Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
204K+ 110.4% |
$6.54M - $6.76M
|
389K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.7K+ 52.64% |
$568K - $588K
|
51.4K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.6K+ 35.18% |
$436K - $452K
|
52.3K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$342K - $354K
|
10.7K
$344K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.85K+ 91.35% |
$316K - $327K
|
20.6K
$663K
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
8.91K+ 7.71% |
$285K - $295K
|
124K
$4M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.75K+ 59.76% |
$248K - $257K
|
20.7K
$666K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.5K+ 9.76% |
$240K - $249K
|
84.3K
$2.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
3.79K+ 48.48% |
$121K - $126K
|
11.6K
$373K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.95K+ 7.2% |
$94.4K - $97.7K
|
43.9K
$1.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 16.7% |
$33.2K - $34.3K
|
7.23K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
990+ 1.46% |
$31.7K - $32.8K
|
68.8K
$2.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
928+ 1.22% |
$29.7K - $30.8K
|
76.8K
$2.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
567+ 900.0% |
$18.2K - $18.8K
|
630
$20.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
101+ 37.97% |
$3.24K - $3.35K
|
367
$11.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
18New |
$577 - $597
|
18
$579
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.4% |
$641 - $663
|
5K
$161K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-392- 52.48% |
$12.6K - $13K
|
355
$11.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-454- 0.64% |
$14.6K - $15.1K
|
70.1K
$2.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.09K- 1.04% |
$195K - $202K
|
580K
$18.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-11.8K- 8.9% |
$378K - $392K
|
121K
$3.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-17.4K- 34.22% |
$558K - $578K
|
33.5K
$1.08M
|
|