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 102 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,831,956
shares
|
$91.4 Million
12.56% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,364,110
shares
|
$76.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,836,331
shares
|
$59.3 Million
0.02% of portfolio
|
Q3 2024
Added 44.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,224,522
shares
|
$39.5 Million
0.16% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
635,242
shares
|
$20.5 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
456,967
shares
|
$14.7 Million
0.06% of portfolio
|
Q3 2024
Added 41.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
411,495
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 166.48%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
411,046
shares
|
$13.3 Million
2.54% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
355,815
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
304,870
shares
|
$9.84 Million
2.26% of portfolio
|
Q4 2024
Added 41.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
283,680
shares
|
$9.15 Million
0.0% of portfolio
|
Q3 2024
Added 61.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
273,557
shares
|
$8.83 Million
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
247,962
shares
|
$8 Million
0.0% of portfolio
|
Q3 2024
Added 153.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
182,638
shares
|
$5.89 Million
0.02% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
182,593
shares
|
$5.89 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
182,145
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2024
Added 62.23%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
172,236
shares
|
$5.56 Million
2.3% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
149,615
shares
|
$4.83 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
121,439
shares
|
$3.92 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
119,997
shares
|
$3.87 Million
2.52% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
119,591
shares
|
$3.86 Million
0.47% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
103,196
shares
|
$3.33 Million
1.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
92,743
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
81,454
shares
|
$2.63 Million
0.59% of portfolio
|
Q3 2024
Added 5.69%
|