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 97 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,446
shares
|
$842,008
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
24,414
shares
|
$807,859
0.0% of portfolio
|
Q2 2024
Added 95.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$807,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,173
shares
|
$700,614
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$669,840
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
19,698
shares
|
$651,806
0.0% of portfolio
|
Q2 2024
Reduced 32.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
17,853
shares
|
$590,755
0.03% of portfolio
|
Q3 2023
Reduced 2.71%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
16,072
shares
|
$531,822
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
13,862
shares
|
$458,693
0.29% of portfolio
|
Q2 2024
Reduced 62.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
13,501
shares
|
$446,748
0.05% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
11,574
shares
|
$382,983
0.03% of portfolio
|
Q2 2024
Reduced 26.59%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
11,554
shares
|
$382,321
0.04% of portfolio
|
Q2 2024
Reduced 19.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,829
shares
|
$358,331
0.0% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
10,676
shares
|
$353,268
0.14% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
10,567
shares
|
$349,662
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
10,250
shares
|
$339,172
0.13% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,243
shares
|
$338,940
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,730
shares
|
$288,875
0.03% of portfolio
|
Q3 2024
Added 36.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,293
shares
|
$274,415
0.01% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
7,607
shares
|
$251,715
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,405
shares
|
$211,941
0.0% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
6,311
shares
|
$208,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
5,964
shares
|
$197,348
0.02% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,763
shares
|
$190,697
0.0% of portfolio
|
Q3 2024
Reduced 47.01%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$141,889
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|