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Get Institutions for : 
Schwab Short-Term U.S. Treasury Etf (SCHO)  
$47.92 0.05 (0.1%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 559    22
Total shares held : 
 194,146,369  
% of shares held : 
 13.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -47  
Amount of shares held : 
 -14,931,653  
% of shares held change : 
   -1.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.68  
Last Quarter's Ending Price : 
 $48.45  
Last Quarter's Average Price : 
 $48.02  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,273,332
 0.66%
 
Increased Positions :
210
 5,384,182
 2.77%
 
Unchanged Positions :
78
 3,761,760
 1.94%
 
Decreased Positions :
235
-18,143,867
-9.35%
 
Closed Positions :
58
-3,445,300
-1.77%
 
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
   STIFEL FINANCIAL CORP 159 - 2023-12-31 2,399,129 $116,239,000 86,887
   Wealthfront Advisers LLC 33 - 2024-03-31 1,807,465 $87,138,000 291,145
   BSC PRIVATE WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,613,749 $78,186,000 787,113
   PNC FINANCIAL SERVICES GROUP INC 220 - 2023-12-31 1,413,279 $68,473,000 14,460
   MORGAN STANLEY 1460 - 2023-12-31 1,359,810 $65,883,000 176,216
   MERCER GLOBAL ADVISORS INC /ADV 81 - 2023-12-31 1,320,082 $63,958,000 126,997
   Greenline Partners LLC 2 - 2023-12-31 1,142,033 $58,767,000 16,403
   MCF Advisors LLC 7 - 2024-03-31 1,124,007 $54,188,000 46,379
   FINANCIAL COUNSELORS INC 41 - 2024-03-31 862,949 $41,603,000 358,669
   BANGOR SAVINGS BANK 8 - 2024-03-31 770,660 $37,154,000 19,107
   FLC Capital Advisors 1 - 2023-12-31 723,957 $35,076,000 15,779
   MASSMUTUAL TRUST CO FSB/ADV 21 - 2024-03-31 696,162 $33,562,000 329,761
   Moisand Fitzgerald Tamayo LLC 6 - 2024-03-31 641,775 $30,940,000 181,410
   WEST COAST FINANCIAL LLC 3 - 2024-03-31 637,814 $30,749,000 194,989
   AYRSHIRE ASSOCIATES INC 4 - 2023-12-31 618,802 $29,981,000 288,038
   United Capital Management of KS Inc. 1 - 2024-03-31 604,896 $29,162,000 37,062
   DAVENPORT & CO LLC 135 - 2024-03-31 568,609 $27,413,000 45,530
   Altiora Financial Group LLC 3 - 2024-03-31 531,258 $25,612,000 13,176
   WELLS FARGO & CO/MN 962 - 2023-12-31 504,774 $24,456,000 149,726
   RENAISSANCE TECHNOLOGIES LLC 548 - 2023-12-31 496,200 $24,041,000 305,881
   UBS Group AG 1014 - 2023-12-31 491,547 $23,815,000 31,251
   STEPHENS GROUP ASSET MANAGEMENT LLC 15 - 2024-03-31 470,899 $22,702,000 7,006
   Passive Capital Management LLC. 3 - 2023-03-31 438,663 $21,402,000 10,086
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 331 - 2024-03-31 397,706 $19,173,000 12,804
   LEAVELL T & ASSOCIATES INC 14 - 2024-03-31 394,336 $19,011,000 25,827
   LVW Advisors LLC 6 - 2024-03-31 373,708 $18,016,000 45,087
   Nelson Van Denburg & Campbell Wealth Management Gr 28 - 2024-03-31 367,689 $17,726,000 24,566
   HIGHTOWER ADVISORS, LLC 510 - 2023-12-31 360,612 $17,494,000 204,184
   Towneley Capital Management Inc / DE 7 - 2024-03-31 358,739 $17,295,000 7,779
   COURAGE MILLER PARTNERS, LLC 5 - 2024-03-31 347,905 $16,773,000 3,968
   Northeast Financial Group Inc. 3 - 2024-03-31 344,583 $16,612,000 44,048
   FIRST NATIONAL TRUST CO 41 - 2024-03-31 331,861 $15,999,000 37,909
   Johnson Financial Group LLC 9 - 2023-12-31 324,155 $15,705,000 315,752
   MML INVESTORS SERVICES LLC 288 - 2023-12-31 302,511 $14,657,000 239,446
   Marotta Asset Management 11 - 2024-03-31 301,826 $14,551,000 10,784
   Charles Schwab Trust Co 20 - 2024-03-31 298,771 $14,404,000 26,705
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330 - 2023-12-31 289,903 $14,046,000 5,247
   PURE FINANCIAL ADVISORS, INC. 46 - 2024-03-31 259,601 $12,515,000 3,056
   AlphaStar Capital Management LLC 18 - 2023-12-31 254,612 $12,336,000 18,924
   AdvisorNet Financial Inc 14 - 2024-03-31 242,100 $11,672,000 35,240
   Resonant Capital Advisors LLC 25 - 2024-03-31 232,693 $11,218,000 47,318
   Tradition Wealth Management LLC 23 - 2023-12-31 220,453 $10,681,000 197,691
   Journey Advisory Group LLC 18 - 2023-12-31 205,855 $9,974,000 19,343
