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Get Institutions for : 
Schwab 5-10 Year Corporate Bond Etf (SCHI)  
$43.85 0.01 (0.02%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    2
Total shares held : 
 118,781,074  
% of shares held : 
 90.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   54  
Amount of shares held : 
 6,992,177  
% of shares held change : 
   5.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.67  
Last Quarter's Ending Price : 
 $44.94  
Last Quarter's Average Price : 
 $42.82  
Change from last quarter's     
avg. price to the last closing  : 
1.03 (2.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 577,667
 0.49%
 
Increased Positions :
81
 7,553,509
 6.36%
 
Unchanged Positions :
18
 82,939
 0.07%
 
Decreased Positions :
29
-678,949
-0.57%
 
Closed Positions :
27
-460,050
-0.39%
 
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. 5 - 2023-12-31 108,134,344 $4,859,557,000 6,418,683
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 276 - 2023-12-31 5,392,664 $242,346,000 291,609
   RIVERFRONT INVESTMENT GROUP, LLC 5 *New 2024-03-31 3,863,892 $171,904,000 3,863,892
   RAYMOND JAMES & ASSOCIATES 539 - 2024-03-31 767,453 $34,144,000 767,453
   BANK OF AMERICA CORP /DE/ 1733 - 2023-12-31 484,764 $21,785,000 18,681
   JANNEY MONTGOMERY SCOTT LLC 309 - 2024-03-31 480,300 $21,369,000 474,815
   J P MORGAN CHASE & CO 1659 - 2023-12-31 395,950 $17,794,000 -20,122
   OGOREK ANTHONY JOSEPH /NY/ /ADV 4 - 2024-03-31 388,708 $17,293,000 93,351
   Bouchey Financial Group Ltd 18 - 2024-03-31 361,769 $16,095,000 19,786
   BLACKROCK INC. 3034 - 2023-12-31 354,185 $15,917,000 153,844
   HUNTINGTON ASSET ADVISORS INC. 17 *New 2024-03-31 352,947 $15,703,000 352,947
   Campbell Wealth Management 16 - 2023-12-31 310,858 $13,970,000 5,003
   Taddei Ludwig & Associates Inc. 8 - 2024-03-31 245,439 $10,920,000 11,853
   Charles Schwab Trust Co 30 - 2024-03-31 177,645 $7,903,000 48,863
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 560 - 2024-03-31 160,676 $7,148,000 29,802
   Marmo Financial Group LLC 8 *New 2024-03-31 140,246 $6,240,000 140,246
   ROYAL BANK OF CANADA 1843 - 2023-12-31 117,391 $5,276,000 116,376
   Semmax Financial Advisors Inc. 13 - 2023-12-31 102,990 $4,518,000 102,677
   Kaizen Financial Strategies - 2024-03-31 97,750 $4,349,000 34,815
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1213 - 2024-03-31 96,669 $4,301,000 87,705
   FINANCIAL NETWORK 728 - 2023-12-31 78,522 $3,529,000 3,096
   ADVISORY SERVICES NETWORK, LLC 272 - 2023-12-31 75,126 $3,376,000 514
   MARINER WEALTH ADVISORS, LLC 840 - 2023-12-31 73,560 $3,306,000 47,798
   DecisionPoint Financial LLC - 2024-03-31 76,247 $3,303,000 -2,215
   Krasney Financial LLC 81 - 2024-03-31 67,119 $2,986,000 2,838
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 62,416 $2,777,000 -23,057
   AlphaStar Capital Management LLC 56 - 2023-12-31 54,959 $2,470,000 4,502
   NATIONAL ASSET MANAGEMENT, INC. 304 - 2023-12-31 54,526 $2,450,000 3,371
   Citizens National Bank Trust Department - 2024-03-31 52,502 $2,336,000 715
   Essex LLC - 2024-03-31 52,260 $2,325,000 200
   Horst & Graben Wealth Management LLC 33 - 2024-03-31 50,941 $2,266,000 -88,226
   Forthright Family Wealth Advisory LLC - 2024-03-31 47,197 $2,100,000 3,279
   Vident Advisory LLC 380 - 2023-12-31 44,308 $1,991,000 364
   Mutual Advisors LLC - 2024-03-31 41,649 $1,853,000 32,146
   Bank of New Hampshire 61 - 2024-03-31 40,801 $1,815,000 29,499
   West Wealth Group LLC 22 - 2023-12-31 40,044 $1,800,000 800
   Strategic Blueprint LLC 166 - 2024-03-31 38,478 $1,712,000 -20,952
   Andina Capital Management LLC 23 *New 2024-03-31 37,210 $1,655,000 37,210
   Austin Private Wealth LLC 50 - 2024-03-31 36,760 $1,619,000 -68,575
   STIFEL FINANCIAL CORP 1841 *New 2023-12-31 34,471 $1,549,000 34,471
   Source Financial Advisors LLC 32 *New 2024-03-31 34,340 $1,528,000 34,340
   Nilsine Partners LLC 122 - 2024-03-31 34,295 $1,526,000 -1,084
   VANGUARD GROUP INC 3695 - 2023-12-31 33,573 $1,509,000 0
