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 107 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
171
shares
|
$5,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
106
shares
|
$3,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
63
shares
|
$2,048
0.0% of portfolio
|
Q1 2024
Reduced 98.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
51
shares
|
$1,658
0.0% of portfolio
|
Q4 2024
Reduced 53.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
24
shares
|
$780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8
shares
|
$260
0.0% of portfolio
|
Q4 2024
Reduced 97.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7
shares
|
$227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$65
0.0% of portfolio
|
Q1 2024
Reduced 99.9%
|