Focus Financial Network, Inc. Schwab Strategic Tr Long Term Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q1 2025

A detailed history of Focus Financial Network, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Focus Financial Network, Inc. holds 7,101 shares of SCHQ stock, worth $221,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,101

Previous 17,744 59.98%

Holding current value

$221,835

Previous $558 Million 58.29%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$30.72 - $33.22 $326,952 - $353,560	-10,643 Reduced 59.98%	7,101 $233 Million
Q4 2024 Jan 29, 2025	SELL	$31.33 - $35.13 $255,872 - $286,906	-8,167 Reduced 31.52%	17,744 $558 Million
Q3 2024 Oct 28, 2024	BUY	$32.17 - $35.98 $259,225 - $289,926	8,058 Added 45.14%	25,911 $907 Million
Q2 2024 Jul 22, 2024	SELL	$31.45 - $33.71 $37,740 - $40,452	-1,200 Reduced 6.3%	17,853 $600 Million
Q1 2024 Apr 24, 2024	BUY	$32.9 - $35.0 $626,843 - $666,855	19,053 New	19,053 $606 Million
Q3 2023 Jul 22, 2024	SELL	$31.58 - $36.29 $17,463 - $20,068	-553 Reduced 2.71%	19,863 $629 Million
Q2 2023 Jul 22, 2024	BUY	$35.48 - $38.22 $90,935 - $97,957	2,563 Added 14.36%	20,416 $741 Million

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Focus Financial Network, Inc. Schwab Strategic Tr Long Term Transaction History