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 |
|---|---|---|---|---|---|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
30,426
shares
|
$978,500
0.67% of portfolio
|
Q3 2025
Reduced 21.3%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
29,379
shares
|
$944,828
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,387
shares
|
$912,925
0.09% of portfolio
|
Q3 2025
Reduced 48.68%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25,822
shares
|
$830,435
0.54% of portfolio
|
Q3 2024
Added 86.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,405
shares
|
$784,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
22,037
shares
|
$708,709
0.06% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,014
shares
|
$707,970
0.0% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
21,346
shares
|
$686,487
0.02% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,243
shares
|
$651,014
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
18,349
shares
|
$590,103
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,070
shares
|
$581,131
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
17,979
shares
|
$578,204
0.65% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
17,875
shares
|
$574,859
0.03% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
17,875
shares
|
$574,859
0.23% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
17,439
shares
|
$560,838
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
16,905
shares
|
$543,664
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,290
shares
|
$523,886
0.0% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
16,266
shares
|
$523,114
0.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
15,718
shares
|
$505,490
0.03% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,959
shares
|
$481,081
0.02% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
14,927
shares
|
$480,052
0.02% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,808
shares
|
$476,225
0.0% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
13,480
shares
|
$433,516
0.3% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
12,961
shares
|
$416,825
0.04% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
10,782
shares
|
$346,749
0.08% of portfolio
|
Q3 2025
Reduced 2.72%
|
|