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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.91K+ 23.47% |
$287K - $321K
|
46.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$188K - $211K
|
5.85K
$188K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.84KNew |
$188K - $210K
|
5.84K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.21K+ 19.44% |
$168K - $187K
|
32K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$92.3K - $103K
|
2.87K
$92.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
192New |
$6.18K - $6.91K
|
192
$6.17K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
106New |
$3.41K - $3.81K
|
106
$3.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43New |
$1.38K - $1.55K
|
43
$1.38K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.1% |
$193 - $216
|
550
$17.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$32.2 - $36
|
1
$32.2
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
329KNew |
$10.4M - $11.1M
|
329K
$10.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
13.2KNew |
$414K - $444K
|
13.2K
$423K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.05K+ 0.66% |
$64.4K - $69.1K
|
314K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
600New |
$18.9K - $20.2K
|
600
$19.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$755 - $809
|
24
$772
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$62.9 - $67.4
|
2
$64.3
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
29.8K+ 134.75% |
$982K - $1.04M
|
52K
$1.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.59K+ 15.51% |
$151K - $161K
|
34.2K
$1.1M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$601K - $720K
|
20.2K
$651K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$401K - $480K
|
13.5K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.7KNew |
$348K - $417K
|
11.7K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.24KNew |
$275K - $329K
|
9.24K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.25KNew |
$156K - $187K
|
5.25K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.98KNew |
$118K - $142K
|
3.98K
$128K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.01KNew |
$89.4K - $107K
|
3.01K
$96.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 81.23% |
$45.9K - $54.9K
|
3.45K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.14KNew |
$33.8K - $40.5K
|
1.14K
$36.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
538New |
$16K - $19.1K
|
538
$17.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$327 - $391
|
11
$354
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$297 - $356
|
10
$322
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
44KNew |
$1.39M - $1.6M
|
44K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.71K+ 41.54% |
$85.5K - $98.3K
|
9.23K
$297K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
511New |
$16.1K - $18.5K
|
511
$16.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
438New |
$13.8K - $15.9K
|
438
$14.1K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125KNew |
$4.42M - $4.76M
|
125K
$4M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
53.4K+ 50.82% |
$1.89M - $2.04M
|
158K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 24.36% |
$58.5K - $63K
|
8.41K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89New |
$3.16K - $3.4K
|
89
$2.86K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
18KNew |
$630K - $687K
|
18K
$578K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$48.3K - $56.4K
|
1.47K
$47.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
422New |
$15K - $17.7K
|
422
$13.6K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
777New |
$29.6K - $35.6K
|
777
$25K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.68KNew |
$312K - $366K
|
6.68K
$215K
|
|