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Get Institutions for : 
Schwab Long-term Us Treasury Etf (SCHQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    25
Total shares held : 
13,364,444  
% of shares held : 
14.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  55  
Amount of shares held : 
3,127,390  
% of shares held change : 
  3.47%  
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 :
31
 406,608
 3.04%
 
Increased Positions :
41
 3,499,628
 26.19%
 
Unchanged Positions :
11
 469,834
 3.52%
 
Decreased Positions :
11
-703,300
-5.26%
 
Closed Positions :
6
-75,546
-0.57%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TOTAL INVESTMENT MANAGEMENT INC 1 - 2024-03-31 2,530,990 $85,370,000 20,120
   ENVESTNET ASSET MANAGEMENT INC 621 - 2024-03-31 1,657,263 $55,899,000 34,533
   Ambassador Advisors LLC 6 - 2024-03-31 417,022 $14,066,000 3,603
   MML INVESTORS SERVICES LLC 322 - 2024-03-31 409,663 $13,818,000 30,283
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 804 - 2024-03-31 292,520 $9,867,000 19,595
   Envestnet Portfolio Solutions Inc. 279 - 2024-03-31 234,831 $7,921,000 27,953
   PRINCIPAL SECURITIES INC. 99 - 2024-03-31 189,474 $6,391,000 20,996
   Goss Wealth Management LLC 395 - 2024-03-31 143,422 $4,838,000 70,184
   Beacon Bridge Wealth Partners LLC 17 - 2024-03-31 118,273 $3,989,000 12,627
   Galvin Gaustad & Stein LLC 55 - 2024-03-31 112,939 $3,809,000 29,445
   Kaizen Financial Strategies 11 - 2024-03-31 104,859 $3,537,000 10,917
   COLLECTIVE FAMILY OFFICE LLC 26 - 2024-03-31 102,028 $3,441,000 63,303
   AMERIPRISE FINANCIAL INC 2622 - 2024-03-31 83,485 $2,817,000 52,473
   Cetera Investment Advisers 1326 - 2024-03-31 82,477 $2,782,000 23,963
   Charles Schwab Trust Co 59 - 2024-03-31 62,716 $2,115,000 20,186
   LINCOLN NATIONAL CORP 361 - 2024-03-31 51,987 $1,754,000 29,841
   MORGAN STANLEY 4548 - 2024-03-31 49,461 $1,668,000 25,599
   Mutual Advisors LLC 356 - 2024-03-31 41,984 $1,416,000 10,552
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2219 - 2024-03-31 39,015 $1,316,000 22,678
   CITADEL ADVISORS LLC 2907 - 2024-03-31 35,031 $1,182,000 2,951
   Acorn Wealth Advisors LLC 39 - 2024-03-31 34,202 $1,154,000 4,593
   GREENUP STREET WEALTH MANAGEMENT LLC 51 - 2024-03-31 33,947 $1,145,000 8,809
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1734 - 2024-03-31 29,045 $980,000 5,343
   Invst LLC 151 - 2024-03-31 14,348 $474,000 3,002
   JANE STREET GROUP LLC 4041 - 2024-03-31 12,507 $422,000 5,566
   Atria Wealth Solutions Inc. 1362 - 2024-03-31 11,742 $396,000 1,402
   BURNS WEALTH MANAGEMENT, INC. 413 - 2024-03-31 10,544 $356,000 4,544
   HAYEK KALLEN INVESTMENT MANAGEMENT 73 - 2024-03-31 10,250 $346,000 400
   SILVERLAKE WEALTH MANAGEMENT LLC 155 - 2024-03-31 9,945 $335,000 466
   Strategic Blueprint LLC 512 - 2024-03-31 7,826 $264,000 338
   CREATIVE FINANCIAL DESIGNS INC /ADV 416 - 2024-03-31 5,899 $199,000 2,374
   Smartleaf Asset Management LLC 371 - 2024-03-31 4,404 $156,000 4,220

  32 Records found
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