Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57M+ 4329.49% |
$76.5M - $91.6M
|
2.63M
$82.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 164.57% |
$30M - $35.9M
|
1.62M
$50.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
280K+ 127.05% |
$8.33M - $9.97M
|
501K
$15.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
279K+ 122.21% |
$8.28M - $9.91M
|
507K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
247K+ 186.43% |
$7.34M - $8.78M
|
379K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
200KNew |
$5.93M - $7.1M
|
200K
$6.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
185K+ 120.15% |
$5.5M - $6.58M
|
339K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168KNew |
$5.01M - $5.99M
|
168K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
138K+ 202.04% |
$4.11M - $4.92M
|
207K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
113K+ 236.34% |
$3.36M - $4.02M
|
161K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 87.21% |
$3.19M - $3.82M
|
230K
$7.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
83.7K+ 127.99% |
$2.49M - $2.98M
|
149K
$4.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
81.7K+ 3.36% |
$2.43M - $2.9M
|
2.51M
$78.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
71.9KNew |
$2.14M - $2.56M
|
71.9K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71.7K+ 139.3% |
$2.13M - $2.55M
|
123K
$3.86M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7K+ 24.01% |
$1.95M - $2.34M
|
339K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
62.6K+ 159.2% |
$1.86M - $2.22M
|
102K
$3.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
52.7K+ 111.8% |
$1.57M - $1.87M
|
99.8K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
50.3KNew |
$1.49M - $1.79M
|
50.3K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 85.92% |
$1.38M - $1.65M
|
100K
$3.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
38.7KNew |
$1.15M - $1.38M
|
38.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.2K+ 203.03% |
$1.11M - $1.32M
|
55.6K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.9K+ 147.74% |
$1.04M - $1.24M
|
58.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.1KNew |
$953K - $1.14M
|
32.1K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
32K+ 43.36% |
$949K - $1.14M
|
106K
$3.32M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
31.4KNew |
$934K - $1.12M
|
31.4K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.6K+ 67.99% |
$881K - $1.05M
|
73.2K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27.3K+ 144.31% |
$812K - $972K
|
46.3K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
27.3KNew |
$811K - $971K
|
27.3K
$856K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
26.4K+ 46.14% |
$783K - $937K
|
83.5K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$704K - $843K
|
23.7K
$744K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
23.1KNew |
$687K - $822K
|
23.1K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
22.1KNew |
$658K - $788K
|
22.1K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 1268.23% |
$657K - $787K
|
23.9K
$749K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$601K - $720K
|
20.2K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5KNew |
$551K - $659K
|
18.5K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
18.2K+ 11.57% |
$540K - $647K
|
175K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$401K - $480K
|
13.5K
$424K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 4.68% |
$362K - $434K
|
273K
$8.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12KNew |
$357K - $427K
|
12K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.7KNew |
$348K - $417K
|
11.7K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$337K - $403K
|
11.3K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3K+ 56.15% |
$336K - $402K
|
31.4K
$986K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11.1K+ 33.9% |
$330K - $395K
|
43.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$307K - $368K
|
10.3K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.89KNew |
$294K - $352K
|
9.89K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
9.6KNew |
$285K - $341K
|
9.6K
$301K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.48KNew |
$282K - $337K
|
9.48K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.24KNew |
$275K - $329K
|
9.24K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
8.37K+ 9.78% |
$249K - $298K
|
93.9K
$2.95M
|