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 106 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,831,956
shares
|
$90 Million
12.56% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,224,522
shares
|
$38.9 Million
0.16% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
831,212
shares
|
$26.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.74%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
413,796
shares
|
$13.1 Million
2.36% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
411,495
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2024
Added 166.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
355,815
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
308,601
shares
|
$9.8 Million
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
304,870
shares
|
$9.69 Million
2.26% of portfolio
|
Q4 2024
Added 41.8%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
274,564
shares
|
$8.72 Million
0.69% of portfolio
|
Q4 2024
Reduced 56.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
249,991
shares
|
$7.94 Million
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
229,815
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
Added 3909.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
216,127
shares
|
$6.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 52.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
210,208
shares
|
$6.68 Million
0.0% of portfolio
|
Q4 2024
Added 657.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
194,975
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
182,593
shares
|
$5.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
172,236
shares
|
$5.47 Million
2.3% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
141,803
shares
|
$4.51 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
137,755
shares
|
$4.38 Million
0.48% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
133,375
shares
|
$4.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.24%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
126,975
shares
|
$4.03 Million
1.14% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
123,441
shares
|
$3.92 Million
2.34% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
121,439
shares
|
$3.86 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
103,196
shares
|
$3.28 Million
1.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
99,152
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.71%
|