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Get Institutions for : 
Schwab Us Reit (SCHH)  
$18.86 0.01 (0.05%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 475    3
Total shares held : 
 247,842,199  
% of shares held : 
 20.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 17,515,054  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.42  
Last Quarter's Ending Price : 
 $20.71  
Last Quarter's Average Price : 
 $18.58  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (1.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 897,031
 0.36%
 
Increased Positions :
185
 24,137,903
 9.74%
 
Unchanged Positions :
95
 1,281,043
 0.52%
 
Decreased Positions :
151
-6,038,294
-2.44%
 
Closed Positions :
41
-1,481,586
-0.6%
 
Guru Positions :
1
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 15 - 2023-12-31 52,388,706 $1,084,970,000 985,714
   FINANCIAL ENGINES ADVISORS L.L.C. 16 - 2023-12-31 48,810,587 $1,010,867,000 1,452,610
   CREATIVE PLANNING 26 - 2023-12-31 29,351,371 $607,867,000 -558,689
   US BANCORP 25 - 2023-12-31 25,070,602 $519,215,000 603,688
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 133 - 2023-12-31 24,853,834 $514,723,000 -514,297
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39 - 2023-12-31 13,227,757 $273,947,000 11,212,038
   Envestnet Portfolio Solutions Inc. 42 - 2023-12-31 6,055,072 $125,401,000 91,491
   BLACKROCK INC. 2186 - 2023-12-31 3,780,477 $78,294,000 -1,893,043
   HPM Partners LLC - 2023-12-31 5,910,260 $57,080,000 3,685,437
   HUNTINGTON ASSET ADVISORS INC. 10 - 2024-03-31 2,081,886 $42,262,000 686,339
   MONETA GROUP INVESTMENT ADVISORS INC 38 - 2023-12-31 1,545,978 $32,017,000 17,224
   AMERIPRISE FINANCIAL INC 1019 - 2023-12-31 1,470,173 $30,447,000 1,390,921
   Moisand Fitzgerald Tamayo LLC 10 - 2024-03-31 1,244,689 $25,267,000 106,505
   PNC FINANCIAL SERVICES GROUP INC 361 - 2023-12-31 1,110,082 $22,990,000 -117,617
   Charles Schwab Trust Co 15 - 2024-03-31 994,752 $20,193,000 108,991
   M&T BANK CORP 210 - 2023-12-31 939,386 $19,455,000 -484,000
   FOSTER & MOTLEY INC 13 - 2024-03-31 902,059 $18,312,000 9,325
   BENJAMIN F. EDWARDS & COMPANY INC. 79 - 2023-12-31 875,061 $18,123,000 35,168
   Apollon Wealth Management LLC 36 - 2023-12-31 778,138 $16,115,000 242,344
   BNP PARIBAS ARBITRAGE SA 532 - 2023-12-31 766,808 $15,881,000 480,000
   LAKE STREET ADVISORS GROUP LLC 24 - 2023-12-31 714,688 $14,801,000 -359,923
   UBS Group AG 1246 - 2023-12-31 710,688 $14,718,000 155,485
   Wealthfront Advisers LLC 125 - 2024-03-31 613,599 $12,456,000 24,600
   MARINER WEALTH ADVISORS, LLC 445 - 2023-12-31 536,227 $11,105,000 -4,189
   Betterment LLC 70 - 2023-12-31 497,183 $10,297,000 -14,183
   Tortoise Investment Management LLC 21 - 2023-12-31 485,005 $10,044,000 4,411
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 707 - 2023-12-31 469,359 $9,720,000 320,305
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 488 - 2024-03-31 466,461 $9,469,000 -1,617
   JACKSON THORNTON ASSET MANAGEMENT LLC 10 - 2023-12-31 456,504 $9,454,000 147,800
   FUND EVALUATION GROUP LLC 15 - 2023-12-31 450,328 $9,326,000 234
   COURAGE MILLER PARTNERS, LLC 9 - 2024-03-31 453,183 $9,200,000 12,923
   Pioneer Wealth Management Group 8 - 2024-03-31 444,090 $9,015,000 25,102
   Rockefeller Capital Management L.P. 500 - 2023-12-31 416,838 $8,633,000 1,953
   Firestone Capital Management 12 - 2023-12-31 402,042 $8,326,000 -26,437
   NATIONAL BANK OF CANADA /FI/ 530 - 2023-12-31 397,669 $8,308,000 -5,247
   WELLS FARGO & CO/MN 1621 - 2023-12-31 394,655 $8,173,000 -9,705
   LPL FINANCIAL CORP 1369 - 2023-12-31 389,489 $8,066,000 -10,908
   Strategic Financial Planning Inc. 5 - 2024-03-31 391,741 $7,952,000 16,916
   ENVESTNET ASSET MANAGEMENT INC 1598 - 2023-12-31 374,193 $7,750,000 -50,917
   WEALTH MANAGEMENT RESOURCES INC. 14 - 2024-03-31 366,796 $7,446,000 11,885
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1069 - 2023-12-31 352,935 $7,309,000 -38,865
   Krilogy Financial LLC 39 - 2024-03-31 345,254 $7,009,000 2,861
   Sensible Financial Planning & Management LLC. 15 - 2023-12-31 319,366 $6,614,000 23,387
   Vise Technologies Inc. 14 - 2023-12-31 306,735 $6,352,000 12,807
