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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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 15 - 2024-03-31 53,860,915 $1,093,377,000 1,472,209
   FINANCIAL ENGINES ADVISORS L.L.C. 16 - 2023-12-31 48,810,587 $1,010,867,000 1,452,610
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 134 - 2024-03-31 27,347,574 $555,156,000 2,493,740
   US BANCORP 28 - 2024-03-31 26,073,111 $529,288,000 1,002,509
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39 - 2023-12-31 13,227,757 $273,947,000 11,212,038
   Envestnet Portfolio Solutions Inc. 42 - 2024-03-31 6,356,836 $129,044,000 301,764
   BLACKROCK INC. 2075 - 2024-03-31 4,453,300 $90,402,000 672,823
   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
   Charles Schwab Trust Co 15 - 2024-03-31 994,752 $20,193,000 108,991
   Apollon Wealth Management LLC 34 - 2024-03-31 950,118 $19,287,000 171,980
   FOSTER & MOTLEY INC 13 - 2024-03-31 902,059 $18,312,000 9,325
   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
   Betterment LLC 81 - 2024-03-31 557,708 $11,321,000 60,525
   Tortoise Investment Management LLC 20 - 2024-03-31 509,258 $10,338,000 24,253
   JACKSON THORNTON ASSET MANAGEMENT LLC 10 - 2023-12-31 456,504 $9,454,000 147,800
   COURAGE MILLER PARTNERS, LLC 9 - 2024-03-31 453,183 $9,200,000 12,923
   FUND EVALUATION GROUP LLC 15 - 2024-03-31 450,331 $9,147,000 3
   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
   LPL FINANCIAL CORP 1431 - 2024-03-31 419,032 $8,506,000 29,543
   Firestone Capital Management 14 - 2024-03-31 409,869 $8,320,000 7,827
   Strategic Financial Planning Inc. 5 - 2024-03-31 391,741 $7,952,000 16,916
   WEALTH MANAGEMENT RESOURCES INC. 14 - 2024-03-31 366,796 $7,446,000 11,885
   Krilogy Financial LLC 39 - 2024-03-31 345,254 $7,009,000 2,861
   Sensible Financial Planning & Management LLC. 15 - 2024-03-31 331,094 $6,721,000 11,728
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 78 - 2024-03-31 255,389 $5,184,000 25,604
   J P MORGAN CHASE & CO 2471 - 2024-03-31 243,493 $4,943,000 3,910
   WealthCollab LLC 7 - 2024-03-31 233,379 $4,738,000 1,618
   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
   Baird Financial Group Inc. 704 - 2023-12-31 200,319 $4,149,000 181,063
   APPLETON PARTNERS INC/MA 85 - 2024-03-31 199,333 $4,046,000 12,047
   Elm Partners Management LLC 29 - 2024-03-31 179,109 $3,636,000 135,763
   ZRC WEALTH MANAGEMENT LLC 12 - 2024-03-31 164,062 $3,330,000 42,420
   MARSHALL FINANCIAL GROUP INC /ADV 18 - 2024-03-31 161,549 $3,279,000 17,760
   HIGHTOWER ADVISORS, LLC 1145 - 2024-03-31 161,416 $3,277,000 7,706
   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
   Congress Wealth Management LLC / DE / 273 - 2024-03-31 149,810 $3,041,000 5,185
   Fiduciary Alliance LLC 56 - 2024-03-31 149,963 $2,996,000 8,456
   SWS Partners 44 - 2024-03-31 130,841 $2,656,000 7,216
   Jackson Creek Investment Advisors LLC 2 - 2024-03-31 129,628 $2,631,000 5,060
   JMG FINANCIAL GROUP, LTD. 47 - 2024-03-31 129,367 $2,626,000 10,242
