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Get Institutions for : 
Schwab 1-5 Year Corporate Bond Etf (SCHJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    6
Total shares held : 
 4,294,513  
% of shares held : 
 47.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 888,611  
% of shares held change : 
   9.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 398,196
 9.27%
 
Increased Positions :
35
 663,616
 15.45%
 
Unchanged Positions :
13
 104,126
 2.42%
 
Decreased Positions :
23
-154,460
-3.6%
 
Closed Positions :
8
-18,741
-0.44%
 
Guru Positions :
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 559 - 2023-12-31 2,079,771 $100,619,000 3,041
   BANK OF AMERICA CORP /DE/ 2573 - 2023-12-31 162,726 $7,873,000 38,649
   Columbus Macro LLC 5 - 2024-03-31 152,343 $7,363,000 43,965
   TAP Consulting LLC 10 - 2024-03-31 142,471 $6,886,000 55,635
   ENVESTNET ASSET MANAGEMENT INC 1708 - 2023-12-31 135,889 $6,574,000 123,068
   MODERA WEALTH MANAGEMENT, LLC 144 - 2023-12-31 115,266 $5,577,000 115,266
   Cetera Investment Advisers 401 *New 2023-12-31 114,570 $5,543,000 114,570
   Baldrige Asset Management LLC 14 - 2023-03-31 102,217 $4,862,000 914
   GREENUP STREET WEALTH MANAGEMENT LLC 16 - 2023-12-31 95,459 $4,618,000 90,909
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1187 - 2023-12-31 92,676 $4,484,000 92,676
   HIGHTOWER ADVISORS, LLC 1013 - 2023-12-31 92,176 $4,456,000 -396
   FINANCIAL ARCHITECTS INC 31 - 2023-06-30 92,421 $4,369,000 6
   JANE STREET GROUP LLC 1625 - 2023-12-31 87,790 $4,247,000 -6,764
   White Wing Wealth Management 7 *New 2024-03-31 85,051 $4,088,000 85,051
   HM PAYSON & CO 122 - 2023-12-31 75,000 $3,629,000 0
   Kades & Cheifetz LLC 13 - 2023-12-31 74,496 $3,604,000 12,947
   NATIONAL ASSET MANAGEMENT, INC. 235 - 2023-12-31 68,198 $3,299,000 3,070
   Essex LLC 41 - 2023-12-31 64,995 $3,144,000 44,830
   LPL FINANCIAL CORP 2111 - 2023-12-31 56,940 $2,755,000 50,180
   AlphaStar Capital Management LLC 53 - 2023-12-31 55,899 $2,704,000 4,647
   Rosenberg Matthew Hamilton 21 - 2024-03-31 54,968 $2,642,000 -865
   VAN STRUM & TOWNE INC 32 - 2023-12-31 42,885 $2,075,000 -3,582
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1349 - 2024-03-31 36,231 $1,751,000 7,252
   Altiora Financial Group LLC 27 - 2024-03-31 34,710 $1,678,000 0
   MARINER WEALTH ADVISORS, LLC 1148 - 2023-12-31 34,121 $1,651,000 17,157
   Integrated Wealth Concepts LLC 559 - 2023-12-31 32,939 $1,594,000 -11,707
   Charles Schwab Trust Co 72 - 2024-03-31 28,848 $1,394,000 4,579
   Brookstone Capital Management 438 - 2024-03-31 25,545 $1,235,000 -6,188
   Jackson Creek Investment Advisors LLC 38 - 2023-12-31 24,949 $1,207,000 4
   VALMARK ADVISERS INC 220 - 2023-12-31 24,940 $1,207,000 816
   OHE FINANCIAL INC 108 - 2023-12-31 24,132 $1,168,000 33
   Compass Financial Group INC/SD 27 - 2024-03-31 23,402 $1,131,000 4,786
   Advisor Group Holdings Inc. 2418 - 2023-12-31 22,718 $1,099,000 1,846
   CLIENT 1ST ADVISORY GROUP LLC 30 - 2023-12-31 21,199 $1,026,000 -6,623
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 556 - 2023-12-31 21,110 $1,021,000 2,680
   BSC PRIVATE WEALTH MANAGEMENT LLC 72 *New 2023-12-31 16,900 $818,000 16,900
   Atomi Financial Group Inc. 186 *New 2023-12-31 14,739 $713,000 14,739
   ROUNDVIEW CAPITAL LLC 226 - 2023-12-31 13,429 $650,000 0
   Wedmont Private Capital 271 - 2024-03-31 13,502 $649,000 111
   Mutual Advisors LLC 580 - 2023-12-31 13,078 $633,000 -40
   Farther Finance Advisors LLC 313 - 2023-12-31 12,710 $615,000 12,673
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 70 - 2023-12-31 12,499 $605,000 -1,711
   CREATIVE PLANNING 1610 - 2023-12-31 11,801 $571,000 3,124
   Financial Strategies Group Inc. 48 - 2024-03-31 11,613 $558,000 40
