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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 43.94% |
$6.7K - $7.52K
|
273
$8.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 97.21% |
$8.74K - $9.8K
|
8
$258
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 62.55% |
$10.8K - $12.1K
|
206
$6.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-405- 11.38% |
$12.7K - $14.2K
|
3.16K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$41.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.16K- 0.63% |
$36.5K - $40.9K
|
183K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 52.8% |
$58.2K - $65.3K
|
1.66K
$53.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 22.4% |
$74.6K - $83.6K
|
8.25K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.85K- 3.07% |
$121K - $135K
|
121K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.41K- 14.12% |
$138K - $155K
|
26.8K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.56K- 5.72% |
$143K - $160K
|
75.1K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.98K- 6.9% |
$156K - $175K
|
67.1K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.06K- 31.48% |
$159K - $178K
|
11K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.98K- 19.81% |
$187K - $210K
|
24.2K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$8.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 41.59% |
$207K - $232K
|
9.29K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.17K- 31.52% |
$256K - $287K
|
17.7K
$572K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.5K- 51.55% |
$298K - $334K
|
8.93K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 49.87% |
$318K - $356K
|
10.2K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-13.8K- 23.13% |
$431K - $483K
|
45.7K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 54.13% |
$549K - $616K
|
14.9K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-22.6K- 15.13% |
$709K - $795K
|
127K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-27.2K- 40.31% |
$851K - $954K
|
40.2K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.3K- 59.56% |
$919K - $1.03M
|
19.9K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-33.4K- 30.48% |
$1.05M - $1.17M
|
76.1K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 45.86% |
$1.11M - $1.25M
|
41.9K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.2K- 40.11% |
$1.17M - $1.31M
|
55.5K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.3K- 58.19% |
$1.23M - $1.38M
|
28.3K
$910K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-49.2K- 50.14% |
$1.54M - $1.73M
|
48.9K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.2K- 66.56% |
$1.6M - $1.8M
|
25.7K
$829K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.9K- 57.3% |
$1.97M - $2.21M
|
46.9K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.5K- 45.71% |
$2.62M - $2.93M
|
99.2K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 51.24% |
$4.39M - $4.92M
|
133K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-241K- 52.7% |
$7.55M - $8.46M
|
216K
$6.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-361K- 56.78% |
$11.3M - $12.7M
|
275K
$8.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.01M- 54.74% |
$31.5M - $35.3M
|
831K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.29M- 96.65% |
$71.6M - $80.3M
|
79.1K
$2.55M
|