A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 55,546 shares of SCHQ stock, worth $1.82 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
55,546
Previous 92,743 40.11%
Holding current value
$1.82 Million
Previous $3.25 Million 46.22%
% of portfolio
0.1%
Previous 0.2%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$31.33 - $35.13 $1.17 Million - $1.31 Million
-37,197 Reduced 40.11%
55,546 $1.75 Million
Q3 2024

Oct 10, 2024

BUY
$32.17 - $35.98 $425,898 - $476,339
13,239 Added 16.65%
92,743 $3.25 Million
Q2 2024

Jul 23, 2024

SELL
$31.45 - $33.71 $1.06 Million - $1.13 Million
-33,652 Reduced 29.74%
79,504 $2.61 Million
Q1 2024

Apr 30, 2024

SELL
$32.9 - $35.0 $328,440 - $349,405
-9,983 Reduced 8.11%
113,156 $3.82 Million
Q4 2023

Feb 07, 2024

BUY
$29.71 - $35.56 $2.13 Million - $2.55 Million
71,680 Added 139.3%
123,139 $4.32 Million
Q3 2023

Oct 25, 2023

BUY
$31.58 - $36.29 $307,683 - $353,573
9,743 Added 23.36%
51,459 $1.63 Million
Q2 2023

Aug 10, 2023

BUY
$35.48 - $38.22 $1.48 Million - $1.59 Million
41,716 New
41,716 $1.51 Million
Q1 2023

May 15, 2023

BUY
$35.08 - $38.26 $0 - $0
0 New
0 $0
Q4 2022

Jan 30, 2023

BUY
$32.86 - $38.38 $0 - $0
0 New
0 $0
Q3 2022

Nov 15, 2022

BUY
$35.46 - $41.9 $0 - $0
0 New
0 $0
Q2 2022

Aug 09, 2022

BUY
$38.14 - $45.87 $0 - $0
0 New
0 $0
Q1 2022

May 09, 2022

BUY
$44.74 - $49.99 $0 - $0
0 New
0 $0
Q4 2021

Feb 07, 2022

BUY
$49.25 - $53.11 $0 - $0
0 New
0 $0
Q3 2021

Nov 09, 2021

BUY
$50.08 - $52.59 $0 - $0
0 New
0 $0
Q2 2021

Aug 13, 2021

BUY
$47.35 - $50.59 $0 - $0
0 New
0 $0
Q1 2021

May 13, 2021

BUY
$46.75 - $54.72 $0 - $0
0 New
0 $0
Q4 2020

Feb 02, 2021

BUY
$53.93 - $56.78 $0 - $0
0 New
0 $0
Q3 2020

Nov 13, 2020

BUY
$56.02 - $59.5 $0 - $0
0 New
0 $0
Q2 2020

Aug 13, 2020

BUY
$54.34 - $59.34 $0 - $0
0 New
0 $0
Q1 2020

May 13, 2020

BUY
$47.67 - $59.75 $0 - $0
0 New
0 $0
Q4 2019

Feb 14, 2020

BUY
$46.97 - $49.41 $0 - $0
0 New
0 $0

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


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