Worth Asset Management, LLC Schwab Strategic Tr Long Term Transaction History

Worth Asset Management, LLC

  • $212 Million
  • Q4 2025

A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Worth Asset Management, LLC holds 10,684 shares of SCHQ stock, worth $343,597. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,684
Holding current value
$343,597
% of portfolio
0.16%

Shares

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

Jan 14, 2026
BUY
$32.05 - $33.17 $342,422 - $354,388
10,684 New
10,684 $343,000
Q3 2024

Oct 09, 2024
BUY
$32.17 - $35.98 $818,597 - $915,547
25,446 New
25,446 $890,000
Q2 2023

Jul 11, 2023
BUY
$35.48 - $38.22 $20,862 - $22,473
588 New
588 $21,000

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
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email