Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
859KNew |
$28.2M - $33M
|
859K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
850KNew |
$27.9M - $32.6M
|
850K
$26.7M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
719KNew |
$23.6M - $27.6M
|
719K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
89.1K+ 73.9% |
$2.93M - $3.42M
|
210K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
82.4KNew |
$2.71M - $3.16M
|
82.4K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$332K - $388K
|
10.1K
$317K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.04K+ 14.13% |
$166K - $193K
|
40.7K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.75K+ 1.45% |
$156K - $182K
|
333K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78K+ 1775.0% |
$58.3K - $68.1K
|
1.88K
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$48.3K - $56.4K
|
1.47K
$46.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.01K+ 1.25% |
$33.3K - $38.8K
|
82.1K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
298New |
$9.79K - $11.4K
|
298
$9.36K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-70- 0.67% |
$2.3K - $2.69K
|
10.4K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-79- 1.31% |
$2.6K - $3.03K
|
5.93K
$186K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-509- 59.25% |
$16.7K - $19.5K
|
350
$11K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.16K- 9.13% |
$70.9K - $82.8K
|
21.5K
$675K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-15.5K- 6.2% |
$508K - $594K
|
234K
$7.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-17.9K- 39.29% |
$588K - $687K
|
27.7K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 85.34% |
$642K - $749K
|
3.36K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.3K- 60.76% |
$765K - $894K
|
15K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.9K- 84.12% |
$1.08M - $1.26M
|
6.21K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.5K- 61.23% |
$1.63M - $1.9M
|
31.3K
$984K
|