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Get Institutions for : 
Schwab 1000 Index ETF (SCHK)  
$51.40 0.08 (0.16%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    1
Total shares held : 
 38,791,733  
% of shares held : 
 88.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,492,281  
% of shares held change : 
   3.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.76  
Last Quarter's Ending Price : 
 $50.67  
Last Quarter's Average Price : 
 $48.15  
Change from last quarter's     
avg. price to the last closing  : 
3.25 (6.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,153,790
 2.97%
 
Increased Positions :
40
 547,647
 1.41%
 
Unchanged Positions :
36
 289,956
 0.75%
 
Decreased Positions :
39
-187,768
-0.48%
 
Closed Positions :
15
-21,388
-0.06%
 
Guru Positions :
1
4,415
 0.01%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 13 - 2024-03-31 24,367,024 $1,234,677,000 -788,109
   LEGACY WEALTH MANAGEMENT, INC 3 - 2024-03-31 3,683,412 $186,638,000 -4,930,548
   Warwick Investment Management Inc. 1 - 2024-03-31 1,876,270 $95,071,000 1,048,912
   ARMSTRONG ADVISORY GROUP INC 4 - 2024-03-31 1,246,826 $57,429,000 0
   WADDELL & ASSOCIATES LLC 7 - 2024-03-31 949,876 $48,130,000 -25,763
   COLONY GROUP, LLC 186 - 2024-03-31 261,509 $13,251,000 -8,435
   GOLDMAN SACHS GROUP INC/ 1859 - 2024-03-31 254,980 $12,920,000 254,980
   COLONY GROUP LLC 123 - 2023-09-30 288,221 $11,904,000 -7,167
   BANK OF AMERICA CORP /DE/ 2752 - 2024-03-31 133,934 $6,786,000 -125,824
   Main Street Financial Solutions LLC 32 *New 2024-03-31 112,351 $5,693,000 112,351
   MARINER WEALTH ADVISORS, LLC 714 - 2024-03-31 102,401 $5,189,000 -2
   Cedar Brook Financial Partners LLC 19 - 2024-03-31 96,958 $4,913,000 1,661
   Prime Capital Investment Advisors LLC 218 - 2024-03-31 85,166 $4,315,000 76,558
   HBK SORCE ADVISORY LLC 92 - 2024-03-31 67,797 $3,435,000 0
   US BANCORP 676 - 2024-03-31 67,780 $3,434,000 317
   RENAISSANCE TECHNOLOGIES LLC 1728 - 2024-03-31 63,000 $3,192,000 37,300
   Schwab Charitable Fund 7 - 2024-03-31 60,144 $3,047,000 0
   Grubman Wealth Management 22 - 2024-03-31 60,064 $3,043,000 -4,236
   MCCORMACK ADVISORS INTERNATIONAL 306 *New 2024-03-31 56,855 $2,881,000 56,855
   Cassady Schiller Wealth Management LLC 19 - 2024-03-31 53,117 $2,691,000 7,693
   MADISON WEALTH MANAGEMENT 60 - 2023-09-30 61,320 $2,533,000 0
   HPM Partners LLC 896 - 2024-03-31 47,220 $2,393,000 -703
   CREATIVE PLANNING 934 - 2024-03-31 42,445 $2,151,000 6,579
   CITADEL ADVISORS LLC 2421 - 2024-03-31 38,773 $1,965,000 6,186
   MML INVESTORS SERVICES LLC 1078 - 2024-03-31 36,292 $1,839,000 374
   CAPTRUST FINANCIAL ADVISORS 840 - 2024-03-31 35,825 $1,815,000 30,543
   GUARDIAN WEALTH ADVISORS LLC / NC 68 - 2024-03-31 34,200 $1,733,000 8,046
   Aptus Capital Advisors LLC 304 - 2024-03-31 34,200 $1,733,000 8,046
   Richardson Capital Management LLC 6 - 2024-03-31 31,436 $1,593,000 28,701
   Kohmann Bosshard Financial Services LLC 61 - 2024-03-31 30,315 $1,536,000 0
   MULTIFINANCIAL SECURITIES CORP 973 - 2024-03-31 28,725 $1,456,000 15,390
   Cetera Investment Advisers 1781 - 2024-03-31 28,725 $1,456,000 13,337
   LPL FINANCIAL CORP 2935 - 2024-03-31 24,772 $1,255,000 2,411
   COLLECTIVE FAMILY OFFICE LLC 59 - 2024-03-31 23,832 $1,208,000 1
   FMR LLC 2300 - 2024-03-31 23,547 $1,193,000 22,526
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 960 - 2024-03-31 22,635 $1,147,000 -808
   Red Tortoise LLC 36 - 2024-03-31 22,444 $1,137,000 86
   JANE STREET GROUP LLC 2931 - 2024-03-31 22,347 $1,132,000 9,562
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2451 - 2024-03-31 21,404 $1,085,000 2,545
   PRIVATE CAPITAL MANAGEMENT LLC 59 - 2024-03-31 19,654 $996,000 1,190
   Sherrill & Hutchins Financial Advisory Inc 4 - 2024-03-31 18,800 $953,000 0
   ROYAL BANK OF CANADA 3056 - 2024-03-31 17,979 $911,000 433
   Visionary Wealth Advisors 260 - 2024-03-31 15,616 $791,000 593
