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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
   VALMARK ADVISERS INC 384 - 2024-03-31 10,176 $453,000 0
   Kingsview Wealth Management LLC 914 - 2024-03-31 5,191 $231,000 0
   TD Waterhouse Canada Inc. 862 - 2024-03-31 2,720 $120,000 0
   McCarthy Grittinger Financial Group LLC 34 - 2024-03-31 1,559 $69,000 0
   BANGOR SAVINGS BANK 283 - 2024-03-31 1,234 $55,000 0
   MCF Advisors LLC 482 - 2024-03-31 582 $26,000 0
   Spectrum Wealth Counsel LLC 255 - 2024-03-31 457 $20,000 0
   EverSource Wealth Advisors LLC 1517 - 2024-03-31 254 $11,000 0
   Northwest Capital Management Inc 433 - 2024-03-31 143 $6,000 0
   Element Wealth LLC 239 - 2024-03-31 117 $5,000 0
   Planning Capital Management Corp 508 - 2024-03-31 100 $4,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 675 - 2024-03-31 66 $3,000 0
   Sunbelt Securities Inc. 1450 - 2024-03-31 67 $3,000 0
   MOTCO 531 - 2024-03-31 54 $2,000 0
  14 Records found
  1    
  Page 1 of 1
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