Latest Institutional Purchases of Schwab Strategic Tr Long Term (SCHQ)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Long Term (SCHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
199KNew |
$6.05M - $6.63M
|
199K
$6.27M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
97.8KNew |
$2.98M - $3.27M
|
97.8K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
84.4K+ 6.47% |
$2.57M - $2.82M
|
1.39M
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.9KNew |
$2.13M - $2.33M
|
69.9K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.7K+ 67.96% |
$1.97M - $2.16M
|
160K
$5.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$1.92M - $2.1M
|
63K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53.8KNew |
$1.64M - $1.8M
|
53.8K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
38.8K+ 13.19% |
$1.18M - $1.3M
|
333K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
31.6K+ 18.29% |
$961K - $1.05M
|
204K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29.5KNew |
$898K - $985K
|
29.5K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4KNew |
$836K - $917K
|
27.4K
$867K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 8.4% |
$817K - $895K
|
346K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.3KNew |
$740K - $812K
|
24.3K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
21.4K+ 43.61% |
$651K - $714K
|
70.4K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 7.46% |
$607K - $666K
|
287K
$9.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
19.9K+ 23.42% |
$606K - $664K
|
105K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
16.1KNew |
$492K - $539K
|
16.1K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15.5K+ 3.77% |
$471K - $517K
|
425K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9KNew |
$455K - $498K
|
14.9K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
11.5K+ 8.66% |
$349K - $382K
|
144K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
11.3K+ 7.75% |
$346K - $379K
|
158K
$4.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.3K+ 17.48% |
$345K - $378K
|
76.1K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$299K - $327K
|
9.8K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.98K+ 8.75% |
$243K - $267K
|
99.2K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.83KNew |
$238K - $261K
|
7.83K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.22KNew |
$220K - $241K
|
7.22K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.17K+ 70.79% |
$218K - $239K
|
17.3K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$126K - $138K
|
4.13K
$131K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.46K+ 10.5% |
$105K - $116K
|
36.4K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 8.74% |
$88.8K - $97.4K
|
36.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
2.24K+ 6.14% |
$68.1K - $74.7K
|
38.7K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$48.9K - $53.6K
|
1.61K
$50.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.99% |
$41.2K - $45.2K
|
9.32K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 4.3% |
$38.8K - $42.6K
|
30.9K
$977K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
965+ 1.68% |
$29.4K - $32.2K
|
58.3K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
845+ 5.08% |
$25.7K - $28.2K
|
17.5K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
760+ 2.32% |
$23.1K - $25.4K
|
33.5K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
582+ 2.69% |
$17.7K - $19.4K
|
22.2K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
566+ 176.88% |
$17.2K - $18.9K
|
886
$28K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
527+ 1.42% |
$16.1K - $17.6K
|
37.6K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
497+ 1.59% |
$15.1K - $16.6K
|
31.7K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
479+ 11.22% |
$14.6K - $16K
|
4.75K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$11.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$11.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
192+ 70.33% |
$5.85K - $6.41K
|
465
$14.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$2.95K - $3.24K
|
97
$3.07K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 2.07% |
$1.83K - $2K
|
2.96K
$93.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
51+ 8.07% |
$1.55K - $1.7K
|
683
$21.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 1.1% |
$274 - $301
|
829
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|