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 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
|