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 107 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $508 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,802,259
shares
|
$122 Million
0.04% of portfolio
|
Q1 2025
Added 357.44%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,831,956
shares
|
$90.9 Million
12.56% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,304,973
shares
|
$41.9 Million
0.11% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,007,643
shares
|
$32.3 Million
0.01% of portfolio
|
Q1 2025
Added 303.07%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
632,813
shares
|
$20.3 Million
4.51% of portfolio
|
Q1 2025
Added 107.57%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
413,796
shares
|
$13.3 Million
2.36% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
355,815
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
329,731
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Added 687.34%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
308,601
shares
|
$9.9 Million
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
274,564
shares
|
$8.81 Million
0.69% of portfolio
|
Q4 2024
Reduced 56.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
237,889
shares
|
$7.63 Million
0.02% of portfolio
|
Q1 2025
Added 37.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
229,815
shares
|
$7.37 Million
0.0% of portfolio
|
Q4 2024
Added 3909.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
216,127
shares
|
$6.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 52.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
210,208
shares
|
$6.75 Million
0.0% of portfolio
|
Q4 2024
Added 657.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
194,975
shares
|
$6.26 Million
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
182,593
shares
|
$5.86 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
172,559
shares
|
$5.54 Million
2.41% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
148,000
shares
|
$4.75 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
141,803
shares
|
$4.55 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
139,871
shares
|
$4.49 Million
0.02% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
137,755
shares
|
$4.42 Million
0.48% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
133,375
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.24%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
126,975
shares
|
$4.07 Million
1.14% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
126,810
shares
|
$4.07 Million
2.55% of portfolio
|
Q1 2025
Added 2.73%
|