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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 17.27% |
$20M - $21.9M
|
3.15M
$99.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-200K- 84.17% |
$6.1M - $6.69M
|
37.6K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-180K- 98.38% |
$5.47M - $6M
|
2.97K
$93.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149K- 15.4% |
$4.53M - $4.96M
|
816K
$25.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81.9K- 58.55% |
$2.49M - $2.74M
|
58K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.8K- 23.61% |
$2.37M - $2.6M
|
252K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-77.7K- 10.18% |
$2.37M - $2.6M
|
686K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56K- 5.56% |
$1.71M - $1.87M
|
952K
$30.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-54.5K- 8.61% |
$1.66M - $1.82M
|
578K
$18.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-28.5K- 19.22% |
$867K - $950K
|
120K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-27.8K- 24.55% |
$848K - $930K
|
85.6K
$2.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.3K- 24.9% |
$559K - $613K
|
55.3K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.5K- 49.05% |
$443K - $486K
|
15.1K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.8K- 43.24% |
$390K - $428K
|
16.8K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 48.42% |
$390K - $428K
|
13.6K
$431K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.81K- 11.91% |
$299K - $328K
|
72.5K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.5K- 13.47% |
$289K - $317K
|
61K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.11K- 6.4% |
$247K - $271K
|
119K
$3.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.06K- 32.89% |
$245K - $269K
|
16.4K
$520K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.73K- 33.75% |
$205K - $225K
|
13.2K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.14K- 11.82% |
$187K - $205K
|
45.8K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 3.76% |
$179K - $197K
|
151K
$4.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.79K- 98.81% |
$176K - $194K
|
70
$2.21K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-5.55K- 13.68% |
$169K - $185K
|
35K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 23.32% |
$157K - $172K
|
16.9K
$535K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.86K- 33.72% |
$118K - $129K
|
7.58K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 32.95% |
$104K - $114K
|
6.98K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.31K- 6.06% |
$70.5K - $77.3K
|
35.8K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.09K- 10.98% |
$63.7K - $69.8K
|
17K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 37.3% |
$52.8K - $57.8K
|
2.91K
$92K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.28K- 8.32% |
$39.1K - $42.9K
|
14.2K
$447K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.21K- 2.78% |
$36.9K - $40.4K
|
42.3K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-849- 8.32% |
$25.9K - $28.4K
|
9.35K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-715- 15.82% |
$21.8K - $23.9K
|
3.81K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-451- 0.13% |
$13.7K - $15.1K
|
355K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-248- 3.49% |
$7.55K - $8.28K
|
6.85K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-225- 1.66% |
$6.85K - $7.52K
|
13.3K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 54.9% |
$853 - $935
|
23
$727
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 53.33% |
$244 - $267
|
7
$221
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-123K- 89.32% |
$3.78M - $4.09M
|
14.7K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-15.8K- 15.32% |
$486K - $525K
|
87.4K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6K- 64.12% |
$356K - $385K
|
6.48K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 14.3% |
$125K - $135K
|
24.4K
$772K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 5.72% |
$43.3K - $46.8K
|
23.2K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-985- 96.95% |
$30.3K - $32.7K
|
31
$980
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-975- 73.31% |
$30K - $32.4K
|
355
$11.2K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$8.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 52.8% |
$58.2K - $65.3K
|
1.66K
$52.5K
|
|