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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,763
shares
|
$190,351
0.0% of portfolio
|
Q3 2024
Reduced 47.01%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$141,632
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
3,982
shares
|
$131,525
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,085
shares
|
$68,867
0.0% of portfolio
|
Q3 2024
Added 60.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
1,274
shares
|
$42,080
0.01% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
1,139
shares
|
$37,621
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
960
shares
|
$31,708
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
818
shares
|
$27,018
0.02% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
801
shares
|
$26,457
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
794
shares
|
$26,225
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
777
shares
|
$25,664
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
600
shares
|
$19,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
593
shares
|
$19,586
0.0% of portfolio
|
Q2 2024
Reduced 82.53%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
550
shares
|
$18,166
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
550
shares
|
$18,166
0.01% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
512
shares
|
$16,911
0.0% of portfolio
|
Q1 2024
Added 760.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
487
shares
|
$16,085
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
218
shares
|
$7,200
0.02% of portfolio
|
Q2 2024
Reduced 37.71%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
106
shares
|
$3,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
63
shares
|
$2,080
0.0% of portfolio
|
Q1 2024
Reduced 98.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
43
shares
|
$1,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
24
shares
|
$792
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5
shares
|
$165
0.0% of portfolio
|
Q2 2024
Reduced 94.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$66
0.0% of portfolio
|
Q1 2024
Reduced 99.9%
|