Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab Long-term Us Treasury Etf (SCHQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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/ 1025 - 2024-03-31 2,351,853 $79,328,000 -282,185
   SFMG, LLC 12 - 2024-03-31 641,609 $21,641,000 -13,420
   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
   J P MORGAN CHASE & CO 2010 - 2024-03-31 318,189 $10,733,000 -21,042
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1958 - 2024-03-31 311,763 $10,516,000 -4,449
   Stokes Family Office LLC 37 - 2024-03-31 156,315 $5,273,000 -18,976
   PROEQUITIES INC. 96 - 2024-03-31 113,156 $3,817,000 -9,983
   ROYAL BANK OF CANADA 2171 - 2024-03-31 100,096 $3,377,000 -60,977
   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
   Cetera Investment Advisers 660 - 2024-03-31 55,258 $1,864,000 -3,256
   PRUDENTIAL FINANCIAL INC 1520 - 2024-03-31 52,399 $1,767,000 -3,177
   Advisor Group Holdings Inc. 1980 - 2024-03-31 42,000 $1,417,000 -188,474
   WSFS CAPITAL MANAGEMENT LLC 191 - 2024-03-31 40,841 $1,378,000 -31,098
   Family Asset Management LLC 33 - 2024-03-31 36,932 $1,246,000 -6,930
   Barden Capital Management Inc. 39 - 2024-03-31 33,305 $1,123,000 -4,554
   TRUST POINT INC. 145 - 2024-03-31 31,943 $1,077,000 -167,595
   VAN STRUM & TOWNE INC 49 - 2024-03-31 27,117 $915,000 -1,200
   OneAscent Wealth Management LLC 32 - 2024-03-31 25,900 $874,000 -5,529
   Claro Advisors LLC 180 - 2024-03-31 21,746 $733,000 -24,526
   Brookstone Capital Management 579 - 2024-03-31 18,327 $618,000 -4,799
   FINANCIAL NETWORK 1787 - 2024-03-31 18,181 $613,000 -353
   Merit Financial Group LLC 522 - 2024-03-31 18,911 $608,000 -8,383
   Magnus Financial Group LLC 211 - 2024-03-31 11,642 $393,000 -373
   GOLDMAN SACHS GROUP INC/ 4086 - 2024-03-31 9,433 $318,000 -3,730
   MULTIFINANCIAL SECURITIES CORP 1921 - 2024-03-31 9,038 $305,000 -1,218
   RDA Financial Network 181 - 2024-03-31 8,856 $299,000 -747
   IHT Wealth Management LLC 815 - 2024-03-31 8,616 $291,000 -1,278
   SevenOneSeven Capital Management 9 - 2023-12-31 4,288 $144,000 -54,068
   GeoWealth Management LLC 755 - 2024-03-31 3,395 $115,000 -88
   Park Place Capital Corp 382 - 2024-03-31 1,643 $55,000 -1,145
   BLACKROCK INC. 4619 - 2024-03-31 1,062 $36,000 -148,046
   Tortoise Investment Management LLC 440 - 2024-03-31 960 $32,000 -1,440
   Fortis Advisors LLC 178 - 2024-03-31 885 $30,000 -70
   SILVER OAK SECURITIES Inc 458 - 2024-03-31 645 $22,000 -6,822
   Pineridge Advisors LLC 229 - 2024-03-31 513 $17,000 -1,722
   LGT Financial Advisors LLC 458 - 2024-03-31 350 $12,000 -54
   Sound Income Strategies LLC 1084 - 2024-03-31 63 $2,000 -3,386
   FMR LLC 4647 - 2024-03-31 23 $1,000 -13
   Kozak & Associates Inc. 434 - 2024-03-31 0 $0 -231
   Farther Finance Advisors LLC 3664 - 2024-03-31 2 $0 -2,058
  44 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us