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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.72K- 19.97% |
$235K - $258K
|
30.9K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$126K - $138K
|
4.13K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.9KNew |
$2.13M - $2.33M
|
69.9K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.3KNew |
$740K - $812K
|
24.3K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 23.32% |
$157K - $172K
|
16.9K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
372New |
$11.3K - $12.4K
|
372
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$48.9K - $53.6K
|
1.61K
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$1.92M - $2.1M
|
63K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 53.33% |
$244 - $267
|
7
$225
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.46K+ 10.5% |
$105K - $116K
|
36.4K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 32.95% |
$104K - $114K
|
6.98K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-28.5K- 19.22% |
$867K - $950K
|
120K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-849- 8.32% |
$25.9K - $28.4K
|
9.35K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.79K- 98.81% |
$176K - $194K
|
70
$2.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 4.3% |
$38.8K - $42.6K
|
30.9K
$994K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.6K+ 374.24% |
$2.29M - $2.48M
|
94.5K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.6K- 64.12% |
$356K - $385K
|
6.48K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.31KNew |
$194K - $210K
|
6.31K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
94.9KNew |
$2.91M - $3.15M
|
94.9K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-123K- 89.32% |
$3.78M - $4.09M
|
14.7K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
197New |
$6.05K - $6.54K
|
197
$6.34K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.7KNew |
$605K - $655K
|
19.7K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38K+ 408.93% |
$1.17M - $1.26M
|
47.3K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 5.72% |
$43.3K - $46.8K
|
23.2K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 14.3% |
$125K - $135K
|
24.4K
$785K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
54New |
$1.66K - $1.79K
|
54
$1.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-985- 96.95% |
$30.3K - $32.7K
|
31
$997
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16KNew |
$35.7K - $38.6K
|
1.16K
$37.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
171New |
$5.36K - $6.01K
|
171
$5.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
14.5KNew |
$456K - $511K
|
14.5K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$8.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63KNew |
$82.4K - $92.4K
|
2.63K
$84.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.87K+ 4.75% |
$121K - $136K
|
85.3K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 97.21% |
$8.74K - $9.8K
|
8
$257
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
862New |
$27K - $30.3K
|
862
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$41.8K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$291K - $327K
|
9.3K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$9.4K - $10.5K
|
300
$9.65K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192New |
$6.18K - $6.91K
|
192
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$188K - $211K
|
5.85K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-284- 4.5% |
$9.14K - $10.2K
|
6.03K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.91K+ 23.47% |
$287K - $321K
|
46.9K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$32.2 - $36
|
1
$32.2
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.84KNew |
$188K - $210K
|
5.84K
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$92.3K - $103K
|
2.87K
$92.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12K+ 86.28% |
$385K - $430K
|
25.8K
$830K
|
|