A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 6,405 shares of SCHQ stock, worth $211,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,405
Previous 7,880 18.72%
Holding current value
$211,941
Previous $259,000 13.51%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$32.17 - $35.98 $47,450 - $53,070
-1,475 Reduced 18.72%
6,405 $224,000
Q2 2024

Jul 31, 2024

BUY
$31.45 - $33.71 $61,327 - $65,734
1,950 Added 32.88%
7,880 $259,000
Q1 2024

Apr 29, 2024

BUY
$32.9 - $35.0 $195,097 - $207,550
5,930 New
5,930 $200,000
Q1 2023

May 11, 2023

BUY
$35.08 - $38.26 $2.11 Million - $2.3 Million
60,156 New
60,156 $2.25 Million

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


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

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, 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 Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.