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Get Institutions for : 
Schwab Intermediate-Term U.S. Treasury Etf (SCHR)  
$48.28 0.11 (0.23%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 368    5
Total shares held : 
 136,535,035  
% of shares held : 
 22.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 2,849,072  
% of shares held change : 
   0.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.57  
Last Quarter's Ending Price : 
 $49.72  
Last Quarter's Average Price : 
 $48.32  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 3,652,440
 2.68%
 
Increased Positions :
137
 7,039,306
 5.16%
 
Unchanged Positions :
70
 2,737,968
 2.01%
 
Decreased Positions :
119
-5,861,769
-4.29%
 
Closed Positions :
47
-1,980,905
-1.45%
 
Guru Positions :
2
14,135
 0.01%
 
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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 7 - 2023-12-31 79,489,759 $3,952,231,000 2,235,047
   GOLDMAN SACHS GROUP INC/ 557 - 2023-12-31 2,582,920 $128,423,000 206,751
   BerganKDV Wealth Management LLC 1 - 2023-06-30 1,780,773 $87,757,000 10,000
   Crane Advisory LLC 3 - 2024-03-31 1,491,511 $72,711,000 1,030,338
   Pacific Sage Partners LLC 2 - 2024-03-31 1,239,101 $60,778,000 5,973
   ENVESTNET ASSET MANAGEMENT INC 544 - 2023-12-31 1,205,869 $59,956,000 130,806
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 165 - 2024-03-31 1,000,844 $49,091,000 37,053
   Intelligence Driven Advisers LLC 7 - 2024-03-31 984,558 $48,293,000 699,050
   HILTON CAPITAL MANAGEMENT, LLC 2 - 2023-12-31 968,816 $48,170,000 9,258
   Streettalk Advisors LLC 10 - 2024-03-31 956,875 $46,935,000 464,177
   Cornerstone Wealth Advisors Inc. 2 - 2024-03-31 884,987 $43,409,000 48,348
   Moisand Fitzgerald Tamayo LLC 5 - 2024-03-31 696,828 $34,179,000 58,029
   Resonant Capital Advisors LLC 9 - 2024-03-31 684,007 $33,551,000 59,856
   MORNINGSTAR INVESTMENT SERVICES, INC. 105 - 2023-12-31 578,863 $28,810,000 185,570
   Advisor Group Holdings Inc. 365 - 2023-12-31 566,756 $28,181,000 305,375
   MADISON ASSET MANAGEMENT LLC 83 - 2023-12-31 531,010 $26,402,000 16,221
   Hartland & Co. LLC 13 - 2023-12-31 507,853 $25,250,000 276,934
   FOSTER & MOTLEY INC 10 - 2024-03-31 508,010 $24,918,000 34,051
   WEST COAST FINANCIAL LLC 5 - 2024-03-31 506,227 $24,830,000 128,243
   FLC Capital Advisors 3 - 2023-12-31 494,888 $24,606,000 120,761
   Taddei Ludwig & Associates Inc. 6 - 2024-03-31 466,480 $22,881,000 24,219
   Galvin Gaustad & Stein LLC 16 - 2024-03-31 458,654 $22,497,000 27,837
   FIRST NATIONAL TRUST CO 30 - 2024-03-31 444,365 $21,796,000 66,072
   Bouchey Financial Group Ltd 14 - 2024-03-31 435,637 $21,368,000 52,876
   Beacon Wealthcare LLC 3 - 2024-03-31 429,890 $21,086,000 51,873
   HC Advisors LLC - 2023-12-31 306,549 $15,242,000 56,104
   Tradition Wealth Management LLC 16 - 2023-12-31 299,228 $14,878,000 105,516
   DAVENPORT & CO LLC 175 - 2024-03-31 279,410 $13,705,000 24,092
   BLACKROCK INC. 3129 - 2023-12-31 272,360 $13,542,000 50,992
   WELLS FARGO & CO/MN 1302 - 2023-12-31 267,686 $13,309,000 156,453
   Marshall Financial Group LLC 4 - 2024-03-31 265,019 $12,999,000 36,391
   Sequoia Financial Advisors LLC 119 - 2024-03-31 258,929 $12,700,000 741
   Tradewinds Capital Management LLC 11 - 2024-03-31 240,750 $11,809,000 239,955
   Stokes Family Office LLC 12 - 2023-12-31 231,351 $11,503,000 7,804
   SWS Partners 5 - 2024-03-31 203,565 $9,985,000 4,898
   Morton Brown Family Wealth LLC 9 - 2024-03-31 188,225 $9,232,000 4,345
   McAdam LLC 28 - 2024-03-31 188,180 $9,230,000 19,344
   HARVEST GROUP WEALTH MANAGEMENT LLC 5 - 2023-03-31 169,795 $8,563,000 32,709
   MARINER WEALTH ADVISORS, LLC 530 - 2023-12-31 168,726 $8,389,000 48,161
   Oakwell Private Wealth Management LLC 12 - 2024-03-31 139,951 $6,865,000 17,817
   Darrow Company Inc. 8 - 2024-03-31 138,728 $6,805,000 50,922
   Envestnet Portfolio Solutions Inc. 275 - 2023-12-31 128,417 $6,385,000 18,261
   FINANCIAL ENGINES ADVISORS L.L.C. 91 - 2023-12-31 127,125 $6,321,000 102,263
   Fiduciary Alliance LLC 32 - 2024-03-31 118,505 $5,762,000 32,321
