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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29,497
shares
|
$958,062
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,447
shares
|
$891,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25,822
shares
|
$838,698
0.54% of portfolio
|
Q3 2024
Added 86.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$792,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,298
shares
|
$789,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
22,207
shares
|
$721,283
0.02% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$657,492
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
17,488
shares
|
$568,010
0.03% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
17,437
shares
|
$566,353
0.1% of portfolio
|
Q2 2025
Reduced 99.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
17,299
shares
|
$561,871
0.01% of portfolio
|
Q2 2025
Added 70.79%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
16,951
shares
|
$550,568
0.03% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,933
shares
|
$549,983
0.02% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
16,816
shares
|
$546,183
0.3% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
16,440
shares
|
$533,971
0.04% of portfolio
|
Q2 2025
Reduced 32.89%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
16,145
shares
|
$524,389
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,100
shares
|
$490,447
0.0% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
14,923
shares
|
$484,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
14,914
shares
|
$484,406
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,155
shares
|
$459,754
0.04% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,645
shares
|
$443,189
0.0% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
13,598
shares
|
$441,663
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
13,307
shares
|
$432,211
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,212
shares
|
$429,125
0.0% of portfolio
|
Q2 2025
Reduced 33.75%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
11,083
shares
|
$359,975
0.1% of portfolio
|
Q2 2025
Reduced 41.72%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
10,250
shares
|
$332,919
0.11% of portfolio
|
Q1 2024
Added 4.06%
|