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 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
28,513
shares
|
$931,234
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
28,489
shares
|
$930,450
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,253
shares
|
$922,742
0.0% of portfolio
|
Q4 2024
Reduced 58.19%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
26,808
shares
|
$875,549
0.35% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
26,560
shares
|
$867,449
0.01% of portfolio
|
Q4 2024
Added 360.87%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25,822
shares
|
$843,346
0.54% of portfolio
|
Q3 2024
Added 86.28%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
25,731
shares
|
$840,374
0.04% of portfolio
|
Q4 2024
Reduced 66.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
24,606
shares
|
$803,631
0.0% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$797,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
24,209
shares
|
$790,665
0.0% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,353
shares
|
$664,728
0.02% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$661,136
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,922
shares
|
$650,652
0.02% of portfolio
|
Q4 2024
Reduced 59.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
18,069
shares
|
$590,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,744
shares
|
$579,519
0.02% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
14,914
shares
|
$487,091
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,856
shares
|
$485,196
0.0% of portfolio
|
Q4 2024
Reduced 54.13%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
14,541
shares
|
$474,909
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
14,038
shares
|
$458,481
0.01% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,488
shares
|
$440,518
0.04% of portfolio
|
Q3 2024
Added 126.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,821
shares
|
$386,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,012
shares
|
$359,651
0.01% of portfolio
|
Q4 2024
Reduced 31.48%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
10,250
shares
|
$334,764
0.12% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,190
shares
|
$332,805
0.01% of portfolio
|
Q4 2024
Reduced 49.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,288
shares
|
$303,346
0.0% of portfolio
|
Q4 2024
Reduced 41.59%
|