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 102,028 shares of SCHQ stock, worth $3.3 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
102,028
Previous 38,725 163.47%
Holding current value
$3.3 Million
Previous $1.36 Million 153.39%
% of portfolio
1.13%
Previous 0.48%

Shares

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

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Collective Family Office LLC Portfolio

Follow Collective Family Office 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 Collective Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Collective Family Office LLC with notifications on news.