Carolina Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 585,782 shares of SCHQ stock, worth $19.3 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
585,782
Previous 29,497 1885.9%
Holding current value
$19.3 Million
Previous $940,000 1913.4%
% of portfolio
8.58%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$30.81 - $32.63 $17.1 Million - $18.2 Million
556,285 Added 1885.9%
585,782 $18.9 Million
Q2 2025

Jul 22, 2025
BUY
$30.46 - $33.4 $898,478 - $985,199
29,497 New
29,497 $940,000

Others Institutions Holding SCHQ

# of Institutions
111
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 Carolina Wealth Advisors, LLC Portfolio

Follow Carolina Wealth 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 Carolina Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email