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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CREATIVE PLANNING 26 - 2023-12-31 29,351,371 $607,867,000 -558,689
   PNC FINANCIAL SERVICES GROUP INC 379 - 2024-03-31 1,071,869 $21,759,000 -38,213
   M&T BANK CORP 216 - 2024-03-31 934,386 $18,968,000 -5,000
   BENJAMIN F. EDWARDS & COMPANY INC. 92 - 2024-03-31 840,555 $17,063,000 -34,506
   LAKE STREET ADVISORS GROUP LLC 24 - 2023-12-31 714,688 $14,801,000 -359,923
   BNP PARIBAS ARBITRAGE SA 660 - 2024-03-31 670,498 $13,611,000 -96,310
   MARINER WEALTH ADVISORS, LLC 445 - 2023-12-31 536,227 $11,105,000 -4,189
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 488 - 2024-03-31 466,461 $9,469,000 -1,617
   NATIONAL BANK OF CANADA /FI/ 530 - 2023-12-31 397,669 $8,308,000 -5,247
   ENVESTNET ASSET MANAGEMENT INC 1598 - 2023-12-31 374,193 $7,750,000 -50,917
   WELLS FARGO & CO/MN 1707 - 2024-03-31 378,912 $7,692,000 -15,743
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1069 - 2023-12-31 352,935 $7,309,000 -38,865
   EMPIRICAL FINANCIAL SERVICES, LLC 111 - 2024-03-31 236,815 $4,807,000 -4,698
   JONES FINANCIAL COMPANIES LLLP 141 - 2023-12-31 214,163 $4,435,000 -10,183
   VISTA CAPITAL PARTNERS, INC. 13 - 2024-03-31 192,038 $3,898,000 -5,490
   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
   Schoolcraft Capital LLC 24 - 2024-03-31 132,524 $2,690,000 -1,720
   Brooklyn FI LLC 25 - 2024-03-31 121,444 $2,465,000 -572
   Brio Consultants LLC 42 - 2024-03-31 103,953 $2,110,000 -1,176
   Empower Advisory Group LLC 202 - 2024-03-31 103,017 $2,091,000 -2,618
   AWM CAPITAL LLC 29 - 2024-03-31 102,850 $2,088,000 -94
   Waypoint Capital Advisors LLC 45 - 2024-03-31 102,107 $2,073,000 -22,999
   Geneos Wealth Management Inc. 248 - 2024-03-31 101,058 $2,051,000 -4,471
   Patriot Investment Management Inc. 65 - 2024-03-31 96,958 $1,968,000 -1,895
   Johnson Financial Group LLC 16 - 2024-03-31 96,686 $1,963,000 -575
   Peterson Wealth Advisors LLC 22 - 2024-03-31 94,511 $1,919,000 -1,232
   PRINCIPAL SECURITIES INC. 281 - 2024-03-31 93,997 $1,908,000 -1,757
   MERCER GLOBAL ADVISORS INC /ADV 758 - 2023-12-31 91,359 $1,892,000 -16,596
   Advisor Group Holdings Inc. 1749 - 2024-03-31 91,399 $1,855,000 -387
   Wealthcare Advisory Partners LLC 254 - 2024-03-31 85,483 $1,735,000 -4,801
   Peloton Wealth Strategists 48 - 2023-12-31 80,082 $1,658,000 -1,931
   H D Vest Advisory Services 621 - 2024-03-31 74,068 $1,504,000 -6,161
   BANK OF AMERICA CORP /DE/ 3725 - 2023-12-31 72,363 $1,499,000 -7,794
   Chicago Partners Investment Group LLC 250 - 2024-03-31 76,179 $1,444,000 -5,899
   REDW Stanley Financial Advisors LLC 36 - 2024-03-31 70,947 $1,440,000 -7,241
   IFG Advisors LLC 33 - 2024-03-31 69,199 $1,405,000 -293
   Curtis Advisory Group LLC 41 - 2024-03-31 57,458 $1,166,000 -6,915
   HBK SORCE ADVISORY LLC 200 - 2024-03-31 54,882 $1,114,000 -196
   BCS Wealth Management 65 - 2024-03-31 53,816 $1,092,000 -1,358
   Private Advisor Group LLC 1142 - 2024-03-31 51,054 $1,036,000 -20,029
   Gerber Kawasaki Wealth & Investment Management 132 - 2023-12-31 48,942 $1,014,000 -3,960
   CAPITAL INSIGHT PARTNERS LLC 94 - 2024-03-31 49,032 $995,000 -1,152
   Bensler LLC 87 - 2024-03-31 48,561 $986,000 -15,698
   MML INVESTORS SERVICES LLC 1389 - 2023-12-31 46,335 $960,000 -18,228
   Walkner Condon Financial Advisors LLC 99 - 2024-03-31 46,770 $948,000 -191
   COMMONWEALTH EQUITY SERVICES LLC. 2290 - 2024-03-31 45,549 $925,000 -1,315
   HANSON MCCLAIN, INC. 421 - 2024-03-31 45,089 $915,000 -2,770
   Root Financial Partners LLC 36 - 2024-03-31 44,941 $912,000 -560
