Lgt Financial Advisors LLC Schwab Strategic Tr Long Term Transaction History

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,833 shares of SCHQ stock, worth $91,109. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,833

Previous 683 314.79%

Holding current value

$91,109

Previous $21.8 Million 320.27%

% of portfolio

0.2%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$30.81 - $32.63 $66,241 - $70,154	2,150 Added 314.79%	2,833 $91.5 Million
Q2 2025 Jul 30, 2025	BUY	$30.46 - $33.4 $1,553 - $1,703	51 Added 8.07%	683 $21.8 Million
Q1 2025 May 08, 2025	BUY	$30.72 - $33.22 $19,415 - $20,995	632 New	632 $20.7 Million
Q3 2024 Oct 31, 2024	BUY	$32.17 - $35.98 $4,053 - $4,533	126 Added 57.8%	344 $12 Million
Q2 2024 Aug 05, 2024	SELL	$31.45 - $33.71 $4,151 - $4,449	-132 Reduced 37.71%	218 $7.15 Million

Q1 2024 May 02, 2024	SELL	$32.9 - $35.0 $1,776 - $1,890	-54 Reduced 13.37%	350 $11.8 Million
Q4 2023 Feb 12, 2024	SELL	$29.71 - $35.56 $3,476 - $4,160	-117 Reduced 22.46%	404 $14.2 Million
Q3 2023 Nov 01, 2023	BUY	$31.58 - $36.29 $16,453 - $18,907	521 New	521 $16.5 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

Ticker SCHQ
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Lgt Financial Advisors LLC Schwab Strategic Tr Long Term Transaction History