Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR LONG-TERM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16KNew |
$35.7K - $38.6K
|
1.16K
$36.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02KNew |
$31.2K - $33.8K
|
1.02K
$32K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
632New |
$19.4K - $21K
|
632
$19.9K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
323+ 0.19% |
$9.92K - $10.7K
|
173K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
197New |
$6.05K - $6.54K
|
197
$6.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
114+ 55.34% |
$3.5K - $3.79K
|
320
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
54New |
$1.66K - $1.79K
|
54
$1.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8+ 114.29% |
$246 - $266
|
15
$473
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.74% |
$184 - $199
|
820
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-753- 0.21% |
$23.1K - $25K
|
355K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-812- 7.37% |
$24.9K - $27K
|
10.2K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-975- 73.31% |
$30K - $32.4K
|
355
$11.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-985- 96.95% |
$30.3K - $32.7K
|
31
$977
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.22K- 3.76% |
$37.5K - $40.5K
|
31.2K
$985K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 5.72% |
$43.3K - $46.8K
|
23.2K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.44K- 1.92% |
$44.3K - $47.9K
|
73.7K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-3.63K- 9.06% |
$111K - $121K
|
36.4K
$1.15M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.82K- 0.92% |
$117K - $127K
|
410K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 14.3% |
$125K - $135K
|
24.4K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.27K- 17.62% |
$131K - $142K
|
19.9K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.14K- 12.17% |
$158K - $171K
|
37.1K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.69K- 26.0% |
$206K - $222K
|
19K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.6K- 78.53% |
$325K - $352K
|
2.9K
$91.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6K- 59.98% |
$327K - $354K
|
7.1K
$224K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-11.3K- 14.9% |
$348K - $377K
|
64.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6K- 64.12% |
$356K - $385K
|
6.48K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 32.57% |
$440K - $476K
|
29.6K
$934K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-15.8K- 15.32% |
$486K - $525K
|
87.4K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.2K- 60.83% |
$496K - $537K
|
10.4K
$328K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 42.16% |
$592K - $641K
|
26.5K
$834K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-19.3K- 39.43% |
$592K - $641K
|
29.6K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.3K- 19.67% |
$1.18M - $1.27M
|
157K
$4.94M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-39.1K- 32.21% |
$1.2M - $1.3M
|
82.3K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.3K- 13.38% |
$1.27M - $1.37M
|
267K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.5KClosed |
$1.71M - $1.85M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-123K- 89.32% |
$3.78M - $4.09M
|
14.7K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-135K- 58.6% |
$4.14M - $4.47M
|
95.2K
$3M
|