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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
   Money Matters Financial Group Inc 24 *Closed 2023-12-31 0 $0 -3,424
   ABLES IANNONE MOORE & ASSOCIATES INC. 87 *Closed 2024-03-31 0 $0 -2,024
   Vident Investment Advisory LLC 10 *Closed 2023-09-30 0 $0 -5,587
   ORG Partners LLC 496 *Closed 2024-03-31 0 $0 -11,722
   Signal Advisors Wealth LLC 292 *Closed 2024-03-31 0 $0 -6,042
   Level Financial Advisors Inc. 78 *Closed 2024-03-31 0 $0 -2,804
   Annapolis Financial Services LLC 357 *Closed 2024-03-31 0 $0 -12,178
   BLB&B ADVISORS LLC 278 *Closed 2024-03-31 0 $0 -8,370
   Meridian Wealth Management LLC 230 *Closed 2024-03-31 0 $0 -34,387
   Great Lakes Retirement Inc. 218 *Closed 2024-03-31 0 $0 -13,782
   HALBERT, HARGROVE/RUSSELL LLC 89 *Closed 2024-03-31 0 $0 -7,257
   Planned Solutions Inc. 237 *Closed 2024-03-31 0 $0 -1,304
   Virtue Capital Management LLC 385 *Closed 2023-12-31 0 $0 -47,264
   TCG Advisory Services LLC 464 *Closed 2024-03-31 0 $0 -5,745
   B.O.S.S. Retirement Advisors LLC 134 *Closed 2024-03-31 0 $0 -44,241
   CANTOR FITZGERALD L. P. 297 *Closed 2023-12-31 0 $0 -506,436
   Summit Financial LLC 385 *Closed 2024-03-31 0 $0 -7,374
   Lido Advisors LLC 1177 *Closed 2023-12-31 0 $0 -4,553
   Joule Financial LLC 89 *Closed 2024-03-31 0 $0 -19,850
   Sowell Financial Services LLC 546 *Closed 2024-03-31 0 $0 -11,519
   LINSCOMB & WILLIAMS INC 276 *Closed 2023-12-31 0 $0 -4,310
   Koss-Olinger Consulting LLC 134 *Closed 2024-03-31 0 $0 -3,054,918
   MARSHALL WACE LLP 2012 *Closed 2023-12-31 0 $0 -33,600
   Lehman & Derafelo Financial Resources LLC 174 *Closed 2022-12-31 0 $0 -196
   Owen LaRue LLC 77 *Closed 2023-12-31 0 $0 -4,401
   GeoWealth Management LLC 704 *Closed 2023-12-31 0 $0 -15,283
   WHITE BAY PT LLC 540 *Closed 2023-12-31 0 $0 -270
   Addison Advisors LLC 719 *Closed 2024-03-31 0 $0 -301
   Strategic Investment Advisors / MI 253 *Closed 2024-03-31 0 $0 -9,357
   Independent Wealth Network Inc. 120 *Closed 2024-03-31 0 $0 -8,279
   CYPRESS CAPITAL MANAGEMENT LLC 123 *Closed 2022-12-31 0 $0 -25,065
   Advanced Asset Management Advisors Inc 96 *Closed 2024-03-31 0 $0 -563,400
   BNP PARIBAS ARBITRAGE SA 3193 *Closed 2024-03-31 0 $0 -64,582
   HEAD & ASSOCIATES LLC 432 *Closed 2023-12-31 0 $0 -1,424
   WoodTrust Financial Corp 163 *Closed 2024-03-31 0 $0 -11,760
   Retireful LLC 106 *Closed 2024-03-31 0 $0 -26,842
   Strategic Wealth Partners Ltd. 275 *Closed 2023-03-31 0 $0 -11,538
   Winthrop Capital Management LLC 263 *Closed 2024-03-31 0 $0 -238,320
   Wealth CMT 20 *Closed 2023-06-30 0 $0 -29,732
   Windsor Advisory Group LLC 53 *Closed 2024-03-31 0 $0 -23,220
   Advisor Resource Council 332 *Closed 2024-03-31 0 $0 -4,000
   Life Planning Partners Inc 152 *Closed 2024-03-31 0 $0 -1,183
   Impact Partnership Wealth LLC 1033 *Closed 2023-12-31 0 $0 -24
   Lloyd Advisory Services LLC. 166 *Closed 2024-03-31 0 $0 -86,354
   Bradley & Co. Private Wealth Management LLC 186 *Closed 2024-03-31 0 $0 -326
   ACCREDITED INVESTORS INC. 199 *Closed 2023-12-31 0 $0 -4,523
   BlueSky Wealth Advisors LLC 58 *Closed 2024-03-31 0 $0 -1,951,377
   Scarborough Advisors LLC 712 *Closed 2024-03-31 0 $0 -1,613,819
   Pine Valley Investments Ltd Liability Co 468 *Closed 2024-03-31 0 $0 -11,002
   HUNTINGTON ASSET ADVISORS INC. 204 *Closed 2024-03-31 0 $0 -386,971
   LOGAN CAPITAL MANAGEMENT INC 517 *Closed 2023-12-31 0 $0 0
   AFFINITY WEALTH MANAGEMENT 104 *Closed 2024-03-31 0 $0 -3,976
   BOURGEON CAPITAL MANAGEMENT LLC 382 *Closed 2024-03-31 0 $0 -90
   Gateway Wealth Partners LLC 268 *Closed 2023-12-31 0 $0 -7,159
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 26 *Closed 2024-03-31 0 $0 -4,000
   Y-Intercept (Hong Kong) Ltd 1704 *Closed 2024-03-31 0 $0 -9,472
   SEGALL BRYANT & HAMILL 511 *Closed 2023-12-31 0 $0 -20,809
   WOLFF WIESE MAGANA LLC 753 *Closed 2024-03-31 0 $0 -42
   Petix & Botte Co 168 *Closed 2024-03-31 0 $0 -4,488
   APPLETON GROUP WEALTH MANAGEMENT LLC 44 *Closed 2023-09-30 0 $0 -299,890
   Capital Management Associates Inc 87 *Closed 2024-03-31 0 $0 -336
   Great Waters Wealth Management 103 *Closed 2024-03-31 0 $0 -3,859
   Lindenwold Advisors 125 *Closed 2024-03-31 0 $0 -84,849
   Balboa Wealth Partners 271 *Closed 2023-12-31 0 $0 -4,751
   25 LLC 51 *Closed 2024-03-31 0 $0 -7,351
   SMI Advisory Services LLC 83 *Closed 2024-03-31 0 $0 -8,270
   Pinnacle Wealth Management Advisory Group LLC 361 *Closed 2024-03-31 0 $0 -4,594
   Raleigh Capital Management Inc. 1072 *Closed 2023-12-31 0 $0 -27
   Retirement Investment Advisors Inc. 61 *Closed 2023-12-31 0 $0 -5,420
   Fidelis Capital Partners LLC 387 *Closed 2024-03-31 0 $0 -20,692
   RWM Asset Management LLC 167 *Closed 2024-03-31 0 $0 -9,107
   Apella Capital LLC 302 *Closed 2024-03-31 0 $0 -3,694
   McClarren Financial Advisors Inc. 419 *Closed 2024-03-31 0 $0 -363
   True Vision MN LLC 94 *Closed 2024-03-31 0 $0 -5,807
  74 Records found
  1    
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