Antonelli Financial Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Antonelli Financial Advisors, LLC

  • $139 Billion
  • Q2 2025

A detailed history of Antonelli Financial Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Antonelli Financial Advisors, LLC holds 38,663 shares of SCHQ stock, worth $1.27 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
38,663
Previous 36,427 6.14%
Holding current value
$1.27 Million
Previous $1.19 Billion 3.32%
% of portfolio
0.89%
Previous 0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$30.46 - $33.4 $68,108 - $74,682
2,236 Added 6.14%
38,663 $1.23 Billion
Q1 2025

Apr 22, 2025
SELL
$30.72 - $33.22 $111,482 - $120,555
-3,629 Reduced 9.06%
36,427 $1.19 Billion
Q4 2024

Feb 11, 2025
BUY
$31.33 - $35.13 $1.25 Million - $1.41 Million
40,056 New
40,056 $1.26 Billion

Others Institutions Holding SCHQ

# of Institutions
110
Shares Held
14.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Antonelli Financial Advisors, LLC Portfolio

Follow Antonelli Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Antonelli Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Antonelli Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email