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Get Institutions for : 
Schwab Strategic Trust (SCHV)  
$73.93 0.20 (0.27%) as of 4:30 Tue 5/7


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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
   Barden Capital Management Inc. 12 - 2023-12-31 46,916 $3,024,000 0
   WOODMONT INVESTMENT COUNSEL LLC 81 - 2024-03-31 34,758 $2,641,000 0
   LeJeune Puetz Investment Counsel LLC 65 - 2023-03-31 23,933 $1,570,000 0
   MONOGRAPH WEALTH ADVISORS LLC 34 - 2023-12-31 17,928 $1,257,000 0
   Seed Wealth Management Inc. 23 - 2024-03-31 15,700 $1,186,000 0
   HAVERFORD TRUST CO - 2024-03-31 12,582 $956,000 0
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 50 - 2024-03-31 12,496 $949,000 0
   Bond & Devick Financial Network Inc. 42 - 2024-03-31 11,435 $869,000 0
   BKD WEALTH ADVISORS LLC 227 - 2024-03-31 11,295 $858,000 0
   Milestone Investment Advisors LLC 47 - 2023-12-31 11,982 $840,000 0
   Sachetta LLC 58 - 2024-03-31 11,062 $775,000 0
   JOHNSON INVESTMENT COUNSEL INC 408 - 2023-12-31 10,699 $750,000 0
   ATLAS CAPITAL ADVISORS LLC 160 - 2024-03-31 9,729 $739,000 0
   GREENLEAF TRUST - 2024-03-31 9,550 $726,000 0
   Bernardo Wealth Planning LLC - 2023-12-31 10,237 $718,000 0
   CM WEALTH ADVISORS LLC 26 - 2023-12-31 10,022 $703,000 0
   Advisory Services & Investments LLC 23 - 2024-03-31 9,178 $697,000 0
   Pegasus Partners Ltd. 82 - 2024-03-31 9,131 $694,000 0
   Well Done LLC 94 - 2024-03-31 8,755 $665,000 0
   Alliance Wealth Management Group - 2024-03-31 8,122 $617,000 0
   Lantz Financial LLC 111 - 2024-03-31 7,870 $598,000 0
   WALL STREET ACCESS ASSET MANAGEMENT, LLC 62 - 2023-12-31 8,340 $585,000 0
   Towercrest Capital Management 60 - 2023-12-31 8,122 $569,000 0
   OLD NATIONAL BANCORP /IN/ 358 - 2024-03-31 7,424 $564,000 0
   Marks Group Wealth Management Inc - 2024-03-31 7,186 $546,000 0
   CLEAR INVESTMENT RESEARCH LLC 31 - 2024-03-31 6,927 $526,000 0
   Mayfair Advisory Group LLC 58 - 2024-03-31 6,669 $507,000 0
   Gilbert & Cook Inc. 137 - 2024-03-31 6,621 $503,000 0
   Center for Financial Planning Inc. 89 - 2024-03-31 6,511 $495,000 0
   Radnor Capital Management LLC 235 - 2024-03-31 6,070 $461,000 0
   PATTON ALBERTSON & MILLER, LLC 147 - 2024-03-31 6,059 $460,000 0
   CIC Wealth LLC 102 - 2024-03-31 5,884 $447,000 0
   DORSEY & WHITNEY TRUST CO LLC 364 - 2023-12-31 6,360 $446,000 0
   Kelman-Lazarov Inc. 73 - 2023-12-31 6,002 $421,000 0
   Princeton Global Asset Management LLC 119 - 2024-03-31 5,416 $412,000 0
   AMERICAN INVESTMENT SERVICES INC. 109 - 2023-12-31 5,860 $411,000 0
   BRIDGES INVESTMENT MANAGEMENT INC 168 - 2024-03-31 5,320 $404,000 0
   DIVERSIFIED INVESTMENT STRATEGIES LLC 38 - 2024-03-31 5,256 $399,000 0
   Soltis Investment Advisors LLC 227 - 2024-03-31 5,000 $380,000 0
   Goldstein Advisors LLC 95 - 2023-12-31 5,392 $378,000 0
   PBWM Holdings LLC 87 - 2023-03-31 5,727 $376,000 0
   Tanglewood Legacy Advisors LLC 65 - 2024-03-31 4,651 $353,000 0
   Tenret Co LLC 22 - 2024-03-31 4,447 $338,000 0
   Waterfront Wealth Inc. 188 - 2023-12-31 4,652 $326,000 0
   JJJ Advisors Inc. 126 - 2024-03-31 4,185 $318,000 0
   ASSOCIATED BANC-CORP 259 - 2023-12-31 4,482 $314,000 0
   AHL INVESTMENT MANAGEMENT INC. 55 - 2024-03-31 4,038 $307,000 0
   Allied Investment Advisors LLC 52 - 2024-03-31 4,043 $307,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 181 - 2024-03-31 3,978 $302,000 0
