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Get Institutions for : 
Schwab Strategic Trust (SCHF)  
$38.17 0.54 (1.44%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1040    12
Total shares held : 
 745,295,726  
% of shares held : 
 82.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   131  
Amount of shares held : 
 40,740,526  
% of shares held change : 
   4.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.46  
Last Quarter's Ending Price : 
 $36.96  
Last Quarter's Average Price : 
 $34.69  
Change from last quarter's     
avg. price to the last closing  : 
3.48 (10.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
63
 910,132
 0.12%
 
Increased Positions :
467
 55,368,653
 7.43%
 
Unchanged Positions :
162
 8,232,802
 1.1%
 
Decreased Positions :
348
-14,101,056
-1.89%
 
Closed Positions :
51
-1,437,203
-0.19%
 
Guru Positions :
1
21,732
 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
   Oakmont Partners LLC 189 *New 2024-03-31 93,622 $3,653,000 93,622
   FLOW TRADERS U.S. LLC 133 *New 2023-12-31 96,630 $3,571,000 96,630
   COLONY GROUP, LLC 290 *New 2023-12-31 84,947 $3,140,000 84,947
   Atomi Financial Group Inc. 57 *New 2023-12-31 70,892 $2,620,000 70,892
   Simplicity WealthLLC 317 *New 2024-03-31 60,895 $2,376,000 60,895
   Lindenwold Advisors 19 *New 2023-12-31 64,140 $2,371,000 64,140
   RENAISSANCE TECHNOLOGIES LLC 1875 *New 2023-12-31 61,600 $2,277,000 61,600
   JustInvest LLC 414 *New 2023-12-31 43,996 $1,626,000 43,996
   KISTLERTIFFANY COMPANIES, LLC 110 *New 2023-06-30 30,269 $1,079,000 30,269
   Beacon Bridge Wealth Partners LLC 46 *New 2023-12-31 24,385 $901,000 24,385
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3079 *New 2023-12-31 21,874 $808,000 21,874
   BOS Asset Management LLC 44 *New 2023-12-31 20,519 $758,000 20,519
   PRIMORIS WEALTH ADVISORS LLC 40 *New 2023-12-31 20,443 $756,000 20,443
   VANGUARD GROUP INC 3927 *New 2023-12-31 18,970 $701,000 18,970
   Portside Wealth Group LLC 170 *New 2024-03-31 17,752 $693,000 17,752
   DIVERSIFIED TRUST CO 433 *New 2024-03-31 16,924 $660,000 16,924
   Windsor Advisory Group LLC *New 2023-12-31 14,079 $520,000 14,079
   Advisory Alpha LLC *New 2023-12-31 13,540 $500,000 13,540
   MBE Wealth Management LLC 48 *New 2024-03-31 12,556 $490,000 12,556
   TCG Advisory Services LLC 247 *New 2023-12-31 13,139 $486,000 13,139
   Cornerstone Wealth Group LLC 164 *New 2024-03-31 11,598 $453,000 11,598
   Fountainhead AM LLC 64 *New 2023-12-31 12,109 $448,000 12,109
   AQR CAPITAL MANAGEMENT LLC 1932 *New 2023-12-31 12,026 $444,000 12,026
   Signal Advisors Wealth LLC 187 *New 2024-03-31 10,825 $422,000 10,825
   MEADOWBROOK INVESTMENT ADVISORS LLC 66 *New 2023-12-31 10,559 $390,000 10,559
   PARAGON CAPITAL MANAGEMENT LTD 83 *New 2024-03-31 9,778 $382,000 9,778
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 394 *New 2024-03-31 9,308 $363,000 9,308
   Krasney Financial LLC 218 *New 2024-03-31 8,848 $345,000 8,848
   USAdvisors Wealth Management LLC 97 *New 2023-12-31 9,018 $333,000 9,018
   J.W. COLE ADVISORS INC. 605 *New 2023-12-31 8,853 $327,000 8,853
   25 LLC 36 *New 2024-03-31 8,344 $326,000 8,344
   MOSAIC FAMILY WEALTH PARTNERS LLC 139 *New 2023-12-31 8,600 $318,000 8,600
   WILEY BROS.-AINTREE CAPITAL LLC 363 *New 2024-03-31 7,755 $299,000 7,755
   Colorado Capital Management Inc. 75 *New 2024-03-31 7,298 $285,000 7,298
   HCR Wealth Advisors 164 *New 2023-12-31 7,414 $274,000 7,414
   Lifeworks Advisors LLC 173 *New 2023-12-31 7,028 $260,000 7,028
   Connecticut Wealth Management LLC 280 *New 2023-12-31 6,964 $257,000 6,964
   New England Private Wealth Advisors LLC 117 *New 2023-12-31 6,027 $223,000 6,027
   IronBridge Private Wealth LLC 40 *New 2023-12-31 5,935 $219,000 5,935
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 337 *New 2023-12-31 5,932 $219,000 5,932
   Scott Capital Advisors LLC 50 *New 2024-03-31 5,468 $212,000 5,468
   Warren Street Wealth Advisors LLC 82 *New 2023-12-31 5,713 $211,000 5,713
   Radnor Capital Management LLC 304 *New 2024-03-31 5,384 $210,000 5,384
   Glenview Trust Co 450 *New 2023-12-31 5,662 $209,000 5,662
   Lavaca Capital LLC 84 *New 2023-12-31 5,641 $208,000 5,641
   Burt Wealth Advisors 116 *New 2024-03-31 5,293 $207,000 5,293
   MEMBERS Trust Co 116 *New 2024-03-31 5,179 $202,000 5,179
   TCI Wealth Advisors Inc. 198 *New 2023-12-31 5,436 $201,000 5,436
   SMITHFIELD TRUST CO 477 *New 2023-12-31 2,116 $79,000 2,116
   Hamilton Point Investment Advisors LLC 131 *New 2023-12-31 1,674 $62,000 1,674
   LifeSteps Financial Inc. 139 *New 2024-03-31 1,600 $62,000 1,600
   Scarborough Advisors LLC 170 *New 2023-12-31 1,339 $50,000 1,339
   MTM Investment Management LLC 222 *New 2024-03-31 1,126 $44,000 1,126
   Ariel Capital Advisors LLC 224 *New 2023-12-31 380 $14,000 380
   Joseph Group Capital Management 76 *New 2023-12-31 381 $14,000 381
   Eagle Bay Advisors LLC 489 *New 2023-12-31 287 $11,000 287
   Bradley & Co. Private Wealth Management LLC 121 *New 2023-12-31 260 $10,000 260
   Coston McIsaac & Partners 375 *New 2024-03-31 264 $10,000 264
   Providence Capital Advisors LLC 252 *New 2023-12-31 248 $9,000 248
   HighMark Wealth Management LLC *New 2023-12-31 200 $7,000 200
   FSA Wealth Management LLC 378 *New 2023-12-31 190 $7,000 190
   Ahrens Investment Partners LLC 783 *New 2023-03-31 118 $4,000 118
   ANGELES WEALTH MANAGEMENT LLC 256 *New 2023-12-31 63 $2,000 63
   GODSEY & GIBB ASSOCIATES 355 *New 2024-03-31 32 $1,000 32
   HIGHLANDER CAPITAL MANAGEMENT, LLC *New 2023-12-31 17 $1,000 17
   REDMONT WEALTH ADVISORS LLC 317 *New 2024-03-31 0 $0 0
  66 Records found
  1    
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