Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / LONG TERM US
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Number of holders
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106
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Total 13F shares, excl. options
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13.4M
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Shares change
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-4.14M
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Total reported value, excl. options
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$427M
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Value change
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-$132M
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Number of buys
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52
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Number of sells
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-60
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Price
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$31.89
Significant Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q2 2025
122 filings reported holding SCHQ - SCHWAB STRATEGIC TR - LONG TERM US as of Q2 2025.
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) has 106 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.4M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (3.15M shares), Mirae Asset Global Investments Co., Ltd. (1.39M shares), LPL Financial LLC (952K shares), MML INVESTORS SERVICES, LLC (816K shares), Tidal Investments LLC (686K shares), Werba Rubin Papier Wealth Management (578K shares), Faithward Advisors, LLC (425K shares), JPMORGAN CHASE & CO (374K shares), RAYMOND JAMES FINANCIAL INC (355K shares), and MORGAN STANLEY (346K shares).
This table shows the top 106 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.