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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
126+ 57.8% |
$4.05K - $4.53K
|
344
$10.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.59% |
$1.99K - $2.23K
|
10.6K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12K+ 86.28% |
$385K - $430K
|
25.8K
$809K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-926- 1.15% |
$29.8K - $33.3K
|
79.7K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.06K+ 45.14% |
$259K - $290K
|
25.9K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.5K- 5.41% |
$338K - $378K
|
184K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.52K+ 126.16% |
$242K - $271K
|
13.5K
$423K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 53.27% |
$338K - $378K
|
30.2K
$946K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.26K+ 14.76% |
$201K - $225K
|
48.6K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3KNew |
$588K - $658K
|
18.3K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.74K- 5.44% |
$56.1K - $62.7K
|
30.3K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
106New |
$3.41K - $3.81K
|
106
$3.32K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.8K+ 4316.35% |
$960K - $1.07M
|
30.5K
$956K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
392K+ 65.6% |
$12.6M - $14.1M
|
989K
$31M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 166.48% |
$8.27M - $9.25M
|
411K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
785+ 60.38% |
$25.3K - $28.2K
|
2.09K
$65.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 17.47% |
$144K - $161K
|
21.2K
$663K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 67.89% |
$340K - $381K
|
26.2K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
103KNew |
$3.3M - $3.69M
|
103K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 18.72% |
$47.5K - $53.1K
|
6.41K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4KNew |
$785K - $878K
|
24.4K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7K+ 5.74% |
$570K - $637K
|
326K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
215KNew |
$6.92M - $7.74M
|
215K
$6.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.28K+ 12.13% |
$138K - $154K
|
39.6K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-710- 2.3% |
$22.8K - $25.5K
|
30.2K
$946K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
947+ 1.42% |
$30.5K - $34.1K
|
67.7K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.13K+ 7.53% |
$36.2K - $40.5K
|
16.1K
$504K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
150KNew |
$4.81M - $5.38M
|
150K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.21K+ 19.44% |
$168K - $187K
|
32K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 4.13% |
$676 - $756
|
487
$15.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.34K+ 36.66% |
$75.3K - $84.3K
|
8.73K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9.23K+ 15.87% |
$297K - $332K
|
67.4K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43New |
$1.38K - $1.55K
|
43
$1.35K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.1% |
$193 - $216
|
550
$17.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 16.65% |
$426K - $476K
|
92.7K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
851+ 8.66% |
$27.4K - $30.6K
|
10.7K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25.4KNew |
$819K - $916K
|
25.4K
$797K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.6K+ 58.4% |
$855K - $957K
|
72.1K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.38K+ 5.69% |
$141K - $158K
|
81.5K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-347K- 85.37% |
$11.2M - $12.5M
|
59.5K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-337K- 77.44% |
$10.8M - $12.1M
|
98.1K
$3.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 47.01% |
$164K - $184K
|
5.76K
$181K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
152+ 38.19% |
$4.89K - $5.47K
|
550
$17.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
42.9K+ 64.35% |
$1.38M - $1.54M
|
110K
$3.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
45K+ 69.29% |
$1.45M - $1.62M
|
110K
$3.44M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.25K- 16.01% |
$196K - $211K
|
32.8K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-261- 24.58% |
$8.21K - $8.8K
|
801
$25.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
600New |
$18.9K - $20.2K
|
600
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.05K+ 0.66% |
$64.4K - $69.1K
|
314K
$9.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
329KNew |
$10.4M - $11.1M
|
329K
$10.3M
|
|