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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
   Bradley & Co. Private Wealth Management LLC 164 *Closed 2024-03-31 0 $0 -106
   Global Wealth Strategies & Associates 328 *Closed 2024-03-31 0 $0 -1
   ADVISORY SERVICES NETWORK, LLC 2192 *Closed 2024-03-31 0 $0 -980
   Lehman & Derafelo Financial Resources LLC 127 *Closed 2022-12-31 0 $0 -356
   Feltz Wealth PLAN Inc. 306 *Closed 2024-03-31 0 $0 -9,684
   Team Financial Group LLC 52 *Closed 2024-03-31 0 $0 -69
   Fortitude Family Office LLC 944 *Closed 2024-03-31 0 $0 -785
   Trexquant Investment LP 1466 *Closed 2024-03-31 0 $0 -12,139
   Secure Asset Management LLC 244 *Closed 2024-03-31 0 $0 -13,648
   Legacy Capital Wealth Partners LLC 220 *Closed 2024-03-31 0 $0 -13,955
   Addison Advisors LLC 693 *Closed 2024-03-31 0 $0 -216
   SHEETS SMITH & ASSOCIATES INC 417 *Closed 2024-03-31 0 $0 -800
   Bogart Wealth LLC 1047 *Closed 2024-03-31 0 $0 -22
   Planned Solutions Inc. 347 *Closed 2024-03-31 0 $0 -21
   Life Planning Partners Inc 92 *Closed 2024-03-31 0 $0 -788
   AXXCESS WEALTH MANAGEMENT LLC 922 *Closed 2024-03-31 0 $0 -14,803
   Atomi Financial Group Inc. 733 *Closed 2024-03-31 0 $0 -10,130
   Focused Wealth Management Inc 332 *Closed 2024-03-31 0 $0 -131
   McClarren Financial Advisors Inc. 302 *Closed 2024-03-31 0 $0 -2,998
   Sequoia Financial Advisors LLC 1222 *Closed 2024-03-31 0 $0 -15,252
   AlphaStar Capital Management LLC 302 *Closed 2024-03-31 0 $0 -69,258
   Winthrop Capital Management LLC 222 *Closed 2024-03-31 0 $0 -48,517
   Q3 Asset Management 59 *Closed 2024-03-31 0 $0 -197,504
   Prosperity Wealth Management Inc. 181 *Closed 2024-03-31 0 $0 -9,800
   BOS Asset Management LLC 166 *Closed 2024-03-31 0 $0 -19,497
   Ulland Investment Advisors LLC 252 *Closed 2024-03-31 0 $0 -18
   STRATEGIC INVESTMENT ADVISORS, INC 131 *Closed 2024-03-31 0 $0 -9,800
   Lindbrook Capital LLC 2653 *Closed 2024-03-31 0 $0 -18
   Highland Financial Advisors LLC 51 *Closed 2024-03-31 0 $0 -12,742
   Waterfront Wealth Inc. 254 *Closed 2024-03-31 0 $0 -10,300
   Koss-Olinger Consulting LLC 233 *Closed 2024-03-31 0 $0 -105,685
   Leading Edge Financial Planning LLC 58 *Closed 2024-03-31 0 $0 -21,264
   Blueprint Investment Partners LLC 150 *Closed 2024-03-31 0 $0 -45,400
   Scientech Research LLC 530 *Closed 2024-03-31 0 $0 -9,787
   Altus Wealth Group LLC 150 *Closed 2024-03-31 0 $0 -20,700
   HEAD & ASSOCIATES LLC 513 *Closed 2023-12-31 0 $0 -503
   Scarborough Advisors LLC 716 *Closed 2024-03-31 0 $0 -834
   Sage Mountain Advisors LLC 412 *Closed 2024-03-31 0 $0 -23
   BlueSky Wealth Advisors LLC 70 *Closed 2024-03-31 0 $0 -742,520
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 845 *Closed 2024-03-31 0 $0 -2
   LifeGuide Financial Advisors LLC 43 *Closed 2024-03-31 0 $0 -23,788
   FIRST MANHATTAN CO 1488 *Closed 2024-03-31 0 $0 -16
   Level Financial Advisors Inc. 264 *Closed 2024-03-31 0 $0 -120
   TWO SIGMA SECURITIES LLC 2047 *Closed 2024-03-31 0 $0 -30,669
   Inspire Advisors LLC 419 *Closed 2024-03-31 0 $0 -23,136
   BRIGHTON JONES LLC 651 *Closed 2024-03-31 0 $0 -13,446
   GUIDANCE CAPITAL INC 200 *Closed 2024-03-31 0 $0 -12,583
   Blue Barn Wealth LLC 142 *Closed 2024-03-31 0 $0 -9,661
   Heritage Wealth Advisors 729 *Closed 2024-03-31 0 $0 -4,810
   JNBA FINANCIAL ADVISORS 714 *Closed 2024-03-31 0 $0 -116,328
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 228 *Closed 2024-03-31 0 $0 -21,618
   McGlone Suttner Wealth Management Inc. 824 *Closed 2024-03-31 0 $0 -206
   Ten Capital Wealth Advisors LLC 540 *Closed 2023-06-30 0 $0 -96
   Mascoma Wealth Management LLC 467 *Closed 2024-03-31 0 $0 -555
   Ambassador Advisors LLC 327 *Closed 2024-03-31 0 $0 -12
   TRANSAMERICA FINANCIAL ADVISORS, INC. 647 *Closed 2024-03-31 0 $0 -1
   FOUNDERS FINANCIAL SECURITIES LLC 416 *Closed 2024-03-31 0 $0 -13,068
  57 Records found
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