Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Schwab International Dividend Equity Etf (SCHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 98 - 2024-03-31 40,697 $987,000 0
   Wedmont Private Capital 193 - 2024-03-31 38,305 $924,000 0
   HPM Partners LLC - 2023-12-31 20,870 $513,000 0
   AJ WEALTH STRATEGIES LLC 183 - 2023-06-30 20,870 $500,000 0
   Clarity Capital Advisors LLC 56 - 2024-03-31 15,550 $377,000 0
   Balboa Wealth Partners 191 - 2023-12-31 9,939 $244,000 0
   Milestone Investment Advisors LLC 71 - 2023-12-31 7,333 $180,000 0
   Bogart Wealth LLC 280 - 2024-03-31 4,200 $102,000 0
   Goss Wealth Management LLC 1999 - 2023-12-31 3,423 $84,000 0
   SANDY SPRING BANK 668 - 2024-03-31 1,270 $31,000 0
   BIDWELL C M & ASSOCIATES LTD/ 259 - 2023-12-31 960 $24,000 0
   Capital Investment Advisory Services LLC 866 - 2024-03-31 200 $5,000 0
   ALPHAMARK ADVISORS LLC 620 - 2024-03-31 125 $3,000 0
  13 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