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 109 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $562 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
94,863
shares
|
$2.99 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
94,478
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
Added 374.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
91,252
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
87,388
shares
|
$2.75 Million
0.95% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
85,319
shares
|
$2.69 Million
0.57% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
84,925
shares
|
$2.68 Million
1.82% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
82,321
shares
|
$2.59 Million
0.26% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
76,129
shares
|
$2.4 Million
0.63% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
73,656
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
70,505
shares
|
$2.22 Million
0.2% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
57,379
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
51,917
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
48,986
shares
|
$1.54 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,269
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 408.93%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
43,490
shares
|
$1.37 Million
1.26% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
40,556
shares
|
$1.28 Million
0.45% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
38,640
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Added 332.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38,155
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,647
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
37,628
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
36,427
shares
|
$1.15 Million
0.96% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,356
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
32,970
shares
|
$1.04 Million
0.51% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
32,772
shares
|
$1.03 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
31,744
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 1.59%
|