Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab Strategic Trust (SCHV)  
$73.93 0.20 (0.27%) as of 4:30 Tue 5/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 676    18
Total shares held : 
 105,513,398  
% of shares held : 
 81.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,692,205  
% of shares held change : 
   1.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.82  
Last Quarter's Ending Price : 
 $70.10  
Last Quarter's Average Price : 
 $65.60  
Change from last quarter's     
avg. price to the last closing  : 
8.33 (12.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 864,010
 0.82%
 
Increased Positions :
236
 5,676,323
 5.38%
 
Unchanged Positions :
142
 2,375,472
 2.25%
 
Decreased Positions :
250
-4,458,223
-4.23%
 
Closed Positions :
30
-389,905
-0.37%
 
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
   Atomi Financial Group Inc. 18 *New 2023-12-31 88,654 $6,215,000 88,654
   BURNS WEALTH MANAGEMENT, INC. 117 *New 2023-12-31 75,671 $5,305,000 75,671
   COLONY GROUP, LLC 265 *New 2023-12-31 55,384 $3,882,000 55,384
   Foster Victor Wealth Advisors LLC 79 *New 2024-03-31 52,300 $3,857,000 52,300
   PFG Investments LLC 114 *New 2024-03-31 40,326 $3,064,000 40,326
   EVOKE WEALTH LLC 229 *New 2023-12-31 29,430 $2,063,000 29,430
   Simplicity WealthLLC 366 *New 2024-03-31 24,546 $1,865,000 24,546
   GeoWealth Management LLC 219 *New 2023-12-31 13,572 $951,000 13,572
   SpiderRock Advisors LLC 300 *New 2024-03-31 12,413 $919,000 12,413
   Mill Creek Capital Advisors LLC 110 *New 2023-12-31 12,076 $847,000 12,076
   Clayton Financial Group LLC *New 2024-03-31 10,035 $762,000 10,035
   SMART PORTFOLIOS, LLC *New 2024-03-31 8,290 $630,000 8,290
   RFG Advisory Group LLC 460 *New 2024-03-31 8,083 $614,000 8,083
   CoreCap Advisors LLC 324 *New 2023-12-31 8,390 $588,000 8,390
   Global Assets Advisory LLC 308 *New 2024-03-31 44,278 $586,000 44,278
   Whitaker-Myers Wealth Managers LTD. 56 *New 2024-03-31 7,212 $548,000 7,212
   WESCAP Management Group Inc. 73 *New 2023-12-31 6,186 $434,000 6,186
   Eudaimonia Partners LLC 162 *New 2024-03-31 5,226 $397,000 5,226
   Cascade Investment Advisors Inc. 98 *New 2024-03-31 4,594 $349,000 4,594
   WEALTHSPAN PARTNERS LLC *New 2024-03-31 4,366 $332,000 4,366
   EUDAIMONIA ADVISORS LLC 124 *New 2024-03-31 4,169 $317,000 4,169
   Elm Partners Management LLC *New 2024-03-31 4,095 $311,000 4,095
   FIRST WESTERN TRUST BANK 170 *New 2023-12-31 3,768 $264,000 3,768
   TBH Global Asset Management LLC 215 *New 2023-12-31 3,690 $259,000 3,690
   WOLVERINE TRADING LLC 946 *New 2023-12-31 3,661 $257,000 3,661
   Strategic Family Wealth Counselors L.L.C. 97 *New 2023-12-31 3,551 $249,000 3,551
   Pine Valley Investments Ltd Liability Co 391 *New 2023-12-31 3,531 $248,000 3,531
   Equita Financial Network Inc. 68 *New 2024-03-31 3,237 $246,000 3,237
   KFA Private Wealth Group LLC *New 2024-03-31 3,242 $246,000 3,242
   Personal Capital Advisors Corp 424 *New 2022-12-31 3,625 $239,000 3,625
   Advisory Alpha LLC *New 2023-12-31 3,340 $234,000 3,340
   Stonegate Investment Group LLC 287 *New 2024-03-31 3,070 $233,000 3,070
   Hamilton Capital Management Inc. 120 *New 2023-12-31 3,182 $223,000 3,182
   PBMares Wealth Management LLC *New 2024-03-31 2,907 $221,000 2,907
   ROBINSON SMITH WEALTH ADVISORS LLC 74 *New 2024-03-31 2,838 $216,000 2,838
   Brickley Wealth Management 45 *New 2024-03-31 2,785 $212,000 2,785
   Lutz Financial Services LLC *New 2024-03-31 2,759 $210,000 2,759
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 219 *New 2024-03-31 2,767 $210,000 2,767
   Johnson Financial Group LLC 46 *New 2023-12-31 3,000 $210,000 3,000
   Firestone Capital Management 123 *New 2023-12-31 2,974 $208,000 2,974
   SECURITY NATIONAL BANK OF SO DAK 95 *New 2023-12-31 2,961 $208,000 2,961
   ADVOCATE GROUP LLC 118 *New 2024-03-31 2,700 $205,000 2,700
   Wescott Financial Advisory Group LLC 158 *New 2023-12-31 2,928 $205,000 2,928
   Good Life Advisors LLC *New 2024-03-31 2,665 $203,000 2,665
   HOME FEDERAL BANK OF TENNESSEE 77 *New 2024-03-31 2,635 $200,000 2,635
   GoalVest Advisory LLC 113 *New 2024-03-31 2,291 $174,000 2,291
   YHB INVESTMENT ADVISORS, INC. 298 *New 2024-03-31 2,189 $166,000 2,189
   BROWN BROTHERS HARRIMAN & CO 552 *New 2023-12-31 2,007 $141,000 2,007
   Citizens National Bank Trust Department *New 2024-03-31 1,200 $91,000 1,200
   Aspire Private Capital LLC 202 *New 2024-03-31 1,112 $84,000 1,112
   Naples Money Management LLC 80 *New 2024-03-31 894 $68,000 894
   HORIZON FINANCIAL SERVICES LLC 79 *New 2024-03-31 748 $57,000 748
   MTM Investment Management LLC 216 *New 2024-03-31 745 $57,000 745
   Ronald Blue Trust Inc. *New 2024-03-31 756 $57,000 756
   MITCHELL SINKLER & STARR/PA 174 *New 2024-03-31 500 $38,000 500
   Future Financial Wealth Managment LLC 290 *New 2024-03-31 500 $38,000 500
   EnRich Financial Partners LLC *New 2024-03-31 489 $37,000 489
   First Personal Financial Services 206 *New 2024-03-31 462 $35,000 462
   FAMILY CAPITAL TRUST CO 54 *New 2024-03-31 433 $33,000 433
   Scarborough Advisors LLC 223 *New 2023-12-31 452 $32,000 452
   Ahrens Investment Partners LLC 682 *New 2023-03-31 122 $8,000 122
   Crewe Advisors LLC 230 *New 2023-12-31 105 $7,000 105
   SCBT FINANCIAL CORP 503 *New 2023-12-31 67 $5,000 67
   Castleview Partners LLC 757 *New 2023-12-31 16 $1,000 16
   VisionPoint Advisory Group LLC 669 *New 2023-12-31 10 $1,000 10
  65 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