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Get Institutions for : 
Schwab 5-10 Year Corporate Bond Etf (SCHI)  
$43.58 0.16 (0.37%) as of 4:30 Wed 5/29


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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  : 
0.76 (1.77%)  




 
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
6,145
 0.01%
 
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
   RIVERFRONT INVESTMENT GROUP, LLC 5 *New 2024-03-31 3,863,892 $171,904,000 3,863,892
   HUNTINGTON ASSET ADVISORS INC. 17 *New 2024-03-31 352,947 $15,703,000 352,947
   Rockefeller Capital Management L.P. 418 *New 2024-03-31 314,330 $13,985,000 314,330
   BB&T CORP 744 *New 2024-03-31 161,818 $7,199,000 161,818
   Marmo Financial Group LLC 8 *New 2024-03-31 140,246 $6,240,000 140,246
   Andina Capital Management LLC 23 *New 2024-03-31 37,210 $1,655,000 37,210
   Source Financial Advisors LLC 32 *New 2024-03-31 34,340 $1,528,000 34,340
   GeoWealth Management LLC 218 *New 2024-03-31 34,340 $1,528,000 34,340
   HPM Partners LLC 1153 *New 2024-03-31 29,454 $1,311,000 29,454
   CIBC WORLD MARKETS CORP 611 *New 2024-03-31 26,942 $1,199,000 26,942
   COMERICA BANK 1452 *New 2024-03-31 26,646 $1,185,000 26,646
   WEDBUSH MORGAN SECURITIES INC 485 *New 2024-03-31 17,097 $761,000 17,097
   Perigon Wealth Management LLC 437 *New 2024-03-31 16,898 $752,000 16,898
   DAVENPORT & CO LLC 747 *New 2024-03-31 12,776 $568,000 12,776
   CAPTRUST FINANCIAL ADVISORS 1454 *New 2024-03-31 11,856 $527,000 11,856
   INTEGRAL INVESTMENT ADVISORS INC. 85 *New 2024-03-31 11,395 $508,000 11,395
   Range Financial Group LLC 140 *New 2024-03-31 6,685 $297,000 6,685
   WealthBridge Capital Management LLC 133 *New 2024-03-31 6,642 $296,000 6,642
   MONECO Advisors LLC 314 *New 2024-03-31 6,557 $292,000 6,557
   EMPIRICAL FINANCIAL SERVICES, LLC 450 *New 2024-03-31 6,363 $283,000 6,363
   Private Advisor Group LLC 1881 *New 2024-03-31 6,316 $281,000 6,316
   PATTEN & PATTEN INC/TN 270 *New 2024-03-31 5,891 $262,000 5,891
   BUCKINGHAM ASSET MANAGEMENT, LLC 628 *New 2024-03-31 5,854 $260,000 5,854
   SageView Advisory Group LLC 458 *New 2024-03-31 4,615 $253,000 4,615
   Gallagher Fiduciary Advisors LLC 171 *New 2024-03-31 5,161 $230,000 5,161
   Delta Financial Group Inc. 210 *New 2024-03-31 4,891 $218,000 4,891
   CoreCap Advisors LLC 536 *New 2023-12-31 4,726 $212,000 4,726
   ZRC WEALTH MANAGEMENT LLC 110 *New 2024-03-31 4,398 $196,000 4,398
   MITCHELL SINKLER & STARR/PA 157 *New 2024-03-31 3,845 $171,000 3,845
   MILESTONE GROUP INC 178 *New 2024-03-31 3,715 $165,000 3,715
   UMB BANK N A/MO 666 *New 2024-03-31 2,599 $116,000 2,599
   Atlantic Trust Group LLC 1332 *New 2024-03-31 2,629 $116,000 2,629
   Laffer Tengler Investments 148 *New 2024-03-31 2,578 $115,000 2,578
   HARBOR INVESTMENT ADVISORY LLC 569 *New 2024-03-31 1,193 $53,000 1,193
   FSA Wealth Management LLC 165 *New 2024-03-31 977 $43,000 977
   AlphaCore Capital LLC 161 *New 2024-03-31 680 $30,000 680
   Anfield Capital Management LLC 115 *New 2024-03-31 558 $25,000 558
   Cassady Schiller Wealth Management LLC 268 *New 2024-03-31 556 $25,000 556
   Archer Investment Corp 545 *New 2024-03-31 375 $17,000 375
   First Pacific Financial 249 *New 2024-03-31 286 $13,000 286
   HANSON MCCLAIN, INC. 2073 *New 2024-03-31 241 $11,000 241
   Rice Partnership LLC 141 *New 2024-03-31 162 $7,000 162
   Aptus Capital Advisors LLC 1068 *New 2024-03-31 117 $5,000 117
   Dunhill Financial LLC 368 *New 2024-03-31 92 $4,000 92
   BENJAMIN F. EDWARDS & COMPANY INC. 2019 *New 2024-03-31 45 $2,000 45
   NBT BANK N A /NY 535 *New 2024-03-31 42 $2,000 42
   SANDY SPRING BANK 1129 *New 2024-03-31 29 $1,000 29
   Investors Research Corp 972 *New 2024-03-31 18 $1,000 18

  48 Records found
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