Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab Municipal Bond Etf (SCMB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    16
Total shares held : 
 1,806,798  
% of shares held : 
 81.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 468,974  
% of shares held change : 
   21.22%  
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 :
18
 191,946
 10.62%
 
Increased Positions :
20
 353,615
 19.57%
 
Unchanged Positions :
7
 38,494
 2.13%
 
Decreased Positions :
4
-76,019
-4.21%
 
Closed Positions :
2
-568
-0.03%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 1292 - 2024-03-31 637,453 $33,179,000 44,691
   Charles Schwab Trust Co 19 - 2024-03-31 277,203 $14,428,000 152,424
   Wedmont Private Capital 19 - 2024-03-31 247,221 $12,759,000 639
   Pallas Capital Advisors LLC 58 - 2024-03-31 140,947 $7,336,000 14,725
   Beaird Harris Wealth Management LLC 28 - 2024-03-31 120,091 $6,251,000 0
   BANK OF AMERICA CORP /DE/ 2832 - 2024-03-31 115,499 $6,012,000 7,634
   MYECFO LLC 8 - 2024-03-31 86,500 $4,502,000 -5,280
   Garrett Investment Advisors LLC 37 *New 2024-03-31 85,637 $4,457,000 85,637
   Adviser Investments LLC 179 - 2024-03-31 68,258 $3,553,000 3,161
   OROURKE & COMPANY Inc 19 - 2024-03-31 44,568 $2,320,000 1,619
   VanderPol Investments L.L.C. 5 *New 2024-03-31 42,147 $2,194,000 42,147
   ENVESTNET ASSET MANAGEMENT INC 2661 - 2024-03-31 32,758 $1,705,000 191
   BANK OF NEW YORK MELLON CORP 2929 *New 2024-03-31 28,400 $1,478,000 28,400
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2135 *New 2024-03-31 27,473 $1,430,000 27,473
   TrinityPoint Wealth LLC 108 - 2024-03-31 24,955 $1,299,000 307
   MULTIFINANCIAL SECURITIES CORP 1058 - 2024-03-31 23,391 $1,218,000 15,969
   JANE STREET GROUP LLC 2863 - 2024-03-31 22,931 $1,194,000 -473
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1191 - 2024-03-31 21,190 $1,103,000 16,870
   CAPTRUST FINANCIAL ADVISORS 1100 - 2024-03-31 19,994 $1,041,000 -16,471
   AdvisorNet Financial Inc 223 - 2024-03-31 16,879 $879,000 1,005
   Column Capital Advisors LLC 73 - 2023-09-30 13,876 $688,000 0
   Berger Financial Group Inc 178 *New 2024-03-31 12,474 $649,000 12,474
   Balboa Wealth Partners 112 - 2024-03-31 10,670 $555,000 60
   Columbus Macro LLC 135 - 2024-03-31 10,186 $530,000 -87
   Altiora Financial Group LLC 54 - 2024-03-31 10,000 $521,000 0
   Sequoia Financial Advisors LLC 715 - 2024-03-31 8,711 $453,000 -10,645
   CREATIVE FINANCIAL DESIGNS INC /ADV 289 - 2024-03-31 8,011 $417,000 2,264
   Gleason Group Inc. 54 - 2024-03-31 7,508 $391,000 0
   Cetera Investment Advisers 1324 - 2024-03-31 7,414 $386,000 -11,512
   Kades & Cheifetz LLC 63 - 2024-03-31 6,903 $359,000 38
   Maia Wealth LLC 136 - 2023-12-31 6,770 $356,000 0
   VCI Wealth Management LLC 90 - 2024-03-31 6,804 $354,000 -346
   Galvin Gaustad & Stein LLC 145 - 2024-03-31 6,744 $351,000 22
   MARINER WEALTH ADVISORS, LLC 2333 - 2024-03-31 6,500 $338,000 0
   Paul Damon & Associates Inc. 51 *New 2024-03-31 6,023 $313,000 6,023
   FINANCIAL NETWORK 2301 - 2024-03-31 5,599 $291,000 130
   FF AdvisorsLLC 68 - 2024-03-31 5,560 $289,000 -525
   Kestra Advisory Services LLC 2008 - 2024-03-31 5,466 $285,000 31
   THRIVENT FINANCIAL FOR LUTHERANS 2336 - 2024-03-31 4,897 $255,000 935
   Advisor Group Holdings Inc. 3495 - 2024-03-31 4,709 $245,000 675
   NATIONAL ASSET MANAGEMENT, INC. 1191 - 2024-03-31 4,575 $227,000 -3,600
   J P MORGAN CHASE & CO 4175 - 2024-03-31 4,089 $213,000 2,078
   Emerald Investment Partners LLC 292 *New 2024-03-31 2,862 $149,000 2,862
   Element Wealth LLC 155 - 2024-03-31 2,240 $117,000 0
   CVA Family Office LLC 439 - 2024-03-31 1,214 $63,000 5
   Capital Analysts Inc. 791 *New 2024-03-31 438 $23,000 438
   EPG Wealth Management LLC 361 - 2024-03-31 375 $20,000 0
   Continuum Advisory LLC 823 *New 2024-03-31 300 $16,000 300
   Aptus Capital Advisors LLC 1006 - 2024-03-31 205 $11,000 0
   Retirement Group LLC 522 *New 2024-03-31 141 $7,000 141
   Capital Investment Advisory Services LLC 841 *New 2024-03-31 125 $7,000 125
   Streettalk Advisors LLC 445 *Closed 2024-03-31 0 $0 -4,077
   BOOTHBAY FUND MANAGEMENT LLC 1240 *Closed 2024-03-31 0 $0 -19,464
   VitalStone Financial LLC 507 *Closed 2024-03-31 0 $0 -1,176
   Lindenwold Advisors 121 *Closed 2024-03-31 0 $0 -28,250
   Farther Finance Advisors LLC 3067 *Closed 2024-03-31 0 $0 -1,600
   PROEQUITIES INC. 4069 - 2024-03-31 0 $0 0
   Pflug Koory LLC 398 *New 2024-03-31 6 $0 6
   NWAM LLC 570 *Closed 2024-03-31 0 $0 -4,400
   OLD MISSION CAPITAL LLC 967 *Closed 2024-03-31 0 $0 -4,903
   IFP Advisors Inc 3041 *Closed 2023-12-31 0 $0 -500
   AE Wealth Management LLC 1629 *Closed 2024-03-31 0 $0 -9,092
   ADVISORY SERVICES NETWORK, LLC 3327 *Closed 2024-03-31 0 $0 -205
   CARL STUART INVESTMENT ADVISOR INC 22 *Closed 2024-03-31 0 $0 -39,627
   Miracle Mile Advisors LLC 527 *Closed 2024-03-31 0 $0 -3,816
  65 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us