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Get Institutions for : 
Schwab Us Aggregate Bond (SCHZ)  
$45.34 0.17 (0.38%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 551    9
Total shares held : 
 100,352,396  
% of shares held : 
 66.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 9,551,856  
% of shares held change : 
   6.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.78  
Last Quarter's Ending Price : 
 $46.62  
Last Quarter's Average Price : 
 $44.74  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (1.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,742,673
 1.74%
 
Increased Positions :
216
 15,795,911
 15.74%
 
Unchanged Positions :
71
 1,060,046
 1.06%
 
Decreased Positions :
216
-4,963,659
-4.95%
 
Closed Positions :
39
-3,023,069
-3.01%
 
Guru Positions :
1
5,052
 0.01%
 
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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 50 - 2024-03-31 32,160,624 $1,479,389,000 5,340,568
   J P MORGAN CHASE & CO 601 - 2024-03-31 4,475,699 $205,882,000 570,058
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 4 - 2024-03-31 3,594,821 $165,362,000 599,725
   AMERIPRISE FINANCIAL INC 480 - 2024-03-31 2,561,540 $117,743,000 -103,828
   FINANCIAL ENGINES ADVISORS L.L.C. 38 - 2024-03-31 2,487,072 $114,405,000 -21,732
   Rockbridge Investment Management LCC 1 - 2024-03-31 2,433,774 $111,954,000 193,366
   ENVESTNET ASSET MANAGEMENT INC 445 - 2024-03-31 2,221,562 $102,192,000 -129,941
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 99 - 2024-03-31 1,855,663 $85,361,000 -262,029
   GOLDMAN SACHS GROUP INC/ 773 - 2024-03-31 1,735,371 $79,827,000 -772,045
   Resources Investment Advisors Inc. 14 - 2024-03-31 1,676,446 $77,117,000 -174,543
   McAdam LLC 5 - 2024-03-31 1,627,201 $74,851,000 97,476
   HIGHTOWER ADVISORS, LLC 209 - 2024-03-31 1,415,010 $65,104,000 43,383
   Charles Schwab Trust Co 4 - 2024-03-31 1,409,246 $64,825,000 240,936
   YCMNET ADVISORS INC 18 - 2024-03-31 1,194,990 $54,970,000 -1,335,562
   Total Wealth Planning LLC 2 - 2024-03-31 1,145,355 $52,686,000 166,999
   HENGEHOLD CAPITAL MANAGEMENT LLC 4 - 2024-03-31 971,965 $44,710,000 22,362
   Kohmann Bosshard Financial Services LLC 4 - 2024-03-31 819,938 $37,717,000 87,237
   Horst & Graben Wealth Management LLC 3 - 2024-03-31 698,302 $32,122,000 8,409
   MARINER WEALTH ADVISORS, LLC 251 - 2024-03-31 658,287 $30,281,000 259,093
   KilterHowling LLC 1 - 2024-03-31 650,705 $29,932,000 16,721
   THEORY FINANCIAL LLC 1 - 2024-03-31 578,135 $26,594,000 -4,348
   Sequoia Financial Advisors LLC 71 - 2024-03-31 573,490 $26,381,000 5,544
   MERCER GLOBAL ADVISORS INC /ADV 162 - 2024-03-31 554,035 $26,075,000 -25,940
   Towercrest Capital Management 7 - 2024-03-31 533,012 $24,519,000 8,927
   Alliance Wealth Management Group 2 - 2024-03-31 517,757 $23,817,000 8,204
   MORGAN STANLEY 2497 - 2024-03-31 515,758 $23,725,000 -83,482
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35 - 2024-03-31 505,353 $23,246,000 -6,513
   FINANCIAL LIFE ADVISORS 3 - 2024-03-31 502,646 $23,122,000 25,425
   BANK OF AMERICA CORP /DE/ 1834 - 2024-03-31 491,396 $22,604,000 -162,081
   Austin Private Wealth LLC 12 - 2024-03-31 481,564 $21,921,000 53,894
   Mokosak Advisory Group LLC 7 - 2024-03-31 466,632 $21,465,000 40,235
   TSA Wealth Managment LLC 3 - 2024-03-31 442,519 $20,356,000 40,320
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 136 - 2024-03-31 391,258 $17,998,000 -19,122
   Tenret Co LLC 4 - 2024-03-31 343,168 $15,786,000 28,492
   Cetera Investment Advisers 476 - 2024-03-31 339,486 $15,616,000 48,479
   One Wealth Advisors LLC 8 - 2024-03-31 334,803 $15,401,000 32,244
   Financial Advisory Service Inc. 16 - 2024-03-31 320,085 $14,724,000 1,402
   Congress Wealth Management LLC / DE / 119 - 2024-03-31 308,510 $14,192,000 8,788
   Larson Financial Group LLC 23 - 2024-03-31 306,288 $14,089,000 -13,333
   Pioneer Wealth Management Group 3 - 2024-03-31 288,019 $13,249,000 -175,839
   Revolve Wealth Partners LLC 12 - 2024-03-31 281,529 $12,950,000 9,823
   AlphaStar Capital Management LLC 16 - 2024-03-31 275,551 $12,675,000 -679,731
   Mutual Advisors LLC 37 - 2024-03-31 272,580 $12,539,000 50,850
   FINANCIAL ARCHITECTS INC 12 - 2023-06-30 267,125 $12,330,000 -4,817
