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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
   BANK OF AMERICA CORP /DE/ 45 - 2023-12-31 80,019,826 $3,876,961,000 -4,364,064
   AMERIPRISE FINANCIAL INC 159 - 2023-12-31 9,855,603 $472,817,000 -2,062,599
   J P MORGAN CHASE & CO 391 - 2024-03-31 9,256,207 $446,242,000 -26,867,865
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 433 - 2024-03-31 3,150,695 $151,895,000 -418,134
   ENVESTNET ASSET MANAGEMENT INC 320 - 2023-12-31 2,835,633 $137,386,000 -154,834
   Morningstar Investment Management LLC 2 - 2023-12-31 1,901,748 $92,140,000 -166,785
   SCS CAPITAL MANAGEMENT LLC 14 - 2023-12-31 1,468,991 $71,173,000 -20,152
   PNC FINANCIAL SERVICES GROUP INC 237 - 2024-03-31 1,254,825 $60,495,000 -158,454
   FLC Capital Advisors 1 - 2024-03-31 720,449 $34,733,000 -3,508
   ROYAL BANK OF CANADA 862 - 2023-12-31 688,420 $33,354,000 -153,084
   Brandywine Oak Private Wealth LLC 7 - 2024-03-31 682,286 $32,893,000 -7,095
   BUSEY TRUST CO 23 - 2024-03-31 596,588 $28,762,000 -40,520
   THRIVENT FINANCIAL FOR LUTHERANS 394 - 2023-12-31 483,695 $23,435,000 -281,665
   Apella Capital LLC 24 - 2024-03-31 461,371 $22,141,000 -10,902
   Traverso Chambers Private Wealth Management LLC 6 - 2023-12-31 396,034 $19,188,000 -233,113
   BB&T CORP 415 - 2023-12-31 395,674 $19,170,000 -2,832
   TRUSTCORE FINANCIAL SERVICES LLC 15 - 2022-12-31 396,562 $19,130,000 -28,206
   CAPTRUST FINANCIAL ADVISORS 259 - 2023-12-31 364,614 $17,666,000 -98,582
   Johnson Financial Group LLC 8 - 2024-03-31 322,388 $15,542,000 -1,767
   Advisor Group Holdings Inc. 523 - 2024-03-31 302,685 $14,593,000 -36,030
   CREATIVE PLANNING 322 - 2023-12-31 276,489 $13,396,000 -13,363
   Vivaldi Capital Management LLC 2 - 2023-12-31 261,615 $12,592,000 -16,907
   Bouchey Financial Group Ltd 22 - 2024-03-31 255,596 $12,322,000 -98,052
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 710 - 2024-03-31 250,851 $12,094,000 -96,037
   GOLDMAN SACHS GROUP INC/ 1938 - 2023-12-31 242,454 $11,747,000 -696,599
   Pensionmark Financial Group LLC 15 - 2023-12-31 225,663 $10,933,000 -19,882
   EVENSKY & KATZ INC 20 - 2024-03-31 220,373 $10,624,000 -37,266
   American Capital Advisory LLC 2 - 2024-03-31 201,214 $9,817,000 -89,765
   HARVEST GROUP WEALTH MANAGEMENT LLC 2 - 2023-03-31 200,300 $9,773,000 -69,451
   ROUNDVIEW CAPITAL LLC 28 - 2024-03-31 196,027 $9,450,000 -13,387
   Meridian Wealth Partners LLC 14 - 2024-03-31 184,634 $8,901,000 -160,033
   Streettalk Advisors LLC 39 - 2024-03-31 183,130 $8,829,000 -214,682
   ALESCO ADVISORS LLC 30 - 2024-03-31 177,460 $8,555,000 -1,424
   HARBOUR INVESTMENTS INC. 48 - 2023-12-31 174,143 $8,437,000 -4,900
   DEAN C H & ASSOCIATES INC 7 - 2023-12-31 169,870 $8,230,000 -11,682
   Abacus Planning Group Inc. 12 - 2024-03-31 158,429 $7,638,000 -3,379
   Dynamic Advisors Solutions LLC 96 - 2024-03-31 155,457 $7,495,000 -53,996
   SMI Advisory Services LLC 14 - 2024-03-31 155,482 $7,462,000 -8,351
   FUND EVALUATION GROUP LLC 22 - 2024-03-31 133,332 $6,428,000 -596,523
   LOWERY THOMAS LLC 8 - 2024-03-31 129,258 $6,232,000 -10,728
   Change Path LLC 60 - 2023-12-31 128,262 $6,214,000 -4,585
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 633 - 2024-03-31 128,803 $6,210,000 -37,738
   Baird Financial Group Inc. 602 - 2023-12-31 125,835 $6,097,000 -71,390
   COMMERCE BANK N A/MO 290 - 2024-03-31 120,046 $5,787,000 -54,945
   HANSON MCCLAIN, INC. 186 - 2024-03-31 117,521 $5,666,000 -50,630
   US BANCORP 557 - 2024-03-31 114,583 $5,524,000 -9,620
   GW HENSSLER & ASSOCIATES LTD 69 - 2024-03-31 108,291 $5,221,000 -1,102
   Integrated Wealth Concepts LLC 235 - 2023-12-31 103,465 $5,013,000 -2,689
   MERITAGE PORTFOLIO MANAGEMENT 103 - 2024-03-31 101,952 $4,915,000 -5,505
   HARRINGTON INVESTMENTS INC 10 - 2024-03-31 93,640 $4,514,000 -1,560