   Oakmont Partners LLC 89 - 2024-03-31 203,561 $9,814,000 54,791
   MARINER WEALTH ADVISORS, LLC 491 - 2023-12-31 192,399 $9,322,000 29,085
   Galvin Gaustad & Stein LLC 47 - 2024-03-31 191,587 $9,236,000 20,370
   Cetera Investment Advisers 258 - 2023-12-31 178,068 $8,627,000 6,850
   NATIONAL ASSET MANAGEMENT, INC. 103 - 2023-12-31 163,462 $7,920,000 168
   MBM Wealth Consultants LLC 11 - 2024-03-31 159,010 $7,666,000 6,349
   Peterson Wealth Advisors LLC 11 - 2024-03-31 156,167 $7,529,000 17,194
   Mutual Advisors LLC 95 - 2024-03-31 136,593 $6,585,000 13,976
   Prairiewood Capital LLC 9 - 2024-03-31 134,488 $6,484,000 4,855
   Newman & Schimel LLC 9 - 2022-12-31 133,187 $6,425,000 26,446
   TOWNSQUARE CAPITAL LLC 182 - 2023-12-31 124,908 $6,052,000 38,562
   US BANCORP 525 - 2023-12-31 124,203 $6,018,000 32,392
   BROWN WEALTH MANAGEMENT LLC 13 - 2023-12-31 123,584 $5,988,000 37,200
   BALLAST ADVISORS LLC 12 - 2024-03-31 121,084 $5,837,000 7,116
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 17 - 2024-03-31 121,023 $5,835,000 3,409
   Act Two Investors LLC 18 - 2023-12-31 119,209 $5,776,000 20,246
   Farther Finance Advisors LLC 48 - 2023-12-31 119,201 $5,775,000 66,123
   Strategic Financial Group LLC - 2023-12-31 118,903 $5,761,000 34,900
   ASSOCIATED BANC-CORP 115 - 2023-12-31 112,919 $5,471,000 22,599
   RAYMOND JAMES & ASSOCIATES 1526 - 2024-03-31 111,642 $5,382,000 3,800
   Rosenberg Matthew Hamilton 13 - 2024-03-31 110,914 $5,319,000 6,318
   Carlton Hofferkamp 12 - 2024-03-31 108,918 $5,215,000 3,589
   Successful Portfolios LLC 4 - 2024-03-31 106,605 $5,139,000 1,182
   Sawtooth Asset Management Inc. 132 - 2023-12-31 103,972 $5,037,000 46,689
   Bleakley Financial Group LLC - 2023-12-31 103,972 $5,037,000 46,689
   Aspen Wealth Strategies LLC 7 - 2023-12-31 102,375 $4,960,000 38,866
   Hamilton Capital Management Inc. 11 - 2023-12-31 95,391 $4,622,000 25,475
   MULTIFINANCIAL SECURITIES CORP 298 - 2023-12-31 94,819 $4,594,000 28,422
   Curran Financial Partners LLC 23 - 2024-03-31 92,476 $4,458,000 1,948
   ERTS Wealth Advisors LLC 13 - 2024-03-31 91,460 $4,409,000 85,801
   MORNINGSTAR INVESTMENT SERVICES, INC. 162 - 2023-12-31 87,024 $4,215,000 40,687
   RMR Wealth Builders 30 - 2024-03-31 82,267 $3,966,000 25,009
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 72 - 2024-03-31 81,651 $3,936,000 874
   Southland Equity Partners LLC 22 - 2024-03-31 78,495 $3,784,000 30
   SHEETS SMITH & ASSOCIATES INC 45 - 2023-09-30 78,610 $3,765,000 163
   ISLAY CAPITAL MANAGEMENT LLC 6 - 2023-12-31 75,429 $3,655,000 18,357
   Maltin Wealth Management Inc. 12 - 2024-03-31 72,257 $3,483,000 1,486
   KESTRA PRIVATE WEALTH SERVICES LLC 267 - 2024-03-31 70,113 $3,380,000 15,280
   Vantage Financial Partners LLC 21 - 2024-03-31 69,902 $3,370,000 2,383
   Mendota Financial Group LLC 13 - 2024-03-31 59,436 $2,865,000 34,634
   Cedar Mountain Advisors LLC 18 - 2024-03-31 58,923 $2,841,000 1,693
   PRUDENTIAL FINANCIAL INC 1263 - 2023-12-31 54,593 $2,645,000 33,833
   Vise Technologies Inc. 43 - 2023-12-31 52,595 $2,548,000 18,074
   Ledge Wealth Management Inc. - 2023-12-31 51,644 $2,502,000 1,753
   TWO SIGMA SECURITIES LLC 109 - 2023-12-31 51,626 $2,501,000 42,012
   COMERICA BANK 1055 - 2023-12-31 50,482 $2,446,000 37,962
   FINANCIAL NETWORK 882 - 2023-12-31 49,952 $2,420,000 9,310
   HC Advisors LLC - 2023-12-31 48,781 $2,363,000 36,510
   Fortis Advisors LLC 19 - 2023-12-31 47,915 $2,321,000 657
   AMERICAN INVESTMENT SERVICES INC. 51 - 2023-12-31 44,824 $2,172,000 5,006
   FREESTONE CAPITAL HOLDINGS, LLC 155 - 2023-12-31 43,030 $2,085,000 12,669
   Jackson Creek Investment Advisors LLC 5 - 2023-12-31 43,022 $2,084,000 231
   DIVERSIFIED TRUST CO 180 - 2024-03-31 43,182 $2,082,000 7,591
   CI Private Wealth LLC 1028 - 2023-12-31 38,803 $1,880,000 14,982
   Herold Advisors Inc. 61 - 2023-12-31 38,519 $1,866,000 33,694
   Lindenwold Advisors 33 - 2023-12-31 37,850 $1,834,000 972
   LEVEL FOUR ADVISORY SERVICES LLC 213 - 2023-12-31 37,561 $1,820,000 420
  100 Records found
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