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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 1601 - 2024-03-31 184,123 $8,899,000 48,234
   Cetera Investment Advisers 751 - 2024-03-31 167,667 $8,103,000 53,097
   Columbus Macro LLC 5 - 2024-03-31 152,343 $7,363,000 43,965
   TAP Consulting LLC 10 - 2024-03-31 142,471 $6,886,000 55,635
   MULTIFINANCIAL SECURITIES CORP 450 - 2024-03-31 106,247 $5,135,000 101,222
   GREENUP STREET WEALTH MANAGEMENT LLC 18 - 2024-03-31 102,758 $4,966,000 7,299
   Baldrige Asset Management LLC 14 - 2023-03-31 102,217 $4,862,000 914
   FINANCIAL ARCHITECTS INC 31 - 2023-06-30 92,421 $4,369,000 6
   Kades & Cheifetz LLC 11 - 2024-03-31 84,190 $4,069,000 9,694
   J P MORGAN CHASE & CO 2590 - 2024-03-31 81,609 $3,944,000 81,570
   LPL FINANCIAL CORP 2071 - 2024-03-31 69,311 $3,350,000 12,371
   Essex LLC 43 - 2024-03-31 65,375 $3,160,000 380
   AlphaStar Capital Management LLC 43 - 2024-03-31 64,054 $3,096,000 8,155
   MARINER WEALTH ADVISORS, LLC 1092 - 2024-03-31 42,865 $2,072,000 8,744
   Integrated Wealth Concepts LLC 541 - 2024-03-31 38,329 $1,852,000 5,390
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1349 - 2024-03-31 36,231 $1,751,000 7,252
   Mutual Advisors LLC 361 - 2024-03-31 28,964 $1,400,000 15,886
   Charles Schwab Trust Co 72 - 2024-03-31 28,848 $1,394,000 4,579
   Jackson Creek Investment Advisors LLC 30 - 2024-03-31 27,664 $1,337,000 2,715
   OHE FINANCIAL INC 109 - 2024-03-31 24,667 $1,192,000 535
   Compass Financial Group INC/SD 27 - 2024-03-31 23,402 $1,131,000 4,786
   BSC PRIVATE WEALTH MANAGEMENT LLC 73 - 2024-03-31 17,119 $827,000 219
   AMERIPRISE FINANCIAL INC 3210 - 2024-03-31 15,293 $739,000 5,466
   Wedmont Private Capital 271 - 2024-03-31 13,502 $649,000 111
   FINANCIAL NETWORK 1771 - 2024-03-31 13,021 $629,000 2,750
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 70 - 2024-03-31 12,713 $614,000 214
   Financial Strategies Group Inc. 48 - 2024-03-31 11,613 $558,000 40
   COMMONWEALTH EQUITY SERVICES LLC. 2778 - 2024-03-31 10,432 $504,000 5,834
   HARBOUR INVESTMENTS INC. 563 - 2023-12-31 9,408 $455,000 4
   Crescent Sterling Ltd. 58 - 2024-03-31 8,618 $417,000 334
   CREATIVE FINANCIAL DESIGNS INC /ADV 290 - 2024-03-31 8,527 $412,000 53
   Kovitz Investment Group Partners LLC 553 - 2024-03-31 7,465 $361,000 36
   CAPTRUST FINANCIAL ADVISORS 1668 - 2024-03-31 7,383 $357,000 577
   H D Vest Advisory Services 1238 - 2024-03-31 6,884 $333,000 130
   FDX ADVISORS, INC. - 2024-03-31 5,940 $287,000 1,121
   Cape Investment Advisory Inc. 120 - 2023-12-31 5,257 $254,000 1,675
   Smartleaf Asset Management LLC 423 - 2024-03-31 2,439 $118,000 1,520
   IFP Advisors Inc 1174 - 2023-12-31 2,311 $112,000 156
   Coppell Advisory Solutions LLC 514 - 2023-12-31 953 $46,000 953
   Family Asset Management LLC 160 - 2024-03-31 173 $8,000 140
  40 Records found
  1    
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