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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,800
shares
|
$318,303
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,351
shares
|
$303,720
0.0% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
9,317
shares
|
$302,616
0.08% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,828
shares
|
$254,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
7,583
shares
|
$246,295
0.2% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
7,215
shares
|
$234,343
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,975
shares
|
$226,547
0.0% of portfolio
|
Q2 2025
Reduced 32.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,853
shares
|
$222,585
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,750
shares
|
$154,279
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$139,274
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,133
shares
|
$134,239
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,805
shares
|
$123,586
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,772
shares
|
$122,514
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,967
shares
|
$96,368
0.0% of portfolio
|
Q2 2025
Reduced 98.38%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,956
shares
|
$96,010
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,911
shares
|
$94,549
0.0% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,606
shares
|
$52,162
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,300
shares
|
$42,223
0.0% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,161
shares
|
$37,709
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,139
shares
|
$36,994
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
886
shares
|
$28,777
0.01% of portfolio
|
Q2 2025
Added 176.88%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
829
shares
|
$26,925
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$26,016
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
777
shares
|
$25,236
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
683
shares
|
$22,183
0.06% of portfolio
|
Q2 2025
Added 8.07%
|