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 106 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,853
shares
|
$184,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
5,842
shares
|
$184,081
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,763
shares
|
$181,592
0.0% of portfolio
|
Q3 2024
Reduced 47.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
5,732
shares
|
$180,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$135,114
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
3,982
shares
|
$125,472
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,772
shares
|
$118,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,567
shares
|
$112,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,560
shares
|
$112,175
0.01% of portfolio
|
Q3 2024
Added 270.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$110,946
0.0% of portfolio
|
Q3 2024
Added 493.76%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,868
shares
|
$90,370
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,085
shares
|
$65,698
0.0% of portfolio
|
Q3 2024
Added 60.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,330
shares
|
$41,908
0.0% of portfolio
|
Q3 2024
Added 26500.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,274
shares
|
$40,143
0.01% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,139
shares
|
$35,889
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
802
shares
|
$25,271
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$25,239
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
777
shares
|
$24,483
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
550
shares
|
$17,330
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
550
shares
|
$17,330
0.01% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
487
shares
|
$15,345
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
344
shares
|
$10,839
0.03% of portfolio
|
Q3 2024
Added 57.8%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
287
shares
|
$9,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
192
shares
|
$6,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$3,466
0.0% of portfolio
|
Q3 2024
Reduced 78.52%
|