Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
990,759
-
Share change
-
+241,803
-
Total reported value
-
$31,409,092
-
Price per share
-
$31.70
-
Number of holders
-
19
-
Value change
-
+$7,648,335
-
Number of buys
-
13
-
Number of sells
-
5
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
990,759 shares.
The largest 10 holders included
PARK AVENUE SECURITIES LLC, Attessa Capital LLC, COLLECTIVE FAMILY OFFICE LLC, MFG WEALTH MANAGEMENT, INC., Charles Schwab Trust Co, Fermata Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Barden Capital Management, Inc., Keystone Global Partners, LLC, and Magnus Financial Group LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.