Latest Institutional Purchases of Schwab Strategic Tr Long Term (SCHQ)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Long Term (SCHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 9.16% |
$42.1K - $44.6K
|
16.3K
$524K
|
|
|
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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 2.92% |
$32.8K - $34.7K
|
37.5K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
924+ 5.45% |
$28.5K - $30.2K
|
17.9K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
771+ 4.46% |
$23.8K - $25.2K
|
18.1K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
707+ 9.03% |
$21.8K - $23.1K
|
8.54K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
635+ 16.69% |
$19.6K - $20.7K
|
4.44K
$143K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
428+ 14.43% |
$13.2K - $14K
|
3.4K
$109K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 5.75% |
$8.41K - $8.91K
|
5.02K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
258New |
$7.95K - $8.42K
|
258
$8.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
230+ 2.24% |
$7.09K - $7.5K
|
10.5K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
166+ 0.5% |
$5.11K - $5.42K
|
33.7K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 149.48% |
$4.47K - $4.73K
|
242
$7.78K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
121+ 0.75% |
$3.73K - $3.95K
|
16.3K
$523K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
79+ 2.09% |
$2.43K - $2.58K
|
3.85K
$124K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
38+ 0.53% |
$1.17K - $1.24K
|
7.25K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10New |
$308 - $326
|
10
$322
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 1.21% |
$308 - $326
|
839
$27K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.15% |
$308 - $326
|
475
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2+ 0.01% |
$61.6 - $65.3
|
17.4K
$561K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.9KNew |
$2.13M - $2.33M
|
69.9K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$1.92M - $2.1M
|
63K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.3KNew |
$740K - $812K
|
24.3K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$126K - $138K
|
4.13K
$133K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.46K+ 10.5% |
$105K - $116K
|
36.4K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$48.9K - $53.6K
|
1.61K
$51.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 4.3% |
$38.8K - $42.6K
|
30.9K
$994K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
94.9KNew |
$2.91M - $3.15M
|
94.9K
$3.05M
|
|
|
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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38K+ 408.93% |
$1.17M - $1.26M
|
47.3K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.7KNew |
$605K - $655K
|
19.7K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.31KNew |
$194K - $210K
|
6.31K
$203K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16KNew |
$35.7K - $38.6K
|
1.16K
$37.3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
197New |
$6.05K - $6.54K
|
197
$6.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
54New |
$1.66K - $1.79K
|
54
$1.74K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.5KNew |
$893K - $1M
|
28.5K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
14.5KNew |
$456K - $511K
|
14.5K
$468K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.87K+ 4.75% |
$121K - $136K
|
85.3K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.63KNew |
$82.4K - $92.4K
|
2.63K
$84.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
862New |
$27K - $30.3K
|
862
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$9.4K - $10.5K
|
300
$9.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
171New |
$5.36K - $6.01K
|
171
$5.5K
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
150KNew |
$4.81M - $5.38M
|
150K
$4.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4KNew |
$785K - $878K
|
24.4K
$785K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7K+ 5.74% |
$570K - $637K
|
326K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12K+ 86.28% |
$385K - $430K
|
25.8K
$830K
|
|