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Get Institutions for : 
Schwab Short-Term U.S. Treasury Etf (SCHO)  
$47.99 0.02 (0.04%) as of 4:30 Wed 5/22


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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  : 
0.03 (0.06%)  




 
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
   AE Wealth Management LLC 1138 *Closed 2024-03-31 0 $0 -47,926
   ADVISORY SERVICES NETWORK, LLC 1487 *Closed 2024-03-31 0 $0 -3,137
   DEUTSCHE BANK AG 3461 *Closed 2024-03-31 0 $0 -458
   HOWARD FINANCIAL SERVICES LTD. 161 *Closed 2024-03-31 0 $0 -8,156
   Gradient Capital Advisors LLC 137 *Closed 2024-03-31 0 $0 -5,609
   Carmel Capital Partners LLC 157 *Closed 2024-03-31 0 $0 -6,313
   Triumph Capital Management 222 *Closed 2024-03-31 0 $0 -5,538
   JANNEY MONTGOMERY SCOTT LLC 2710 *Closed 2024-03-31 0 $0 -6,073
   ROCK POINT ADVISORS LLC 109 *Closed 2024-03-31 0 $0 -5,299
   ARGI INVESTMENT SERVICES, LLC 426 *Closed 2022-12-31 0 $0 -41,137
   Vident Advisory LLC 1351 *Closed 2024-03-31 0 $0 -9,314
   Pine Valley Investments Ltd Liability Co 450 *Closed 2024-03-31 0 $0 -4,151
   Morling Financial Advisors LLC 103 *Closed 2024-03-31 0 $0 -1,004
   APPLETON PARTNERS INC/MA 281 *Closed 2024-03-31 0 $0 -5,200
   WEALTHSOURCE PARTNERS LLC 503 *Closed 2023-12-31 0 $0 -13,715
   McClarren Financial Advisors Inc. 281 *Closed 2024-03-31 0 $0 -1,307
   Ambassador Advisors LLC 265 *Closed 2024-03-31 0 $0 -2,334
   Buckingham Strategic Partners 621 *Closed 2024-03-31 0 $0 -4,576
   SIMPLEX TRADING LLC 2607 *Closed 2024-03-31 0 $0 -19,400
   FREEDOM WEALTH ALLIANCE LLC 57 *Closed 2023-09-30 0 $0 -5,042
   Day & Ennis LLC 126 *Closed 2023-12-31 0 $0 -7,739
   Curi Capital 41 *Closed 2024-03-31 0 $0 -7,585
   FIRST MANHATTAN CO 1407 *Closed 2024-03-31 0 $0 -22
   Financial Advocates Investment Management 770 *Closed 2024-03-31 0 $0 -4,436
   Penserra Capital Management LLC 1283 *Closed 2024-03-31 0 $0 -153
   St. James Investment Advisors LLC 105 *Closed 2022-12-31 0 $0 -400
   Vident Investment Advisory LLC 489 *Closed 2023-09-30 0 $0 -23,350
   Fortitude Family Office LLC 993 *Closed 2024-03-31 0 $0 -1,468
   Independent Wealth Network Inc. 97 *Closed 2024-03-31 0 $0 -9,136
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2673 *Closed 2024-03-31 0 $0 -226,080
   AlphaCore Capital LLC 298 *Closed 2024-03-31 0 $0 -2,143
   COOPERMAN LEON G 53 *Closed 2024-03-31 0 $0 -13,864
   OXFORD FINANCIAL GROUP LTD 297 *Closed 2024-03-31 0 $0 -1,770
   WEALTH BUILDERS 211 *Closed 2024-03-31 0 $0 -37,647
   HOWE & RUSLING INC 415 *Closed 2024-03-31 0 $0 -871
   ATLAS CAPITAL ADVISORS LLC 865 *Closed 2024-03-31 0 $0 -4,241
   BESSEMER GROUP INC 2139 *Closed 2024-03-31 0 $0 -582
   Pensionmark Financial Group LLC 447 *Closed 2024-03-31 0 $0 -225,663
   COLONIAL ASSET MANAGEMENT, INC. 1053 *Closed 2024-03-31 0 $0 -188
   Financial & Tax Architects LLC 95 *Closed 2024-03-31 0 $0 -9,014
   JACKSON THORNTON ASSET MANAGEMENT LLC 55 *Closed 2024-03-31 0 $0 -10,128
   Alhambra Investment Partners LLC 166 *Closed 2024-03-31 0 $0 -13,332
   Capital Planning LLC 83 *Closed 2024-03-31 0 $0 -7,165
   Comprehensive Wealth Management LLC 33 *Closed 2024-03-31 0 $0 -204,780
   Emerald Investment Partners LLC 505 *Closed 2024-03-31 0 $0 -2,017
   Wealth CMT 23 *Closed 2023-06-30 0 $0 -27,676
   Cooksen Wealth LLC 78 *Closed 2024-03-31 0 $0 -1,791
   Register Financial Advisors LLC 752 *Closed 2024-03-31 0 $0 -447
   Jacobsen Capital Management 96 *Closed 2024-03-31 0 $0 -9,713
   M&R CAPITAL MANAGEMENT INC 631 *Closed 2024-03-31 0 $0 -179
   Worth Asset Management LLC 150 *Closed 2024-03-31 0 $0 -36,493
   Betterment LLC 360 *Closed 2024-03-31 0 $0 -6,149
   Foundations Investment Advisors LLC 754 *Closed 2024-03-31 0 $0 -4,424
   Impact Partnership Wealth LLC 695 *Closed 2024-03-31 0 $0 -196
   NORTHERN TRUST CORP 4518 *Closed 2024-03-31 0 $0 -10,669
  55 Records found
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