Institutional Ownership Schwab Strategic Tr Long Term (SCHQ)
This table provides information about the institutional ownership of Schwab Strategic Tr Long Term (SCHQ). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,738,105
shares
|
$88.7 Million
10.74% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,364,110
shares
|
$76.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,836,331
shares
|
$59.5 Million
0.02% of portfolio
|
Q3 2024
Added 44.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
988,684
shares
|
$32 Million
0.15% of portfolio
|
Q3 2024
Added 65.6%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
636,130
shares
|
$20.6 Million
1.83% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
456,967
shares
|
$14.8 Million
0.06% of portfolio
|
Q3 2024
Added 41.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
411,495
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 166.48%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
411,046
shares
|
$13.3 Million
2.54% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
283,680
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2024
Added 61.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
273,557
shares
|
$8.86 Million
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
247,962
shares
|
$8.03 Million
0.0% of portfolio
|
Q3 2024
Added 153.95%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
214,995
shares
|
$6.97 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
183,757
shares
|
$5.95 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
182,638
shares
|
$5.92 Million
0.02% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
182,145
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2024
Added 62.23%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
161,008
shares
|
$5.22 Million
2.42% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
149,615
shares
|
$4.85 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
149,557
shares
|
$4.85 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
125,290
shares
|
$4.06 Million
0.41% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
119,997
shares
|
$3.89 Million
2.52% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
119,591
shares
|
$3.87 Million
0.47% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
109,836
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2024
Added 69.29%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
109,530
shares
|
$3.55 Million
1.05% of portfolio
|
Q3 2024
Added 64.35%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
102,603
shares
|
$3.32 Million
0.92% of portfolio
|
Q3 2024
New holding
|