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Get Institutions for : 
Schwab 1-5 Year Corporate Bond Etf (SCHJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    6
Total shares held : 
4,294,513  
% of shares held : 
47.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
888,611  
% of shares held change : 
  9.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 398,196
 9.27%
 
Increased Positions :
35
 663,616
 15.45%
 
Unchanged Positions :
13
 104,126
 2.42%
 
Decreased Positions :
23
-154,460
-3.6%
 
Closed Positions :
8
-18,741
-0.44%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   White Wing Wealth Management 7 *New 2024-03-31 85,051 $4,088,000 85,051
   CITADEL ADVISORS LLC 2389 *New 2024-03-31 41,886 $2,024,000 41,886
   OLD MISSION CAPITAL LLC 256 *New 2024-03-31 35,406 $1,711,000 35,406
   Foundations Investment Advisors LLC 402 *New 2024-03-31 13,608 $658,000 13,608
   Perigon Wealth Management LLC 685 *New 2024-03-31 6,122 $296,000 6,122
   Golden State Equity Partners 326 *New 2023-12-31 4,670 $226,000 4,670
   Atlantic Trust Group LLC 2298 *New 2024-03-31 197 $9,000 197
   LifeSteps Financial Inc. 338 *New 2024-03-31 100 $5,000 100

  8 Records found
  1    
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