Ken Fisher Schwab Strategic Tr Long Term Transaction History

Fisher Asset Management, LLC

$247 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$30.72 - $33.22 $355,891 - $384,853	-11,585 Reduced 64.12%	6,484 $212,000
Q4 2024 Feb 05, 2025	BUY	$31.33 - $35.13 $566,101 - $634,763	18,069 New	18,069 $567,000

Others Institutions Holding SCHQ

# of Institutions

111

Shares Held

13.8M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.15M
Shares

$102 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.39M
Shares

$45.1 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

952K
Shares

$30.9 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

816K
Shares

$26.5 Million
0.08% of portfolio
Toroso Investments, LLC Massapequa, NY

686K
Shares

$22.3 Million
0.17% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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