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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
940+ 0.6% |
$29.6K - $31.7K
|
157K
$5.16M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-35.4K- 34.68% |
$1.11M - $1.19M
|
66.6K
$2.19M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 75.78% |
$39.2K - $42K
|
398
$13.1K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.2K+ 49.26% |
$896K - $953K
|
82.5K
$2.71M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3K+ 26.46% |
$98.8K - $105K
|
14.3K
$471K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-231Closed |
$7.6K - $8.09K
|
0
$0
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.72K- 77.05% |
$56.7K - $60.3K
|
513
$16.8K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 12.92% |
$42K - $44.7K
|
8.62K
$283K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 169.2% |
$1.73M - $1.84M
|
83.5K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 107.28% |
$842K - $896K
|
49.5K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.8KNew |
$519K - $552K
|
15.8K
$517K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$112K - $119K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.73K- 28.34% |
$123K - $131K
|
9.43K
$309K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 10.71% |
$9.28M - $9.88M
|
2.35M
$77.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$1.68K - $1.79K
|
51
$1.67K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.57K+ 80.19% |
$183K - $195K
|
12.5K
$410K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 9.2% |
$97.1K - $103K
|
35K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61K- 37.86% |
$2.01M - $2.13M
|
100K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.6K+ 0.87% |
$119K - $126K
|
417K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.93K- 15.8% |
$228K - $243K
|
36.9K
$1.21M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.2K+ 95.83% |
$2.31M - $2.46M
|
143K
$4.7M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.18M - $1.25M
|
35.8K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3K+ 7.98% |
$996K - $1.06M
|
410K
$13.4M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.18K- 5.72% |
$105K - $111K
|
52.4K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-353- 1.9% |
$11.6K - $12.4K
|
18.2K
$596K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 11.88% |
$40.1K - $42.6K
|
9.04K
$296K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.5K+ 2.13% |
$1.14M - $1.21M
|
1.66M
$54.4M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.86KNew |
$324K - $345K
|
9.86K
$323K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.4K+ 13.56% |
$46.1K - $49.1K
|
11.7K
$385K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-70- 7.33% |
$2.3K - $2.45K
|
885
$29K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 99.9% |
$67.7K - $72K
|
2
$65.6
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148K- 99.29% |
$4.87M - $5.18M
|
1.06K
$34.8K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21K+ 12.46% |
$691K - $735K
|
189K
$6.21M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.82K- 91.36% |
$224K - $239K
|
645
$21.2K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.54K+ 75.73% |
$149K - $159K
|
10.5K
$346K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 81.78% |
$6.2M - $6.6M
|
42K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21K- 6.2% |
$692K - $736K
|
318K
$10.4M
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.55K- 12.03% |
$150K - $159K
|
33.3K
$1.09M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 60.0% |
$47.4K - $50.4K
|
960
$31.5K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.45K- 1.41% |
$146K - $156K
|
312K
$10.2M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-13.4K- 2.05% |
$442K - $470K
|
642K
$21M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 138.81% |
$746K - $794K
|
39K
$1.28M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.38K- 30.71% |
$276K - $293K
|
18.9K
$620K
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
8.81K+ 35.04% |
$290K - $308K
|
33.9K
$1.11M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28K+ 13.51% |
$920K - $978K
|
235K
$7.7M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 11.95% |
$415K - $442K
|
118K
$3.88M
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
400+ 4.06% |
$13.2K - $14K
|
10.3K
$336K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-373- 3.1% |
$12.3K - $13.1K
|
11.6K
$382K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 33.57% |
$347K - $369K
|
42K
$1.38M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10.9K+ 11.62% |
$359K - $382K
|
105K
$3.44M
|