Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR LONG-TERM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
556K+ 1885.9% |
$17.1M - $18.2M
|
586K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
358K+ 224.3% |
$11M - $11.7M
|
518K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
267K+ 77.3% |
$8.24M - $8.73M
|
614K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
140KNew |
$4.32M - $4.58M
|
140K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
85.4K+ 87.32% |
$2.63M - $2.79M
|
183K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
85K+ 25.53% |
$2.62M - $2.77M
|
418K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
82.1KNew |
$2.53M - $2.68M
|
82.1K
$2.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
70.5KNew |
$2.17M - $2.3M
|
70.5K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
68.2KNew |
$2.1M - $2.23M
|
68.2K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$1.79M - $1.89M
|
58.1K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.5K+ 314.81% |
$1.46M - $1.55M
|
62.6K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6KNew |
$974K - $1.03M
|
31.6K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2K+ 12.39% |
$962K - $1.02M
|
283K
$9.1M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
29.4KNew |
$905K - $959K
|
29.4K
$945K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
18.3KNew |
$565K - $599K
|
18.3K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.9KNew |
$521K - $552K
|
16.9K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.7K+ 4.72% |
$516K - $546K
|
371K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
14K+ 11.77% |
$430K - $456K
|
133K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 1.65% |
$416K - $440K
|
830K
$26.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 10.12% |
$327K - $346K
|
115K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.68KNew |
$298K - $316K
|
9.68K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.89K+ 24.48% |
$274K - $290K
|
45.2K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.43KNew |
$229K - $243K
|
7.43K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.84K+ 11.21% |
$211K - $223K
|
67.8K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.44K+ 4.27% |
$198K - $210K
|
157K
$5.05M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.31KNew |
$194K - $206K
|
6.31K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.2KNew |
$191K - $202K
|
6.2K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.43K+ 10.09% |
$167K - $177K
|
59.2K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5.4K+ 3.76% |
$166K - $176K
|
149K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$162K - $171K
|
5.25K
$169K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.39K+ 4.67% |
$104K - $111K
|
75.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.15KNew |
$97.2K - $103K
|
3.15K
$101K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.96K+ 19.85% |
$91.2K - $96.6K
|
17.9K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.77K+ 4.75% |
$85.4K - $90.5K
|
61.1K
$1.97M
|
|
|
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 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 6.89% |
$77K - $81.5K
|
38.8K
$1.25M
|
|
|
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 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 2.41% |
$67.9K - $71.9K
|
93.5K
$3.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.15K+ 314.79% |
$66.2K - $70.2K
|
2.83K
$91.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 62.52% |
$56.9K - $60.3K
|
4.8K
$154K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.66K+ 1.94% |
$51.3K - $54.3K
|
87.3K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 12.17% |
$49.9K - $52.9K
|
14.9K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.53K+ 0.75% |
$47.1K - $49.9K
|
206K
$6.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 9.16% |
$42.1K - $44.6K
|
16.3K
$524K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$35.8K - $37.9K
|
14.8K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.16K+ 6.92% |
$35.8K - $37.9K
|
18K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.06K+ 2.82% |
$32.7K - $34.7K
|
38.7K
$1.24M
|
|
|
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
|
|