   CITADEL ADVISORS LLC 1477 - 2023-12-31 282,877 $5,858,000 185,978
   GOLDMAN SACHS GROUP INC/ 2456 - 2023-12-31 280,307 $5,805,000 206,254
   Omega Financial Group LLC 18 - 2024-03-31 277,435 $5,632,000 8,020
   Stratos Wealth Advisors LLC 81 - 2024-03-31 261,705 $5,313,000 12,436
   EMPIRICAL FINANCIAL SERVICES, LLC 102 - 2023-12-31 241,513 $5,002,000 47,130
   J P MORGAN CHASE & CO 2441 - 2023-12-31 239,583 $4,962,000 219,347
   WealthCollab LLC 7 - 2023-12-31 231,761 $4,800,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 69 - 2023-12-31 229,785 $4,759,000 22,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1171 - 2024-03-31 226,004 $4,588,000 182,141
   MORGAN STANLEY 3907 - 2023-12-31 221,356 $4,584,000 58,231
   JONES FINANCIAL COMPANIES LLLP 141 - 2023-12-31 214,163 $4,435,000 -10,183
   Baird Financial Group Inc. 704 - 2023-12-31 200,319 $4,149,000 181,063
   VISTA CAPITAL PARTNERS, INC. 12 - 2023-12-31 197,528 $4,091,000 39,050
   APPLETON PARTNERS INC/MA 85 - 2024-03-31 199,333 $4,046,000 12,047
   Carlsbad Wealth Advisory Group Inc. 13 - 2023-06-30 191,136 $3,733,000 0
   PURE FINANCIAL ADVISORS, INC. 85 - 2024-03-31 183,617 $3,727,000 -296
   FINANCIAL NETWORK 704 - 2023-12-31 179,029 $3,708,000 -102,142
   Upper Left Wealth Management LLC 13 - 2024-03-31 180,857 $3,671,000 -738
   ZRC WEALTH MANAGEMENT LLC 12 - 2024-03-31 164,062 $3,330,000 42,420
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 605 - 2023-09-30 183,859 $3,264,000 28,762
   Rockbridge Investment Management LCC 29 - 2023-12-31 154,492 $3,200,000 66,001
   HIGHTOWER ADVISORS, LLC 1169 - 2023-12-31 153,710 $3,174,000 4,088
   Congress Wealth Management LLC / DE / 273 - 2024-03-31 149,810 $3,041,000 5,185
   FINANCIAL COUNSELORS INC - 2023-12-31 144,697 $2,997,000 0
   Fiduciary Alliance LLC 56 - 2024-03-31 149,963 $2,996,000 8,456
   MARSHALL FINANCIAL GROUP INC /ADV 18 - 2023-12-31 143,789 $2,978,000 14,045
   Schoolcraft Capital LLC 24 - 2024-03-31 132,524 $2,690,000 -1,720
   Waypoint Capital Advisors LLC - 2023-12-31 125,106 $2,591,000 67,586
   Cypress Point Wealth Management LLC 14 - 2023-12-31 125,093 $2,591,000 -22,580
   Jackson Creek Investment Advisors LLC 2 - 2023-12-31 124,568 $2,580,000 4,003
   SMITH MOORE & CO. 70 - 2023-12-31 123,856 $2,565,000 4,433
   SWS Partners 44 - 2023-12-31 123,625 $2,560,000 -4,473
   Kohmann Bosshard Financial Services LLC 42 - 2024-03-31 126,109 $2,560,000 3,534
   GYL Financial Synergies LLC 103 - 2023-12-31 120,701 $2,500,000 15,951
   JMG FINANCIAL GROUP, LTD. 47 - 2023-12-31 119,125 $2,467,000 -17,143
   Brooklyn FI LLC 25 - 2024-03-31 121,444 $2,465,000 -572
   Perigon Wealth Management LLC 210 - 2023-12-31 114,227 $2,366,000 3,822
   BB&T CORP 1175 - 2023-12-31 112,347 $2,327,000 8,481
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 68 - 2023-12-31 110,500 $2,288,000 17,105
   PACIFIC CAPITAL WEALTH ADVISORS INC 26 - 2023-12-31 108,447 $2,246,000 3,678
   Empower Advisory Group LLC 205 - 2023-12-31 105,635 $2,188,000 38,195
   Geneos Wealth Management Inc. - 2023-12-31 105,529 $2,186,000 -2,052
   Brio Consultants LLC 42 - 2023-12-31 105,129 $2,177,000 65,047
   Passive Capital Management LLC. 18 - 2023-03-31 107,813 $2,102,000 3,963
   AWM CAPITAL LLC 29 - 2024-03-31 102,850 $2,088,000 -94
   Personal Capital Advisors Corp 212 - 2022-12-31 106,744 $2,059,000 30,740
   YALE CAPITAL CORP 168 - 2023-12-31 97,537 $2,020,000 -9,770
   Johnson Financial Group LLC 18 *New 2023-12-31 97,261 $2,014,000 97,261
   Glassy Mountain Advisors Inc. 37 - 2024-03-31 99,092 $2,012,000 4,310
   PRINCIPAL SECURITIES INC. 248 - 2023-12-31 95,754 $1,983,000 0
   Patriot Investment Management Inc. 65 - 2024-03-31 96,958 $1,968,000 -1,895
   Vivaldi Capital Management LLC 41 - 2023-12-31 100,849 $1,956,000 39,031
   ATLAS CAPITAL ADVISORS LLC 70 - 2024-03-31 94,623 $1,921,000 37,527
   HHM Wealth Advisors LLC 27 - 2023-12-31 92,645 $1,919,000 2,944
   Peterson Wealth Advisors LLC 22 - 2024-03-31 94,511 $1,919,000 -1,232
   Davis Capital Management 12 - 2024-03-31 96,015 $1,918,000 1,583
  100 Records found
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