Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-392K- 92.09% |
$12.1M - $12.8M
|
33.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-242K- 35.34% |
$7.47M - $7.91M
|
444K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 45.68% |
$4.04M - $4.28M
|
156K
$5.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 4.13% |
$4M - $4.24M
|
3.02M
$97M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 22.84% |
$3.42M - $3.62M
|
375K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-71K- 12.27% |
$2.19M - $2.32M
|
507K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.3K- 3.92% |
$1.15M - $1.22M
|
914K
$29.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.9K- 48.68% |
$830K - $879K
|
28.4K
$913K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-19.5K- 27.67% |
$600K - $635K
|
50.9K
$1.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9.71K- 30.58% |
$299K - $317K
|
22K
$709K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.28K- 0.67% |
$286K - $303K
|
1.38M
$44.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-8.24K- 21.3% |
$254K - $269K
|
30.4K
$979K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.43K- 19.79% |
$167K - $177K
|
22K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.96K- 10.52% |
$122K - $129K
|
33.7K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.9K- 2.92% |
$89.2K - $94.5K
|
96.3K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 19.48% |
$79.3K - $84K
|
10.6K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.53K- 14.46% |
$77.9K - $82.5K
|
15K
$481K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.51K- 16.19% |
$46.5K - $49.2K
|
7.81K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.37K- 3.24% |
$42.2K - $44.7K
|
40.9K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.44% |
$36.8K - $39K
|
13K
$417K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-861- 3.88% |
$26.5K - $28.1K
|
21.3K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-807- 27.72% |
$24.9K - $26.3K
|
2.1K
$67.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-722- 4.39% |
$22.2K - $23.6K
|
15.7K
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-638- 1.1% |
$19.7K - $20.8K
|
57.3K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-620- 69.98% |
$19.1K - $20.2K
|
266
$8.55K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-524- 0.33% |
$16.1K - $17.1K
|
157K
$5.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-385- 5.08% |
$11.9K - $12.6K
|
7.2K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-323- 66.05% |
$9.95K - $10.5K
|
166
$5.34K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-301- 2.72% |
$9.27K - $9.82K
|
10.8K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-205- 57.75% |
$6.32K - $6.69K
|
150
$4.82K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-161- 2.35% |
$4.96K - $5.25K
|
6.69K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-137- 1.4% |
$4.22K - $4.47K
|
9.66K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-118- 0.87% |
$3.64K - $3.85K
|
13.5K
$434K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-28.5K- 19.22% |
$867K - $950K
|
120K
$3.84M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.72K- 19.97% |
$235K - $258K
|
30.9K
$994K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 3.76% |
$179K - $197K
|
151K
$4.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.79K- 98.81% |
$176K - $194K
|
70
$2.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 23.32% |
$157K - $172K
|
16.9K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 32.95% |
$104K - $114K
|
6.98K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-849- 8.32% |
$25.9K - $28.4K
|
9.35K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 53.33% |
$244 - $267
|
7
$225
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-123K- 89.32% |
$3.78M - $4.09M
|
14.7K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6K- 64.12% |
$356K - $385K
|
6.48K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 14.3% |
$125K - $135K
|
24.4K
$785K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 5.72% |
$43.3K - $46.8K
|
23.2K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-985- 96.95% |
$30.3K - $32.7K
|
31
$997
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$8.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$41.8K
|
|