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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: 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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 711 - 2024-03-31 1,680,532 $81,220,000 -399,239
   ENVESTNET ASSET MANAGEMENT INC 1601 - 2024-03-31 184,123 $8,899,000 48,234
   BANK OF AMERICA CORP /DE/ 2650 - 2024-03-31 161,369 $7,799,000 -1,357
   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
   MODERA WEALTH MANAGEMENT, LLC 153 - 2024-03-31 110,978 $5,364,000 -4,288
   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
   HIGHTOWER ADVISORS, LLC 1013 - 2024-03-31 90,018 $4,350,000 -2,158
   White Wing Wealth Management 7 *New 2024-03-31 85,051 $4,088,000 85,051
   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
   HM PAYSON & CO 122 - 2023-12-31 75,000 $3,629,000 0
   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
   NATIONAL ASSET MANAGEMENT, INC. 236 - 2024-03-31 65,128 $3,059,000 -3,070
   JANE STREET GROUP LLC 1780 - 2024-03-31 61,678 $2,981,000 -26,112
   Rosenberg Matthew Hamilton 21 - 2024-03-31 54,968 $2,642,000 -865
   Cetera Investment Advisers 587 - 2024-03-31 48,399 $2,339,000 -66,171
   MARINER WEALTH ADVISORS, LLC 1092 - 2024-03-31 42,865 $2,072,000 8,744
   VAN STRUM & TOWNE INC 33 - 2024-03-31 42,035 $2,032,000 -850
   CITADEL ADVISORS LLC 2389 *New 2024-03-31 41,886 $2,024,000 41,886
   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
   OLD MISSION CAPITAL LLC 256 *New 2024-03-31 35,406 $1,711,000 35,406
   Altiora Financial Group LLC 27 - 2024-03-31 34,710 $1,678,000 0
   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
   Brookstone Capital Management 438 - 2024-03-31 25,545 $1,235,000 -6,188
   OHE FINANCIAL INC 109 - 2024-03-31 24,667 $1,192,000 535
   VALMARK ADVISERS INC 235 - 2024-03-31 24,628 $1,190,000 -312
   Compass Financial Group INC/SD 27 - 2024-03-31 23,402 $1,131,000 4,786
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 561 - 2024-03-31 20,050 $969,000 -1,060
   CLIENT 1ST ADVISORY GROUP LLC 33 - 2024-03-31 19,023 $919,000 -2,176
   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
   Foundations Investment Advisors LLC 402 *New 2024-03-31 13,608 $658,000 13,608
   Wedmont Private Capital 271 - 2024-03-31 13,502 $649,000 111
   ROUNDVIEW CAPITAL LLC 235 - 2024-03-31 13,429 $649,000 0
   Atomi Financial Group Inc. 264 - 2024-03-31 13,436 $649,000 -1,303
   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
   Advisor Group Holdings Inc. 2821 - 2024-03-31 11,704 $566,000 -11,014
   Financial Strategies Group Inc. 48 - 2024-03-31 11,613 $558,000 40
   Kingsview Wealth Management LLC 643 - 2024-03-31 11,127 $538,000 -176
   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
   CREATIVE PLANNING 2015 - 2024-03-31 8,271 $400,000 -3,530
   AXXCESS WEALTH MANAGEMENT LLC 591 - 2024-03-31 8,257 $399,000 -671
   Capital Asset Advisory Services LLC 211 - 2024-03-31 8,257 $397,000 -671
   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
   FOCUS FINANCIAL NETWORK INC /ADV 530 - 2023-12-31 7,347 $355,000 0
   Lodestone Wealth Management LLC 116 - 2024-03-31 6,935 $335,000 0
   H D Vest Advisory Services 1238 - 2024-03-31 6,884 $333,000 130
   Focus Financial Network Inc. 482 - 2024-03-31 6,447 $308,000 0
   Perigon Wealth Management LLC 685 *New 2024-03-31 6,122 $296,000 6,122
   FDX ADVISORS, INC. - 2024-03-31 5,940 $287,000 1,121
   Worth Asset Management LLC 93 - 2024-03-31 5,598 $271,000 -3,599
   Farther Finance Advisors LLC 587 - 2024-03-31 5,512 $265,000 -7,198
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1980 - 2024-03-31 5,434 $263,000 -190
   Cape Investment Advisory Inc. 120 - 2023-12-31 5,257 $254,000 1,675
   Coordinated Financial Services Inc./CO 112 - 2024-03-31 4,958 $240,000 0
   Golden State Equity Partners 326 *New 2023-12-31 4,670 $226,000 4,670
   Dynamic Advisors Solutions LLC 850 - 2024-03-31 4,341 $210,000 0
   Parallel Advisors LLC 941 - 2024-03-31 3,316 $160,000 -624
   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
   Red Cedar Capital LLC 73 - 2022-12-31 2,354 $110,000 0
   ANCORA ADVISORS, LLC 800 - 2024-03-31 1,723 $83,000 0
   ROYAL BANK OF CANADA 4896 - 2024-03-31 1,145 $55,000 -9,712
   Coastal Capital Group Inc. 215 - 2023-06-30 1,087 $51,000 0
   Coppell Advisory Solutions LLC 514 - 2023-12-31 953 $46,000 953
   AdvisorNet Financial Inc 903 - 2024-03-31 741 $36,000 0
   PRINCIPAL SECURITIES INC. 2110 - 2024-03-31 331 $16,000 0
   UBS Group AG 5885 - 2024-03-31 272 $13,000 -13
   PNC FINANCIAL SERVICES GROUP INC 3627 - 2024-03-31 238 $12,000 0
   Able Wealth Management LLC 275 - 2023-12-31 205 $10,000 0
   NBC SECURITIES INC. 1687 - 2024-03-31 202 $9,000 0
   Atlantic Trust Group LLC 2298 *New 2024-03-31 197 $9,000 197
   Family Asset Management LLC 160 - 2024-03-31 173 $8,000 140
   LifeSteps Financial Inc. 338 *New 2024-03-31 100 $5,000 100
   CWM LLC 3708 - 2024-03-31 79 $4,000 -83
   Northwest Capital Management Inc 444 - 2024-03-31 83 $4,000 0
   FMR LLC 4521 - 2024-03-31 32 $2,000 -277
   Meridian Wealth Management LLC 202 *Closed 2024-03-31 0 $0 -44,298
   Geneos Wealth Management Inc. 2128 *Closed 2024-03-31 0 $0 -56
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1845 - 2024-03-31 0 $0 -1
   HANSON MCCLAIN, INC. 3381 *Closed 2024-03-31 0 $0 -5
   CENTAURUS FINANCIAL INC. 762 *Closed 2024-03-31 0 $0 -2,094
   Midwest Heritage Bank FSB 58 *Closed 2024-03-31 0 $0 -4,276
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6479 *Closed 2024-03-31 0 $0 -92,676
   M&R CAPITAL MANAGEMENT INC 629 *Closed 2024-03-31 0 $0 -350
   MORGAN STANLEY 7755 - 2024-03-31 1 $0 -6,055
  100 Records found
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