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Get Institutions for : 
Schwab Us Reit (SCHH)  
$19.77 0.16 (0.82%) as of 4:30 Tue 5/14


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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  : 
1.19 (6.4%)  




 
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
11,644
 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
   Forum Financial Management LP 65 *New 2024-03-31 185,661 $3,769,000 185,661
   SageView Advisory Group LLC 95 *New 2024-03-31 56,123 $2,582,000 56,123
   GSA CAPITAL PARTNERS LLP 114 *New 2024-03-31 96,402 $1,957,000 96,402
   COLONY GROUP, LLC 394 *New 2023-12-31 71,274 $1,476,000 71,274
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 209 *New 2024-03-31 48,895 $993,000 48,895
   INTEGRAL INVESTMENT ADVISORS INC. 84 *New 2024-03-31 25,473 $514,000 25,473
   Engineers Gate Manager LP 1290 *New 2023-12-31 19,311 $400,000 19,311
   Heritage Financial Services LLC 72 *New 2023-12-31 17,156 $355,000 17,156
   AXXCESS WEALTH MANAGEMENT LLC 634 *New 2023-12-31 14,803 $307,000 14,803
   MILLENNIUM MANAGEMENT LLC 3300 *New 2023-12-31 14,016 $290,000 14,016
   Trexquant Investment LP 1286 *New 2023-12-31 12,139 $251,000 12,139
   Robertson Stephens Wealth Management LLC 401 *New 2023-12-31 12,065 $250,000 12,065
   WARREN AVERETT ASSET MANAGEMENT, LLC 393 *New 2023-12-31 11,352 $235,000 11,352
   Strategic Family Wealth Counselors L.L.C. 104 *New 2023-12-31 11,182 $232,000 11,182
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 168 *New 2024-03-31 10,775 $219,000 10,775
   Prosperity Wealth Management Inc. 125 *New 2023-12-31 9,800 $203,000 9,800
   Atlantic Trust Group LLC 1243 *New 2024-03-31 7,273 $145,000 7,273
   Future Financial Wealth Managment LLC 203 *New 2024-03-31 3,900 $79,000 3,900
   LifeSteps Financial Inc. 125 *New 2024-03-31 3,593 $73,000 3,593
   TOMPKINS FINANCIAL CORP 422 *New 2024-03-31 1,106 $22,000 1,106
   FSA Wealth Management LLC 276 *New 2023-12-31 713 $15,000 713
   MASSMUTUAL TRUST CO FSB/ADV 1093 *New 2024-03-31 407 $8,000 407
   Anfield Capital Management LLC 223 *New 2024-03-31 190 $4,000 190
   First Pacific Financial 370 *New 2024-03-31 103 $2,000 103
   Ahrens Investment Partners LLC 921 *New 2023-03-31 73 $1,000 73
   MATHER GROUP, INC. 1650 *New 2024-03-31 27 $1,000 27
   FIRST MANHATTAN CO 1406 *New 2023-12-31 16 $0 16

  27 Records found
  1    
  Page 1 of 1
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