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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,638
shares
|
$342,118
0.0% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
10,480
shares
|
$337,036
0.11% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
9,677
shares
|
$311,212
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
9,663
shares
|
$310,762
0.15% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,535
shares
|
$274,485
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
7,809
shares
|
$251,137
0.06% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
7,433
shares
|
$239,045
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
7,253
shares
|
$233,256
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
7,198
shares
|
$231,487
0.17% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,692
shares
|
$215,214
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,310
shares
|
$202,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,196
shares
|
$199,263
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,246
shares
|
$168,711
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,023
shares
|
$161,539
0.0% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,804
shares
|
$154,496
0.01% of portfolio
|
Q3 2025
Added 62.52%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,440
shares
|
$142,790
0.01% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
4,288
shares
|
$137,902
6.63% of portfolio
|
Q4 2023
Reduced 92.65%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,133
shares
|
$132,917
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,851
shares
|
$123,848
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,395
shares
|
$109,183
0.0% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,154
shares
|
$101,432
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,833
shares
|
$91,109
0.2% of portfolio
|
Q3 2025
Added 314.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,747
shares
|
$88,343
0.01% of portfolio
|
Q3 2025
Added 11843.48%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,104
shares
|
$67,664
0.0% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,606
shares
|
$51,648
0.01% of portfolio
|
Q2 2025
New holding
|
|