Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.3K+ 17.48% |
$345K - $378K
|
76.1K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.22KNew |
$220K - $241K
|
7.22K
$227K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.99% |
$41.2K - $45.2K
|
9.32K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
527+ 1.42% |
$16.1K - $17.6K
|
37.6K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
497+ 1.59% |
$15.1K - $16.6K
|
31.7K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-248- 3.49% |
$7.55K - $8.28K
|
6.85K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-200K- 84.17% |
$6.1M - $6.69M
|
37.6K
$1.19M
|