Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
236K+ 23.85% |
$7.39M - $8.28M
|
1.22M
$38.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
93.9K+ 3.43% |
$2.94M - $3.3M
|
2.83M
$90M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
89.9K+ 41.8% |
$2.82M - $3.16M
|
305K
$9.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
73.8KNew |
$2.31M - $2.59M
|
73.8K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
46.7K+ 154.01% |
$1.46M - $1.64M
|
77K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.2KNew |
$1.32M - $1.48M
|
42.2K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.8K+ 360.87% |
$652K - $731K
|
26.6K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.1KNew |
$566K - $635K
|
18.1K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.2K+ 6.97% |
$352K - $394K
|
172K
$5.47M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$291K - $327K
|
9.3K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.86KNew |
$184K - $206K
|
5.86K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5K+ 16.39% |
$157K - $176K
|
35.5K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 17.73% |
$145K - $163K
|
30.8K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 24.35% |
$125K - $140K
|
20.4K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.43K+ 16.21% |
$108K - $121K
|
24.6K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 5.9% |
$89.9K - $101K
|
51.5K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.28K+ 7.57% |
$71.6K - $80.2K
|
32.5K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
593+ 0.58% |
$18.6K - $20.8K
|
103K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$9.4K - $10.5K
|
300
$9.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 43.94% |
$6.7K - $7.52K
|
273
$8.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 62.55% |
$10.8K - $12.1K
|
206
$6.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$41.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.16K- 0.63% |
$36.5K - $40.9K
|
183K
$5.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.85K- 3.07% |
$121K - $135K
|
121K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.56K- 5.72% |
$143K - $160K
|
75.1K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.98K- 6.9% |
$156K - $175K
|
67.1K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.06K- 31.48% |
$159K - $178K
|
11K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 41.59% |
$207K - $232K
|
9.29K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.17K- 31.52% |
$256K - $287K
|
17.7K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-13.8K- 23.13% |
$431K - $483K
|
45.7K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-27.2K- 40.31% |
$851K - $954K
|
40.2K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-33.4K- 30.48% |
$1.05M - $1.17M
|
76.1K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-49.2K- 50.14% |
$1.54M - $1.73M
|
48.9K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.2K- 66.56% |
$1.6M - $1.8M
|
25.7K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.9K- 57.3% |
$1.97M - $2.21M
|
46.9K
$1.49M
|