3K - $28.2K
|
2.09K
$66K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
287New |
$9.23K - $10.3K
|
287
$9.09K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192New |
$6.18K - $6.91K
|
192
$6.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
152+ 38.19% |
$4.89K - $5.47K
|
550
$17.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
126+ 57.8% |
$4.05K - $4.53K
|
344
$10.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
106New |
$3.41K - $3.81K
|
106
$3.36K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.59% |
$1.99K - $2.23K
|
10.6K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43New |
$1.38K - $1.55K
|
43
$1.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 1.01% |
$257 - $288
|
802
$25.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.1% |
$193 - $216
|
550
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$32.2 - $36
|
1
$31.7
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 4.13% |
$676 - $756
|
487
$15.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-284- 4.5% |
$9.14K - $10.2K
|
6.03K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-402- 78.52% |
$12.9K - $14.5K
|
110
$3.48K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-710- 2.3% |
$22.8K - $25.5K
|
30.2K
$956K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-888- 0.14% |
$28.6K - $32K
|
635K
$20.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-926- 1.15% |
$29.8K - $33.3K
|
79.7K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 18.72% |
$47.5K - $53.1K
|
6.41K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.74K- 5.44% |
$56.1K - $62.7K
|
30.3K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.23K- 0.14% |
$104K - $116K
|
2.36M
$74.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.89K- 3.14% |
$125K - $140K
|
120K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.25K- 2.57% |
$137K - $153K
|
161K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 17.47% |
$144K - $161K
|
21.2K
$670K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 47.01% |
$164K - $184K
|
5.76K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.55K- 2.04% |
$275K - $307K
|
411K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.5K- 5.41% |
$338K - $378K
|
184K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.3K- 49.12% |
$619K - $693K
|
19.9K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 42.86% |
$670K - $749K
|
27.7K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3K- 43.09% |
$1.2M - $1.34M
|
49.3K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-37.7K- 23.95% |
$1.21M - $1.36M
|
120K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-113K- 94.71% |
$3.64M - $4.07M
|
6.32K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-337K- 77.44% |
$10.8M - $12.1M
|
98.1K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-347K- 85.37% |
$11.2M - $12.5M
|
59.5K
$1.88M
|