Latest Institutional Purchases of Schwab Strategic Tr Long Term (SCHQ)

SCHQ Quotes by TradingView

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 07, 2024 Q3 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
2.87K
New
$92.3K - $103K
2.87K $89.9K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
2.6K
+ 270.83%
$83.6K - $93.5K
3.56K $112K
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.57K
+ 22.17%
$82.5K - $92.3K
14.1K $443K
Oct 15, 2024 Q3 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
2.34K
+ 36.66%
$75.3K - $84.3K
8.73K $274K
Nov 12, 2024 Q3 2024
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
2.11K
+ 7.31%
$67.9K - $75.9K
31K $970K
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
1.92K
+ 7.88%
$61.9K - $69.2K
26.3K $825K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.53K
+ 2.32%
$49.3K - $55.1K
67.6K $2.12M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.33K
+ 26500.0%
$42.6K - $47.7K
1.33K $41.7K
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
1.15K
+ 0.93%
$37K - $41.4K
125K $3.93M
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
1.13K
+ 7.53%
$36.2K - $40.5K
16.1K $504K
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
851
+ 8.66%
$27.4K - $30.6K
10.7K $334K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
785
+ 60.38%
$25.3K - $28.2K
2.09K $65.3K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
287
New
$9.23K - $10.3K
287 $8.99K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
192
New
$6.18K - $6.91K
192 $6.02K
Oct 08, 2024 Q3 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
152
+ 38.19%
$4.89K - $5.47K
550 $17.2K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
126
+ 57.8%
$4.05K - $4.53K
344 $10.8K
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
106
New
$3.41K - $3.81K
106 $3.32K
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
62
+ 0.59%
$1.99K - $2.23K
10.6K $333K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
43
New
$1.38K - $1.55K
43 $1.35K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
8
+ 1.01%
$257 - $288
802 $25.1K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
6
+ 1.1%
$193 - $216
550 $17.2K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
1
New
$32.2 - $36
1 $31.3
Q2 2024
Aug 08, 2024 Q2 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
329K
New
$10.4M - $11.1M
329K $10.3M
Jul 26, 2024 Q2 2024
Leisure Capital Management

BUY
 -
13.2K
New
$414K - $444K
13.2K $412K
Aug 12, 2024 Q2 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.05K
+ 0.66%
$64.4K - $69.1K
314K $9.83M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
1.62K
+ 18.8%
$51K - $54.6K
10.2K $321K
Aug 12, 2024 Q2 2024
Hollencrest Capital Management

BUY
 -
600
New
$18.9K - $20.2K
600 $18.8K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
24
New
$755 - $809
24 $752
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
2
New
$62.9 - $67.4
2 $62.7
Q1 2024
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
29.8K
+ 134.75%
$982K - $1.04M
52K $1.63M
Apr 26, 2024 Q1 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
4.59K
+ 15.51%
$151K - $161K
34.2K $1.07M
May 03, 2024 Q1 2024
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
400
+ 4.06%
$13.2K - $14K
10.3K $321K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
338
+ 4.51%
$11.1K - $11.8K
7.83K $245K
Q4 2023
Feb 06, 2024 Q4 2023
Smart Money Group LLC

BUY
 -
50.3K
New
$1.49M - $1.79M
50.3K $1.58M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
20.2K
New
$601K - $720K
20.2K $634K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
13.5K
New
$401K - $480K
13.5K $423K
Feb 09, 2024 Q4 2023
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
11.7K
New
$348K - $417K
11.7K $367K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
9.24K
New
$275K - $329K
9.24K $289K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
5.25K
New
$156K - $187K
5.25K $164K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
3.98K
New
$118K - $142K
3.98K $125K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
3.01K
New
$89.4K - $107K
3.01K $94.3K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
2.97K
New
$88.2K - $106K
2.97K $93.1K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.55K
+ 81.23%
$45.9K - $54.9K
3.45K $108K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.14K
New
$33.8K - $40.5K
1.14K $35.7K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
566
New
$16.8K - $20.1K
566 $17.7K
Jan 16, 2024 Q4 2023
Thompson Investment Management, Inc.

BUY
 -
538
New
$16K - $19.1K
538 $16.9K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
11
New
$327 - $391
11 $345
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
10
New
$297 - $356
10 $313
Feb 06, 2024 Q4 2023
Bare Financial Services, Inc

Gap, PA
BUY
 -
0
New
$0 - $0
0 $0

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