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Get Institutions for : 
Schwab Strategic Trust (SCHA)  
$47.36 0.45 (0.96%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 989    20
Total shares held : 
 214,207,255  
% of shares held : 
 15.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   79  
Amount of shares held : 
 18,321,592  
% of shares held change : 
   1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.83  
Last Quarter's Ending Price : 
 $47.24  
Last Quarter's Average Price : 
 $42.15  
Change from last quarter's     
avg. price to the last closing  : 
5.21 (12.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 1,526,620
 0.71%
 
Increased Positions :
413
 23,335,568
 10.89%
 
Unchanged Positions :
157
 2,785,046
 1.3%
 
Decreased Positions :
354
-6,005,048
-2.8%
 
Closed Positions :
45
-535,548
-0.25%
 
Guru Positions :
1
6,078
 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
   ACCESS FINANCIAL SERVICES INC. 96 *Closed 2024-03-31 0 $0 -24,794
   SEGALL BRYANT & HAMILL 304 *Closed 2023-12-31 0 $0 -43,550
   McClarren Financial Advisors Inc. 261 *Closed 2024-03-31 0 $0 -419
   FIRST FINANCIAL CORP /IN/ 548 *Closed 2024-03-31 0 $0 -490
   Moss Adams Wealth Advisors LLC 131 *Closed 2023-12-31 0 $0 -108
   Y-Intercept (Hong Kong) Ltd 1240 *Closed 2023-12-31 0 $0 -6,303
   National Wealth Management Group LLC 134 *Closed 2023-12-31 0 $0 -5,256
   Annapolis Financial Services LLC 358 *Closed 2024-03-31 0 $0 -5,498
   Venturi Wealth Management LLC 1372 *Closed 2024-03-31 0 $0 -537
   Authentikos Wealth Advisory LLC 117 *Closed 2023-12-31 0 $0 -399
   Horst & Graben Wealth Management LLC 149 *Closed 2024-03-31 0 $0 -4,711
   Procyon Private Wealth Partners LLC 515 *Closed 2024-03-31 0 $0 -7,339
   Buckingham Strategic Partners 426 *Closed 2023-12-31 0 $0 -5,414
   McGlone Suttner Wealth Management Inc. 388 *Closed 2024-03-31 0 $0 -300
   Flaharty Asset Management LLC 419 *Closed 2023-12-31 0 $0 -221
   Stonebridge Capital Advisors LLC 370 *Closed 2023-12-31 0 $0 -2,652
   WEALTHSOURCE PARTNERS LLC 504 *Closed 2023-12-31 0 $0 -15,989
   Stony Point Wealth Management Inc. 78 *Closed 2024-03-31 0 $0 -5,876
   Soltis Investment Advisors LLC 297 *Closed 2024-03-31 0 $0 -79,449
   J2 Capital Management Inc 98 *Closed 2023-09-30 0 $0 -4,800
   Independent Wealth Network Inc. 59 *Closed 2024-03-31 0 $0 -8,246
   PATTON ALBERTSON & MILLER, LLC 206 *Closed 2024-03-31 0 $0 -5,234
   Pachira Investments Inc. 45 *Closed 2024-03-31 0 $0 -9,223
   RENAISSANCE TECHNOLOGIES LLC 4089 *Closed 2023-12-31 0 $0 -20,800
   FORT PITT CAPITAL GROUP LLC 124 *Closed 2024-03-31 0 $0 -16,856
   Rice Partnership LLC 135 *Closed 2023-12-31 0 $0 -56
   CANTOR FITZGERALD L. P. 335 *Closed 2023-12-31 0 $0 -34,893
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -384,892
   Cutler Group LP 1034 *Closed 2024-03-31 0 $0 -1,900
   BlueSky Wealth Advisors LLC 49 *Closed 2024-03-31 0 $0 -401,147
   Ten Capital Wealth Advisors LLC 303 *Closed 2023-06-30 0 $0 -1,011
   BAKER TILLY FINANCIAL LLC 484 *Closed 2023-12-31 0 $0 -10,466
   Koss-Olinger Consulting LLC 168 *Closed 2024-03-31 0 $0 -12,528
   Carlson Capital Management 154 *Closed 2024-03-31 0 $0 -6,497
   VisionPoint Advisory Group LLC 785 *Closed 2023-12-31 0 $0 -1,217
   Virtue Capital Management LLC 407 *Closed 2023-12-31 0 $0 -27,584
   Life Planning Partners Inc 137 *Closed 2024-03-31 0 $0 -107
   Biltmore Family Office LLC 242 *Closed 2023-12-31 0 $0 -216
   Bruce G. Allen Investments LLC 954 *Closed 2024-03-31 0 $0 -38
   Apollon Financial LLC *Closed 2024-03-31 0 $0 -4,272
   Advisor Resource Council 331 *Closed 2024-03-31 0 $0 -10,621
   MILLENNIUM MANAGEMENT LLC 4373 *Closed 2023-12-31 0 $0 -29,756
   Accurate Wealth Management LLC 298 *Closed 2024-03-31 0 $0 -4,436
   Park Place Capital Corp 925 *Closed 2024-03-31 0 $0 -501
   HEAD & ASSOCIATES LLC 573 *Closed 2023-12-31 0 $0 -3,128
   Wayfinding Financial LLC 120 *Closed 2023-12-31 0 $0 -10,826
   Trellis Advisors LLC 42 *Closed 2023-12-31 0 $0 -8,776
   Fidelis Capital Partners LLC *Closed 2024-03-31 0 $0 -7,857
   Level Financial Advisors Inc. 261 *Closed 2024-03-31 0 $0 -1,428
   CATALYST PRIVATE WEALTH LLC 80 *Closed 2024-03-31 0 $0 -15,023
   Jacobsen Capital Management 91 *Closed 2024-03-31 0 $0 -7,814
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1995 *Closed 2023-12-31 0 $0 -22
   CAMBRIDGE TRUST CO 733 *Closed 2023-12-31 0 $0 -104
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 488 *Closed 2024-03-31 0 $0 -777
   CITADEL ADVISORS LLC 6532 *Closed 2023-12-31 0 $0 -25,679
   LGT Financial Advisors LLC 872 *Closed 2024-03-31 0 $0 -481
   Joule Financial LLC 102 *Closed 2024-03-31 0 $0 -262,227
   VESTOR CAPITAL CORP 261 *Closed 2023-12-31 0 $0 -1,513
   Bradley & Co. Private Wealth Management LLC *Closed 2024-03-31 0 $0 -201
   RIA Advisory Group LLC 221 *Closed 2024-03-31 0 $0 -30,175
   Coppell Advisory Solutions Corp. 1209 *Closed 2023-03-31 0 $0 -77
   Meridian Wealth Management LLC 561 *Closed 2024-03-31 0 $0 -223,658
   Apella Capital LLC 298 *Closed 2024-03-31 0 $0 -5,079
   Alpha Cubed Investments LLC 323 *Closed 2024-03-31 0 $0 -15,623
   Beacon Capital Management Inc. 65 *Closed 2024-03-31 0 $0 -20
   BESSEMER GROUP INC 2265 *Closed 2023-12-31 0 $0 -2,407
   Laidlaw Wealth Management LLC 277 *Closed 2023-12-31 0 $0 -17,304
  67 Records found
  1    
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