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Get Institutions for : 
Schwab Long-term Us Treasury Etf (SCHQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    25
Total shares held : 
 13,364,444  
% of shares held : 
 14.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   55  
Amount of shares held : 
 3,127,390  
% of shares held change : 
   3.47%  
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 :
31
 406,608
 3.04%
 
Increased Positions :
41
 3,499,628
 26.19%
 
Unchanged Positions :
11
 469,834
 3.52%
 
Decreased Positions :
11
-703,300
-5.26%
 
Closed Positions :
6
-75,546
-0.57%
 
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/ 875 - 2023-12-31 2,634,038 $92,402,000 384,697
   TOTAL INVESTMENT MANAGEMENT INC 1 - 2024-03-31 2,530,990 $85,370,000 20,120
   ENVESTNET ASSET MANAGEMENT INC 563 - 2023-12-31 1,622,730 $56,925,000 1,009,393
   SFMG, LLC 12 - 2023-12-31 655,029 $22,978,000 -18,472
   Northwest Capital Management Inc 5 - 2024-03-31 499,232 $16,839,000 -7,310
   CWM LLC 229 - 2024-03-31 457,641 $15,436,000 -43,231
   Ambassador Advisors LLC 6 - 2023-12-31 413,419 $13,878,000 -122,889
   MML INVESTORS SERVICES LLC 310 - 2023-12-31 379,380 $13,309,000 246,928
   J P MORGAN CHASE & CO 1904 - 2023-12-31 339,231 $11,900,000 185,142
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1926 - 2023-12-31 316,212 $11,093,000 4,129
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 804 - 2024-03-31 292,520 $9,867,000 19,595
   Advisor Group Holdings Inc. 910 - 2023-12-31 230,474 $8,086,000 107,364
   Envestnet Portfolio Solutions Inc. 254 - 2023-12-31 206,878 $7,257,000 138,384
   Stokes Family Office LLC 26 - 2023-12-31 175,291 $6,149,000 18,181
   PRINCIPAL SECURITIES INC. 95 - 2023-12-31 168,478 $5,910,000 0
   ROYAL BANK OF CANADA 1806 - 2023-12-31 161,073 $5,650,000 113,183
   BLACKROCK INC. 3492 - 2023-12-31 149,108 $5,231,000 83,706
   PROEQUITIES INC. 73 - 2023-12-31 123,139 $4,320,000 71,680
   Galvin Gaustad & Stein LLC 55 - 2024-03-31 112,939 $3,809,000 29,445
   Beacon Bridge Wealth Partners LLC 17 - 2023-12-31 105,646 $3,706,000 31,953
   COLLECTIVE FAMILY OFFICE LLC 26 - 2024-03-31 102,028 $3,441,000 63,303
   Kaizen Financial Strategies 9 - 2023-12-31 93,942 $3,295,000 8,369
   PARK AVENUE SECURITIES LLC 279 - 2024-03-31 93,003 $3,137,000 -8,869
   WAGNER CAPITAL MANAGEMENT CORP 71 - 2024-03-31 83,708 $2,823,000 -16,125
   Clear Creek Financial Management LLC 62 - 2024-03-31 82,213 $2,773,000 -1,164
   Stratos Wealth Advisors LLC 149 - 2024-03-31 79,735 $2,689,000 -20,743
   WSFS CAPITAL MANAGEMENT LLC 130 *New 2023-12-31 71,939 $2,524,000 71,939
   Goss Wealth Management LLC 586 - 2023-12-31 73,238 $2,457,000 29,642
   Charles Schwab Trust Co 59 - 2024-03-31 62,716 $2,115,000 20,186
   Cetera Investment Advisers 785 - 2023-12-31 58,514 $2,053,000 34,895
   PRUDENTIAL FINANCIAL INC 1453 - 2023-12-31 55,576 $1,950,000 37,236
   Smart Money Group LLC 31 *New 2023-12-31 50,306 $1,765,000 50,306
   Family Asset Management LLC 21 - 2023-12-31 43,862 $1,539,000 11,105
   Barden Capital Management Inc. 42 - 2023-12-31 37,859 $1,199,000 0
   Acorn Wealth Advisors LLC 39 - 2024-03-31 34,202 $1,154,000 4,593
   CITADEL ADVISORS LLC 2817 - 2023-12-31 32,080 $1,125,000 32,080
   Mutual Advisors LLC 423 - 2023-12-31 31,432 $1,103,000 11,303
   AMERIPRISE FINANCIAL INC 3074 - 2023-12-31 31,012 $1,088,000 -87,074
   TRUST POINT INC. 145 - 2024-03-31 31,943 $1,077,000 -167,595
   VAN STRUM & TOWNE INC 45 - 2023-12-31 28,317 $993,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1734 - 2024-03-31 29,045 $980,000 5,343
   Merit Financial Group LLC 325 *New 2023-12-31 27,294 $957,000 27,294
   GREENUP STREET WEALTH MANAGEMENT LLC 51 - 2023-12-31 25,138 $882,000 1,489
   OneAscent Wealth Management LLC 32 - 2024-03-31 25,900 $874,000 -5,529
