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Get Institutions for : 
Schwab Us Reit (SCHH)  
$19.61 0.08 (0.41%) as of 4:30 Mon 5/13


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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  : 
1.03 (5.54%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL COUNSELORS INC 228 - 2024-03-31 144,697 $2,937,000 0
   YALE CAPITAL CORP 173 - 2024-03-31 97,537 $1,980,000 0
   Black Diamond Financial LLC 38 - 2024-03-31 86,335 $1,788,000 0
   GREENLEAF TRUST 272 - 2024-03-31 58,056 $1,179,000 0
   BECKER CAPITAL MANAGEMENT INC 153 - 2023-12-31 54,962 $1,138,000 0
   Curbstone Financial Management Corp 104 - 2024-03-31 53,000 $1,076,000 0
   VPR Management LLC 32 - 2023-12-31 39,400 $816,000 0
   Garde Capital Inc. 99 - 2023-12-31 38,742 $802,000 0
   Forza Wealth Management LLC 69 - 2024-03-31 36,557 $742,000 0
   LUTS & GREENLEIGH GROUP INC 36 - 2023-12-31 21,200 $439,000 0
   JTC Employer Solutions Trusteee Ltd 91 - 2024-03-31 19,850 $401,000 0
   FF AdvisorsLLC 61 - 2024-03-31 19,478 $395,000 0
   OneAscent Financial Services LLC 243 - 2024-03-31 18,672 $379,000 0
   CALLAN CAPITAL, LLC 177 - 2024-03-31 18,116 $368,000 0
   HBW Advisory Services LLC 215 - 2024-03-31 16,777 $347,000 0
   Pinnacle Bank 137 - 2024-03-31 16,708 $339,000 0
   FIDUCIARY TRUST CO 521 - 2023-12-31 16,003 $331,000 0
   Alpha Omega Wealth Management LLC 172 - 2024-03-31 16,177 $328,000 0
   WHITTIER TRUST CO 616 - 2024-03-31 11,567 $235,000 0
   Skyline Advisors Inc. 78 - 2024-03-31 10,736 $218,000 0
   Waterfront Wealth Inc. 235 - 2023-12-31 10,300 $213,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 196 - 2024-03-31 6,203 $126,000 0
   Blume Capital Management Inc. 154 - 2024-03-31 3,630 $74,000 0
   WEST OAK CAPITAL LLC 166 - 2024-03-31 3,056 $62,000 0
   CRITERION CAPITAL ADVISORS LLC 119 - 2024-03-31 2,935 $60,000 0
   Red Cedar Capital LLC 95 - 2022-12-31 2,434 $47,000 0
   MONTAG A & ASSOCIATES INC 617 - 2024-03-31 2,102 $43,000 0
   Independence Bank of Kentucky 345 - 2024-03-31 1,882 $38,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 184 - 2024-03-31 1,800 $37,000 0
   Carmichael Hill & Associates Inc. 343 - 2024-03-31 1,737 $35,000 0
   Column Capital Advisors LLC 370 - 2023-09-30 1,908 $34,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 146 - 2022-12-31 1,582 $31,000 0
   MORRIS FINANCIAL CONCEPTS INC. 126 - 2024-03-31 1,536 $31,000 0
   Glass Jacobson Investment Advisors llc 429 - 2024-03-31 1,499 $30,000 0
   Crewe Advisors LLC 147 - 2023-12-31 1,340 $28,000 0
   Asset Dedication LLC 550 - 2024-03-31 1,205 $24,000 0
   Sugarloaf Wealth Management LLC 378 - 2024-03-31 1,162 $24,000 0
   CAMBRIDGE TRUST CO 505 - 2023-12-31 1,000 $21,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 879 - 2023-12-31 986 $20,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 745 - 2024-03-31 994 $20,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1611 - 2023-12-31 894 $19,000 0
   MV Capital Management Inc. 448 - 2024-03-31 808 $16,000 0
   Jackson Hole Capital Partners LLC 242 - 2024-03-31 733 $15,000 0
