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Get Institutions for : 
Schwab International Dividend Equity Etf (SCHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    7
Total shares held : 
 10,977,141  
% of shares held : 
 12.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -210,503  
% of shares held change : 
   -0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 343,859
 3.13%
 
Increased Positions :
32
 1,797,143
 16.37%
 
Unchanged Positions :
25
 515,685
 4.7%
 
Decreased Positions :
29
-2,057,252
-18.74%
 
Closed Positions :
7
-294,253
-2.68%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 187 *New 2023-09-30 377,242 $8,677,000 377,242
   WARREN AVERETT ASSET MANAGEMENT, LLC 134 *New 2023-12-31 94,072 $2,313,000 94,072
   Redhawk Wealth Advisors Inc. 59 *New 2023-12-31 84,220 $2,071,000 84,220
   BEACON FINANCIAL GROUP 146 *New 2024-03-31 46,704 $1,133,000 46,704
   Envestnet Portfolio Solutions Inc. 890 *New 2024-03-31 35,446 $860,000 35,446
   MARINER WEALTH ADVISORS, LLC 2546 *New 2023-12-31 9,601 $236,000 9,601
   PARK AVENUE SECURITIES LLC 1273 *New 2024-03-31 9,369 $227,000 9,369
   Concord Wealth Partners 336 *New 2024-03-31 2,249 $55,000 2,249
   HANSON MCCLAIN, INC. 1391 *New 2024-03-31 1,650 $40,000 1,650
   BLACKROCK INC. 4647 *New 2024-03-31 1,267 $31,000 1,267
   Providence Capital Advisors LLC 205 *New 2023-12-31 985 $24,000 985
   GUARDIAN WEALTH ADVISORS LLC / NC 399 *New 2023-12-31 145 $4,000 145
   SIMPLEX TRADING LLC 2029 *New 2024-03-31 174 $4,000 174
   Aptus Capital Advisors LLC 837 *New 2023-12-31 145 $4,000 145
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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