Institutional shares held 11.5 Million
0 calls
0 puts
Total value of holdings $372M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in SCHQ

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 238K ($7.73M)
Q1 2025
Magnus Financial Group LLC Shares Held: 15.4K ($502K)
Q1 2025
Attessa Capital LLC Shares Held: 84.9K ($2.76M)
Q1 2025
Rda Financial Network Shares Held: 7.96K ($259K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 4.27K ($139K)

Top Sells

Q1 2025
Collective Family Office LLC Shares Held: 64.8K ($2.11M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 7.1K ($231K)
Q1 2025
Fermata Advisors, LLC Shares Held: 37.1K ($1.21M)
Q1 2025
Trust Point Inc. Shares Held: 31.2K ($1.02M)
Q1 2025
Gamma Investing LLC Shares Held: 31 ($1.01K)

About SCHQ

Track Institutional and Insider Activities on SCHQ

Follow SCHWAB STRATEGIC TR LONG-TERM and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHQ shares.

Notify only if
Any

Insider Trading

Get notified when an Schwab Strategic Tr Long Term insider buys or sells SCHQ shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to SCHWAB STRATEGIC TR LONG-TERM

Track Activities on SCHQ