Total Investment Management Inc Schwab Strategic Tr Long Term Transaction History

Total Investment Management Inc

$539 Million
Q2 2025

A detailed history of Total Investment Management Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Total Investment Management Inc holds 17,437 shares of SCHQ stock, worth $574,026. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,437

Previous 3,107,875 99.44%

Holding current value

$574,026

Previous $102 Million 99.45%

% of portfolio

0.1%

Previous 13.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 29, 2025	SELL	$30.46 - $33.4 $94.1 Million - $103 Million	-3,090,438 Reduced 99.44%	17,437 $556,000
Q1 2025 May 09, 2025	BUY	$30.72 - $33.22 $8.48 Million - $9.17 Million	275,919 Added 9.74%	3,107,875 $102 Million
Q4 2024 Jan 31, 2025	BUY	$31.33 - $35.13 $2.94 Million - $3.3 Million	93,851 Added 3.43%	2,831,956 $89 Million
Q3 2024 Nov 05, 2024	BUY	$32.17 - $35.98 $5.71 Million - $6.39 Million	177,521 Added 6.93%	2,738,105 $95.8 Million
Q2 2024 Aug 06, 2024	BUY	$31.45 - $33.71 $930,731 - $997,613	29,594 Added 1.17%	2,560,584 $84 Million
Q1 2024 Apr 16, 2024	BUY	$32.9 - $35.0 $661,948 - $704,200	20,120 Added 0.8%	2,530,990 $85.4 Million
Q4 2023 Feb 02, 2024	BUY	$29.71 - $35.56 $2.43 Million - $2.9 Million	81,657 Added 3.36%	2,510,870 $88.1 Million
Q3 2023 Oct 24, 2023	BUY	$31.58 - $36.29 $49 Million - $56.3 Million	1,552,646 Added 177.13%	2,429,213 $77 Million
Q2 2023 Jul 06, 2023	BUY	$35.48 - $38.22 $1.01 Million - $1.08 Million	28,340 Added 3.34%	876,567 $31.8 Million
Q1 2023 May 15, 2023	SELL	$35.08 - $38.26 $386,792 - $421,854	-11,026 Reduced 1.28%	848,227 $31.8 Million
Q4 2022 Feb 01, 2023	BUY	$32.86 - $38.38 $28.2 Million - $33 Million	859,253 New	859,253 $30.3 Million

Others Institutions Holding SCHQ

# of Institutions

110

Shares Held

14.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Total Investment Management Inc with notifications on news.

Account

Total Investment Management Inc Schwab Strategic Tr Long Term Transaction History