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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
489
shares
|
$15,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
465
shares
|
$15,103
0.0% of portfolio
|
Q2 2025
Added 70.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
372
shares
|
$12,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
372
shares
|
$12,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
355
shares
|
$11,530
0.0% of portfolio
|
Q1 2025
Reduced 73.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
97
shares
|
$3,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
70
shares
|
$2,273
0.0% of portfolio
|
Q2 2025
Reduced 98.81%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
63
shares
|
$2,046
0.0% of portfolio
|
Q1 2024
Reduced 98.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23
shares
|
$747
0.0% of portfolio
|
Q2 2025
Reduced 54.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$227
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|