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My Recent Searches
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Schwab Short-Term U.S. Treasury Etf (SCHO) |
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$47.97 0.00 (0.00%) as of 4:30 Thu 5/23
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Download |
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Institutional
Holders
Total
Institutions:
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559 22 |
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Total
shares held :
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194,146,369 |
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% of shares
held :
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13.21% |
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Changes In:
|
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New/increased
positions vs
old/decreased
positions :
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-47 |
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Amount
of shares held :
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-14,931,653 |
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% of shares
held change :
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-1.02% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$47.68 |
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Last
Quarter's Ending
Price :
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$48.45 |
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Last
Quarter's Average
Price :
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$48.02 |
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Change
from last quarter's
avg. price
to the last closing :
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0.05 (0.1%) |
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All
Securities Held : |
Positions
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Shares
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%
Of
Total Shares
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New
Positions : |
36
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1,273,332
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0.66%
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Increased
Positions : |
210
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5,384,182
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2.77%
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Unchanged
Positions : |
78
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3,761,760
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1.94%
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Decreased
Positions : |
235
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-18,143,867
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-9.35%
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Closed
Positions : |
58
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-3,445,300
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-1.77%
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Guru
Positions : |
0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
STATE STREET CORP |
1495 |
- |
2024-03-31 |
1,550,000 |
$74,726,000 |
0 |
|
Forza Wealth Management LLC |
8 |
- |
2024-03-31 |
98,943 |
$4,770,000 |
0 |
|
Bluesphere Advisors LLC |
17 |
- |
2024-03-31 |
41,454 |
$1,998,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
218 |
- |
2024-03-31 |
37,561 |
$1,820,000 |
0 |
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Sontag Advisory LLC |
242 |
- |
2024-03-31 |
31,501 |
$1,519,000 |
0 |
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FIRST INTERSTATE BANK |
79 |
- |
2024-03-31 |
25,822 |
$1,245,000 |
0 |
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Black Diamond Financial LLC |
45 |
- |
2024-03-31 |
21,996 |
$1,066,000 |
0 |
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EverSource Wealth Advisors LLC |
182 |
- |
2024-03-31 |
17,327 |
$839,000 |
0 |
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Cambridge Advisors Inc. |
84 |
- |
2024-03-31 |
16,480 |
$795,000 |
0 |
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UMB BANK N A/MO |
368 |
- |
2024-03-31 |
14,415 |
$695,000 |
0 |
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CWA Asset Management Group LLC |
288 |
- |
2024-03-31 |
12,871 |
$621,000 |
0 |
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Clay Northam Wealth Management LLC |
50 |
- |
2024-03-31 |
8,305 |
$400,000 |
0 |
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Cito Capital Group LLC |
122 |
- |
2024-03-31 |
7,500 |
$362,000 |
0 |
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CAPITAL INSIGHT PARTNERS LLC |
144 |
- |
2024-03-31 |
6,301 |
$304,000 |
0 |
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White Lighthouse Investment Management Inc. |
104 |
- |
2024-03-31 |
6,260 |
$302,000 |
0 |
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CHILTON CAPITAL MANAGEMENT LLC |
204 |
- |
2024-03-31 |
6,213 |
$300,000 |
0 |
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ADVOCATE GROUP LLC |
104 |
- |
2024-03-31 |
6,091 |
$294,000 |
0 |
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ROOF EIDAM & MAYCOCK/ADV |
103 |
- |
2024-03-31 |
6,055 |
$292,000 |
0 |
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EXCHANGE CAPITAL MANAGEMENT INC |
170 |
- |
2024-03-31 |
5,701 |
$275,000 |
0 |
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JustInvest LLC |
1316 |
- |
2024-03-31 |
5,604 |
$270,000 |
0 |
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DIVIDEND GROWTH ADVISORS LLC |
128 |
- |
2024-03-31 |
5,500 |
$265,000 |
0 |
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FIRST FINANCIAL BANK - TRUST DIVISION |
179 |
- |
2024-03-31 |
5,438 |
$262,000 |
0 |
