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 108 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,802,259
shares
|
$116 Million
0.04% of portfolio
|
Q1 2025
Added 357.44%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
3,107,875
shares
|
$94.7 Million
13.37% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,304,973
shares
|
$39.7 Million
0.11% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,007,643
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 303.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
964,814
shares
|
$29.4 Million
0.11% of portfolio
|
Q1 2025
Added 346.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
763,714
shares
|
$23.3 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
632,813
shares
|
$19.3 Million
4.51% of portfolio
|
Q1 2025
Added 107.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
486,235
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Added 264.56%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
409,977
shares
|
$12.5 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
355,062
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
329,731
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Added 687.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$9.94 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
319,205
shares
|
$9.72 Million
0.0% of portfolio
|
Q1 2025
Added 51.85%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
294,277
shares
|
$8.96 Million
0.78% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
267,299
shares
|
$8.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
237,889
shares
|
$7.25 Million
0.02% of portfolio
|
Q1 2025
Added 37.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
182,593
shares
|
$5.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
172,559
shares
|
$5.26 Million
2.41% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
156,631
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
148,000
shares
|
$4.51 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
146,342
shares
|
$4.46 Million
0.98% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
139,871
shares
|
$4.26 Million
0.02% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
132,153
shares
|
$4.03 Million
1.21% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
126,810
shares
|
$3.86 Million
2.55% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
113,435
shares
|
$3.46 Million
0.35% of portfolio
|
Q1 2025
Added 182.06%
|