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 110 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,145,610
shares
|
$99.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
3,107,875
shares
|
$98.2 Million
13.37% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,389,378
shares
|
$43.9 Million
0.16% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
951,610
shares
|
$30.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
816,205
shares
|
$25.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
685,981
shares
|
$21.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
578,340
shares
|
$18.3 Million
3.47% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
486,235
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Added 264.56%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
425,447
shares
|
$13.4 Million
2.26% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
354,611
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
346,016
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
333,091
shares
|
$10.5 Million
0.82% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
287,241
shares
|
$9.08 Million
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
251,891
shares
|
$7.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
204,119
shares
|
$6.45 Million
2.58% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
198,526
shares
|
$6.27 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
159,820
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
157,688
shares
|
$4.98 Million
0.73% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
150,743
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
143,603
shares
|
$4.54 Million
1.15% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
119,550
shares
|
$3.78 Million
1.69% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
118,697
shares
|
$3.75 Million
2.07% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
104,818
shares
|
$3.31 Million
2.14% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
99,236
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 8.75%
|