Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356KNew |
$11.1M - $12.5M
|
356K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
236K+ 23.85% |
$7.39M - $8.28M
|
1.22M
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
224K+ 3909.33% |
$7.02M - $7.87M
|
230K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 657.56% |
$5.72M - $6.41M
|
210K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
142KNew |
$4.44M - $4.98M
|
142K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
93.9K+ 3.43% |
$2.94M - $3.3M
|
2.83M
$91.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
89.9K+ 41.8% |
$2.82M - $3.16M
|
305K
$9.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
73.8KNew |
$2.31M - $2.59M
|
73.8K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
46.7K+ 154.01% |
$1.46M - $1.64M
|
77K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.3K+ 160.65% |
$1.33M - $1.49M
|
68.6K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.2KNew |
$1.32M - $1.48M
|
42.2K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
40.1KNew |
$1.25M - $1.41M
|
40.1K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
37.4KNew |
$1.17M - $1.31M
|
37.4K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$919K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 8.78% |
$781K - $875K
|
309K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 120.38% |
$752K - $843K
|
44K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.8K+ 360.87% |
$652K - $731K
|
26.6K
$856K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
18.2K+ 15.19% |
$569K - $638K
|
138K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.1KNew |
$566K - $635K
|
18.1K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
14.9KNew |
$467K - $524K
|
14.9K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
14.5KNew |
$456K - $511K
|
14.5K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 7.04% |
$402K - $451K
|
195K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$370K - $415K
|
11.8K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.2K+ 6.97% |
$352K - $394K
|
172K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$291K - $327K
|
9.3K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.86KNew |
$184K - $206K
|
5.86K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.35K+ 17.28% |
$168K - $188K
|
36.3K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5K+ 16.39% |
$157K - $176K
|
35.5K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 17.73% |
$145K - $163K
|
30.8K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 24.35% |
$125K - $140K
|
20.4K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.87K+ 4.75% |
$121K - $136K
|
85.3K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.44K+ 2.87% |
$108K - $121K
|
123K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.43K+ 16.21% |
$108K - $121K
|
24.6K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 5.9% |
$89.9K - $101K
|
51.5K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.75K+ 0.67% |
$86.2K - $96.6K
|
414K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.64K+ 6.66% |
$82.6K - $92.6K
|
42.2K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63KNew |
$82.4K - $92.4K
|
2.63K
$84.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$79.4K - $89K
|
2.53K
$81.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.28K+ 7.57% |
$71.6K - $80.2K
|
32.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.03K+ 0.82% |
$63.6K - $71.3K
|
250K
$8.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 19.77% |
$39.7K - $44.5K
|
7.67K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
862New |
$27K - $30.3K
|
862
$27.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
593+ 0.58% |
$18.6K - $20.8K
|
103K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
489New |
$15.3K - $17.2K
|
489
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$9.4K - $10.5K
|
300
$9.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
171New |
$5.36K - $6.01K
|
171
$5.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1.5% |
$376 - $422
|
814
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7New |
$219 - $246
|
7
$226
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 53.64% |
$1.85K - $2.07K
|
51
$1.64K
|