Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Schwab Short-Term U.S. Treasury Etf (SCHO)  
$47.97 0.00 (0.00%) as of 4:30 Thu 5/23


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 559    22
Total shares held : 
194,146,369  
% of shares held : 
13.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -47  
Amount of shares held : 
-14,931,653  
% of shares held change : 
  -1.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$47.68  
Last Quarter's Ending Price : 
$48.45  
Last Quarter's Average Price
$48.02  
Change from last quarter's     
avg. price to the last closing  : 
0.05 (0.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,273,332
 0.66%
 
Increased Positions :
210
 5,384,182
 2.77%
 
Unchanged Positions :
78
 3,761,760
 1.94%
 
Decreased Positions :
235
-18,143,867
-9.35%
 
Closed Positions :
58
-3,445,300
-1.77%
 
Guru Positions :
0
 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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WELLINGTON MANAGEMENT CO LLP 891 *New 2024-03-31 506,165 $24,402,000 506,165
   Williams Financial LLC 5 *New 2024-03-31 382,559 $18,443,000 382,559
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 143 *New 2024-03-31 281,878 $13,589,000 281,878
   Redhawk Wealth Advisors Inc. 13 *New 2024-03-31 173,192 $8,350,000 173,192
   Simplicity WealthLLC 170 *New 2024-03-31 104,635 $5,044,000 104,635
   JPL Wealth Management LLC 39 *New 2024-03-31 43,610 $2,102,000 43,610
   Strategic Blueprint LLC 155 *New 2024-03-31 38,585 $1,860,000 38,585
   OLD MISSION CAPITAL LLC 291 *New 2024-03-31 29,954 $1,444,000 29,954
   Peninsula Wealth LLC 42 *New 2024-03-31 20,955 $1,010,000 20,955
   GHP INVESTMENT ADVISORS INC 277 *New 2024-03-31 18,429 $888,000 18,429
   NWAM LLC 335 *New 2024-03-31 10,217 $493,000 10,217
   Diversified Portfolios Inc. 97 *New 2024-03-31 9,578 $462,000 9,578
   Empower Advisory Group LLC 348 *New 2024-03-31 8,228 $397,000 8,228
   WESBANCO BANK INC 445 *New 2024-03-31 8,069 $389,000 8,069
   Significant Wealth Partners LLC 95 *New 2024-03-31 7,977 $385,000 7,977
   RMB CAPITAL MANAGEMENT LLC 472 *New 2024-03-31 7,566 $365,000 7,566
   ZRC WEALTH MANAGEMENT LLC 80 *New 2024-03-31 7,282 $351,000 7,282
   Burns Matteson Capital Management LLC 122 *New 2024-03-31 6,423 $310,000 6,423
   Graves-Light Private Wealth Management Inc. 153 *New 2024-03-31 6,037 $291,000 6,037
   Hennion & Walsh Asset Management Inc. 730 *New 2024-03-31 5,517 $266,000 5,517
   Eagle Strategies LLC 230 *New 2024-03-31 5,321 $257,000 5,321
   SageView Advisory Group LLC 467 *New 2024-03-31 4,804 $250,000 4,804
   WMG Financial Advisors LLC 121 *New 2024-03-31 4,811 $232,000 4,811
   LITMAN GREGORY ASSET MANAGEMENT LLC 119 *New 2024-03-31 4,820 $232,000 4,820
   Vestmark Advisory Solutions Inc. 489 *New 2024-03-31 4,747 $229,000 4,747
   Apeiron RIA LLC 193 *New 2024-03-31 4,706 $227,000 4,706
   BP WEALTH MANAGEMENT LLC 723 *New 2024-03-31 4,650 $224,000 4,650
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 651 *New 2024-03-31 4,460 $214,000 4,460
   Compass Financial Group INC/SD 88 *New 2024-03-31 4,400 $212,000 4,400
   Atlantic Trust Group LLC 1092 *New 2024-03-31 4,400 $211,000 4,400
   Clear Creek Financial Management LLC 396 *New 2024-03-31 4,251 $205,000 4,251
   EP WEALTH ADVISORS, INC. 783 *New 2024-03-31 2,548 $123,000 2,548
   Aptus Capital Advisors LLC 817 *New 2024-03-31 1,863 $90,000 1,863
   Future Financial Wealth Managment LLC 262 *New 2024-03-31 1,029 $50,000 1,029
   MOTCO 372 *New 2024-03-31 635 $31,000 635
   Financial Advisory Service Inc. 404 *New 2024-03-31 259 $12,000 259
   MTM Investment Management LLC 258 *New 2024-03-31 228 $11,000 228
   JONES FINANCIAL COMPANIES LLLP 1057 *New 2024-03-31 214 $10,000 214
   YHB INVESTMENT ADVISORS, INC. 687 *New 2024-03-31 200 $10,000 200
   Continuum Advisory LLC 999 *New 2024-03-31 167 $8,000 167
   Sunbelt Securities Inc. 1289 *New 2024-03-31 137 $7,000 137
   SIGNATUREFD, LLC 2552 *New 2024-03-31 100 $5,000 100
   First Personal Financial Services 308 *New 2024-03-31 96 $5,000 96
   Archer Investment Corp 797 *New 2024-03-31 72 $3,000 72
   Aspire Private Capital LLC 549 *New 2024-03-31 69 $3,000 69
   KISTLERTIFFANY COMPANIES, LLC 796 *New 2023-06-30 57 $3,000 57
   Cassady Schiller Wealth Management LLC 410 *New 2024-03-31 65 $3,000 65
   VisionPoint Advisory Group LLC 791 *New 2024-03-31 2 $0 2
   PALISADE ASSET MANAGEMENT, LLC 415 *New 2024-03-31 3 $0 3

  49 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results