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 118 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 $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,606
shares
|
$51,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,161
shares
|
$37,337
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,139
shares
|
$36,630
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
839
shares
|
$26,982
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$25,760
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
777
shares
|
$24,988
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
747
shares
|
$24,023
0.0% of portfolio
|
Q3 2025
Added 100.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
475
shares
|
$15,275
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
266
shares
|
$8,554
0.0% of portfolio
|
Q3 2025
Reduced 69.98%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
258
shares
|
$8,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
242
shares
|
$7,782
0.0% of portfolio
|
Q3 2025
Added 149.48%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
166
shares
|
$5,338
0.0% of portfolio
|
Q3 2025
Reduced 66.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
150
shares
|
$4,823
0.0% of portfolio
|
Q3 2025
Reduced 57.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
70
shares
|
$2,251
0.0% of portfolio
|
Q2 2025
Reduced 98.81%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
63
shares
|
$2,026
0.0% of portfolio
|
Q1 2024
Reduced 98.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10
shares
|
$321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$225
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|