Family Asset Management, LLC Schwab Strategic Tr Long Term Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Family Asset Management, LLC holds 25,822 shares of SCHQ stock, worth $837,149. This represents 0.54% of its overall portfolio holdings.

Number of Shares

25,822

Previous 13,862 86.28%

Holding current value

$837,149

Previous $455 Million 98.65%

% of portfolio

0.54%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$32.17 - $35.98 $384,753 - $430,320	11,960 Added 86.28%	25,822 $904 Million
Q2 2024 Aug 01, 2024	SELL	$31.45 - $33.71 $725,551 - $777,689	-23,070 Reduced 62.47%	13,862 $455 Million
Q1 2024 May 14, 2024	SELL	$32.9 - $35.0 $227,997 - $242,550	-6,930 Reduced 15.8%	36,932 $1.25 Billion
Q4 2023 Feb 06, 2024	BUY	$29.71 - $35.56 $329,929 - $394,893	11,105 Added 33.9%	43,862 $1.54 Billion
Q3 2023 Nov 02, 2023	BUY	$31.58 - $36.29 $82,802 - $95,152	2,622 Added 8.7%	32,757 $1.04 Billion
Q2 2023 Jul 27, 2023	BUY	$35.48 - $38.22 $1.07 Million - $1.15 Million	30,135 New	30,135 $1.09 Billion

Others Institutions Holding SCHQ

# of Institutions

105

Shares Held

14.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Family Asset Management, LLC Schwab Strategic Tr Long Term Transaction History