Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab 1000 Index ETF (SCHK)  
$51.12 0.35 (0.69%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    1
Total shares held : 
 38,791,733  
% of shares held : 
 88.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,492,281  
% of shares held change : 
   3.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.23  
Last Quarter's Ending Price : 
 $46.06  
Last Quarter's Average Price : 
 $42.97  
Change from last quarter's     
avg. price to the last closing  : 
8.15 (18.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,153,790
 2.97%
 
Increased Positions :
40
 547,647
 1.41%
 
Unchanged Positions :
36
 289,956
 0.75%
 
Decreased Positions :
39
-187,768
-0.48%
 
Closed Positions :
15
-21,388
-0.06%
 
Guru Positions :
1
4,415
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Main Street Financial Solutions LLC 32 *New 2024-03-31 112,351 $5,693,000 112,351
   MCCORMACK ADVISORS INTERNATIONAL 306 *New 2024-03-31 56,855 $2,881,000 56,855
   Beacon Pointe Advisors LLC 932 *New 2024-03-31 8,955 $454,000 8,955
   D E SHAW & CO INC 2363 *New 2024-03-31 7,604 $385,000 7,604
   Imprint Wealth LLC 216 *New 2024-03-31 6,334 $320,000 6,334
   MERCER GLOBAL ADVISORS INC /ADV 1611 *New 2024-03-31 5,412 $274,000 5,412
   Hartland & Co. LLC 432 *New 2024-03-31 5,009 $252,000 5,009
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 915 *New 2024-03-31 4,415 $224,000 4,415
   TWO SIGMA SECURITIES LLC 802 *New 2024-03-31 4,417 $224,000 4,417
   We Are One Seven LLC 810 *New 2024-03-31 4,392 $223,000 4,392
   Bouchey Financial Group Ltd 139 *New 2024-03-31 4,189 $212,000 4,189
   Venture Visionary Partners LLC 506 *New 2024-03-31 4,059 $206,000 4,059
   Smartleaf Asset Management LLC 461 *New 2024-03-31 2,110 $97,000 2,110
   BLAIR WILLIAM & CO/IL 1629 *New 2024-03-31 693 $35,000 693
   CITIGROUP INC 3994 *New 2024-03-31 532 $27,000 532
   WOODMONT INVESTMENT COUNSEL LLC 318 *New 2024-03-31 518 $26,000 518
   YHB INVESTMENT ADVISORS, INC. 646 *New 2024-03-31 275 $14,000 275
   Bell Investment Advisors Inc 501 *New 2024-03-31 258 $13,000 258
   Costello Asset Management INC 142 *New 2024-03-31 188 $10,000 188
   Penserra Capital Management LLC 1001 *New 2024-03-31 154 $7,000 154
   Anfield Capital Management LLC 231 *New 2024-03-31 67 $3,000 67
   BNP PARIBAS ARBITRAGE SA 2962 *New 2024-03-31 50 $3,000 50
   Global Retirement Partners LLC 3140 *New 2024-03-31 1 $0 1
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us