Bare Financial Services, Inc Schwab Strategic Tr Long Term Transaction History

Bare Financial Services, Inc

$335 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$30.72 - $33.22 $6,051 - $6,544	197 New	197 $6.45 Million
Q4 2023 Feb 06, 2024	BUY	$29.71 - $35.56 $0 - $0	0 New	0 $0

Others Institutions Holding SCHQ

# of Institutions

118

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.02M
Shares

$97 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.38M
Shares

$44.4 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

914K
Shares

$29.4 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

830K
Shares

$26.7 Million
0.08% of portfolio
Morgan Stanley New York, NY

614K
Shares

$19.7 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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