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Get Institutions for : 
Schwab Us Aggregate Bond (SCHZ)  
$45.25 0.04 (0.09%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 551    9
Total shares held : 
 100,352,396  
% of shares held : 
 66.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 9,551,856  
% of shares held change : 
   6.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.78  
Last Quarter's Ending Price : 
 $46.62  
Last Quarter's Average Price : 
 $44.74  
Change from last quarter's     
avg. price to the last closing  : 
0.51 (1.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,742,673
 1.74%
 
Increased Positions :
216
 15,795,911
 15.74%
 
Unchanged Positions :
71
 1,060,046
 1.06%
 
Decreased Positions :
216
-4,963,659
-4.95%
 
Closed Positions :
39
-3,023,069
-3.01%
 
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 56 - 2023-12-31 26,820,056 $1,250,351,000 2,206,210
   J P MORGAN CHASE & CO 597 - 2023-12-31 3,905,641 $182,081,000 1,486,122
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 3,594,821 $165,362,000 599,725
   YCMNET ADVISORS INC 2 - 2023-12-31 2,530,552 $117,974,000 1,643,784
   GOLDMAN SACHS GROUP INC/ 600 - 2023-12-31 2,507,416 $116,896,000 640,151
   ENVESTNET ASSET MANAGEMENT INC 389 - 2023-12-31 2,351,503 $109,627,000 395,113
   Rockbridge Investment Management LCC 1 - 2023-12-31 2,240,408 $104,448,000 834,912
   Resources Investment Advisors Inc. 9 - 2023-12-31 1,850,989 $86,293,000 69,030
   McAdam LLC 5 - 2024-03-31 1,627,201 $74,851,000 97,476
   Charles Schwab Trust Co 4 - 2024-03-31 1,409,246 $64,825,000 240,936
   HIGHTOWER ADVISORS, LLC 205 - 2023-12-31 1,371,627 $63,919,000 9,673
   Total Wealth Planning LLC 2 - 2024-03-31 1,145,355 $52,686,000 166,999
   HENGEHOLD CAPITAL MANAGEMENT LLC 4 - 2024-03-31 971,965 $44,710,000 22,362
   AlphaStar Capital Management LLC 6 - 2023-12-31 955,282 $44,535,000 25,069
   Kohmann Bosshard Financial Services LLC 4 - 2024-03-31 819,938 $37,717,000 87,237
   Horst & Graben Wealth Management LLC 3 - 2024-03-31 698,302 $32,122,000 8,409
   BANK OF AMERICA CORP /DE/ 1484 - 2023-12-31 653,477 $30,465,000 24,364
   KilterHowling LLC 1 - 2023-12-31 633,984 $29,315,000 393,645
   MORGAN STANLEY 2312 - 2023-12-31 599,240 $27,937,000 473,384
   MERCER GLOBAL ADVISORS INC /ADV 158 - 2023-12-31 579,975 $27,038,000 40,153
   Sequoia Financial Advisors LLC 71 - 2024-03-31 573,490 $26,381,000 5,544
   Alliance Wealth Management Group - 2024-03-31 517,757 $23,817,000 8,204
   FINANCIAL LIFE ADVISORS 3 - 2024-03-31 502,646 $23,122,000 25,425
   Austin Private Wealth LLC 12 - 2024-03-31 481,564 $21,921,000 53,894
   Mokosak Advisory Group LLC - 2024-03-31 466,632 $21,465,000 40,235
   MARINER WEALTH ADVISORS, LLC 319 - 2023-12-31 399,194 $18,610,000 41,507
   Tenret Co LLC 4 - 2024-03-31 343,168 $15,786,000 28,492
   One Wealth Advisors LLC 8 - 2024-03-31 334,803 $15,401,000 32,244
   Financial Advisory Service Inc. - 2024-03-31 320,085 $14,724,000 1,402
   Advisor Group Holdings Inc. 595 - 2023-12-31 314,515 $14,663,000 64,162
   Congress Wealth Management LLC / DE / 119 - 2024-03-31 308,510 $14,192,000 8,788
   Cetera Investment Advisers 177 - 2023-12-31 291,007 $13,567,000 268,753
   Revolve Wealth Partners LLC 12 - 2024-03-31 281,529 $12,950,000 9,823
   Mutual Advisors LLC - 2024-03-31 272,580 $12,539,000 50,850
   MONETA GROUP INVESTMENT ADVISORS INC 65 - 2023-12-31 252,151 $11,755,000 10,467
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 244,129 $11,230,000 244,129
   Bond & Devick Financial Network Inc. 3 - 2024-03-31 240,620 $11,069,000 6,197
   MYECFO LLC 5 - 2024-03-31 222,893 $10,253,000 1,473
   LPL FINANCIAL CORP 1238 - 2023-12-31 216,420 $10,090,000 15,912
   Ronald Blue Trust Inc. - 2024-03-31 215,180 $9,898,000 84,603
   Vantage Financial Partners LLC - 2024-03-31 207,570 $9,548,000 2,325
   JONES FINANCIAL COMPANIES LLLP 104 - 2023-12-31 203,806 $9,501,000 7,274
   Cypress Wealth Services LLC 6 - 2024-03-31 203,377 $9,355,000 27,495
   KICKSTAND VENTURES LLC. 12 - 2023-12-31 198,533 $9,256,000 61,188
