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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
273
shares
|
$8,315
0.0% of portfolio
|
Q4 2024
Reduced 43.94%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
197
shares
|
$6,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
63
shares
|
$1,918
0.0% of portfolio
|
Q1 2024
Reduced 98.17%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
54
shares
|
$1,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
51
shares
|
$1,553
0.0% of portfolio
|
Q4 2024
Reduced 53.64%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
15
shares
|
$456
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
8
shares
|
$243
0.0% of portfolio
|
Q4 2024
Reduced 97.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|