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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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1460 - 2024-03-31 1,067,063 $25,887,000 -15,855
   Kohmann Bosshard Financial Services LLC 17 - 2024-03-31 514,548 $12,483,000 -49,769
   Principle Wealth Partners LLC 37 - 2024-03-31 349,986 $8,491,000 -11,427
   Tradition Wealth Management LLC 34 - 2023-12-31 205,409 $7,480,000 -17,708
   Integrated Wealth Concepts LLC 252 - 2023-12-31 182,600 $4,490,000 -39,670
   Asset Advisors Investment Management LLC 40 - 2023-12-31 181,730 $4,469,000 -1,520
   FIRST MERCHANTS CORP 93 - 2024-03-31 182,234 $4,419,000 -947
   Charles Schwab Trust Co 38 - 2024-03-31 179,787 $4,362,000 -133,462
   FINANCIAL ARCHITECTS INC 40 - 2023-06-30 151,616 $3,630,000 -2,158
   HIGHTOWER ADVISORS, LLC 1115 - 2024-03-31 142,779 $3,466,000 -44,592
   BANK OF AMERICA CORP /DE/ 3142 - 2023-12-31 137,307 $3,376,000 -105,507
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 630 - 2023-12-31 134,510 $3,308,000 -150,893
   CAROLINAS WEALTH CONSULTING LLC 33 - 2023-12-31 125,189 $3,078,000 -5,611
   PROVISE MANAGEMENT GROUP LLC 97 - 2024-03-31 119,545 $2,900,000 -3,435
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1180 - 2024-03-31 93,093 $2,258,000 -2,317
   BURNS WEALTH MANAGEMENT, INC. 198 - 2024-03-31 92,591 $2,246,000 -3,440
   WSFS CAPITAL MANAGEMENT LLC 159 - 2024-03-31 73,755 $1,789,000 -14,749
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1097 - 2024-03-31 56,426 $1,369,000 -1,168
   Strategic Investment Solutions Inc. /IL 53 - 2023-12-31 36,569 $899,000 -1,460,348
   ENVESTNET ASSET MANAGEMENT INC 3025 - 2023-12-31 34,299 $843,000 -1,289
   DOrazio & Associates Inc. 62 - 2024-03-31 30,613 $743,000 -7,495
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1158 - 2023-09-30 26,676 $614,000 -40,939
   Kestra Advisory Services LLC 1480 - 2023-12-31 21,735 $534,000 -7,363
   PEAPACK GLADSTONE FINANCIAL CORP 474 - 2024-03-31 22,000 $534,000 -1,000
   MYECFO LLC 42 - 2024-03-31 18,252 $443,000 -222
   Sharkey Howes & Javer 88 - 2024-03-31 17,686 $429,000 -12,911
   PRINCIPAL SECURITIES INC. 862 - 2024-03-31 12,171 $295,000 -660
   Cambridge Advisors Inc. 148 - 2024-03-31 11,300 $274,000 -10,700
   H D Vest Advisory Services 1373 - 2024-03-31 10,750 $261,000 -300
   Bruce G. Allen Investments LLC 140 - 2024-03-31 4,714 $114,000 -2,925
  30 Records found
  1    
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