   Kingsview Wealth Management LLC 613 - 2023-12-31 11,303 $547,000 -576
   ROYAL BANK OF CANADA 3610 - 2023-12-31 10,857 $525,000 9,003
   FINANCIAL NETWORK 1878 - 2023-12-31 10,271 $497,000 10,271
   AMERIPRISE FINANCIAL INC 3393 - 2023-12-31 9,827 $475,000 1,859
   HARBOUR INVESTMENTS INC. 563 - 2023-12-31 9,408 $455,000 4
   AXXCESS WEALTH MANAGEMENT LLC 554 - 2023-12-31 8,928 $432,000 -2,055
   Crescent Sterling Ltd. 58 - 2024-03-31 8,618 $417,000 334
   CREATIVE FINANCIAL DESIGNS INC /ADV 266 - 2023-12-31 8,474 $410,000 -3,370
   Capital Asset Advisory Services LLC 211 - 2024-03-31 8,257 $397,000 -671
   Kovitz Investment Group Partners LLC 344 - 2023-12-31 7,429 $359,000 64
   FOCUS FINANCIAL NETWORK INC /ADV 530 - 2023-12-31 7,347 $355,000 0
   Lodestone Wealth Management LLC - 2023-12-31 6,935 $336,000 -679
   CAPTRUST FINANCIAL ADVISORS 2037 - 2023-12-31 6,806 $329,000 -1,474
   H D Vest Advisory Services 1187 - 2023-12-31 6,754 $327,000 1,085
   Focus Financial Network Inc. 482 - 2024-03-31 6,447 $308,000 0
   MORGAN STANLEY 5370 - 2023-12-31 6,056 $293,000 5,979
   Worth Asset Management LLC 93 - 2024-03-31 5,598 $271,000 -3,599
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1980 - 2024-03-31 5,434 $263,000 -190
   Cape Investment Advisory Inc. 120 - 2023-12-31 5,257 $254,000 1,675
   MULTIFINANCIAL SECURITIES CORP 1533 *New 2023-12-31 5,025 $243,000 5,025
   FDX ADVISORS, INC. 608 *New 2023-12-31 4,819 $233,000 4,819
   Golden State Equity Partners 326 *New 2023-12-31 4,670 $226,000 4,670
   COMMONWEALTH EQUITY SERVICES LLC. 3349 *New 2023-12-31 4,598 $222,000 4,598
   Dynamic Advisors Solutions LLC 850 - 2024-03-31 4,341 $210,000 0
   Parallel Advisors LLC 814 - 2023-12-31 3,940 $191,000 3,940
   IFP Advisors Inc 1174 - 2023-12-31 2,311 $112,000 156
   Red Cedar Capital LLC 73 - 2022-12-31 2,354 $110,000 0
   CENTAURUS FINANCIAL INC. 762 *New 2023-12-31 2,094 $101,000 2,094
   ANCORA ADVISORS, LLC 784 - 2023-12-31 1,723 $83,000 0
   Coastal Capital Group Inc. 215 - 2023-06-30 1,087 $51,000 0
   Coppell Advisory Solutions LLC 514 - 2023-12-31 953 $46,000 953
   Smartleaf Asset Management LLC 552 - 2023-12-31 919 $44,000 0
   AdvisorNet Financial Inc 903 - 2024-03-31 741 $36,000 0
   PRINCIPAL SECURITIES INC. 1994 - 2023-12-31 331 $16,000 0
   FMR LLC 3916 *New 2023-12-31 309 $15,000 309
   UBS Group AG 5946 - 2023-12-31 285 $14,000 32
   PNC FINANCIAL SERVICES GROUP INC 3605 - 2023-12-31 238 $12,000 0
   Able Wealth Management LLC 275 - 2023-12-31 205 $10,000 0
   NBC SECURITIES INC. 1687 - 2024-03-31 202 $9,000 0
   LifeSteps Financial Inc. 338 *New 2024-03-31 100 $5,000 100
   CWM LLC 3708 - 2024-03-31 79 $4,000 -83
   Northwest Capital Management Inc 444 - 2024-03-31 83 $4,000 0
   Geneos Wealth Management Inc. *New 2023-12-31 56 $3,000 56
   Family Asset Management LLC 175 - 2023-12-31 33 $2,000 -584
   J P MORGAN CHASE & CO 5384 - 2023-12-31 39 $2,000 -1,810
   Meridian Wealth Management LLC 202 *Closed 2024-03-31 0 $0 -44,298
   BLACKROCK INC. 4954 *Closed 2023-12-31 0 $0 -6
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1719 - 2023-12-31 1 $0 0
   HANSON MCCLAIN, INC. 3381 *Closed 2024-03-31 0 $0 -5
   GUARDIAN WEALTH ADVISORS LLC / NC 442 *Closed 2023-12-31 0 $0 -250
   Resurgent Financial Advisors LLC 510 *Closed 2023-12-31 0 $0 -679
   Aptus Capital Advisors LLC 947 *Closed 2023-12-31 0 $0 -250
   Quaker Wealth Management LLC 56 *Closed 2023-12-31 0 $0 -4,430
   Midwest Heritage Bank FSB 58 *Closed 2024-03-31 0 $0 -4,276
   PROEQUITIES INC. 9673 - 2023-12-31 0 $0 -1,294
   M&R CAPITAL MANAGEMENT INC 629 *Closed 2024-03-31 0 $0 -350
  100 Records found
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