   MCF Advisors LLC 583 - 2024-03-31 674 $14,000 0
   FIFTH THIRD BANCORP 1783 - 2024-03-31 646 $13,000 0
   CHILTON CAPITAL MANAGEMENT LLC 460 - 2024-03-31 607 $12,000 0
   Game Plan Financial Advisors LLC 185 - 2024-03-31 608 $12,000 0
   Qube Research & Technologies Ltd 3167 - 2023-12-31 543 $11,000 0
   VALLEY NATIONAL ADVISERS INC 618 - 2024-03-31 546 $11,000 0
   Sachetta LLC 425 - 2024-03-31 420 $9,000 0
   DELTA ASSET MANAGEMENT LLC/TN 497 - 2023-12-31 296 $6,000 0
   Cherry Tree Wealth Management LLC 409 - 2024-03-31 272 $6,000 0
   Pflug Koory LLC 343 - 2024-03-31 284 $6,000 0
   Fortis Advisors LLC 214 - 2023-12-31 275 $6,000 0
   BARRETT & COMPANY INC. 469 - 2024-03-31 300 $6,000 0
   SMITHFIELD TRUST CO 919 - 2024-03-31 312 $6,000 0
   Key Financial Inc 888 - 2024-03-31 288 $6,000 0
   PIERSHALE FINANCIAL GROUP, INC. 167 - 2023-06-30 264 $5,000 0
   Arlington Trust Co LLC 430 - 2024-03-31 242 $5,000 0
   WOLFF WIESE MAGANA LLC 381 - 2024-03-31 250 $5,000 0
   HORRELL CAPITAL MANAGEMENT INC 192 - 2024-03-31 220 $4,000 0
   Steward Partners Investment Advisory LLC 3029 - 2023-12-31 194 $4,000 0
   BELLEVUE ASSET MANAGEMENT LLC 336 - 2024-03-31 200 $4,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 595 - 2024-03-31 209 $4,000 0
   Hamilton Point Investment Advisors LLC 146 - 2024-03-31 184 $4,000 0
   Princeton Global Asset Management LLC 519 - 2024-03-31 150 $3,000 0
   Sound Income Strategies LLC 1012 - 2024-03-31 151 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 744 - 2024-03-31 120 $2,000 0
   City State Bank 634 - 2024-03-31 86 $2,000 0
   DB Wealth Management Group LLC 342 - 2023-12-31 78 $2,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 598 - 2023-06-30 82 $2,000 0
   WASHINGTON TRUST CO 809 - 2024-03-31 108 $2,000 0
   Efficient Wealth Management LLC 777 - 2024-03-31 95 $2,000 0
   GPWM LLC 20 - 2024-03-31 67 $1,000 0
   SOA Wealth Advisors LLC. 747 - 2024-03-31 44 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 488 - 2023-12-31 1 $1,000 0
   Salomon & Ludwin LLC 783 - 2024-03-31 32 $1,000 0
   Householder Group Estate & Retirement Specialist L 1128 - 2024-03-31 26 $1,000 0
   JFS WEALTH ADVISORS, LLC 1714 - 2024-03-31 70 $1,000 0
   Element Wealth LLC 262 - 2024-03-31 62 $1,000 0
   Capital Analysts Inc. 1065 - 2023-12-31 36 $1,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 593 - 2024-03-31 10 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 679 - 2023-12-31 2 $0 0
   CFG ASSET MANAGEMENT LLC 405 - 2024-03-31 2 $0 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 198 - 2024-03-31 14 $0 0
   Smartleaf Asset Management LLC 1654 - 2024-03-31 8 $0 0
   MARYLAND CAPITAL ADVISORS INC. 229 - 2024-03-31 12 $0 0
   Silicon Valley Capital Partners 355 - 2024-03-31 1 $0 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 998 - 2024-03-31 16 $0 0
   TRUSTCORE FINANCIAL SERVICES LLC 1118 - 2022-12-31 6 $0 0
   Ambassador Advisors LLC 272 - 2023-12-31 12 $0 0
   Gordian Capital Singapore Pte Ltd 122 - 2023-12-31 1 $0 0
  92 Records found
  1    
  Page 1 of 1
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