   H D Vest Advisory Services 179 - 2023-12-31 195,022 $9,092,000 172,108
   Emerald Investment Partners LLC 11 - 2024-03-31 196,122 $9,022,000 76,268
   Beacon Bridge Wealth Partners LLC 6 - 2024-03-31 191,431 $8,806,000 2,973
   Integrated Wealth Concepts LLC 160 - 2023-12-31 185,211 $8,635,000 70,861
   Waycross Investment Management Co 1 - 2024-03-31 182,396 $8,390,000 24,327
   Schneider Downs Wealth Management Advisors LP 12 - 2023-12-31 174,307 $8,126,000 69,881
   NORTHWEST INVESTMENT COUNSELORS LLC 10 - 2024-03-31 168,491 $7,751,000 8,440
   THRIVENT FINANCIAL FOR LUTHERANS 677 - 2023-12-31 163,296 $7,613,000 3,724
   RAYMOND JAMES & ASSOCIATES 1319 - 2024-03-31 162,786 $7,488,000 15,864
   Kaizen Financial Strategies - 2024-03-31 155,720 $7,163,000 13,774
   Security Financial Services INC. 19 - 2024-03-31 153,974 $7,083,000 42,018
   Clay Northam Wealth Management LLC 6 - 2024-03-31 147,343 $6,778,000 7,246
   Cedar Brook Financial Partners LLC 11 - 2024-03-31 143,066 $6,581,000 34,378
   Fifth Third Securities Inc. 43 - 2024-03-31 139,347 $6,410,000 71,645
   DAYMARK WEALTH PARTNERS LLC 70 - 2024-03-31 139,212 $6,404,000 31,674
   Marotta Asset Management 24 - 2024-03-31 138,631 $6,377,000 1,637
   Affinity Capital Advisors LLC 16 - 2024-03-31 132,424 $6,092,000 41,992
   SigFig Wealth Management LLC 46 - 2023-12-31 150,855 $6,046,000 19,830
   Wakefield Asset Management LLLP - 2024-03-31 129,276 $5,947,000 4,907
   TNF LLC 11 - 2024-03-31 131,750 $5,902,000 598
   Mayflower Financial Advisors LLC 20 - 2024-03-31 126,094 $5,800,000 4,771
   Forthright Family Wealth Advisory LLC - 2024-03-31 125,786 $5,786,000 23,285
   SNS Financial Group LLC 26 - 2024-03-31 120,647 $5,550,000 2,050
   COOPER/HAIMS ADVISORS LLC 10 - 2023-12-31 118,147 $5,508,000 87,632
   Tempus Wealth Planning LLC 8 - 2024-03-31 117,019 $5,383,000 20,643
   Northeast Financial Group Inc. 13 - 2024-03-31 111,751 $5,141,000 15,477
   PROVISE MANAGEMENT GROUP LLC 66 - 2023-12-31 109,601 $5,110,000 4,888
   PHILLIPS FINANCIAL MANAGEMENT LLC 53 - 2024-03-31 108,896 $5,009,000 15,656
   ETF Store Inc. - 2024-03-31 108,240 $4,979,000 16,399
   RETIREMENT PLANNING GROUP 34 - 2024-03-31 107,761 $4,957,000 2,182
   Peak Financial Management Inc. 23 - 2024-03-31 106,897 $4,917,000 5,895
   Clearview Wealth Advisors LLC 3 - 2024-03-31 104,560 $4,810,000 65,145
   Summit Financial Strategies Inc. 19 - 2023-12-31 102,835 $4,794,000 8,169
   Krilogy Financial LLC 54 - 2024-03-31 101,497 $4,669,000 64
   MML INVESTORS SERVICES LLC 649 - 2023-12-31 96,301 $4,490,000 11,305
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 96,732 $4,450,000 9,683
   IFP Advisors Inc 102 - 2023-12-31 93,260 $4,348,000 3,847
   My Legacy Advisors LLC 10 - 2023-12-31 93,354 $4,335,000 5,355
   ORG Partners LLC 33 - 2023-12-31 91,613 $4,271,000 87,887
   Sontag Advisory LLC 122 - 2023-12-31 88,902 $4,145,000 52,045
   Curtis Advisory Group LLC - 2024-03-31 86,164 $3,964,000 15,717
   MARSHALL FINANCIAL GROUP INC /ADV 16 - 2023-12-31 84,085 $3,920,000 22,664
   Guardian Financial Partners LLC 15 - 2024-03-31 83,205 $3,827,000 7,087
   Sightline Wealth Advisors LLC 10 - 2024-03-31 82,470 $3,794,000 41,948
   Feltz Wealth PLAN Inc. 79 - 2023-12-31 80,907 $3,772,000 8,786
   BFSG LLC 74 - 2024-03-31 80,375 $3,697,000 2,037
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 79,706 $3,666,000 1,274
   Envestnet Portfolio Solutions Inc. 418 - 2023-12-31 77,670 $3,621,000 17,122
   HC Advisors LLC - 2023-12-31 74,693 $3,482,000 3,937
   Chesapeake Wealth Management 20 - 2023-12-31 74,692 $3,482,000 6,964
   JJJ Advisors Inc. 21 - 2024-03-31 75,133 $3,456,000 8,714
   HPM Partners LLC - 2023-12-31 4,298,526 $3,199,000 4,208,425
   Kuntz Lesher Capital LLC - 2023-12-31 66,522 $3,101,000 201
   Omega Financial Group LLC 27 - 2024-03-31 65,497 $3,013,000 1,613
   BANGOR SAVINGS BANK 45 - 2024-03-31 56,862 $2,616,000 18,881
   Blue Barn Wealth LLC 15 - 2023-12-31 55,375 $2,582,000 1,773
  100 Records found
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