   EQIS CAPITAL MANAGEMENT, INC. 48 - 2023-12-31 93,029 $4,507,000 -11,545
   COMMONWEALTH EQUITY SERVICES LLC. 1229 - 2024-03-31 92,965 $4,482,000 -145,074
   Cornerstone Wealth Advisors Inc. 14 - 2024-03-31 86,811 $4,185,000 -31,922
   Red Tortoise LLC 13 - 2024-03-31 86,710 $4,180,000 -282
   Resource Planning Group 14 - 2023-12-31 81,727 $3,960,000 -20,035
   DBK Financial Counsel LLC 7 - 2024-03-31 79,179 $3,817,000 -29,116
   ETF Store Inc. 11 - 2024-03-31 79,045 $3,811,000 -11,537
   HUTCHINSON CAPITAL MANAGEMENT/CA 30 - 2024-03-31 78,015 $3,761,000 -154
   Atria Wealth Solutions Inc. 385 - 2023-12-31 77,079 $3,734,000 -22,634
   SHEETS SMITH & ASSOCIATES INC 63 - 2024-03-31 76,134 $3,670,000 -2,476
   BUCKINGHAM ASSET MANAGEMENT, LLC 174 - 2024-03-31 76,077 $3,668,000 -10,470
   GLOBALT Investments LLC / GA 86 - 2024-03-31 72,833 $3,511,000 -2,531
   Blume Capital Management Inc. 40 - 2024-03-31 72,529 $3,497,000 -675
   WAGNER CAPITAL MANAGEMENT CORP 63 - 2024-03-31 70,879 $3,417,000 -293
   PrairieView Partners LLC 37 - 2024-03-31 69,518 $3,352,000 -3,955
   AHL INVESTMENT MANAGEMENT INC. 13 - 2024-03-31 68,055 $3,281,000 -625
   Stratos Wealth Advisors LLC 128 - 2024-03-31 66,438 $3,203,000 -2,136
   STUDIO INVESTMENT MANAGEMENT LLC 39 - 2023-12-31 65,774 $3,187,000 -7,417
   Valtinson Bruner Financial Planning LLC 22 - 2024-03-31 62,599 $3,018,000 -15,618
   Private Advisor Group LLC 665 - 2024-03-31 57,564 $2,775,000 -40,974
   IFP Advisors Inc 187 - 2023-12-31 52,071 $2,523,000 -3,590
   JUNCTURE WEALTH STRATEGIES LLC 20 - 2024-03-31 52,235 $2,518,000 -772
   Rockefeller Capital Management L.P. 852 - 2023-12-31 49,317 $2,389,000 -11,839
   Strategic Advocates LLC 25 - 2024-03-31 48,380 $2,332,000 -99,926
   AE Wealth Management LLC 845 - 2023-12-31 47,926 $2,323,000 -75,239
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 70 - 2024-03-31 46,927 $2,262,000 -44,928
   D.B. Root & Company LLC 25 - 2024-03-31 46,759 $2,254,000 -14,719
   Lifeworks Advisors LLC 51 - 2024-03-31 44,333 $2,137,000 -714
   Cedar Wealth Management LLC 20 - 2023-12-31 43,350 $2,100,000 -12,013
   Walkner Condon Financial Advisors LLC 57 - 2024-03-31 43,496 $2,096,000 -4,901
   Csenge Advisory Group 143 - 2024-03-31 42,741 $2,061,000 -1,321
   Bigelow Investment Advisors LLC 25 - 2024-03-31 41,725 $2,012,000 -104
   Kalos Management Inc. 4 - 2023-06-30 41,228 $1,981,000 -2,314
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 45 - 2024-03-31 38,763 $1,869,000 -26,589
   Pasadena Private Wealth LLC 28 - 2024-03-31 38,250 $1,844,000 -35,141
   Milestone Investment Advisors LLC 36 - 2023-12-31 37,526 $1,818,000 -50,758
   McLean Asset Management Corp 26 - 2024-03-31 36,598 $1,756,000 -167
   ROBINSON SMITH WEALTH ADVISORS LLC 15 - 2024-03-31 35,854 $1,728,000 -6,399
   Foster Victor Wealth Advisors LLC 89 - 2024-03-31 34,996 $1,675,000 -4,234
   Soltis Investment Advisors LLC 131 - 2024-03-31 34,194 $1,649,000 -143,396
   Vista Private Wealth Partners. LLC 24 - 2023-12-31 33,861 $1,638,000 -63,386
   Bank of Marin 17 - 2024-03-31 33,925 $1,636,000 -827
   VALMARK ADVISERS INC 196 - 2024-03-31 33,422 $1,611,000 -571
   SIGNALPOINT ASSET MANAGEMENT, LLC 51 - 2024-03-31 32,334 $1,559,000 -2,947
   Pillar Wealth Advisors LLC 21 - 2024-03-31 31,572 $1,522,000 -1,710
   Great Waters Wealth Management 31 - 2024-03-31 31,276 $1,508,000 -617
   Sequoia Financial Advisors LLC 379 - 2024-03-31 30,907 $1,490,000 -2,375
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 480 - 2023-12-31 29,915 $1,449,000 -71,282
   Ausdal Financial Partners Inc. 135 - 2024-03-31 29,215 $1,408,000 -3,883
   CAPE COD FIVE CENTS SAVINGS BANK 98 - 2023-12-31 27,994 $1,356,000 -96,468
  100 Records found
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