   Cypress Point Wealth Management LLC 19 - 2024-03-31 128,436 $2,607,000 3,343
   SMITH MOORE & CO. 70 - 2023-12-31 123,856 $2,565,000 4,433
   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
   Perigon Wealth Management LLC 226 - 2024-03-31 120,975 $2,456,000 6,748
   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
   Passive Capital Management LLC. 18 - 2023-03-31 107,813 $2,102,000 3,963
   Personal Capital Advisors Corp 212 - 2022-12-31 106,744 $2,059,000 30,740
   Glassy Mountain Advisors Inc. 37 - 2024-03-31 99,092 $2,012,000 4,310
   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
   Davis Capital Management 12 - 2024-03-31 96,015 $1,918,000 1,583
   BALLAST ADVISORS LLC 26 - 2024-03-31 92,039 $1,868,000 9,800
   MADDEN ADVISORY SERVICES, INC. 28 - 2024-03-31 90,107 $1,829,000 1,169
   Cresset Asset Management LLC 624 - 2023-12-31 86,987 $1,801,000 86,987
   Landmark Wealth Management LLC 35 - 2024-03-31 81,505 $1,655,000 1,245
   RSM US WEALTH MANAGEMENT LLC 208 - 2024-03-31 78,549 $1,595,000 6,016
   ALASKA RETIREMENT MANAGEMENT BOARD 822 - 2024-03-31 74,199 $1,506,000 52,148
   AE Wealth Management LLC 1004 - 2023-12-31 75,336 $1,498,000 11,700
   Millburn Ridgefield Corp 46 - 2024-03-31 73,358 $1,489,000 1,308
   FC Advisory LLC 34 - 2024-03-31 71,607 $1,454,000 677
   MCCORMACK ADVISORS INTERNATIONAL 425 - 2024-03-31 71,239 $1,446,000 4,400
   TRILLIUM ASSET MANAGEMENT CORP 166 - 2024-03-31 70,556 $1,432,000 7,556
   Resources Investment Advisors Inc. 416 - 2024-03-31 67,762 $1,376,000 2,457
   SeaCrest Wealth Management LLC 124 - 2024-03-31 66,767 $1,355,000 4,700
   Guardian Financial Partners LLC 25 - 2024-03-31 65,368 $1,327,000 8,614
   VALMARK ADVISERS INC 224 - 2024-03-31 62,282 $1,264,000 1,523
   JFG Wealth Management LLC 18 - 2024-03-31 62,222 $1,263,000 4
   APCM Wealth Management for Individuals 33 - 2024-03-31 60,962 $1,238,000 2,635
   ALESCO ADVISORS LLC 78 - 2024-03-31 59,205 $1,202,000 2,600
   Tempus Wealth Planning LLC 53 - 2024-03-31 54,584 $1,108,000 1,774
   CI Private Wealth LLC 1289 - 2024-03-31 52,612 $1,068,000 789
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 52 - 2024-03-31 51,112 $1,038,000 22
   BUCKINGHAM ASSET MANAGEMENT, LLC 328 - 2024-03-31 50,952 $1,034,000 869
   Apollon Financial LLC 59 - 2024-03-31 49,621 $1,007,000 1,795
   Hexagon Capital Partners LLC 46 - 2024-03-31 49,130 $997,000 10,992
   COLONY GROUP LLC 431 - 2023-09-30 54,178 $962,000 8,715
   Braun-Bostich & Associates Inc. 36 - 2024-03-31 47,137 $957,000 15,877
   Blueprint Investment Partners LLC 53 - 2023-12-31 45,400 $940,000 708
   MISSION WEALTH MANAGEMENT LLC 295 - 2024-03-31 44,696 $907,000 905
   Waterloo Capital L.P. 148 - 2023-12-31 43,263 $896,000 43,263
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 973 - 2024-03-31 42,667 $866,000 4,037
   Kades & Cheifetz LLC 44 - 2024-03-31 40,388 $820,000 1,556
   Camden Capital LLC 132 - 2023-12-31 38,302 $793,000 14
  100 Records found
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