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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,923
shares
|
$968,817
0.09% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
29,637
shares
|
$928,527
0.0% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29,497
shares
|
$924,141
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25,822
shares
|
$809,003
0.54% of portfolio
|
Q3 2024
Added 86.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
24,498
shares
|
$767,522
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
24,416
shares
|
$764,953
0.64% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$764,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,198
shares
|
$726,793
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
22,207
shares
|
$695,745
0.02% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,084
shares
|
$691,891
0.02% of portfolio
|
Q1 2025
Added 116.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$634,213
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,943
shares
|
$624,814
0.0% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
19,703
shares
|
$617,294
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
19,041
shares
|
$596,554
0.04% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
19,017
shares
|
$595,802
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
16,816
shares
|
$526,845
0.3% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,643
shares
|
$521,425
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
14,914
shares
|
$467,255
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,714
shares
|
$460,989
0.06% of portfolio
|
Q1 2025
Reduced 89.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,155
shares
|
$443,476
0.04% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,645
shares
|
$427,497
0.0% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,532
shares
|
$423,957
0.02% of portfolio
|
Q1 2025
Added 64.06%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
11,441
shares
|
$358,446
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
10,403
shares
|
$325,925
0.01% of portfolio
|
Q1 2025
Reduced 60.83%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
10,250
shares
|
$321,132
0.12% of portfolio
|
Q1 2024
Added 4.06%
|