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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
8,930
shares
|
$272,007
0.03% of portfolio
|
Q4 2024
Reduced 51.55%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
7,964
shares
|
$242,583
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
7,101
shares
|
$216,296
0.01% of portfolio
|
Q1 2025
Reduced 59.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,541
shares
|
$199,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,484
shares
|
$197,502
0.0% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
6,311
shares
|
$192,233
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
5,864
shares
|
$178,617
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,643
shares
|
$141,425
0.0% of portfolio
|
Q1 2025
Added 83.3%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,520
shares
|
$137,679
0.02% of portfolio
|
Q1 2025
Added 43.26%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$130,612
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,271
shares
|
$130,094
0.0% of portfolio
|
Q1 2025
Added 213450.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,772
shares
|
$114,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,896
shares
|
$88,212
0.01% of portfolio
|
Q1 2025
Reduced 78.53%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,300
shares
|
$39,598
0.0% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,161
shares
|
$35,364
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,139
shares
|
$34,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,016
shares
|
$30,947
0.0% of portfolio
|
Q1 2025
Reduced 96.95%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
820
shares
|
$24,977
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$24,398
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
777
shares
|
$23,667
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
632
shares
|
$19,250
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
489
shares
|
$14,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
355
shares
|
$10,813
0.0% of portfolio
|
Q1 2025
Reduced 73.31%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
320
shares
|
$9,747
0.0% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
300
shares
|
$9,138
0.01% of portfolio
|
Q4 2024
New holding
|