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 99 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,560,584
shares
|
$84.6 Million
11.05% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,367,339
shares
|
$78.2 Million
0.01% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,270,916
shares
|
$42 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
988,684
shares
|
$32.7 Million
0.15% of portfolio
|
Q3 2024
Added 65.6%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
636,130
shares
|
$21 Million
1.83% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
419,591
shares
|
$13.9 Million
2.51% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
411,495
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 166.48%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
329,395
shares
|
$10.9 Million
4.08% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
326,206
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
323,606
shares
|
$10.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
313,812
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
218,272
shares
|
$7.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.4%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
214,995
shares
|
$7.1 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
183,757
shares
|
$6.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
175,648
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2024
Added 110.39%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
165,256
shares
|
$5.46 Million
2.49% of portfolio
|
Q2 2024
Added 39.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
157,707
shares
|
$5.21 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.84%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
157,255
shares
|
$5.19 Million
0.62% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
149,557
shares
|
$4.94 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
124,139
shares
|
$4.1 Million
0.4% of portfolio
|
Q2 2024
Added 9.92%
|
|
|
Kaizen Financial Strategies
|
Aug 02, 2024 Q2 2024 |
123,889
shares
|
$4.09 Million
2.65% of portfolio
|
Q2 2024
Added 18.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
119,394
shares
|
$3.94 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
112,277
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2024
Added 12.17%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
109,836
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2024
Added 69.29%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
109,530
shares
|
$3.62 Million
1.05% of portfolio
|
Q3 2024
Added 64.35%
|