Total Investment Management Inc Schwab Strategic Tr Long Term Transaction History

Total Investment Management Inc

$762 Million
Q1 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 3,107,875 shares of SCHQ stock, worth $97.1 Million. This represents 13.37% of its overall portfolio holdings.

Number of Shares

3,107,875

Previous 2,831,956 9.74%

Holding current value

$97.1 Million

Previous $89 Million 14.39%

% of portfolio

13.37%

Previous 12.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Total Investment Management Inc Schwab Strategic Tr Long Term Transaction History