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 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
44KNew |
$1.39M - $1.6M
|
44K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.71K+ 41.54% |
$85.5K - $98.3K
|
9.23K
$291K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
511New |
$16.1K - $18.5K
|
511
$16.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
438New |
$13.8K - $15.9K
|
438
$13.8K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125KNew |
$4.42M - $4.76M
|
125K
$3.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
53.4K+ 50.82% |
$1.89M - $2.04M
|
158K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 24.36% |
$58.5K - $63K
|
8.41K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89New |
$3.16K - $3.4K
|
89
$2.81K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
18KNew |
$630K - $687K
|
18K
$567K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$48.3K - $56.4K
|
1.47K
$46.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
422New |
$15K - $17.7K
|
422
$13.3K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
777New |
$29.6K - $35.6K
|
777
$24.5K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.68KNew |
$312K - $366K
|
6.68K
$211K
|
|