   G2 CAPITAL MANAGEMENT LLC / OH 50 - 2023-12-31 4,272 $299,000 0
   QUARRY HILL ADVISORS LLC 42 - 2024-03-31 3,750 $285,000 0
   Hillcrest Wealth Advisors - NY LLC 43 - 2024-03-31 3,632 $276,000 0
   UMA Financial Services Inc. 129 - 2024-03-31 3,785 $272,000 0
   Kohmann Bosshard Financial Services LLC 168 - 2024-03-31 3,584 $272,000 0
   AIMZ Investment Advisors LLC 101 - 2023-12-31 3,800 $266,000 0
   CUTLER CAPITAL MANAGEMENT LLC 70 - 2023-12-31 3,667 $257,000 0
   LANDAAS & CO /WI /ADV 62 - 2023-12-31 3,620 $254,000 0
   WC Walker & Associates Inc. 70 - 2022-12-31 3,777 $253,000 0
   IAG Wealth Partners LLC 83 - 2024-03-31 3,325 $253,000 0
   Shearwater Capital LLC 40 - 2024-03-31 3,331 $253,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC - 2024-03-31 3,290 $250,000 0
   Forza Wealth Management LLC 155 - 2024-03-31 3,256 $247,000 0
   Schoolcraft Capital LLC 61 - 2024-03-31 3,048 $232,000 0
   Apella Capital LLC 273 - 2024-03-31 3,008 $225,000 0
   SALEM INVESTMENT COUNSELORS INC 345 - 2024-03-31 2,881 $219,000 0
   Deschutes Portfolio Strategy LLC - 2024-03-31 2,868 $218,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 287 - 2023-03-31 3,077 $202,000 0
   Front Row Advisors LLC 107 - 2023-12-31 2,511 $176,000 0
   WEST PACES ADVISORS INC. 147 - 2024-03-31 2,100 $160,000 0
   CHILTON CAPITAL MANAGEMENT LLC 260 - 2023-12-31 2,133 $150,000 0
   Missouri Trust & Investment Co 130 - 2023-12-31 2,115 $148,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 132 - 2024-03-31 1,690 $128,000 0
   HANSON INVESTMENT MANAGEMENT 240 - 2024-03-31 1,390 $106,000 0
   Rocky Mountain Advisers LLC 85 - 2024-03-31 1,380 $105,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 386 - 2022-12-31 1,176 $78,000 0
   Rosenberg Matthew Hamilton 369 - 2024-03-31 1,000 $76,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 277 - 2023-12-31 1,076 $75,000 0
   Aptus Capital Advisors LLC 628 - 2023-12-31 1,076 $75,000 0
   Halpern Financial Inc. 81 - 2024-03-31 931 $70,000 0
   ANCORA ADVISORS, LLC 826 - 2023-12-31 923 $65,000 0
   Pflug Koory LLC 212 - 2024-03-31 805 $61,000 0
   Clear Perspectives Financial Planning LLC 67 - 2023-03-31 900 $59,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 203 - 2024-03-31 680 $52,000 0
   CLARKSTON CAPITAL PARTNERS LLC 150 - 2023-12-31 734 $51,000 0
   SANDY SPRING BANK - 2023-12-31 602 $42,000 0
   Beacon Capital Management LLC 266 - 2023-12-31 594 $38,000 0
   Blume Capital Management Inc. - 2024-03-31 500 $38,000 0
   Key Financial Inc 475 - 2024-03-31 523 $37,000 0
   Mascoma Wealth Management LLC 212 - 2024-03-31 445 $34,000 0
   NWK Group Inc. 55 - 2023-12-31 472 $33,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 411 $31,000 0
   BDO Wealth Advisors LLC 509 - 2023-06-30 462 $31,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 195 - 2023-12-31 425 $30,000 0
   Morling Financial Advisors LLC 69 - 2023-12-31 409 $29,000 0
   Jackson Hole Capital Partners LLC 232 - 2023-12-31 420 $29,000 0
   Ritter Daniher Financial Advisory LLC / DE 177 - 2023-12-31 416 $29,000 0
   First PREMIER Bank 250 - 2024-03-31 345 $26,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 332 $25,000 0
   Tradewinds Capital Management LLC 249 - 2024-03-31 220 $17,000 0
   ATTICUS WEALTH MANAGEMENT LLC 354 - 2024-03-31 193 $15,000 0
  100 Records found
  1    
  Page 1 of 1
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