Tompkins Financial Corp Schwab Strategic Tr Long Term Transaction History

Tompkins Financial Corp

$1.07 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 29, 2020	SELL	$54.34 - $59.34 $815 - $890	-15 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$47.67 - $59.75 $715 - $896	15 New	15 $1,000

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

$101 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.39M
Shares

$44.8 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

952K
Shares

$30.7 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

816K
Shares

$26.3 Million
0.08% of portfolio
Toroso Investments, LLC Massapequa, NY

686K
Shares

$22.1 Million
0.17% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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