Latest Institutional Transactions on Schwab Strategic Tr Long Term (SCHQ)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Long Term (SCHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 62.52% |
$56.9K - $60.3K
|
4.8K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
166+ 0.5% |
$5.11K - $5.42K
|
33.7K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 19.48% |
$79.3K - $84K
|
10.6K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
18.3KNew |
$565K - $599K
|
18.3K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
428+ 14.43% |
$13.2K - $14K
|
3.4K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.3K- 3.92% |
$1.15M - $1.22M
|
914K
$29.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-807- 27.72% |
$24.9K - $26.3K
|
2.1K
$67.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-205- 57.75% |
$6.32K - $6.69K
|
150
$4.82K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
79+ 2.09% |
$2.43K - $2.58K
|
3.85K
$124K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-323- 66.05% |
$9.95K - $10.5K
|
166
$5.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
14K+ 11.77% |
$430K - $456K
|
133K
$4.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.9K- 48.68% |
$830K - $879K
|
28.4K
$913K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 22.84% |
$3.42M - $3.62M
|
375K
$12.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 149.48% |
$4.47K - $4.73K
|
242
$7.78K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 0.75% |
$47.1K - $49.9K
|
206K
$6.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.2KNew |
$191K - $202K
|
6.2K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72K+ 11843.48% |
$83.9K - $88.9K
|
2.75K
$88.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5.4K+ 3.76% |
$166K - $176K
|
149K
$4.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.77K+ 4.75% |
$85.4K - $90.5K
|
61.1K
$1.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.9KNew |
$521K - $552K
|
16.9K
$544K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 4.13% |
$4M - $4.24M
|
3.02M
$97M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.28K- 0.67% |
$286K - $303K
|
1.38M
$44.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 6.89% |
$77K - $81.5K
|
38.8K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
121+ 0.75% |
$3.73K - $3.95K
|
16.3K
$523K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
924+ 5.45% |
$28.5K - $30.2K
|
17.9K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-71K- 12.27% |
$2.19M - $2.32M
|
507K
$16.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-385- 5.08% |
$11.9K - $12.6K
|
7.2K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-8.24K- 21.3% |
$254K - $269K
|
30.4K
$979K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.96K+ 19.85% |
$91.2K - $96.6K
|
17.9K
$575K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.35K+ 6.71% |
$72.4K - $76.7K
|
37.4K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-638- 1.1% |
$19.7K - $20.8K
|
57.3K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.66K+ 1.94% |
$51.3K - $54.3K
|
87.3K
$2.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$1.79M - $1.89M
|
58.1K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-137- 1.4% |
$4.22K - $4.47K
|
9.66K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 12.17% |
$49.9K - $52.9K
|
14.9K
$480K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.43KNew |
$229K - $243K
|
7.43K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.53K- 14.46% |
$77.9K - $82.5K
|
15K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.39K+ 4.67% |
$104K - $111K
|
75.9K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-118- 0.87% |
$3.64K - $3.85K
|
13.5K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 9.16% |
$42.1K - $44.6K
|
16.3K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.15% |
$308 - $326
|
475
$15.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 2.41% |
$67.9K - $71.9K
|
93.5K
$3.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.16K+ 6.92% |
$35.8K - $37.9K
|
18K
$578K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-19.5K- 27.67% |
$600K - $635K
|
50.9K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$35.8K - $37.9K
|
14.8K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 100.81% |
$11.6K - $12.2K
|
747
$24K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 5.75% |
$8.41K - $8.91K
|
5.02K
$162K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9.71K- 30.58% |
$299K - $317K
|
22K
$709K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-161- 2.35% |
$4.96K - $5.25K
|
6.69K
$215K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
556K+ 1885.9% |
$17.1M - $18.2M
|
586K
$18.8M
|
|