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
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
84.4K+ 6.47% |
$2.57M - $2.82M
|
1.39M
$43.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29.5KNew |
$898K - $985K
|
29.5K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
21.4K+ 43.61% |
$651K - $714K
|
70.4K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
19.9K+ 23.42% |
$606K - $664K
|
105K
$3.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.3K+ 17.48% |
$345K - $378K
|
76.1K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$299K - $327K
|
9.8K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.22KNew |
$220K - $241K
|
7.22K
$226K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.99% |
$41.2K - $45.2K
|
9.32K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 4.3% |
$38.8K - $42.6K
|
30.9K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
760+ 2.32% |
$23.1K - $25.4K
|
33.5K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
566+ 176.88% |
$17.2K - $18.9K
|
886
$27.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
527+ 1.42% |
$16.1K - $17.6K
|
37.6K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
497+ 1.59% |
$15.1K - $16.6K
|
31.7K
$995K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
479+ 11.22% |
$14.6K - $16K
|
4.75K
$149K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$11.7K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.97M+ 357.44% |
$91.3M - $98.7M
|
3.8M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
764KNew |
$23.5M - $25.4M
|
764K
$23.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
758K+ 303.07% |
$23.3M - $25.2M
|
1.01M
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
749K+ 346.41% |
$23M - $24.9M
|
965K
$30.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
353K+ 264.56% |
$10.8M - $11.7M
|
486K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
328K+ 107.57% |
$10.1M - $10.9M
|
633K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
288K+ 687.34% |
$8.84M - $9.56M
|
330K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
276K+ 9.74% |
$8.48M - $9.17M
|
3.11M
$97.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 51.85% |
$3.35M - $3.62M
|
319K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
94.9KNew |
$2.91M - $3.15M
|
94.9K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.6K+ 374.24% |
$2.29M - $2.48M
|
94.5K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
73.2K+ 182.06% |
$2.25M - $2.43M
|
113K
$3.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.9KNew |
$1.59M - $1.72M
|
51.9K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.7K+ 41.07% |
$1.25M - $1.35M
|
140K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38K+ 408.93% |
$1.17M - $1.26M
|
47.3K
$1.48M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29.7K+ 332.7% |
$913K - $987K
|
38.6K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.5KNew |
$753K - $814K
|
24.5K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
19.7K+ 7.18% |
$606K - $655K
|
294K
$9.22M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.7KNew |
$605K - $655K
|
19.7K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19KNew |
$584K - $632K
|
19K
$596K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$511K - $553K
|
16.6K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 15.37% |
$373K - $404K
|
91.3K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 116.72% |
$365K - $395K
|
22.1K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$351K - $380K
|
11.4K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.1KNew |
$311K - $336K
|
10.1K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.54KNew |
$201K - $217K
|
6.54K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.31KNew |
$194K - $210K
|
6.31K
$198K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.16K+ 22.99% |
$189K - $205K
|
33K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.88K+ 11.41% |
$181K - $195K
|
57.4K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.28K+ 64.06% |
$162K - $176K
|
13.5K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
5.18K+ 4.08% |
$159K - $172K
|
132K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.54K+ 3.2% |
$139K - $151K
|
146K
$4.58M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.25K+ 11.71% |
$131K - $141K
|
40.6K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.37K+ 2.73% |
$103K - $112K
|
127K
$3.97M
|
|