Toroso Investments, LLC Schwab Strategic Tr Long Term Transaction History

Toroso Investments, LLC

$44.2 Billion
Q3 2025

A detailed history of Toroso Investments, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Toroso Investments, LLC holds 443,533 shares of SCHQ stock, worth $14.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

443,533

Previous 685,981 35.34%

Holding current value

$14.3 Million

Previous $21.9 Million 34.49%

% of portfolio

0.03%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$30.81 - $32.63 $7.47 Million - $7.91 Million	-242,448 Reduced 35.34%	443,533 $14.3 Million
Q2 2025 Aug 14, 2025	SELL	$30.46 - $33.4 $2.37 Million - $2.6 Million	-77,733 Reduced 10.18%	685,981 $21.9 Million
Q1 2025 May 14, 2025	BUY	$30.72 - $33.22 $23.5 Million - $25.4 Million	763,714 New	763,714 $25 Million
Q3 2024 Nov 14, 2024	BUY	$32.17 - $35.98 $780,991 - $873,486	24,277 New	24,277 $849,000
Q3 2021 Nov 15, 2021	SELL	$50.08 - $52.59 $9.76 Million - $10.3 Million	-194,912 Closed	0 $0

Q2 2021 Aug 13, 2021	BUY	$47.35 - $50.59 $2.71 Million - $2.89 Million	57,131 Added 41.47%	194,912 $9.77 Million
Q1 2021 May 17, 2021	BUY	$46.75 - $54.72 $6.44 Million - $7.54 Million	137,781 New	137,781 $6.52 Million

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Toroso Investments, LLC Schwab Strategic Tr Long Term Transaction History