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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.59K+ 15.51% |
$151K - $161K
|
34.2K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.53K- 17.59% |
$182K - $194K
|
25.9K
$811K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.39K- 98.17% |
$111K - $119K
|
63
$1.97K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.01KNew |
$89.4K - $107K
|
3.01K
$94.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.14KNew |
$33.8K - $40.5K
|
1.14K
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.25KNew |
$156K - $187K
|
5.25K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 5.65% |
$38.8K - $46.4K
|
21.8K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$601K - $720K
|
20.2K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-54.1K- 92.65% |
$1.61M - $1.92M
|
4.29K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
566New |
$16.8K - $20.1K
|
566
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 81.23% |
$45.9K - $54.9K
|
3.45K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.7KNew |
$348K - $417K
|
11.7K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97KNew |
$88.2K - $106K
|
2.97K
$93.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$327 - $391
|
11
$345
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.98KNew |
$118K - $142K
|
3.98K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
50.3KNew |
$1.49M - $1.79M
|
50.3K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.24KNew |
$275K - $329K
|
9.24K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$401K - $480K
|
13.5K
$423K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
538New |
$16K - $19.1K
|
538
$16.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$297 - $356
|
10
$313
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
511New |
$16.1K - $18.5K
|
511
$16K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-46.7K- 68.75% |
$1.48M - $1.7M
|
21.2K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
44KNew |
$1.39M - $1.6M
|
44K
$1.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
438New |
$13.8K - $15.9K
|
438
$13.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.71K+ 41.54% |
$85.5K - $98.3K
|
9.23K
$289K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 24.36% |
$58.5K - $63K
|
8.41K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89New |
$3.16K - $3.4K
|
89
$2.79K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125KNew |
$4.42M - $4.76M
|
125K
$3.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
53.4K+ 50.82% |
$1.89M - $2.04M
|
158K
$4.96M
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
18KNew |
$630K - $687K
|
18K
$563K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$48.3K - $56.4K
|
1.47K
$46.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.13K- 37.24% |
$182K - $215K
|
8.65K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
422New |
$15K - $17.7K
|
422
$13.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.85K- 17.87% |
$101K - $119K
|
13.1K
$410K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.55K- 17.64% |
$90.2K - $107K
|
11.9K
$372K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
777New |
$29.6K - $35.6K
|
777
$24.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-27KClosed |
$1.03M - $1.24M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1Closed |
$50.1 - $52.6
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-22Closed |
$1.1K - $1.16K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.92KClosed |
$185K - $198K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-10.2KClosed |
$481K - $514K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-31Closed |
$1.47K - $1.57K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-39Closed |
$1.85K - $1.97K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-10.9KClosed |
$517K - $552K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.68KNew |
$312K - $366K
|
6.68K
$209K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124Closed |
$5.8K - $6.79K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-32.9KClosed |
$1.54M - $1.8M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-147Closed |
$6.87K - $8.04K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.97K - $3.15K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-15Closed |
$815 - $890
|
0
$0
|
|