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Get Institutions for : 
Schwab Strategic Trust (SCHX)  
$61.75 0.08 (0.13%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1086    18
Total shares held : 
 452,082,167  
% of shares held : 
 16.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 36,344,474  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.57  
Last Quarter's Ending Price : 
 $56.40  
Last Quarter's Average Price : 
 $52.68  
Change from last quarter's     
avg. price to the last closing  : 
9.07 (17.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
63
 1,478,066
 0.33%
 
Increased Positions :
411
 43,813,547
 9.69%
 
Unchanged Positions :
215
 6,877,007
 1.52%
 
Decreased Positions :
397
-7,496,937
-1.66%
 
Closed Positions :
45
-1,450,202
-0.32%
 
Guru Positions :
2
32,216
 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
   Peninsula Wealth LLC 1 *New 2024-03-31 775,746 $48,143,000 775,746
   Cornerstone Wealth Group LLC 6 *New 2024-03-31 458,939 $28,482,000 458,939
   COLONY GROUP, LLC 106 *New 2023-12-31 362,117 $20,423,000 362,117
   Nova R Wealth Inc. 12 *New 2024-03-31 85,031 $5,277,000 85,031
   PFG Investments LLC 71 *New 2024-03-31 78,582 $4,877,000 78,582
   Empowered Funds LLC 399 *New 2024-03-31 59,387 $3,686,000 59,387
   Simplicity WealthLLC 306 *New 2024-03-31 40,278 $2,500,000 40,278
   Imprint Wealth LLC 40 *New 2024-03-31 37,707 $2,337,000 37,707
   Hamilton Capital Management Inc. 19 *New 2023-12-31 32,487 $1,832,000 32,487
   HRT FINANCIAL LLC 775 *New 2023-12-31 24,456 $1,379,000 24,456
   SpiderRock Advisors LLC 250 *New 2024-03-31 21,942 $1,340,000 21,942
   Global Assets Advisory LLC 203 *New 2024-03-31 78,033 $1,259,000 78,033
   BROWN BROTHERS HARRIMAN & CO 310 *New 2024-03-31 12,041 $747,000 12,041
   CYPRESS FINANCIAL PLANNING LLC 33 *New 2024-03-31 9,910 $615,000 9,910
   Saxony Capital Management LLC 34 *New 2024-03-31 9,749 $605,000 9,749
   Klingman & Associates LLC 124 *New 2024-03-31 8,977 $557,000 8,977
   Berkshire Money Management Inc. 49 *New 2024-03-31 7,690 $477,000 7,690
   Coppell Advisory Solutions LLC 166 *New 2023-12-31 8,067 $455,000 8,067
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 141 *New 2024-03-31 6,889 $428,000 6,889
   REGAL INVESTMENT ADVISORS, LLC 364 *New 2023-12-31 7,272 $410,000 7,272
   Aprio Wealth Management LLC 118 *New 2024-03-31 6,520 $405,000 6,520
   Eagle Strategies LLC 187 *New 2024-03-31 6,329 $393,000 6,329
   Revisor Wealth Management LLC 145 *New 2024-03-31 6,086 $366,000 6,086
   ADVISORS CAPITAL MANAGEMENT LLC 393 *New 2024-03-31 5,792 $359,000 5,792
   Gratus Capital LLC 205 *New 2023-12-31 6,138 $346,000 6,138
   Ellenbecker Investment Group 81 *New 2024-03-31 5,409 $336,000 5,409
   Legacy Financial Group LLC 78 *New 2024-03-31 5,254 $326,000 5,254
   Planning Center Inc. 46 *New 2024-03-31 5,007 $311,000 5,007
   WEALTH ADVISORS INC. 49 *New 2023-09-30 6,073 $307,000 6,073
   TRUE Private Wealth Advisors 238 *New 2024-03-31 4,650 $289,000 4,650
