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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.29M- 96.65% |
$71.6M - $80.3M
|
79.1K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.98K- 19.81% |
$187K - $210K
|
24.2K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 49.87% |
$318K - $356K
|
10.2K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$370K - $415K
|
11.8K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.3K+ 160.65% |
$1.33M - $1.49M
|
68.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.44K+ 2.87% |
$108K - $121K
|
123K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
489New |
$15.3K - $17.2K
|
489
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.3K- 59.56% |
$919K - $1.03M
|
19.9K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 7.04% |
$402K - $451K
|
195K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 120.38% |
$752K - $843K
|
44K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
171New |
$5.36K - $6.01K
|
171
$5.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$79.4K - $89K
|
2.53K
$81.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 657.56% |
$5.72M - $6.41M
|
210K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
14.5KNew |
$456K - $511K
|
14.5K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 8.78% |
$781K - $875K
|
309K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7New |
$219 - $246
|
7
$224
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.2K- 40.11% |
$1.17M - $1.31M
|
55.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 52.8% |
$58.2K - $65.3K
|
1.66K
$53.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$8.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-241K- 52.7% |
$7.55M - $8.46M
|
216K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 45.86% |
$1.11M - $1.25M
|
41.9K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.75K+ 0.67% |
$86.2K - $96.6K
|
414K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
142KNew |
$4.44M - $4.98M
|
142K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 51.24% |
$4.39M - $4.92M
|
133K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
37.4KNew |
$1.17M - $1.31M
|
37.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-22.6K- 15.13% |
$709K - $795K
|
127K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.01M- 54.74% |
$31.5M - $35.3M
|
831K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63KNew |
$82.4K - $92.4K
|
2.63K
$84.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.87K+ 4.75% |
$121K - $136K
|
85.3K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
40.1KNew |
$1.25M - $1.41M
|
40.1K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-361K- 56.78% |
$11.3M - $12.7M
|
275K
$8.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
224K+ 3909.33% |
$7.02M - $7.87M
|
230K
$7.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03K+ 0.82% |
$63.6K - $71.3K
|
250K
$8.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
14.9KNew |
$467K - $524K
|
14.9K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
18.2K+ 15.19% |
$569K - $638K
|
138K
$4.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 19.77% |
$39.7K - $44.5K
|
7.67K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.35K+ 17.28% |
$168K - $188K
|
36.3K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.5K- 45.71% |
$2.62M - $2.93M
|
99.2K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 54.13% |
$549K - $616K
|
14.9K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.41K- 14.12% |
$138K - $155K
|
26.8K
$860K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-405- 11.38% |
$12.7K - $14.2K
|
3.16K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.3K- 58.19% |
$1.23M - $1.38M
|
28.3K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1.5% |
$376 - $422
|
814
$26.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 22.4% |
$74.6K - $83.6K
|
8.25K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 97.21% |
$8.74K - $9.8K
|
8
$257
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356KNew |
$11.1M - $12.5M
|
356K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.64K+ 6.66% |
$82.6K - $92.6K
|
42.2K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
862New |
$27K - $30.3K
|
862
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 53.64% |
$1.85K - $2.07K
|
51
$1.64K
|