   MORGAN STANLEY 4862 - 2023-12-31 23,862 $837,000 22,118
   LINCOLN NATIONAL CORP 514 *New 2023-12-31 22,146 $777,000 22,146
   Belpointe Asset Management LLC 263 - 2023-12-31 21,807 $765,000 -1,306
   Claro Advisors LLC 180 - 2024-03-31 21,746 $733,000 -24,526
   FOCUS FINANCIAL NETWORK INC /ADV 378 - 2023-12-31 20,243 $710,000 0
   FINANCIAL NETWORK 1667 *New 2023-12-31 18,534 $650,000 18,534
   Brookstone Capital Management 579 - 2024-03-31 18,327 $618,000 -4,799
   Focus Financial Network Inc. 338 - 2024-03-31 19,053 $606,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1484 *New 2024-03-31 17,129 $578,000 17,129
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3561 - 2023-12-31 16,337 $573,000 -25,694
   RSM US WEALTH MANAGEMENT LLC 411 *New 2023-12-31 13,500 $474,000 13,500
   GOLDMAN SACHS GROUP INC/ 3875 - 2023-12-31 13,163 $462,000 3,377
   Magnus Financial Group LLC 186 *New 2023-12-31 12,015 $421,000 12,015
   TSA Wealth Managment LLC 40 - 2023-12-31 11,726 $411,000 0
   Invst LLC 164 *New 2023-12-31 11,346 $384,000 11,346
   Atria Wealth Solutions Inc. 1352 *New 2023-12-31 10,340 $363,000 10,340
   MULTIFINANCIAL SECURITIES CORP 1308 - 2023-12-31 10,256 $360,000 1,841
   IHT Wealth Management LLC 713 *New 2023-12-31 9,894 $347,000 9,894
   HAYEK KALLEN INVESTMENT MANAGEMENT 67 - 2023-12-31 9,850 $346,000 500
   SILVERLAKE WEALTH MANAGEMENT LLC 155 - 2024-03-31 9,945 $335,000 466
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 406 - 2023-12-31 9,240 $324,000 9,240
   BANK OF NEW YORK MELLON CORP 3657 *New 2024-03-31 9,145 $308,000 9,145
   RDA Financial Network 181 - 2024-03-31 8,856 $299,000 -747
   Strategic Blueprint LLC 512 - 2024-03-31 7,826 $264,000 338
   SILVER OAK SECURITIES Inc 402 - 2023-12-31 7,467 $262,000 396
   JANE STREET GROUP LLC 4601 - 2023-12-31 6,941 $243,000 -392,388
   BURNS WEALTH MANAGEMENT, INC. 456 *New 2023-12-31 6,000 $210,000 6,000
   COMERICA BANK 2273 *New 2023-12-31 5,250 $184,000 5,250
   SevenOneSeven Capital Management 9 - 2023-12-31 4,288 $144,000 -54,068
   PACIFIC CAPITAL WEALTH ADVISORS INC 79 *New 2023-12-31 3,982 $140,000 3,982
   IFP Advisors Inc 1128 *New 2023-12-31 3,673 $129,000 3,673
   CREATIVE FINANCIAL DESIGNS INC /ADV 491 *New 2023-12-31 3,525 $124,000 3,525
   Resurgent Financial Advisors LLC 226 - 2023-12-31 3,447 $121,000 1,545
   GeoWealth Management LLC 566 *New 2023-12-31 3,483 $121,000 3,483
   Scarborough Advisors LLC 113 *New 2023-12-31 3,009 $106,000 3,009
   ADVISORY SERVICES NETWORK, LLC 1610 *New 2023-12-31 2,970 $104,000 2,970
   Tortoise Investment Management LLC 297 - 2023-12-31 2,400 $84,000 945
   Pineridge Advisors LLC - 2023-12-31 2,235 $78,000 0
   Farther Finance Advisors LLC 904 *New 2023-12-31 2,060 $72,000 2,060
   Park Place Capital Corp 382 - 2024-03-31 1,643 $55,000 -1,145
   Spectrum Wealth Counsel LLC 189 - 2023-12-31 1,412 $50,000 0
   Bogart Wealth LLC 399 - 2024-03-31 1,300 $44,000 0
   CARDIFF PARK ADVISORS LLC 290 *New 2023-12-31 1,139 $40,000 1,139
   Fortis Advisors LLC 156 - 2023-12-31 955 $33,000 255
   Horizons Wealth Management 111 - 2024-03-31 777 $27,000 0
   WELLS FARGO & CO/MN 4963 *New 2023-12-31 566 $20,000 566
   THOMPSON INVESTMENT MANAGEMENT INC 313 - 2024-03-31 538 $18,000 0
   LGT Financial Advisors LLC 409 - 2023-12-31 404 $14,000 -117
   Kozak & Associates Inc. 249 - 2023-12-31 231 $8,000 1
   Smartleaf Asset Management LLC 818 - 2023-12-31 184 $7,000 0
   Sound Income Strategies LLC 1084 - 2024-03-31 63 $2,000 -3,386
   FMR LLC 4579 - 2023-12-31 36 $1,000 -94
   Geneos Wealth Management Inc. *Closed 2023-12-31 0 $0 -89
   Asset Dedication LLC 1015 *Closed 2024-03-31 0 $0 -11
   BB&T CORP 2572 *Closed 2023-12-31 0 $0 -44,041
   Parallel Advisors LLC 3418 *Closed 2023-12-31 0 $0 -511
  100 Records found
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