Stratos Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Stratos Wealth Advisors, LLC

$2.03 Billion
Q4 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 35,486 shares of SCHQ stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

35,486

Previous 67,659 47.55%

Holding current value

$1.12 Million

Previous $2.37 Million 52.89%

% of portfolio

0.06%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$31.33 - $35.13 $1.01 Million - $1.13 Million	-32,173 Reduced 47.55%	35,486 $1.12 Million
Q3 2024 Oct 17, 2024	BUY	$32.17 - $35.98 $30,464 - $34,073	947 Added 1.42%	67,659 $2.37 Million
Q2 2024 Jul 24, 2024	SELL	$31.45 - $33.71 $409,573 - $439,005	-13,023 Reduced 16.33%	66,712 $2.19 Million
Q1 2024 Apr 16, 2024	SELL	$32.9 - $35.0 $682,444 - $726,005	-20,743 Reduced 20.64%	79,735 $2.69 Million
Q4 2023 Jan 24, 2024	BUY	$29.71 - $35.56 $1.38 Million - $1.65 Million	46,434 Added 85.92%	100,478 $3.52 Million
Q3 2023 Oct 24, 2023	BUY	$31.58 - $36.29 $74,876 - $86,043	2,371 Added 4.59%	54,044 $1.71 Million
Q2 2023 Jul 18, 2023	BUY	$35.48 - $38.22 $1.83 Million - $1.97 Million	51,673 New	51,673 $1.88 Million

Others Institutions Holding SCHQ

# of Institutions

103

Shares Held

14.6M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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Stratos Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History