Warren Averett Asset Management, LLC Schwab Strategic Tr Long Term Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 59,246 shares of SCHQ stock, worth $1.91 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,246
Previous 53,814 10.09%
Holding current value
$1.91 Million
Previous $1.72 Million 11.54%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$30.81 - $32.63 $167,359 - $177,246
5,432 Added 10.09%
59,246 $1.91 Million
Q2 2025

Aug 14, 2025
BUY
$30.46 - $33.4 $1.64 Million - $1.8 Million
53,814 New
53,814 $1.72 Million

Others Institutions Holding SCHQ

# of Institutions
118
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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