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 117 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,015,681
shares
|
$97 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
1,380,096
shares
|
$44.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
914,318
shares
|
$29.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
829,693
shares
|
$26.7 Million
0.08% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
613,500
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2025
Added 77.3%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
585,782
shares
|
$18.8 Million
8.58% of portfolio
|
Q3 2025
Added 1885.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
518,291
shares
|
$16.7 Million
0.0% of portfolio
|
Q3 2025
Added 224.3%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
507,361
shares
|
$16.3 Million
2.65% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
443,533
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.34%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
418,134
shares
|
$13.4 Million
0.96% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
375,185
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
371,347
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
283,100
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
205,649
shares
|
$6.61 Million
2.36% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
184,705
shares
|
$5.94 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
183,200
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2025
Added 87.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
157,181
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
157,164
shares
|
$5.05 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
156,042
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.68%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
149,004
shares
|
$4.79 Million
1.16% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
140,300
shares
|
$4.51 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
132,668
shares
|
$4.27 Million
2.18% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
115,426
shares
|
$3.71 Million
2.2% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
96,340
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|