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 108 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
99,152
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.71%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
85,319
shares
|
$2.77 Million
0.57% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
79,094
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 96.65%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
75,098
shares
|
$2.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
73,811
shares
|
$2.4 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
68,647
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 160.65%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
67,145
shares
|
$2.18 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
64,804
shares
|
$2.11 Million
0.58% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
55,546
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2024
Reduced 40.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
51,501
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
48,912
shares
|
$1.59 Million
0.68% of portfolio
|
Q4 2024
Reduced 50.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
46,904
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 57.3%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
45,741
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
43,954
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 120.38%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
42,244
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
42,232
shares
|
$1.37 Million
1.14% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,879
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
40,216
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
40,056
shares
|
$1.3 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
37,400
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
36,306
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
35,520
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
35,486
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 47.55%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
32,467
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,804
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 17.73%
|