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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
   STATE STREET CORP 1473 - 2023-12-31 1,550,000 $75,098,000 0
   Forza Wealth Management LLC 8 - 2024-03-31 98,943 $4,770,000 0
   Bluesphere Advisors LLC 17 - 2024-03-31 41,454 $1,998,000 0
   Sontag Advisory LLC 242 - 2024-03-31 31,501 $1,519,000 0
   FIRST INTERSTATE BANK 79 - 2024-03-31 25,822 $1,245,000 0
   Black Diamond Financial LLC 45 - 2024-03-31 21,996 $1,066,000 0
   Cambridge Advisors Inc. 84 - 2024-03-31 16,480 $795,000 0
   UMB BANK N A/MO 368 - 2024-03-31 14,415 $695,000 0
   COOPERMAN LEON G 41 - 2023-12-31 13,864 $672,000 0
   JACKSON THORNTON ASSET MANAGEMENT LLC 29 - 2023-12-31 10,128 $491,000 0
   Clay Northam Wealth Management LLC 50 - 2024-03-31 8,305 $400,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 500 - 2023-12-31 7,974 $386,000 0
   Cito Capital Group LLC 121 - 2023-12-31 7,500 $363,000 0
   CAPITAL INSIGHT PARTNERS LLC 144 - 2024-03-31 6,301 $304,000 0
   White Lighthouse Investment Management Inc. 104 - 2024-03-31 6,260 $302,000 0
   CHILTON CAPITAL MANAGEMENT LLC 204 - 2024-03-31 6,213 $300,000 0
   ADVOCATE GROUP LLC 104 - 2024-03-31 6,091 $294,000 0
   ROOF EIDAM & MAYCOCK/ADV 103 - 2024-03-31 6,055 $292,000 0
   EXCHANGE CAPITAL MANAGEMENT INC 170 - 2024-03-31 5,701 $275,000 0
   JustInvest LLC 1316 - 2024-03-31 5,604 $270,000 0
   DIVIDEND GROWTH ADVISORS LLC 136 - 2023-12-31 5,500 $266,000 0
   FIRST FINANCIAL BANK - TRUST DIVISION 179 - 2024-03-31 5,438 $262,000 0
   TIEMANN INVESTMENT ADVISORS LLC 158 - 2023-12-31 5,225 $253,000 0
   SFMG, LLC 228 - 2024-03-31 4,782 $231,000 0
   RAYMOND JAMES TRUST CO 1137 - 2024-03-31 4,577 $221,000 0
   Mengis Capital Management Inc. 164 - 2024-03-31 4,476 $217,000 0
   B&D White Capital Company LLC 57 - 2024-03-31 4,299 $207,000 0
   Rocky Mountain Advisers LLC 61 - 2024-03-31 4,031 $194,000 0
   ALASKA PERMANENT CAPITAL MANAGEMENT 37 - 2024-03-31 3,950 $190,000 0
   LGT Financial Advisors LLC 108 - 2024-03-31 3,850 $186,000 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 217 - 2024-03-31 3,210 $155,000 0
   Fairman Group LLC 59 - 2024-03-31 3,125 $151,000 0
   WASHINGTON TRUST CO 313 - 2024-03-31 2,700 $130,000 0
   Legacy Bridge LLC 166 - 2024-03-31 2,300 $111,000 0
   Signature Resources Capital Management LLC 63 - 2024-03-31 2,276 $110,000 0
   Anchor Investment Management LLC 436 - 2023-12-31 2,165 $105,000 0
   NBT BANK N A /NY 382 - 2024-03-31 1,875 $90,000 0
   OXFORD FINANCIAL GROUP LTD 251 - 2023-12-31 1,770 $86,000 0
   Financial Gravity Wealth Inc. 305 - 2023-12-31 1,671 $80,000 0
   Davis Capital Management 110 - 2024-03-31 1,383 $66,000 0
   Nalls Sherbakoff Group LLC 149 - 2023-12-31 1,307 $63,000 0
   Baldrige Asset Management LLC 165 - 2023-03-31 1,252 $61,000 0
   Front Row Advisors LLC 180 - 2023-12-31 1,138 $55,000 0
   Morling Financial Advisors LLC 65 - 2023-12-31 1,004 $49,000 0
   Sutton Wealth Advisors Inc. 241 - 2023-09-30 900 $43,000 0
   Glass Jacobson Investment Advisors llc 382 - 2024-03-31 802 $39,000 0
   BESSEMER GROUP INC 1421 - 2023-12-31 582 $28,000 0
   PARKSIDE FINANCIAL BANK & TRUST 985 - 2024-03-31 473 $23,000 0
   DEUTSCHE BANK AG 3369 - 2023-12-31 458 $22,000 0
   Beaird Harris Wealth Management LLC 250 - 2023-12-31 451 $22,000 0
   Newbridge Financial Services Group Inc. 581 - 2024-03-31 432 $21,000 0
   DELTA ASSET MANAGEMENT LLC/TN 364 - 2023-12-31 405 $20,000 0
   FTB Advisors Inc. 1350 - 2024-03-31 392 $19,000 0
   PROEQUITIES INC. 1527 - 2024-03-31 363 $18,000 0
   FRANKLIN RESOURCES INC 2512 - 2023-12-31 332 $16,000 0
   Impact Partnership Wealth LLC 518 - 2023-12-31 196 $9,000 0
   Mascoma Wealth Management LLC 332 - 2024-03-31 162 $8,000 0
   Westside Investment Management Inc. 634 - 2024-03-31 151 $7,000 0
   SALEM INVESTMENT COUNSELORS INC 912 - 2024-03-31 100 $5,000 0
   Beacon Capital Management LLC 639 - 2023-12-31 104 $5,000 0
   WEBSTER BANK 533 - 2024-03-31 111 $5,000 0
   Costello Asset Management INC 160 - 2024-03-31 94 $5,000 0
   BerganKDV Wealth Management LLC 605 - 2023-06-30 111 $5,000 0
   Kozak & Associates Inc. 289 - 2023-12-31 87 $4,000 0
   QUANTUM CAPITAL MANAGEMENT, LLC / NJ 32 - 2023-12-31 78 $4,000 0
   Key Financial Inc 1071 - 2024-03-31 32 $2,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1078 - 2023-12-31 32 $2,000 0
   QUADRANT CAPITAL GROUP LLC 2481 - 2023-12-31 40 $2,000 0
   Moser Wealth Advisors LLC 141 - 2024-03-31 32 $2,000 0
   Game Plan Financial Advisors LLC 275 - 2024-03-31 34 $2,000 0
   BELLEVUE ASSET MANAGEMENT LLC 448 - 2024-03-31 28 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 546 - 2023-12-31 12 $1,000 0
   Efficient Wealth Management LLC 1068 - 2024-03-31 5 $1,000 0
  73 Records found
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