Latest Institutional Transactions on Schwab Strategic Tr Long Term (SCHQ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Long Term (SCHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 8.4% |
$817K - $895K
|
346K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 23.32% |
$157K - $172K
|
16.9K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-77.7K- 10.18% |
$2.37M - $2.6M
|
686K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4KNew |
$836K - $917K
|
27.4K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 7.46% |
$607K - $666K
|
287K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15.5K+ 3.77% |
$471K - $517K
|
425K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.17K+ 70.79% |
$218K - $239K
|
17.3K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149K- 15.4% |
$4.53M - $4.96M
|
816K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53.8KNew |
$1.64M - $1.8M
|
53.8K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 54.9% |
$853 - $935
|
23
$727
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.7K+ 67.96% |
$1.97M - $2.16M
|
160K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-451- 0.13% |
$13.7K - $15.1K
|
355K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.9KNew |
$2.13M - $2.33M
|
69.9K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.5K- 49.05% |
$443K - $486K
|
15.1K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.83KNew |
$238K - $261K
|
7.83K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 3.76% |
$179K - $197K
|
151K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$126K - $138K
|
4.13K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.3KNew |
$740K - $812K
|
24.3K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.98K+ 8.75% |
$243K - $267K
|
99.2K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
97.8KNew |
$2.98M - $3.27M
|
97.8K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.31K- 6.06% |
$70.5K - $77.3K
|
35.8K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$11.8K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
11.3K+ 7.75% |
$346K - $379K
|
158K
$4.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
11.5K+ 8.66% |
$349K - $382K
|
144K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
192+ 70.33% |
$5.85K - $6.41K
|
465
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
38.8K+ 13.19% |
$1.18M - $1.3M
|
333K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56K- 5.56% |
$1.71M - $1.87M
|
952K
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$48.9K - $53.6K
|
1.61K
$50.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 37.3% |
$52.8K - $57.8K
|
2.91K
$92K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-180K- 98.38% |
$5.47M - $6M
|
2.97K
$93.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.06K- 32.89% |
$245K - $269K
|
16.4K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.86K- 33.72% |
$118K - $129K
|
7.58K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$1.92M - $2.1M
|
63K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$2.95K - $3.24K
|
97
$3.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.11K- 6.4% |
$247K - $271K
|
119K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 1.1% |
$274 - $301
|
829
$26.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 8.74% |
$88.8K - $97.4K
|
36.3K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.8K- 23.61% |
$2.37M - $2.6M
|
252K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-715- 15.82% |
$21.8K - $23.9K
|
3.81K
$120K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9KNew |
$455K - $498K
|
14.9K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.09K- 10.98% |
$63.7K - $69.8K
|
17K
$536K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 53.33% |
$244 - $267
|
7
$221
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
16.1KNew |
$492K - $539K
|
16.1K
$510K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.46K+ 10.5% |
$105K - $116K
|
36.4K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 2.07% |
$1.83K - $2K
|
2.96K
$93.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.73K- 33.75% |
$205K - $225K
|
13.2K
$417K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 17.27% |
$20M - $21.9M
|
3.15M
$99.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
845+ 5.08% |
$25.7K - $28.2K
|
17.5K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-225- 1.66% |
$6.85K - $7.52K
|
13.3K
$421K
|