Fermata Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Fermata Advisors, LLC holds 37,101 shares of SCHQ stock, worth $1.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
37,101
Previous 42,244 12.17%
Holding current value
$1.21 Million
Previous $1.33 Million 9.12%
% of portfolio
0.24%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$30.72 - $33.22 $157,992 - $170,850
-5,143 Reduced 12.17%
37,101 $1.21 Million
Q4 2024

Jan 14, 2025
BUY
$31.33 - $35.13 $1.32 Million - $1.48 Million
42,244 New
42,244 $1.33 Million

Others Institutions Holding SCHQ

# of Institutions
109
Shares Held
11.4M
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 Fermata Advisors, LLC Portfolio

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

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email