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 105 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $361 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
8,248
shares
|
$264,513
0.01% of portfolio
|
Q4 2024
Reduced 22.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,671
shares
|
$246,008
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,864
shares
|
$188,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$137,516
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,982
shares
|
$127,702
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,772
shares
|
$120,968
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,155
shares
|
$101,180
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,868
shares
|
$91,976
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,629
shares
|
$84,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,533
shares
|
$81,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,662
shares
|
$53,300
0.0% of portfolio
|
Q4 2024
Reduced 52.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,330
shares
|
$42,653
0.0% of portfolio
|
Q3 2024
Added 26500.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$41,691
0.0% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,139
shares
|
$36,527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
862
shares
|
$27,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
814
shares
|
$26,104
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$25,688
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
777
shares
|
$24,918
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
489
shares
|
$15,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$9,621
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
278
shares
|
$8,915
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
273
shares
|
$8,755
0.0% of portfolio
|
Q4 2024
Reduced 43.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
206
shares
|
$6,606
0.0% of portfolio
|
Q4 2024
Reduced 62.55%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
171
shares
|
$5,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
106
shares
|
$3,399
0.0% of portfolio
|
Q3 2024
New holding
|