Antonelli Financial Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Antonelli Financial Advisors, LLC

  • $147 Billion
  • Q3 2025

A detailed history of Antonelli Financial Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Antonelli Financial Advisors, LLC holds 30,426 shares of SCHQ stock, worth $978,500. This represents 0.67% of its overall portfolio holdings.

Number of Shares
30,426
Previous 38,663 21.3%
Holding current value
$978,500
Previous $1.23 Billion 20.27%
% of portfolio
0.67%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$30.81 - $32.63 $253,781 - $268,773
-8,237 Reduced 21.3%
30,426 $983 Million
Q2 2025

Jul 24, 2025
BUY
$30.46 - $33.4 $68,108 - $74,682
2,236 Added 6.14%
38,663 $1.23 Billion
Q1 2025

Apr 22, 2025
SELL
$30.72 - $33.22 $111,482 - $120,555
-3,629 Reduced 9.06%
36,427 $1.19 Billion
Q4 2024

Feb 11, 2025
BUY
$31.33 - $35.13 $1.25 Million - $1.41 Million
40,056 New
40,056 $1.26 Billion

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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