Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.29M- 96.65% |
$71.6M - $80.3M
|
79.1K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.01M- 54.74% |
$31.5M - $35.3M
|
831K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-361K- 56.78% |
$11.3M - $12.7M
|
275K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-241K- 52.7% |
$7.55M - $8.46M
|
216K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 51.24% |
$4.39M - $4.92M
|
133K
$4.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.5K- 45.71% |
$2.62M - $2.93M
|
99.2K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.9K- 57.3% |
$1.97M - $2.21M
|
46.9K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.2K- 66.56% |
$1.6M - $1.8M
|
25.7K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-49.2K- 50.14% |
$1.54M - $1.73M
|
48.9K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.3K- 58.19% |
$1.23M - $1.38M
|
28.3K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.2K- 40.11% |
$1.17M - $1.31M
|
55.5K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 45.86% |
$1.11M - $1.25M
|
41.9K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-33.4K- 30.48% |
$1.05M - $1.17M
|
76.1K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 47.55% |
$1.01M - $1.13M
|
35.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.3K- 59.56% |
$919K - $1.03M
|
19.9K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-27.2K- 40.31% |
$851K - $954K
|
40.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-22.6K- 15.13% |
$709K - $795K
|
127K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 54.13% |
$549K - $616K
|
14.9K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-13.8K- 23.13% |
$431K - $483K
|
45.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 49.87% |
$318K - $356K
|
10.2K
$334K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.5K- 51.55% |
$298K - $334K
|
8.93K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.17K- 31.52% |
$256K - $287K
|
17.7K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 41.59% |
$207K - $232K
|
9.29K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.04K- 95.6% |
$189K - $212K
|
278
$9.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.98K- 19.81% |
$187K - $210K
|
24.2K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.06K- 31.48% |
$159K - $178K
|
11K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.98K- 6.9% |
$156K - $175K
|
67.1K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.56K- 5.72% |
$143K - $160K
|
75.1K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.41K- 14.12% |
$138K - $155K
|
26.8K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 23.21% |
$133K - $149K
|
14K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.85K- 3.07% |
$121K - $135K
|
121K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 22.4% |
$74.6K - $83.6K
|
8.25K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 52.8% |
$58.2K - $65.3K
|
1.66K
$54.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.16K- 0.63% |
$36.5K - $40.9K
|
183K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-785- 37.65% |
$24.6K - $27.6K
|
1.3K
$42.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-405- 11.38% |
$12.7K - $14.2K
|
3.16K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 62.55% |
$10.8K - $12.1K
|
206
$6.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-279- 97.21% |
$8.74K - $9.8K
|
8
$262
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 43.94% |
$6.7K - $7.52K
|
273
$8.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 53.64% |
$1.85K - $2.07K
|
51
$1.67K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-284- 4.5% |
$9.14K - $10.2K
|
6.03K
$198K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-261- 24.58% |
$8.21K - $8.8K
|
801
$26.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-138- 9.77% |
$4.34K - $4.65K
|
1.27K
$41.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-67- 7.57% |
$2.11K - $2.26K
|
818
$26.8K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.53K- 17.59% |
$182K - $194K
|
25.9K
$850K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.39K- 98.17% |
$111K - $119K
|
63
$2.07K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 99.9% |
$67.7K - $72K
|
2
$65.6
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.72K- 77.05% |
$56.7K - $60.3K
|
513
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 11.88% |
$40.1K - $42.6K
|
9.04K
$297K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-747- 7.78% |
$24.6K - $26.1K
|
8.86K
$291K
|
|