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Get Institutions for : 
Schwab Us Reit (SCHH)  
$19.32 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 475    3
Total shares held : 
247,842,199  
% of shares held : 
20.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
17,515,054  
% of shares held change : 
  1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$17.42  
Last Quarter's Ending Price : 
$20.71  
Last Quarter's Average Price
$18.58  
Change from last quarter's     
avg. price to the last closing  : 
0.74 (3.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 897,031
 0.36%
 
Increased Positions :
185
 24,137,903
 9.74%
 
Unchanged Positions :
95
 1,281,043
 0.52%
 
Decreased Positions :
151
-6,038,294
-2.44%
 
Closed Positions :
41
-1,481,586
-0.6%
 
Guru Positions :
1
11,644
 0%
 
View holdings for period: 
3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BROWN WEALTH MANAGEMENT LLC 12 *New 2024-03-31 292,055 $5,929,000 292,055
   D E SHAW & CO INC 1218 *New 2024-03-31 217,616 $4,418,000 217,616
   Cetera Investment Advisers 1093 *New 2024-03-31 198,004 $4,019,000 198,004
   Forum Financial Management LP 65 *New 2024-03-31 185,661 $3,769,000 185,661
   SageView Advisory Group LLC 95 *New 2024-03-31 56,123 $2,582,000 56,123
   GSA CAPITAL PARTNERS LLP 114 *New 2024-03-31 96,402 $1,957,000 96,402
   We Are One Seven LLC 243 *New 2024-03-31 83,933 $1,704,000 83,933
   RENAISSANCE TECHNOLOGIES LLC 2361 *New 2024-03-31 60,000 $1,218,000 60,000
   JANE STREET GROUP LLC 3045 *New 2024-03-31 50,064 $1,016,000 50,064
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 209 *New 2024-03-31 48,895 $993,000 48,895
   INTEGRAL INVESTMENT ADVISORS INC. 84 *New 2024-03-31 25,473 $514,000 25,473
   Providence First Trust Co 87 *New 2024-03-31 17,193 $349,000 17,193
   Kovitz Investment Group Partners LLC 596 *New 2024-03-31 12,692 $258,000 12,692
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 168 *New 2024-03-31 10,775 $219,000 10,775
   Pensionmark Financial Group LLC 364 *New 2024-03-31 10,742 $218,000 10,742
   EP WEALTH ADVISORS, INC. 767 *New 2024-03-31 7,177 $146,000 7,177
   Atlantic Trust Group LLC 1243 *New 2024-03-31 7,273 $145,000 7,273
   Future Financial Wealth Managment LLC 203 *New 2024-03-31 3,900 $79,000 3,900
   LifeSteps Financial Inc. 125 *New 2024-03-31 3,593 $73,000 3,593
   TOMPKINS FINANCIAL CORP 422 *New 2024-03-31 1,106 $22,000 1,106
   Laffer Tengler Investments 258 *New 2024-03-31 447 $9,000 447
   MASSMUTUAL TRUST CO FSB/ADV 1093 *New 2024-03-31 407 $8,000 407
   Kozak & Associates Inc. 259 *New 2024-03-31 344 $7,000 344
   Cassady Schiller Wealth Management LLC 354 *New 2024-03-31 329 $7,000 329
   Anfield Capital Management LLC 223 *New 2024-03-31 190 $4,000 190
   Balentine LLC 573 *New 2024-03-31 124 $3,000 124
   Continuum Advisory LLC 1243 *New 2024-03-31 108 $2,000 108
   Rice Partnership LLC 153 *New 2024-03-31 119 $2,000 119
   First Pacific Financial 370 *New 2024-03-31 103 $2,000 103
   Ahrens Investment Partners LLC 921 *New 2023-03-31 73 $1,000 73
   Western Pacific Wealth Management LP 275 *New 2024-03-31 31 $1,000 31
   MATHER GROUP, INC. 1650 *New 2024-03-31 27 $1,000 27
   Dunhill Financial LLC 700 *New 2024-03-31 61 $1,000 61
   Financial Gravity Wealth Inc. 1329 *New 2024-03-31 6 $0 6

  34 Records found
  1    
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