   Everhart Financial Group Inc. 93 - 2024-03-31 15,284 $774,000 -133
   Evanson Asset Management LLC 136 - 2024-03-31 15,037 $762,000 3
   ANCORA ADVISORS, LLC 445 - 2024-03-31 13,183 $668,000 0
   Kaizen Financial Strategies 42 - 2024-03-31 12,605 $639,000 2,138
   Atria Wealth Solutions Inc. 1144 - 2024-03-31 12,241 $620,000 7
   MORGAN STANLEY 5035 - 2024-03-31 12,077 $612,000 1,531
   RAYMOND JAMES & ASSOCIATES 2913 - 2024-03-31 11,910 $603,000 1,951
   COMMONWEALTH EQUITY SERVICES LLC. 2676 - 2024-03-31 11,443 $580,000 -830
   JOHNSON INVESTMENT COUNSEL INC 472 - 2024-03-31 11,368 $576,000 765
   Avant Capital LLC 32 - 2023-09-30 13,843 $572,000 143
   Column Capital Advisors LLC 79 - 2023-09-30 13,448 $555,000 3
   SMI Advisory Services LLC 49 - 2024-03-31 10,455 $525,000 -1,641
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2473 - 2024-03-31 10,049 $509,000 1,352
   Crewe Advisors LLC 98 - 2024-03-31 10,019 $508,000 12
   Stratos Wealth Advisors LLC 455 - 2024-03-31 10,015 $507,000 -119
   LEAVELL T & ASSOCIATES INC 347 - 2024-03-31 9,945 $504,000 -45
   TOWER RESEARCH CAPITAL LLC 873 - 2024-03-31 9,757 $494,000 9,576
   McAdam LLC 172 - 2024-03-31 9,745 $494,000 60
   Red Door Wealth Management LLC 114 - 2024-03-31 9,745 $494,000 -1,287
   SOL CAPITAL MANAGEMENT CO 226 - 2024-03-31 9,500 $481,000 0
   WELLS FARGO & CO/MN 3445 - 2024-03-31 9,025 $457,000 -3,006
   Beacon Pointe Advisors LLC 932 *New 2024-03-31 8,955 $454,000 8,955
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1647 - 2024-03-31 8,660 $439,000 21
   KC Investment Advisors LLC 97 - 2024-03-31 8,008 $406,000 26
   ASSOCIATED BANC-CORP 243 - 2024-03-31 7,919 $401,000 0
   D E SHAW & CO INC 2363 *New 2024-03-31 7,604 $385,000 7,604
   FOCUS FINANCIAL NETWORK INC /ADV 514 - 2023-12-31 8,342 $384,000 0
   WELCH GROUP, LLC 154 - 2024-03-31 7,190 $364,000 -954
   Alamar Capital Management LLC 51 - 2023-12-31 7,911 $364,000 20
   Chicago Partners Investment Group LLC 524 - 2024-03-31 7,399 $361,000 95
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 133 - 2024-03-31 7,098 $360,000 -101
   HB Wealth Management LLC 596 - 2024-03-31 7,005 $355,000 0
   Omega Financial Group LLC 68 - 2024-03-31 6,811 $345,000 -441
   U.S. Capital Wealth Advisors LLC 535 - 2024-03-31 6,809 $345,000 0
   Vise Technologies Inc. 267 - 2024-03-31 6,705 $340,000 -2,062
   Advisor Group Holdings Inc. 3248 - 2024-03-31 6,478 $328,000 -277
   Imprint Wealth LLC 216 *New 2024-03-31 6,334 $320,000 6,334
   NORTHERN TRUST CORP 3726 - 2024-03-31 6,195 $314,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2655 - 2024-03-31 6,147 $311,000 643
   CI Private Wealth LLC 1878 - 2024-03-31 5,965 $302,000 6
   Resources Investment Advisors Inc. 912 - 2024-03-31 5,885 $298,000 1
   HANSON MCCLAIN, INC. 678 - 2024-03-31 5,638 $286,000 3
   MERCER GLOBAL ADVISORS INC /ADV 1611 *New 2024-03-31 5,412 $274,000 5,412
   Peachtree Investment Partners LLC 66 - 2024-03-31 5,263 $267,000 16
   Qube Research & Technologies Ltd 2441 - 2024-03-31 5,273 $267,000 1,628
   Focus Financial Network Inc. 524 - 2024-03-31 5,437 $262,000 0
   J P MORGAN CHASE & CO 4076 - 2024-03-31 5,143 $261,000 128
   AXXCESS WEALTH MANAGEMENT LLC 709 - 2024-03-31 5,138 $260,000 -2,012
   BerganKDV Wealth Management LLC 212 - 2023-06-30 6,031 $258,000 0
   Hartland & Co. LLC 432 *New 2024-03-31 5,009 $252,000 5,009
   KCM INVESTMENT ADVISORS LLC 346 - 2024-03-31 4,856 $246,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 469 - 2024-03-31 4,844 $245,000 -837
   Koshinski Asset Management Inc. 485 - 2024-03-31 4,774 $242,000 4,774
   Burleson & Company LLC 115 - 2022-12-31 6,213 $229,000 9
   CARDIFF PARK ADVISORS LLC 237 - 2024-03-31 4,442 $225,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 915 *New 2024-03-31 4,415 $224,000 4,415
   TWO SIGMA SECURITIES LLC 802 *New 2024-03-31 4,417 $224,000 4,417
  100 Records found
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