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 97 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
102,603
shares
|
$3.4 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
98,104
shares
|
$3.25 Million
1.27% of portfolio
|
Q3 2024
Reduced 77.44%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
97,642
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
92,743
shares
|
$3.07 Million
0.2% of portfolio
|
Q3 2024
Added 16.65%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
86,555
shares
|
$2.86 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
81,454
shares
|
$2.7 Million
0.59% of portfolio
|
Q3 2024
Added 5.69%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
80,582
shares
|
$2.67 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
72,121
shares
|
$2.39 Million
0.22% of portfolio
|
Q3 2024
Added 58.4%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
67,659
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
67,371
shares
|
$2.23 Million
0.22% of portfolio
|
Q3 2024
Added 15.87%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
66,040
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2024
Added 57.24%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
59,527
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.83%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
59,503
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
48,563
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
42,378
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2024
Added 0.94%
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
39,595
shares
|
$1.31 Million
1.23% of portfolio
|
Q3 2024
Added 12.13%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
39,199
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 11.9%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
37,980
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.52%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
32,768
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
32,037
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2024
Reduced 21.56%
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
32,011
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2024
Added 19.44%
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
30,183
shares
|
$998,755
0.08% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
29,489
shares
|
$975,791
0.0% of portfolio
|
Q2 2024
Reduced 17.66%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 25, 2024 Q2 2024 |
28,846
shares
|
$954,514
0.34% of portfolio
|
Q2 2024
Added 6.38%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,166
shares
|
$865,832
0.02% of portfolio
|
Q3 2024
Added 67.89%
|