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TIEMANN INVESTMENT ADVISORS LLC |
163 |
- |
2024-03-31 |
5,225 |
$252,000 |
0 |
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Badgley Phelps Wealth Managers LLC |
229 |
- |
2024-03-31 |
5,121 |
$247,000 |
0 |
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SFMG, LLC |
228 |
- |
2024-03-31 |
4,782 |
$231,000 |
0 |
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RAYMOND JAMES TRUST CO |
1137 |
- |
2024-03-31 |
4,577 |
$221,000 |
0 |
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B&D White Capital Company LLC |
57 |
- |
2024-03-31 |
4,299 |
$207,000 |
0 |
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Rocky Mountain Advisers LLC |
61 |
- |
2024-03-31 |
4,031 |
$194,000 |
0 |
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ALASKA PERMANENT CAPITAL MANAGEMENT |
37 |
- |
2024-03-31 |
3,950 |
$190,000 |
0 |
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LGT Financial Advisors LLC |
108 |
- |
2024-03-31 |
3,850 |
$186,000 |
0 |
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CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
217 |
- |
2024-03-31 |
3,210 |
$155,000 |
0 |
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Fairman Group LLC |
59 |
- |
2024-03-31 |
3,125 |
$151,000 |
0 |
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WASHINGTON TRUST CO |
313 |
- |
2024-03-31 |
2,700 |
$130,000 |
0 |
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Legacy Bridge LLC |
166 |
- |
2024-03-31 |
2,300 |
$111,000 |
0 |
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Signature Resources Capital Management LLC |
63 |
- |
2024-03-31 |
2,276 |
$110,000 |
0 |
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Anchor Investment Management LLC |
437 |
- |
2024-03-31 |
2,165 |
$104,000 |
0 |
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NBT BANK N A /NY |
382 |
- |
2024-03-31 |
1,875 |
$90,000 |
0 |
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Davis Capital Management |
110 |
- |
2024-03-31 |
1,383 |
$66,000 |
0 |
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Nalls Sherbakoff Group LLC |
149 |
- |
2023-12-31 |
1,307 |
$63,000 |
0 |
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Baldrige Asset Management LLC |
165 |
- |
2023-03-31 |
1,252 |
$61,000 |
0 |
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Front Row Advisors LLC |
250 |
- |
2024-03-31 |
1,138 |
$55,000 |
0 |
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Sutton Wealth Advisors Inc. |
241 |
- |
2023-09-30 |
900 |
$43,000 |
0 |
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Glass Jacobson Investment Advisors llc |
382 |
- |
2024-03-31 |
802 |
$39,000 |
0 |
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PARKSIDE FINANCIAL BANK & TRUST |
985 |
- |
2024-03-31 |
473 |
$23,000 |
0 |
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Beaird Harris Wealth Management LLC |
272 |
- |
2024-03-31 |
451 |
$22,000 |
0 |
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Newbridge Financial Services Group Inc. |
581 |
- |
2024-03-31 |
432 |
$21,000 |
0 |
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DELTA ASSET MANAGEMENT LLC/TN |
372 |
- |
2024-03-31 |
405 |
$20,000 |
0 |
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FTB Advisors Inc. |
1350 |
- |
2024-03-31 |
392 |
$19,000 |
0 |
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PROEQUITIES INC. |
1527 |
- |
2024-03-31 |
363 |
$18,000 |
0 |
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FRANKLIN RESOURCES INC |
2687 |
- |
2024-03-31 |
332 |
$16,000 |
0 |
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Mascoma Wealth Management LLC |
332 |
- |
2024-03-31 |
162 |
$8,000 |
0 |
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Westside Investment Management Inc. |
634 |
- |
2024-03-31 |
151 |
$7,000 |
0 |
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SALEM INVESTMENT COUNSELORS INC |
912 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
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WEBSTER BANK |
533 |
- |
2024-03-31 |
111 |
$5,000 |
0 |
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Costello Asset Management INC |
160 |
- |
2024-03-31 |
94 |
$5,000 |
0 |
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BerganKDV Wealth Management LLC |
605 |
- |
2023-06-30 |
111 |
$5,000 |
0 |
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Beacon Capital Management LLC |
717 |
- |
2024-03-31 |
104 |
$5,000 |
0 |
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QUANTUM CAPITAL MANAGEMENT, LLC / NJ |
31 |
- |
2024-03-31 |
78 |
$4,000 |
0 |
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QUADRANT CAPITAL GROUP LLC |
2472 |
- |
2024-03-31 |
40 |
$2,000 |
0 |
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BAYSTATE WEALTH MANAGEMENT LLC |
1078 |
- |
2023-12-31 |
32 |
$2,000 |
0 |
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Key Financial Inc |
1116 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
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Moser Wealth Advisors LLC |
141 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
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Game Plan Financial Advisors LLC |
275 |
- |
2024-03-31 |
34 |
$2,000 |
0 |
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BELLEVUE ASSET MANAGEMENT LLC |
448 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
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TRANSAMERICA FINANCIAL ADVISORS, INC. |
494 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
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Efficient Wealth Management LLC |
1068 |
- |
2024-03-31 |
5 |
$1,000 |
0 |
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66 Records found
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1
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