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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 75.78% |
$39.2K - $42K
|
398
$12.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 10.71% |
$9.28M - $9.88M
|
2.35M
$76.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 81.78% |
$6.2M - $6.6M
|
42K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-168K- 83.99% |
$5.51M - $5.87M
|
31.9K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148K- 99.29% |
$4.87M - $5.18M
|
1.06K
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61K- 37.86% |
$2.01M - $2.13M
|
100K
$3.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-43.2K- 8.63% |
$1.42M - $1.51M
|
458K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.1K- 43.23% |
$1.02M - $1.09M
|
40.8K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24.5K- 53.0% |
$807K - $858K
|
21.7K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21K- 6.2% |
$692K - $736K
|
318K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 20.64% |
$682K - $726K
|
79.7K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19K- 10.83% |
$624K - $664K
|
156K
$5.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.1K- 16.15% |
$531K - $564K
|
83.7K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-13.4K- 2.05% |
$442K - $470K
|
642K
$20.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.98K- 8.11% |
$328K - $349K
|
113K
$3.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.87K- 8.71% |
$292K - $310K
|
93K
$3.01M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.38K- 30.71% |
$276K - $293K
|
18.9K
$612K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.31K- 1.44% |
$240K - $256K
|
499K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.93K- 15.8% |
$228K - $243K
|
36.9K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.82K- 91.36% |
$224K - $239K
|
645
$20.9K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.53K- 17.59% |
$182K - $194K
|
25.9K
$839K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.8K- 20.75% |
$158K - $168K
|
18.3K
$593K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.55K- 12.03% |
$150K - $159K
|
33.3K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.45K- 1.41% |
$146K - $156K
|
312K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.73K- 28.34% |
$123K - $131K
|
9.43K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$112K - $119K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.39K- 98.17% |
$111K - $119K
|
63
$2.04K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.18K- 5.72% |
$105K - $111K
|
52.4K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 99.9% |
$67.7K - $72K
|
2
$64.8
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.72K- 77.05% |
$56.7K - $60.3K
|
513
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 60.0% |
$47.4K - $50.4K
|
960
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 12.92% |
$42K - $44.7K
|
8.62K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 11.88% |
$40.1K - $42.6K
|
9.04K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.2K- 4.24% |
$39.5K - $42K
|
27.1K
$878K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.16K- 1.4% |
$38.3K - $40.7K
|
82.2K
$2.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-747- 7.78% |
$24.6K - $26.1K
|
8.86K
$287K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-373- 3.1% |
$12.3K - $13.1K
|
11.6K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-353- 1.9% |
$11.6K - $12.4K
|
18.2K
$589K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-231Closed |
$7.6K - $8.09K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-70- 7.33% |
$2.3K - $2.45K
|
885
$28.7K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-54- 13.37% |
$1.78K - $1.89K
|
350
$11.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-54.1K- 92.65% |
$1.61M - $1.92M
|
4.29K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 5.65% |
$38.8K - $46.4K
|
21.8K
$706K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-46.7K- 68.75% |
$1.48M - $1.7M
|
21.2K
$688K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-59.9K- 75.28% |
$2.12M - $2.29M
|
19.7K
$636K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.13K- 37.24% |
N/A
|
8.65K
$280K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.85K- 17.87% |
N/A
|
13.1K
$424K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.55K- 17.64% |
N/A
|
11.9K
$385K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|