   ADVOCATE GROUP LLC 46 - 2024-03-31 100,402 $4,925,000 26,074
   BUCKINGHAM ASSET MANAGEMENT, LLC 141 - 2023-12-31 98,737 $4,909,000 21,005
   BURNS WEALTH MANAGEMENT, INC. 122 - 2023-12-31 96,960 $4,821,000 91,520
   MYECFO LLC 7 - 2024-03-31 95,089 $4,659,000 2,558
   Walkner Condon Financial Advisors LLC 32 - 2024-03-31 85,600 $4,199,000 13,306
   GenWealth Group Inc. 23 - 2024-03-31 84,680 $4,154,000 11,733
   Modus Advisors LLC 28 - 2024-03-31 80,208 $3,934,000 6,925
   VALMARK ADVISERS INC 106 - 2023-12-31 77,839 $3,870,000 13,783
   MML INVESTORS SERVICES LLC 720 - 2023-12-31 75,695 $3,764,000 1,518
   Hilltop Partners LLC 15 - 2023-12-31 73,287 $3,644,000 5,381
   Stratos Wealth Advisors LLC 118 - 2024-03-31 70,025 $3,435,000 16,354
   Spire Wealth Management 191 - 2024-03-31 67,725 $3,322,000 542
   WealthCare Investment Partners LLC 18 - 2024-03-31 66,748 $3,274,000 5,669
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 990 - 2024-03-31 66,084 $3,241,000 11,264
   Cetera Investment Advisers 640 - 2023-12-31 58,137 $2,891,000 26,711
   Mendota Financial Group LLC 14 - 2024-03-31 55,856 $2,740,000 30,946
   Columbus Macro LLC 21 - 2024-03-31 53,276 $2,613,000 1,282
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 698 - 2023-12-31 52,075 $2,589,000 13,235
   SYM FINANCIAL CORPORATION 22 - 2023-12-31 48,900 $2,431,000 17,278
   JONES FINANCIAL COMPANIES LLLP 161 - 2023-12-31 47,958 $2,384,000 12,492
   WARREN AVERETT ASSET MANAGEMENT, LLC 131 - 2023-12-31 47,079 $2,341,000 22,981
   Manhattan West Asset Management LLC 51 - 2023-12-31 44,950 $2,235,000 2,840
   HRT FINANCIAL LLC 577 - 2023-12-31 43,985 $2,186,000 39,559
   SENTINEL PENSION ADVISORS INC 30 - 2023-12-31 43,824 $2,179,000 1,721
   COMERICA BANK 1119 - 2023-12-31 43,438 $2,160,000 3,526
   Integrated Wealth Concepts LLC 458 - 2023-12-31 42,123 $2,094,000 16,284
   Ausdal Financial Partners Inc. 104 - 2024-03-31 40,955 $2,009,000 2,025
   AXXCESS WEALTH MANAGEMENT LLC 245 - 2023-12-31 40,360 $2,007,000 7,091
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1906 - 2023-12-31 39,763 $1,977,000 28,474
   THRIVENT FINANCIAL FOR LUTHERANS 1439 - 2023-12-31 33,922 $1,687,000 20,823
   FINANCIAL NETWORK 1097 - 2023-12-31 31,266 $1,555,000 7,205
   BLAIR WILLIAM & CO/IL 734 - 2023-12-31 30,780 $1,530,000 5,291
   North Ridge Wealth Advisors Inc. 18 - 2024-03-31 29,386 $1,441,000 155
   LINCOLN NATIONAL CORP 419 - 2024-03-31 28,402 $1,393,000 7,158
   HUTCHINSON CAPITAL MANAGEMENT/CA 43 - 2023-12-31 25,804 $1,283,000 1,829
   Successful Portfolios LLC 32 - 2024-03-31 25,891 $1,270,000 1,912
   Atria Wealth Solutions Inc. 780 - 2023-12-31 24,167 $1,202,000 7,216
   ASSET MANAGEMENT GROUP, INC. 77 - 2023-12-31 23,726 $1,180,000 10,099
   Addison Advisors LLC 47 - 2023-12-31 23,331 $1,160,000 13,524
   Venture Visionary Partners LLC 234 - 2023-12-31 22,208 $1,104,000 1,077
   Tennessee Valley Asset Management Partners 46 - 2024-03-31 20,387 $1,000,000 1,022
   PRINCIPAL SECURITIES INC. 448 - 2024-03-31 20,280 $995,000 1,779
   ETF Store Inc. 36 - 2024-03-31 18,860 $925,000 160
   Charles Schwab Trust Co 84 - 2024-03-31 17,293 $848,000 1,966
   Milestone Investment Advisors LLC 49 - 2023-12-31 14,983 $745,000 472
   Tortoise Investment Management LLC 128 - 2023-12-31 13,747 $684,000 3,039
   Sigma Planning Corp 664 - 2024-03-31 12,650 $621,000 8,206
   VISION CAPITAL MANAGEMENT INC 85 - 2023-12-31 12,087 $601,000 12,087
   Resources Investment Advisors Inc. 654 - 2023-12-31 11,753 $584,000 973
   IHT Wealth Management LLC 553 - 2023-12-31 11,356 $565,000 949
   TWELE CAPITAL MANAGEMENT, INC. 31 - 2024-03-31 10,557 $518,000 715
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 75 - 2024-03-31 9,232 $453,000 366
   MERCER GLOBAL ADVISORS INC /ADV 1378 - 2023-12-31 9,046 $450,000 2,202
   PRUDENTIAL FINANCIAL INC 2173 - 2023-12-31 9,031 $449,000 3,487
   Ridgewood Investments LLC 124 - 2024-03-31 9,131 $448,000 2,850
   Betterment LLC 240 - 2023-12-31 8,620 $429,000 2,259
  100 Records found
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