Collective Family Office LLC Schwab Strategic Tr Long Term Transaction History

Collective Family Office LLC

  • $410 Million
  • Q3 2025

A detailed history of Collective Family Office LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Collective Family Office LLC holds 76,801 shares of SCHQ stock, worth $2.47 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
76,801
Previous 76,129 0.88%
Holding current value
$2.47 Million
Previous $2.43 Million 2.22%
% of portfolio
0.61%
Previous 0.63%

Shares

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

Oct 06, 2025
BUY
$30.81 - $32.63 $20,704 - $21,927
672 Added 0.88%
76,801 $2.48 Million
Q2 2025

Jul 03, 2025
BUY
$30.46 - $33.4 $344,959 - $378,255
11,325 Added 17.48%
76,129 $2.43 Million
Q1 2025

Apr 03, 2025
SELL
$30.72 - $33.22 $348,487 - $376,847
-11,344 Reduced 14.9%
64,804 $2.11 Million
Q4 2024

Jan 08, 2025
SELL
$31.33 - $35.13 $1.05 Million - $1.17 Million
-33,382 Reduced 30.48%
76,148 $2.39 Million
Q3 2024

Oct 04, 2024
BUY
$32.17 - $35.98 $1.38 Million - $1.54 Million
42,887 Added 64.35%
109,530 $3.83 Million
Q2 2024

Jul 05, 2024
SELL
$31.45 - $33.71 $1.11 Million - $1.19 Million
-35,385 Reduced 34.68%
66,643 $2.19 Million
Q1 2024

Apr 09, 2024
BUY
$32.9 - $35.0 $2.08 Million - $2.22 Million
63,303 Added 163.47%
102,028 $3.44 Million
Q4 2023

Jan 09, 2024
BUY
$29.71 - $35.56 $1.15 Million - $1.38 Million
38,725 New
38,725 $1.36 Million

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
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More about SCHQ
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