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 110 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
95,151
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.6%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
94,863
shares
|
$2.97 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
94,478
shares
|
$2.96 Million
0.13% of portfolio
|
Q1 2025
Added 374.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
91,252
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
87,388
shares
|
$2.74 Million
0.95% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
85,319
shares
|
$2.67 Million
0.57% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
76,129
shares
|
$2.39 Million
0.63% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
72,514
shares
|
$2.27 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
70,351
shares
|
$2.2 Million
1.22% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
61,006
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
57,972
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
57,379
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,315
shares
|
$1.73 Million
0.18% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
45,781
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
43,490
shares
|
$1.36 Million
1.26% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
38,663
shares
|
$1.21 Million
0.89% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
38,640
shares
|
$1.21 Million
0.18% of portfolio
|
Q1 2025
Added 332.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38,155
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,647
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
37,628
shares
|
$1.18 Million
0.36% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
35,006
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,356
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
32,970
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,772
shares
|
$1.03 Million
0.95% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
31,744
shares
|
$994,539
0.1% of portfolio
|
Q2 2025
Added 1.59%
|