   MONEY CONCEPTS CAPITAL CORP 341 *New 2024-03-31 4,592 $285,000 4,592
   CFO4Life L.P. 136 *New 2022-12-31 6,205 $280,000 6,205
   Consolidated Planning Corp 156 *New 2024-03-31 4,127 $256,000 4,127
   MAIN STREET RESEARCH LLC 90 *New 2024-03-31 4,068 $252,000 4,068
   Atomi Financial Group Inc. 591 *New 2024-03-31 4,015 $249,000 4,015
   PARAGON CAPITAL MANAGEMENT LTD 148 *New 2024-03-31 3,931 $244,000 3,931
   Symphony Financial Ltd. Co. 164 *New 2024-03-31 3,900 $242,000 3,900
   SilverOak Wealth Management LLC 90 *New 2024-03-31 3,707 $230,000 3,707
   Snowden Capital Advisors LLC 1028 *New 2023-12-31 3,905 $220,000 3,905
   SP Asset Management LLC 120 *New 2024-03-31 3,532 $219,000 3,532
   CAPWEALTH ADVISORS, LLC 93 *New 2024-03-31 3,514 $218,000 3,514
   Cadence Wealth Management LLC 37 *New 2024-03-31 3,448 $214,000 3,448
   Guardian Wealth Advisors LLC 75 *New 2024-03-31 3,449 $214,000 3,449
   CLARK CAPITAL MANAGEMENT GROUP INC 361 *New 2023-12-31 3,778 $213,000 3,778
   Steigerwald Gordon & Koch Inc. 118 *New 2024-03-31 3,410 $212,000 3,410
   KEYBANK NATIONAL ASSOCIATION/OH 1021 *New 2023-12-31 3,762 $212,000 3,762
   BlueChip Wealth Advisors LLC 117 *New 2024-03-31 3,402 $211,000 3,402
   RAM Investment Partners LLC 81 *New 2024-03-31 3,383 $210,000 3,383
   PANORAMIC INVESTMENT ADVISORS LLC 106 *New 2024-03-31 3,346 $208,000 3,346
   Traynor Capital Management Inc. 202 *New 2024-03-31 3,330 $207,000 3,330
   WealthCare Investment Partners LLC 128 *New 2024-03-31 3,270 $203,000 3,270
   Gerber Kawasaki Wealth & Investment Management 248 *New 2023-12-31 3,602 $203,000 3,602
   Rollins Financial 95 *New 2023-12-31 3,586 $202,000 3,586
   Cypress Wealth Services LLC 248 *New 2024-03-31 3,263 $202,000 3,263
   Future Financial Wealth Managment LLC 114 *New 2024-03-31 3,244 $201,000 3,244
   Shira Ridge Wealth Management 73 *New 2024-03-31 3,245 $201,000 3,245
   Citizens National Bank Trust Department 184 *New 2024-03-31 1,640 $102,000 1,640
   MOGY JOEL R INVESTMENT COUNSEL INC 108 *New 2024-03-31 1,489 $92,000 1,489
   PALISADE ASSET MANAGEMENT, LLC 251 *New 2024-03-31 1,100 $68,000 1,100
   FSA Wealth Management LLC 145 *New 2023-12-31 851 $48,000 851
   PSI Advisors LLC 301 *New 2024-03-31 574 $36,000 574
   Truvestments Capital LLC 489 *New 2023-12-31 244 $14,000 244
   Tyler-Stone Wealth Management 563 *New 2023-12-31 252 $14,000 252
   Anfield Capital Management LLC 134 *New 2024-03-31 188 $12,000 188
   EnRich Financial Partners LLC 161 *New 2024-03-31 175 $11,000 175
   New Millennium Group LLC 206 *New 2023-12-31 178 $10,000 178
   CENTRAL BANK & TRUST CO 295 *New 2024-03-31 165 $10,000 165
   MTM Investment Management LLC 273 *New 2024-03-31 80 $5,000 80
   WOODMONT INVESTMENT COUNSEL LLC 359 *New 2024-03-31 51 $3,000 51
   DecisionPoint Financial LLC 245 *New 2024-03-31 14 $1,000 14
   HALLMARK CAPITAL MANAGEMENT INC 292 *New 2024-03-31 0 $0 0
   VisionPoint Advisory Group LLC 755 *New 2024-03-31 5 $0 5
  72 Records found
  1    
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