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 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $486 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
98,104
shares
|
$3.26 Million
1.27% of portfolio
|
Q3 2024
Reduced 77.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
92,743
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
81,454
shares
|
$2.71 Million
0.59% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
79,656
shares
|
$2.65 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,355
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
72,121
shares
|
$2.4 Million
0.22% of portfolio
|
Q3 2024
Added 58.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
67,659
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
67,572
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
67,371
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
59,503
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,260
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 43.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
48,633
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
46,893
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
39,595
shares
|
$1.32 Million
1.23% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,384
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
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%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
31,215
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
30,956
shares
|
$1.03 Million
0.38% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
30,517
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 4316.35%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
30,294
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,191
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
30,183
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
27,748
shares
|
$922,898
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,337
shares
|
$875,968
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,166
shares
|
$870,281
0.02% of portfolio
|
Q3 2024
Added 67.89%
|