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 111 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
91,288
shares
|
$2.97 Million
0.89% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
85,591
shares
|
$2.78 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.55%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
85,319
shares
|
$2.77 Million
0.57% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
76,129
shares
|
$2.47 Million
0.63% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
72,514
shares
|
$2.36 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
70,351
shares
|
$2.29 Million
1.22% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
69,909
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
63,022
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
61,006
shares
|
$1.98 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
58,344
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
57,972
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.55%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,315
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
53,814
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
42,279
shares
|
$1.37 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
38,663
shares
|
$1.26 Million
0.89% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
38,640
shares
|
$1.26 Million
0.18% of portfolio
|
Q1 2025
Added 332.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,647
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
37,628
shares
|
$1.22 Million
0.36% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
36,432
shares
|
$1.18 Million
0.43% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
36,311
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,272
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
35,006
shares
|
$1.14 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,772
shares
|
$1.06 Million
0.95% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
31,744
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,923
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Added 4.3%
|