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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
25,911
shares
|
$861,799
0.04% of portfolio
|
Q3 2024
Added 45.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25,822
shares
|
$858,839
0.54% of portfolio
|
Q3 2024
Added 86.28%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,446
shares
|
$846,333
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$811,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
24,277
shares
|
$807,453
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,173
shares
|
$704,213
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,328
shares
|
$676,109
0.02% of portfolio
|
Q3 2024
Added 145.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$673,282
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,945
shares
|
$663,370
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
18,433
shares
|
$613,081
0.08% of portfolio
|
Q3 2024
Added 59.54%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
18,280
shares
|
$607,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
16,835
shares
|
$559,932
0.08% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
16,072
shares
|
$534,554
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,901
shares
|
$528,867
0.01% of portfolio
|
Q3 2024
Added 46.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,140
shares
|
$470,296
0.04% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,488
shares
|
$448,610
0.04% of portfolio
|
Q3 2024
Added 126.16%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
10,676
shares
|
$355,083
0.14% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
10,629
shares
|
$353,520
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
10,250
shares
|
$340,915
0.13% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,243
shares
|
$340,682
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,747
shares
|
$290,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,730
shares
|
$290,359
0.03% of portfolio
|
Q3 2024
Added 36.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,405
shares
|
$213,030
0.0% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,315
shares
|
$210,036
0.0% of portfolio
|
Q3 2024
Reduced 94.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,027
shares
|
$200,458
0.0% of portfolio
|
Q3 2024
Reduced 4.5%
|