   Gradient Capital Advisors LLC 66 - 2024-03-31 44,627 $906,000 -1,844
   WATERSHED PRIVATE WEALTH LLC 53 - 2024-03-31 43,777 $889,000 -6,788
   Sculati Wealth Management LLC 63 - 2023-12-31 41,651 $863,000 -406
   Aletheian Wealth Advisors LLC 53 - 2024-03-31 42,166 $856,000 -212
   Fifth Third Securities Inc. 171 - 2024-03-31 38,402 $780,000 -3,483
   WAGNER CAPITAL MANAGEMENT CORP 177 - 2024-03-31 37,563 $763,000 -12,112
   Retirement Group LLC 55 - 2024-03-31 36,062 $732,000 -8,717
   Values Added Financial LLC 34 - 2024-03-31 35,736 $725,000 -504
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2971 - 2024-03-31 34,722 $705,000 -434,637
   BANGOR SAVINGS BANK 142 - 2024-03-31 33,343 $677,000 -6,141
   ROUNDVIEW CAPITAL LLC 236 - 2024-03-31 31,926 $648,000 -131
   Kingsview Wealth Management LLC 608 - 2024-03-31 31,142 $632,000 -766
   Friedenthal Financial 86 - 2024-03-31 30,973 $629,000 -2,725
   EVERGREEN CAPITAL MANAGEMENT LLC 374 - 2023-12-31 29,467 $610,000 -64,892
   Emerald Investment Partners LLC 179 - 2024-03-31 29,862 $606,000 -300
   SigFig Wealth Management LLC 106 - 2024-03-31 37,301 $604,000 -330
   Lee Financial CORP 87 - 2023-12-31 28,098 $582,000 -9,818
   Grey Fox Wealth Advisors LLC 52 - 2024-03-31 27,399 $556,000 -817
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 66 - 2024-03-31 27,355 $555,000 -316
   OHE FINANCIAL INC 156 - 2023-12-31 26,678 $552,000 -3,059
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2223 - 2024-03-31 25,839 $525,000 -21,423
   D.B. Root & Company LLC 109 - 2024-03-31 25,362 $515,000 -60
   Summit Financial Strategies Inc. 80 - 2024-03-31 24,745 $502,000 -357
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 43 - 2024-03-31 24,100 $489,000 -8,070
   AVAII WEALTH MANAGEMENT LLC 65 - 2024-03-31 23,643 $480,000 -501
   CAPTRUST FINANCIAL ADVISORS 1788 - 2023-12-31 21,638 $457,000 -66
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1414 - 2024-03-31 22,355 $454,000 -143,732
   HOYLECOHEN LLC 200 - 2023-12-31 21,745 $450,000 -4,995
   Embree Financial Group 126 - 2024-03-31 22,109 $449,000 -4,780
   Landmark Financial Advisors LLC 59 - 2023-12-31 21,377 $443,000 -985
   Lutz Financial Services LLC 70 - 2024-03-31 21,700 $441,000 -1,068
   Whelan Financial 30 - 2024-03-31 21,026 $427,000 -232
   TRUEPOINT, INC. 94 - 2024-03-31 20,931 $425,000 -201
   STABLEFORD CAPITAL II LLC 114 - 2024-03-31 20,684 $420,000 -1,132
   WT Wealth Management 81 - 2023-12-31 20,206 $418,000 -1,981
   Cordant Inc. 30 - 2024-03-31 20,552 $417,000 -374
   Yoder Wealth Management Inc. 62 - 2024-03-31 20,360 $413,000 -13,282
   EFFICIENT ADVISORS, LLC 60 - 2024-03-31 19,813 $402,000 -2,762
   Integrated Wealth Concepts LLC 1086 - 2023-12-31 19,287 $399,000 -674
   Prime Capital Investment Advisors LLC - 2023-12-31 18,608 $385,000 -1,023
   Laraway Financial Inc 75 - 2023-12-31 18,060 $374,000 -347
   CIBC WORLD MARKETS CORP 675 - 2023-12-31 17,567 $364,000 -1,832
   Valued Wealth Advisors LLC 24 - 2024-03-31 17,951 $364,000 -65,343
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 211 - 2024-03-31 17,670 $359,000 -650
   Marotta Asset Management 81 - 2024-03-31 17,488 $355,000 -462
   Allen Capital Group LLC 149 - 2024-03-31 16,574 $336,000 -59
   MODERA WEALTH MANAGEMENT, LLC 456 - 2023-12-31 16,040 $332,000 -113,179
   Western Wealth Management LLC 488 - 2024-03-31 15,594 $317,000 -3,231
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 864 - 2023-12-31 14,335 $297,000 -11,281
   CWM LLC 1330 - 2024-03-31 14,355 $291,000 -883
  100 Records found
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