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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
565K+ 44.49% |
$18.2M - $20.3M
|
1.84M
$57.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
392K+ 65.6% |
$12.6M - $14.1M
|
989K
$31M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 166.48% |
$8.27M - $9.25M
|
411K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
215KNew |
$6.92M - $7.74M
|
215K
$6.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
178K+ 6.93% |
$5.71M - $6.39M
|
2.74M
$85.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 153.95% |
$4.84M - $5.41M
|
248K
$7.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
150KNew |
$4.81M - $5.38M
|
150K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
150KNew |
$4.81M - $5.38M
|
150K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 41.21% |
$4.29M - $4.8M
|
457K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 61.5% |
$3.48M - $3.89M
|
284K
$8.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
103KNew |
$3.3M - $3.69M
|
103K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9K+ 62.23% |
$2.25M - $2.51M
|
182K
$5.71M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.3K+ 25.33% |
$1.78M - $1.99M
|
274K
$8.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
45K+ 69.29% |
$1.45M - $1.62M
|
110K
$3.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
42.9K+ 64.35% |
$1.38M - $1.54M
|
110K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
31.2KNew |
$1M - $1.12M
|
31.2K
$978K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.8K+ 4316.35% |
$960K - $1.07M
|
30.5K
$956K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.6K+ 58.4% |
$855K - $957K
|
72.1K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25.4KNew |
$819K - $916K
|
25.4K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.9K+ 15.81% |
$802K - $897K
|
183K
$5.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4KNew |
$785K - $878K
|
24.4K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.3KNew |
$781K - $873K
|
24.3K
$761K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3KNew |
$588K - $658K
|
18.3K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8K+ 29.95% |
$574K - $641K
|
77.4K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7K+ 5.74% |
$570K - $637K
|
326K
$10.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 16.65% |
$426K - $476K
|
92.7K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 145.12% |
$387K - $433K
|
20.3K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12K+ 86.28% |
$385K - $430K
|
25.8K
$809K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 67.89% |
$340K - $381K
|
26.2K
$820K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 53.27% |
$338K - $378K
|
30.2K
$946K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9.23K+ 15.87% |
$297K - $332K
|
67.4K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.91K+ 23.47% |
$287K - $321K
|
46.9K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.75KNew |
$281K - $315K
|
8.75K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.06K+ 45.14% |
$259K - $290K
|
25.9K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.52K+ 126.16% |
$242K - $271K
|
13.5K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.9KNew |
$222K - $248K
|
6.9K
$216K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.88K+ 59.54% |
$221K - $248K
|
18.4K
$578K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.26K+ 14.76% |
$201K - $225K
|
48.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$188K - $211K
|
5.85K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.84KNew |
$188K - $210K
|
5.84K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.73KNew |
$184K - $206K
|
5.73K
$180K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.21K+ 19.44% |
$168K - $187K
|
32K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07K+ 46.84% |
$163K - $182K
|
15.9K
$498K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.38K+ 5.69% |
$141K - $158K
|
81.5K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.28K+ 12.13% |
$138K - $154K
|
39.6K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$121K - $136K
|
3.77K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.57KNew |
$115K - $128K
|
3.57K
$112K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.33K+ 24.69% |
$107K - $120K
|
16.8K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 493.76% |
$94.2K - $105K
|
3.52K
$110K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.9K+ 9.82% |
$93.1K - $104K
|
32.4K
$1.01M
|