Commonwealth Equity Services, LLC Schwab Strategic Tr Long Term Transaction History

Commonwealth Equity Services, LLC

$77.2 Billion
Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 16,290 shares of SCHQ stock, worth $523,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,290

Previous 14,923 9.16%

Holding current value

$523,886

Previous $476,000 10.5%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$30.81 - $32.63 $42,117 - $44,605	1,367 Added 9.16%	16,290 $526,000
Q2 2025 Aug 06, 2025	BUY	$30.46 - $33.4 $454,554 - $498,428	14,923 New	14,923 $476,000
Q4 2024 Feb 10, 2025	BUY	$31.33 - $35.13 $39,663 - $44,474	1,266 Added 19.77%	7,671 $241,000
Q3 2024 Oct 18, 2024	SELL	$32.17 - $35.98 $47,450 - $53,070	-1,475 Reduced 18.72%	6,405 $224,000
Q2 2024 Jul 31, 2024	BUY	$31.45 - $33.71 $61,327 - $65,734	1,950 Added 32.88%	7,880 $259,000

Q1 2024 Apr 29, 2024	BUY	$32.9 - $35.0 $195,097 - $207,550	5,930 New	5,930 $200,000
Q1 2023 May 11, 2023	BUY	$35.08 - $38.26 $2.11 Million - $2.3 Million	60,156 New	60,156 $2.25 Million

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Commonwealth Equity Services, LLC Schwab Strategic Tr Long Term Transaction History