   Members Advisory Group LLC 7 - 2024-03-31 256,955 $11,820,000 -15,359
   MONETA GROUP INVESTMENT ADVISORS INC 65 - 2023-12-31 252,151 $11,755,000 10,467
   FFG RETIREMENT ADVISORS LLC 2 - 2024-03-31 244,129 $11,230,000 244,129
   Bond & Devick Financial Network Inc. 3 - 2024-03-31 240,620 $11,069,000 6,197
   Waterford Advisors LLC 9 - 2024-03-31 236,323 $10,871,000 301
   Columbus Macro LLC 2 - 2024-03-31 230,246 $10,591,000 -25,345
   H D Vest Advisory Services 169 - 2024-03-31 228,069 $10,491,000 33,047
   IWAMOTO KONG & CO INC 24 - 2024-03-31 227,648 $10,472,000 220,023
   JONES FINANCIAL COMPANIES LLLP 111 - 2024-03-31 226,430 $10,416,000 22,624
   MYECFO LLC 5 - 2024-03-31 222,893 $10,253,000 1,473
   MULTIFINANCIAL SECURITIES CORP 247 - 2024-03-31 220,245 $10,131,000 187,481
   JMG FINANCIAL GROUP, LTD. 26 - 2024-03-31 216,561 $9,962,000 -2,019
   LEAVELL T & ASSOCIATES INC 46 - 2024-03-31 215,487 $9,912,000 -1,096
   Ronald Blue Trust Inc. 47 - 2024-03-31 215,180 $9,898,000 84,603
   Pinnacle Wealth Management LLC 1 - 2024-03-31 212,889 $9,793,000 -10,337
   LPL FINANCIAL CORP 1349 - 2024-03-31 210,457 $9,681,000 -5,963
   Vantage Financial Partners LLC 12 - 2024-03-31 207,570 $9,548,000 2,325
   KICKSTAND VENTURES LLC. 13 - 2024-03-31 204,088 $9,388,000 5,555
   Cypress Wealth Services LLC 6 - 2024-03-31 203,377 $9,355,000 27,495
   Integrated Wealth Concepts LLC 165 - 2024-03-31 201,502 $9,269,000 16,291
   James J. Burns & Company LLC 6 - 2024-03-31 200,633 $9,129,000 -82,708
   CREATIVE PLANNING 430 - 2024-03-31 197,821 $9,100,000 -17,705
   Emerald Investment Partners LLC 11 - 2024-03-31 196,122 $9,022,000 76,268
   Advisor Group Holdings Inc. 742 - 2024-03-31 195,195 $8,979,000 -119,320
   Beacon Bridge Wealth Partners LLC 6 - 2024-03-31 191,431 $8,806,000 2,973
   WARREN AVERETT ASSET MANAGEMENT, LLC 96 - 2024-03-31 190,432 $8,760,000 114,220
   FREESTONE CAPITAL HOLDINGS, LLC 58 - 2024-03-31 189,479 $8,716,000 -16,525
   OLD MISSION CAPITAL LLC 73 - 2024-03-31 186,330 $8,571,000 186,330
   MorganRosel Wealth Management LLC 4 - 2024-03-31 185,735 $8,544,000 -109,268
   Waycross Investment Management Co 1 - 2024-03-31 182,396 $8,390,000 24,327
   Ethos Financial Group LLC 19 - 2024-03-31 180,326 $8,295,000 13,266
   UBS Group AG 1785 - 2024-03-31 170,421 $7,839,000 47,304
   NORTHWEST INVESTMENT COUNSELORS LLC 10 - 2024-03-31 168,491 $7,751,000 8,440
   Focus Financial Network Inc. 53 - 2024-03-31 169,133 $7,570,000 0
   RAYMOND JAMES & ASSOCIATES 1319 - 2024-03-31 162,786 $7,488,000 15,864
   FOCUS FINANCIAL NETWORK INC /ADV 80 - 2023-12-31 157,655 $7,350,000 0
   CALLAN CAPITAL, LLC 29 - 2024-03-31 159,484 $7,336,000 -1,607
   Beacon Pointe Advisors LLC 221 - 2024-03-31 157,254 $7,234,000 4,030
   AE Wealth Management LLC 245 - 2024-03-31 157,229 $7,233,000 20,481
   Kaizen Financial Strategies 5 - 2024-03-31 155,720 $7,163,000 13,774
   Security Financial Services INC. 19 - 2024-03-31 153,974 $7,083,000 42,018
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 596 - 2024-03-31 149,412 $6,873,000 -7,471
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 966 - 2024-03-31 148,871 $6,848,000 -282,588
   Robertson Stephens Wealth Management LLC 49 - 2024-03-31 148,199 $6,817,000 18,033
   Clay Northam Wealth Management LLC 6 - 2024-03-31 147,343 $6,778,000 7,246
   Schneider Downs Wealth Management Advisors LP 19 - 2024-03-31 143,875 $6,618,000 -30,432
   Cedar Brook Financial Partners LLC 11 - 2024-03-31 143,066 $6,581,000 34,378
   Atria Wealth Solutions Inc. 275 - 2024-03-31 140,470 $6,462,000 -13,530
   Merit Financial Group LLC 114 - 2024-03-31 142,952 $6,454,000 40,630
   Fifth Third Securities Inc. 43 - 2024-03-31 139,347 $6,410,000 71,645
   DAYMARK WEALTH PARTNERS LLC 70 - 2024-03-31 139,212 $6,404,000 31,674
   Marotta Asset Management 24 - 2024-03-31 138,631 $6,377,000 1,637
   Bogart Wealth LLC 77 - 2024-03-31 133,823 $6,156,000 -1,490
   Affinity Capital Advisors LLC 16 - 2024-03-31 132,424 $6,092,000 41,992
   CLIENT 1ST ADVISORY GROUP LLC 7 - 2024-03-31 130,986 $6,025,000 1,746
   Wakefield Asset Management LLLP 4 - 2024-03-31 129,276 $5,947,000 4,907
  100 Records found
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