Fermata Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Fermata Advisors, LLC

  • $360 Million
  • Q4 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Fermata Advisors, LLC holds 52,303 shares of SCHQ stock, worth $1.68 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
52,303
Previous 38,690 35.18%
Holding current value
$1.68 Million
Previous $1.25 Million 34.56%
% of portfolio
0.47%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$32.05 - $33.17 $436,296 - $451,543
13,613 Added 35.18%
52,303 $1.68 Million
Q3 2025

Oct 09, 2025
BUY
$30.81 - $32.63 $32,720 - $34,653
1,062 Added 2.82%
38,690 $1.25 Million
Q2 2025

Jul 09, 2025
BUY
$30.46 - $33.4 $16,052 - $17,601
527 Added 1.42%
37,628 $1.2 Million
Q1 2025

Apr 10, 2025
SELL
$30.72 - $33.22 $157,992 - $170,850
-5,143 Reduced 12.17%
37,101 $1.21 Million
Q4 2024

Jan 14, 2025
BUY
$31.33 - $35.13 $1.32 Million - $1.48 Million
42,244 New
42,244 $1.33 Million

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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