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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 781 *New 2024-03-31 211,294 $7,127,000 211,294
   FINANCIAL NETWORK 1667 *New 2023-12-31 18,534 $650,000 18,534
   Private Advisor Group LLC 1382 *New 2024-03-31 18,659 $629,000 18,659
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1484 *New 2024-03-31 17,129 $578,000 17,129
   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
   IHT Wealth Management LLC 713 *New 2023-12-31 9,894 $347,000 9,894
   BANK OF NEW YORK MELLON CORP 3657 *New 2024-03-31 9,145 $308,000 9,145
   COMMONWEALTH EQUITY SERVICES LLC. 3581 *New 2024-03-31 5,930 $200,000 5,930
   COMERICA BANK 2273 *New 2023-12-31 5,250 $184,000 5,250
   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
   GeoWealth Management LLC 566 *New 2023-12-31 3,483 $121,000 3,483
   Farther Finance Advisors LLC 904 *New 2023-12-31 2,060 $72,000 2,060
   CARDIFF PARK ADVISORS LLC 290 *New 2023-12-31 1,139 $40,000 1,139
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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