Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab U.S. Tips Etf (SCHP)  
$51.78 0.05 (0.1%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 618    8
Total shares held : 
 159,280,155  
% of shares held : 
 53.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -113  
Amount of shares held : 
 7,644,018  
% of shares held change : 
   2.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.06  
Last Quarter's Ending Price : 
 $52.20  
Last Quarter's Average Price : 
 $50.87  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (1.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 6,160,248
 3.87%
 
Increased Positions :
181
 16,808,205
 10.55%
 
Unchanged Positions :
99
 3,576,727
 2.25%
 
Decreased Positions :
286
-14,340,366
-9%
 
Closed Positions :
60
-984,069
-0.62%
 
Guru Positions :
1
3,896
 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
   Addison Advisors LLC 672 *Closed 2024-03-31 0 $0 -24
   McGlone Suttner Wealth Management Inc. 249 *Closed 2024-03-31 0 $0 -212
   BKM Wealth Management LLC 243 *Closed 2024-03-31 0 $0 -200
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 2 *Closed 2024-03-31 0 $0 -262,657
   FLOW TRADERS U.S. LLC 750 *Closed 2024-03-31 0 $0 -147,571
   BlueSky Wealth Advisors LLC 46 *Closed 2024-03-31 0 $0 -601,327
   RFP Financial Group LLC 830 *Closed 2024-03-31 0 $0 -30
   Fortitude Family Office LLC 952 *Closed 2024-03-31 0 $0 -251
   CIC Wealth LLC 163 *Closed 2024-03-31 0 $0 -5,058
   Castle Rock Wealth Management LLC 237 *Closed 2024-03-31 0 $0 -11,917
   PEAPACK GLADSTONE FINANCIAL CORP 708 *Closed 2024-03-31 0 $0 -3,830
   JOHNSON FINANCIAL GROUP, INC. 836 *Closed 2024-03-31 0 $0 -2,100
   V Wealth ManagementLLC 178 *Closed 2023-09-30 0 $0 -3,846
   Western Wealth Management LLC 673 *Closed 2024-03-31 0 $0 -32,337
   CAROLINAS WEALTH CONSULTING LLC 1028 *Closed 2024-03-31 0 $0 -306
   Lindbrook Capital LLC 2593 *Closed 2024-03-31 0 $0 -10
   Buckingham Strategic Partners 627 *Closed 2024-03-31 0 $0 -15,125
   SIMPLEX TRADING LLC 2605 *Closed 2024-03-31 0 $0 -3,664
   BESSEMER GROUP INC 2084 *Closed 2024-03-31 0 $0 -400
   FINANCIAL COUNSELORS INC 587 *Closed 2024-03-31 0 $0 -17,338
   ALLIANZ ASSET MANAGEMENT AG 1681 *Closed 2024-03-31 0 $0 -87,700
   Beacon Bridge Wealth Partners LLC 96 *Closed 2024-03-31 0 $0 -4,133
   Planned Solutions Inc. 404 *Closed 2024-03-31 0 $0 -15
   JANE STREET GROUP LLC 5664 *Closed 2024-03-31 0 $0 -90,418
   Newbridge Financial Services Group Inc. 1269 *Closed 2024-03-31 0 $0 -157
   MILLENNIUM MANAGEMENT LLC 4156 *Closed 2024-03-31 0 $0 -8,811
   Rockbridge Investment Management LCC 446 *Closed 2024-03-31 0 $0 -485
   ORG Partners LLC 757 *Closed 2024-03-31 0 $0 -2,988
   PATHSTONE FAMILY OFFICE, LLC 1665 *Closed 2023-09-30 0 $0 -6,250
   We Are One Seven LLC 934 *Closed 2024-03-31 0 $0 -8,356
   Ten Capital Wealth Advisors LLC 362 *Closed 2023-06-30 0 $0 -84
   Koss-Olinger Consulting LLC 234 *Closed 2024-03-31 0 $0 -37,374
   CITIZENS FINANCIAL GROUP INC/RI 415 *Closed 2024-03-31 0 $0 -144,883
   Bradley & Co. Private Wealth Management LLC 184 *Closed 2024-03-31 0 $0 -82
   Advisor Resource Council 330 *Closed 2024-03-31 0 $0 -44,320
   TWO SIGMA SECURITIES LLC 2013 *Closed 2024-03-31 0 $0 -26,823
   Dunhill Financial LLC 725 *Closed 2024-03-31 0 $0 -131
   Team Financial Group LLC 127 *Closed 2024-03-31 0 $0 -1,000
   ALBION FINANCIAL GROUP /UT 508 *Closed 2024-03-31 0 $0 -1,901
   HIRTLE CALLAGHAN & CO INC 97 *Closed 2024-03-31 0 $0 -101,952
   RENAISSANCE TECHNOLOGIES LLC 4178 *Closed 2024-03-31 0 $0 -75,500
   Scarborough Advisors LLC 715 *Closed 2024-03-31 0 $0 -9,549
   Sage Mountain Advisors LLC 426 *Closed 2024-03-31 0 $0 -9
   First Command Advisory Services Inc. 608 *Closed 2024-03-31 0 $0 -12
   PBMares Wealth Management LLC 183 *Closed 2024-03-31 0 $0 -3,837
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -3,825
   Life Planning Partners Inc 182 *Closed 2024-03-31 0 $0 -35
   PARK AVENUE SECURITIES LLC 1382 *Closed 2024-03-31 0 $0 -4,947
   Aspire Wealth Management Corp 191 *Closed 2024-03-31 0 $0 -90
   Olistico Wealth LLC 104 *Closed 2024-03-31 0 $0 -4,150
   Foster Victor Wealth Advisors LLC 181 *Closed 2024-03-31 0 $0 -4,129
   FinTrust Capital Advisors LLC 1265 *Closed 2024-03-31 0 $0 -474
   Lee Financial CORP 781 *Closed 2024-03-31 0 $0 -2,189
   WealthCare Investment Partners LLC 136 *Closed 2024-03-31 0 $0 -3,864
   EP WEALTH ADVISORS, INC. 868 *Closed 2024-03-31 0 $0 -3,773
   MidWestOne Financial Group Inc. 303 *Closed 2024-03-31 0 $0 -5,542
   DiMeo Schneider & Associates L.L.C. 145 *Closed 2024-03-31 0 $0 -4,450
   Significant Wealth Partners LLC 170 *Closed 2024-03-31 0 $0 -8,608
   Global Wealth Management Investment Advisory Inc. 436 *Closed 2024-03-31 0 $0 -49
   COLONIAL ASSET MANAGEMENT, INC. 1069 *Closed 2024-03-31 0 $0 -55
   DAGCO INC. 272 *Closed 2024-03-31 0 $0 -577
   Consolidated Portfolio Review Corp 310 *Closed 2024-03-31 0 $0 -3,969
  62 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us