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 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63KNew |
$82.4K - $92.4K
|
2.63K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
37.4KNew |
$1.17M - $1.31M
|
37.4K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
14.9KNew |
$467K - $524K
|
14.9K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.87K+ 4.75% |
$121K - $136K
|
85.3K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 19.77% |
$39.7K - $44.5K
|
7.67K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 54.13% |
$549K - $616K
|
14.9K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 97.21% |
$8.74K - $9.8K
|
8
$251
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
862New |
$27K - $30.3K
|
862
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 53.64% |
$1.85K - $2.07K
|
51
$1.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 43.94% |
$6.7K - $7.52K
|
273
$8.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.16K- 0.63% |
$36.5K - $40.9K
|
183K
$5.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$40.7K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$291K - $327K
|
9.3K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$9.4K - $10.5K
|
300
$9.4K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192New |
$6.18K - $6.91K
|
192
$6.02K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-284- 4.5% |
$9.14K - $10.2K
|
6.03K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.91K+ 23.47% |
$287K - $321K
|
46.9K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.75KNew |
$281K - $315K
|
8.75K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$32.2 - $36
|
1
$31.3
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.84KNew |
$188K - $210K
|
5.84K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$121K - $136K
|
3.77K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$92.3K - $103K
|
2.87K
$89.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12K+ 86.28% |
$385K - $430K
|
25.8K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
106New |
$3.41K - $3.81K
|
106
$3.32K
|
|
|
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
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4KNew |
$785K - $878K
|
24.4K
$765K
|
|
|
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 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 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25.4KNew |
$819K - $916K
|
25.4K
$797K
|
|
| Q2 2024 | |||||||
|
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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.05K+ 0.66% |
$64.4K - $69.1K
|
314K
$9.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
600New |
$18.9K - $20.2K
|
600
$18.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-138- 9.77% |
$4.34K - $4.65K
|
1.27K
$39.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-67- 7.57% |
$2.11K - $2.26K
|
818
$25.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
329KNew |
$10.4M - $11.1M
|
329K
$10.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$755 - $809
|
24
$752
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2KNew |
$414K - $444K
|
13.2K
$412K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$62.9 - $67.4
|
2
$62.7
|
|
| Q1 2024 | |||||||
|
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
$16.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 11.88% |
$40.1K - $42.6K
|
9.04K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-353- 1.9% |
$11.6K - $12.4K
|
18.2K
$570K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
400+ 4.06% |
$13.2K - $14K
|
10.3K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.8K+ 134.75% |
$982K - $1.04M
|
52K
$1.63M
|
|