   Advisor Group Holdings Inc. 2155 - 2023-12-31 31,589 $1,420,000 -20,073
   Carnick & Kubik Group LLC 112 - 2024-03-31 30,825 $1,371,000 1,342
   Beacon Bridge Wealth Partners LLC 41 - 2024-03-31 28,949 $1,288,000 6,425
   NorthCrest Asset Manangement LLC 248 - 2024-03-31 28,852 $1,284,000 313
   PFG Advisors 232 - 2023-12-31 27,266 $1,225,000 14,576
   FOCUS FINANCIAL NETWORK INC /ADV 288 - 2023-12-31 25,957 $1,167,000 0
   HARBOUR INVESTMENTS INC. 343 - 2023-12-31 24,192 $1,087,000 2,773
   ADVISORS CAPITAL MANAGEMENT LLC 285 - 2023-12-31 23,098 $1,038,000 1,165
   Gratus Capital LLC 140 *New 2023-12-31 22,275 $1,001,000 22,275
   Feltz Wealth PLAN Inc. 155 - 2023-12-31 21,692 $975,000 2,803
   My Legacy Advisors LLC 88 - 2023-12-31 21,022 $942,000 1,665
   One Wealth Advisors LLC 81 - 2024-03-31 20,165 $897,000 -50,340
   ENVESTNET ASSET MANAGEMENT INC 3024 - 2023-12-31 18,783 $844,000 -181,041
   KICKSTAND VENTURES LLC. 52 - 2023-12-31 17,529 $788,000 -30,938
   CITADEL ADVISORS LLC 3175 - 2023-12-31 17,123 $770,000 7,208
   Perigon Wealth Management LLC *New 2024-03-31 16,898 $752,000 16,898
   Adams Wealth Management 68 - 2023-12-31 16,421 $738,000 -6,245
   TNF LLC 41 - 2024-03-31 16,925 $733,000 -13,049
   Prairiewood Capital LLC 44 - 2024-03-31 16,147 $718,000 6,320
   MORGAN STANLEY 4986 - 2023-12-31 15,235 $685,000 3,132
   VAN STRUM & TOWNE INC - 2024-03-31 15,062 $670,000 2,115
   RENAISSANCE TECHNOLOGIES LLC 2642 - 2023-12-31 14,700 $661,000 6,200
   Orion Portfolio Solutions LLC 1101 *New 2023-12-31 14,660 $653,000 14,660
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 14,581 $649,000 -4,629
   LPL FINANCIAL CORP 3410 - 2023-12-31 14,148 $636,000 7,137
   AMERIPRISE FINANCIAL INC 3290 - 2023-12-31 13,644 $613,000 475
   CREATIVE PLANNING 1562 - 2023-12-31 13,502 $607,000 3,993
   Pinnacle Wealth Management Group Inc. 49 - 2024-03-31 12,948 $576,000 -121,741
   DAVENPORT & CO LLC *New 2024-03-31 12,776 $568,000 12,776
   MERCER GLOBAL ADVISORS INC /ADV 1273 - 2023-12-31 11,999 $539,000 11,999
   Arrowroot Family Office LLC 66 *New 2023-12-31 11,935 $536,000 11,935
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3697 - 2023-12-31 11,719 $527,000 -295,652
   Schaeffer Financial LLC 11 - 2024-03-31 11,728 $522,000 1,236
   Integrated Wealth Concepts LLC 975 - 2023-12-31 11,610 $522,000 5,077
   INTEGRAL INVESTMENT ADVISORS INC. *New 2024-03-31 11,395 $508,000 11,395
   COMMONWEALTH EQUITY SERVICES LLC. 2779 - 2024-03-31 11,304 $503,000 -5,089
   OLD MISSION CAPITAL LLC 619 - 2023-12-31 11,094 $499,000 -47,901
   CLIENT 1ST ADVISORY GROUP LLC 53 - 2023-12-31 11,112 $499,000 -322
   Clearview Wealth Advisors LLC 46 - 2024-03-31 11,040 $491,000 2,584
   Maia Wealth LLC 106 - 2023-12-31 10,657 $479,000 0
   VALMARK ADVISERS INC 350 - 2023-12-31 10,176 $457,000 48
   MEEDER ASSET MANAGEMENT INC *New 2023-12-31 9,064 $407,000 9,064
   Spectrum Planning & Advisory Services Inc. 31 - 2023-12-31 8,700 $391,000 3,708
   FC Advisory LLC 76 - 2024-03-31 8,742 $389,000 11
   HIGHTOWER ADVISORS, LLC 2471 - 2023-12-31 8,405 $380,000 1,509
   MARIPAU WEALTH MANAGEMENT LLC 66 - 2023-12-31 8,107 $364,000 132
   Sequoia Financial Advisors LLC 797 - 2024-03-31 7,915 $352,000 -1,044
   Coastal Capital Group Inc. 66 - 2023-06-30 7,346 $324,000 -163
   Security Financial Services INC. 137 - 2024-03-31 7,116 $317,000 -21,396
   Prime Capital Investment Advisors LLC - 2023-12-31 6,826 $307,000 856
   Range Financial Group LLC 140 *New 2024-03-31 6,685 $297,000 6,685
   WealthBridge Capital Management LLC *New 2024-03-31 6,642 $296,000 6,642
   Bristlecone Advisors LLC 231 - 2024-03-31 6,570 $292,000 54
   MONECO Advisors LLC 314 *New 2024-03-31 6,557 $292,000 6,557
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2716 - 2024-03-31 6,427 $286,000 -3,526
   AdvisorNet Financial Inc 408 - 2024-03-31 6,377 $284,000 -9,118
   Private Advisor Group LLC *New 2024-03-31 6,316 $281,000 6,316
  100 Records found
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