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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
93,491
shares
|
$3.01 Million
0.91% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
87,255
shares
|
$2.81 Million
0.23% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
85,319
shares
|
$2.74 Million
0.57% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
82,135
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
76,801
shares
|
$2.47 Million
0.61% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
75,902
shares
|
$2.44 Million
0.21% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
70,514
shares
|
$2.27 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
68,200
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
67,842
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
62,636
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 314.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
61,117
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
59,246
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
58,071
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
57,334
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
50,887
shares
|
$1.64 Million
0.84% of portfolio
|
Q3 2025
Reduced 27.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
45,201
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
40,908
shares
|
$1.32 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
38,771
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
38,690
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
37,356
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
33,698
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
33,685
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
33,638
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2025
Reduced 92.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
31,620
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
30,923
shares
|
$994,483
0.13% of portfolio
|
Q2 2025
Reduced 19.97%
|
|