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Get Institutions for : 
Schwab Us Aggregate Bond (SCHZ)  
$45.20 0.05 (0.11%) as of 4:30 Wed 5/8


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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  : 
0.46 (1.03%)  




 
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
   GUGGENHEIM CAPITAL LLC 507 - 2023-12-31 113,005 $5,268,000 0
   BerganKDV Wealth Management LLC 132 - 2023-06-30 22,063 $1,018,000 0
   Kingsview Wealth Management LLC 501 - 2023-12-31 18,970 $884,000 0
   Aletheian Wealth Advisors LLC 55 - 2024-03-31 18,092 $832,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 338 - 2024-03-31 17,476 $804,000 0
   SAWGRASS ASSET MANAGEMENT LLC 132 - 2023-12-31 11,566 $539,000 0
   NEW HARBOR FINANCIAL GROUP, LLC - 2024-03-31 10,450 $481,000 0
   AJ WEALTH STRATEGIES LLC 189 - 2023-06-30 10,035 $463,000 0
   Capital Advisors Ltd. LLC 167 - 2024-03-31 9,820 $452,000 0
   FINANCIAL CONSULATE INC 29 - 2024-03-31 9,827 $452,000 0
   DIVERSIFIED INVESTMENT STRATEGIES LLC 36 - 2024-03-31 9,315 $428,000 0
   SILVERHAWK ASSET MANAGEMENT LLC 20 - 2023-06-30 8,582 $396,000 0
   COURAGE MILLER PARTNERS, LLC 65 - 2024-03-31 8,427 $388,000 0
   Alley Investment Management Company LLC 78 - 2023-12-31 7,076 $330,000 0
   BURNS J W & CO INC/NY 154 - 2024-03-31 7,000 $322,000 0
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 24 - 2023-12-31 5,390 $251,000 0
   Barden Capital Management Inc. 68 - 2023-12-31 5,454 $241,000 0
   COMERICA BANK 2190 - 2023-12-31 5,015 $234,000 0
   BDO Wealth Advisors LLC 248 - 2023-06-30 5,000 $231,000 0
   AHL INVESTMENT MANAGEMENT INC. 62 - 2024-03-31 5,012 $231,000 0
   ROOF EIDAM & MAYCOCK/ADV 112 - 2023-12-31 4,895 $228,000 0
   SAXON INTERESTS INC. 166 - 2024-03-31 4,616 $212,000 0
   Rocky Mountain Advisers LLC 57 - 2024-03-31 4,553 $209,000 0
   ONE Advisory Partners LLC 43 - 2024-03-31 4,361 $201,000 0
   TOTH FINANCIAL ADVISORY CORP 207 - 2024-03-31 3,481 $160,000 0
   Front Row Advisors LLC 128 - 2023-12-31 2,918 $136,000 0
   Steward Partners Investment Advisory LLC 1596 - 2023-12-31 2,542 $119,000 0
   Burleson & Company LLC 147 - 2022-12-31 2,332 $106,000 0
   Capital Investment Advisory Services LLC 566 - 2024-03-31 2,101 $97,000 0
   GRANITE INVESTMENT PARTNERS, LLC 249 - 2023-12-31 1,890 $88,000 0
   Carmichael Hill & Associates Inc. 239 - 2024-03-31 1,832 $84,000 0
   Lee Financial CORP 238 - 2023-12-31 1,025 $48,000 0
   PROEQUITIES INC. - 2024-03-31 1,005 $46,000 0
   KB FINANCIAL PARTNERS LLC 274 - 2023-09-30 942 $42,000 0
   Legacy Bridge LLC 214 - 2024-03-31 765 $35,000 0
   Stephens Consulting LLC 212 - 2024-03-31 694 $32,000 0
   Peachtree Investment Partners LLC 91 - 2023-12-31 650 $30,000 0
   Column Capital Advisors LLC 404 - 2023-09-30 600 $27,000 0
   Westside Investment Management Inc. 444 - 2024-03-31 558 $26,000 0
   Rosenberg Matthew Hamilton 536 - 2024-03-31 467 $21,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 611 - 2022-12-31 409 $19,000 0
   Northwest Capital Management Inc 336 - 2024-03-31 320 $15,000 0
   ALBION FINANCIAL GROUP /UT 306 - 2024-03-31 263 $12,000 0
   BANK OF MONTREAL /CAN/ 3192 - 2023-12-31 267 $12,000 0
   Moisand Fitzgerald Tamayo LLC 312 - 2024-03-31 228 $10,000 0
   Cordant Inc. 58 - 2024-03-31 227 $10,000 0
   EPG Wealth Management LLC 379 - 2023-12-31 200 $9,000 0
   Mascoma Wealth Management LLC 320 - 2024-03-31 193 $9,000 0
   Sutton Wealth Advisors Inc. 499 - 2023-09-30 214 $9,000 0
   BENJAMIN EDWARDS INC 646 - 2024-03-31 164 $8,000 0
   GPWM LLC 16 - 2024-03-31 158 $7,000 0
   BELLEVUE ASSET MANAGEMENT LLC 284 - 2024-03-31 153 $7,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 161 $7,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 100 - 2023-12-31 100 $5,000 0
   Jackson Hole Capital Partners LLC 260 - 2023-12-31 94 $4,000 0
   HORRELL CAPITAL MANAGEMENT INC 198 - 2024-03-31 87 $4,000 0
   M&R CAPITAL MANAGEMENT INC 463 - 2024-03-31 95 $4,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 403 - 2023-12-31 71 $3,000 0
   Aptus Capital Advisors LLC 844 - 2023-12-31 71 $3,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 250 - 2024-03-31 70 $3,000 0
   BARRETT & COMPANY INC. 524 - 2024-03-31 69 $3,000 0
   Signature Resources Capital Management LLC 348 - 2024-03-31 13 $1,000 0
   TUCKER ASSET MANAGEMENT LLC 805 - 2023-12-31 27 $1,000 0
   HAZLETT BURT & WATSON INC. 685 - 2024-03-31 28 $1,000 0
   Kalos Management Inc. 128 - 2023-06-30 19 $1,000 0
   Sunbelt Securities Inc. 1566 - 2024-03-31 16 $1,000 0
   MILESTONE GROUP INC - 2024-03-31 30 $1,000 0
   Addison Advisors LLC 656 - 2023-12-31 25 $1,000 0
   TOMPKINS FINANCIAL CORP 598 - 2024-03-31 24 $1,000 0
   Sachetta LLC 1073 - 2024-03-31 30 $1,000 0
   AllSquare Wealth Management LLC 500 - 2023-12-31 5 $0 0
   MCF Advisors LLC 929 - 2024-03-31 0 $0 0
   FIRST MANHATTAN CO 1420 - 2023-12-31 5 $0 0
  73 Records found
  1    
  Page 1 of 1
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