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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.49KNew |
$222K - $266K
|
7.49K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6KNew |
$178K - $213K
|
6K
$190K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.67K+ 15.39% |
$168K - $202K
|
42.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.25KNew |
$156K - $187K
|
5.25K
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.13K+ 1.32% |
$123K - $147K
|
316K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.98KNew |
$118K - $142K
|
3.98K
$126K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.67KNew |
$109K - $131K
|
3.67K
$116K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.53KNew |
$105K - $125K
|
3.53K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$103K - $124K
|
3.48K
$110K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.45KNew |
$102K - $123K
|
3.45K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.38K+ 34.51% |
$100K - $120K
|
13.2K
$417K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.01KNew |
$89.4K - $107K
|
3.01K
$95.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97KNew |
$88.2K - $106K
|
2.97K
$94K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.79KNew |
$82.8K - $99.1K
|
2.79K
$88.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.24KNew |
$66.4K - $79.5K
|
2.24K
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.06KNew |
$61.2K - $73.3K
|
2.06K
$65.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.02K+ 7.32% |
$60K - $71.8K
|
29.6K
$937K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.84K+ 21.88% |
$54.7K - $65.5K
|
10.3K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 81.23% |
$45.9K - $54.9K
|
3.45K
$109K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 166.67% |
$44.6K - $53.3K
|
2.4K
$76K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.49K+ 6.3% |
$44.2K - $52.9K
|
25.1K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$42K - $50.2K
|
1.41K
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.14KNew |
$33.8K - $40.5K
|
1.14K
$36.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
566New |
$16.8K - $20.1K
|
566
$17.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
538New |
$16K - $19.1K
|
538
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
500+ 5.35% |
$14.9K - $17.8K
|
9.85K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
396+ 5.6% |
$11.8K - $14.1K
|
7.47K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
255+ 36.43% |
$7.58K - $9.07K
|
955
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184New |
$5.47K - $6.54K
|
184
$5.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$327 - $391
|
11
$348
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$297 - $356
|
10
$317
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.43% |
$29.7 - $35.6
|
231
$7.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-117- 22.46% |
$3.48K - $4.16K
|
404
$12.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-555- 38.14% |
$16.5K - $19.7K
|
900
$28.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-643- 0.77% |
$19.1K - $22.9K
|
83.4K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 5.65% |
$38.8K - $46.4K
|
21.8K
$690K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-18.5K- 2.74% |
$549K - $657K
|
655K
$20.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.7K- 50.86% |
$734K - $878K
|
23.9K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 61.13% |
$763K - $914K
|
16.3K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-54.1K- 92.65% |
$1.61M - $1.92M
|
4.29K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-87.1K- 73.74% |
$2.59M - $3.1M
|
31K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-123K- 22.91% |
$3.65M - $4.37M
|
413K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-392K- 98.26% |
$11.7M - $14M
|
6.94K
$220K
|