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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.3K+ 25.33% |
$1.78M - $1.99M
|
274K
$8.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192New |
$6.18K - $6.91K
|
192
$6.02K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-888- 0.14% |
$28.6K - $32K
|
635K
$19.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.88K+ 59.54% |
$221K - $248K
|
18.4K
$578K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 41.21% |
$4.29M - $4.8M
|
457K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.9KNew |
$222K - $248K
|
6.9K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 61.5% |
$3.48M - $3.89M
|
284K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$188K - $211K
|
5.85K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-113K- 94.71% |
$3.64M - $4.07M
|
6.32K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.73KNew |
$184K - $206K
|
5.73K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 145.12% |
$387K - $433K
|
20.3K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.57KNew |
$115K - $128K
|
3.57K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
150KNew |
$4.81M - $5.38M
|
150K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.23K- 0.14% |
$104K - $116K
|
2.36M
$74.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 42.86% |
$670K - $749K
|
27.7K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.92K+ 7.88% |
$61.9K - $69.2K
|
26.3K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
31.2KNew |
$1M - $1.12M
|
31.2K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-284- 4.5% |
$9.14K - $10.2K
|
6.03K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.3KNew |
$781K - $873K
|
24.3K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.3K- 49.12% |
$619K - $693K
|
19.9K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9K+ 62.23% |
$2.25M - $2.51M
|
182K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.55K- 2.04% |
$275K - $307K
|
411K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3K- 43.09% |
$1.2M - $1.34M
|
49.3K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.6K+ 270.83% |
$83.6K - $93.5K
|
3.56K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 2.32% |
$49.3K - $55.1K
|
67.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8K+ 29.95% |
$574K - $641K
|
77.4K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.91K+ 23.47% |
$287K - $321K
|
46.9K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-402- 78.52% |
$12.9K - $14.5K
|
110
$3.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.57K+ 22.17% |
$82.5K - $92.3K
|
14.1K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$32.2 - $36
|
1
$31.3
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.25K- 2.57% |
$137K - $153K
|
161K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-37.7K- 23.95% |
$1.21M - $1.36M
|
120K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.11K+ 7.31% |
$67.9K - $75.9K
|
31K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 493.76% |
$94.2K - $105K
|
3.52K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.75KNew |
$281K - $315K
|
8.75K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 1.01% |
$257 - $288
|
802
$25.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$121K - $136K
|
3.77K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 153.95% |
$4.84M - $5.41M
|
248K
$7.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07K+ 46.84% |
$163K - $182K
|
15.9K
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.84KNew |
$188K - $210K
|
5.84K
$183K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.33K+ 24.69% |
$107K - $120K
|
16.8K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.9K+ 9.82% |
$93.1K - $104K
|
32.4K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$92.3K - $103K
|
2.87K
$89.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
565K+ 44.49% |
$18.2M - $20.3M
|
1.84M
$57.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
178K+ 6.93% |
$5.71M - $6.39M
|
2.74M
$85.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 26500.0% |
$42.6K - $47.7K
|
1.33K
$41.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.89K- 3.14% |
$125K - $140K
|
120K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15K+ 0.93% |
$37K - $41.4K
|
125K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
287New |
$9.23K - $10.3K
|
287
$8.99K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.9K+ 15.81% |
$802K - $897K
|
183K
$5.72M
|