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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
204K+ 110.4% |
$6.54M - $6.76M
|
389K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.7K+ 52.64% |
$568K - $588K
|
51.4K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.6K+ 35.18% |
$436K - $452K
|
52.3K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
8.91K+ 7.71% |
$285K - $295K
|
124K
$4M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.75K+ 59.76% |
$248K - $257K
|
20.7K
$666K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.5K+ 9.76% |
$240K - $249K
|
84.3K
$2.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
3.79K+ 48.48% |
$121K - $126K
|
11.6K
$373K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.95K+ 7.2% |
$94.4K - $97.7K
|
43.9K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
990+ 1.46% |
$31.7K - $32.8K
|
68.8K
$2.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
101+ 37.97% |
$3.24K - $3.35K
|
367
$11.8K
|
|
| Q3 2025 | |||||||
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
556K+ 1885.9% |
$17.1M - $18.2M
|
586K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
358K+ 224.3% |
$11M - $11.7M
|
518K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
267K+ 77.3% |
$8.24M - $8.73M
|
614K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
140KNew |
$4.32M - $4.58M
|
140K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
85.4K+ 87.32% |
$2.63M - $2.79M
|
183K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
85K+ 25.53% |
$2.62M - $2.77M
|
418K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
82.1KNew |
$2.53M - $2.68M
|
82.1K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
68.2KNew |
$2.1M - $2.23M
|
68.2K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$1.79M - $1.89M
|
58.1K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.5K+ 314.81% |
$1.46M - $1.55M
|
62.6K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6KNew |
$974K - $1.03M
|
31.6K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2K+ 12.39% |
$962K - $1.02M
|
283K
$9.1M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
29.4KNew |
$905K - $959K
|
29.4K
$945K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
18.3KNew |
$565K - $599K
|
18.3K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.9KNew |
$521K - $552K
|
16.9K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.7K+ 4.72% |
$516K - $546K
|
371K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
14K+ 11.77% |
$430K - $456K
|
133K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 1.65% |
$416K - $440K
|
830K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.68KNew |
$298K - $316K
|
9.68K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.89K+ 24.48% |
$274K - $290K
|
45.2K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.43KNew |
$229K - $243K
|
7.43K
$239K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.31KNew |
$194K - $206K
|
6.31K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.2KNew |
$191K - $202K
|
6.2K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.43K+ 10.09% |
$167K - $177K
|
59.2K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5.4K+ 3.76% |
$166K - $176K
|
149K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$162K - $171K
|
5.25K
$169K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.57K+ 10.86% |
$110K - $116K
|
36.4K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.39K+ 4.67% |
$104K - $111K
|
75.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.15KNew |
$97.2K - $103K
|
3.15K
$101K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.96K+ 19.85% |
$91.2K - $96.6K
|
17.9K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.77K+ 4.75% |
$85.4K - $90.5K
|
61.1K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72K+ 11843.48% |
$83.9K - $88.9K
|
2.75K
$88.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 6.89% |
$77K - $81.5K
|
38.8K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.35K+ 6.71% |
$72.4K - $76.7K
|
37.4K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 2.41% |
$67.9K - $71.9K
|
93.5K
$3.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.15K+ 314.79% |
$66.2K - $70.2K
|
2.83K
$91.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 62.52% |
$56.9K - $60.3K
|
4.8K
$154K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.66K+ 1.94% |
$51.3K - $54.3K
|
87.3K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 12.17% |
$49.9K - $52.9K
|
14.9K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 0.75% |
$47.1K - $49.9K
|
206K
$6.61M
|
|