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 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
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.9K- 48.68% |
$830K - $879K
|
28.4K
$913K
|
|
|
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
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-385- 5.08% |
$11.9K - $12.6K
|
7.2K
$231K
|
|
|
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
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
924+ 5.45% |
$28.5K - $30.2K
|
17.9K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
121+ 0.75% |
$3.73K - $3.95K
|
16.3K
$523K
|
|
|
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
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.28K- 0.67% |
$286K - $303K
|
1.38M
$44.4M
|
|
|
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
|
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 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.96K+ 19.85% |
$91.2K - $96.6K
|
17.9K
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.96K- 10.52% |
$122K - $129K
|
33.7K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 10.12% |
$327K - $346K
|
115K
$3.71M
|
|
|
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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 12.17% |
$49.9K - $52.9K
|
14.9K
$480K
|
|
|
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
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.44% |
$36.8K - $39K
|
13K
$417K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-301- 2.72% |
$9.27K - $9.82K
|
10.8K
$347K
|
|
|
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 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.8K- 6.96% |
$426K - $451K
|
185K
$5.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 9.16% |
$42.1K - $44.6K
|
16.3K
$524K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-620- 69.98% |
$19.1K - $20.2K
|
266
$8.55K
|
|
|
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
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.39K+ 4.67% |
$104K - $111K
|
75.9K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 2.41% |
$67.9K - $71.9K
|
93.5K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.15% |
$308 - $326
|
475
$15.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-19.5K- 27.67% |
$600K - $635K
|
50.9K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.16K+ 6.92% |
$35.8K - $37.9K
|
18K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$35.8K - $37.9K
|
14.8K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 5.75% |
$8.41K - $8.91K
|
5.02K
$162K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 100.81% |
$11.6K - $12.2K
|
747
$24K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.84K+ 11.21% |
$211K - $223K
|
67.8K
$2.18M
|
|
|
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 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.06K+ 2.82% |
$32.7K - $34.7K
|
38.7K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
70.5KNew |
$2.17M - $2.3M
|
70.5K
$2.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.51K- 16.19% |
$46.5K - $49.2K
|
7.81K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
556K+ 1885.9% |
$17.1M - $18.2M
|
586K
$18.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
672+ 0.88% |
$20.7K - $21.9K
|
76.8K
$2.47M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 3.76% |
$179K - $197K
|
151K
$4.85M
|
|