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 109 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,671
shares
|
$240,025
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
7,101
shares
|
$222,190
0.01% of portfolio
|
Q1 2025
Reduced 59.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
5,864
shares
|
$183,484
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$134,171
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,271
shares
|
$133,639
0.0% of portfolio
|
Q1 2025
Added 213450.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,772
shares
|
$118,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,155
shares
|
$98,719
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,896
shares
|
$90,615
0.01% of portfolio
|
Q1 2025
Reduced 78.53%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,868
shares
|
$89,739
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,629
shares
|
$82,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,533
shares
|
$79,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,662
shares
|
$52,003
0.0% of portfolio
|
Q4 2024
Reduced 52.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,330
shares
|
$41,615
0.0% of portfolio
|
Q3 2024
Added 26500.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$40,677
0.0% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,161
shares
|
$36,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,139
shares
|
$35,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,016
shares
|
$31,790
0.0% of portfolio
|
Q1 2025
Reduced 96.95%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
862
shares
|
$26,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
814
shares
|
$25,470
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$25,063
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
777
shares
|
$24,312
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
489
shares
|
$15,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
300
shares
|
$9,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
278
shares
|
$8,698
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
273
shares
|
$8,542
0.0% of portfolio
|
Q4 2024
Reduced 43.94%
|