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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 448 - 2023-12-31 2,665,368 $124,443,000 -590,269
   FINANCIAL ENGINES ADVISORS L.L.C. 37 - 2023-12-31 2,508,804 $116,960,000 -77,531
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 99 - 2024-03-31 1,855,663 $85,361,000 -262,029
   TORONTO DOMINION BANK 221 - 2023-12-31 778,500 $36,294,000 -50,000
   THEORY FINANCIAL LLC 1 - 2023-12-31 582,483 $27,155,000 -2,434
   Towercrest Capital Management 6 - 2023-12-31 524,085 $24,433,000 -10,741
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 505,353 $23,246,000 -6,513
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 128 - 2023-12-31 410,380 $19,132,000 -85,408
   Larson Financial Group LLC - 2024-03-31 306,288 $14,089,000 -13,333
   Pioneer Wealth Management Group 3 - 2024-03-31 288,019 $13,249,000 -175,839
   FINANCIAL ARCHITECTS INC 12 - 2023-06-30 267,125 $12,330,000 -4,817
   Members Advisory Group LLC 7 - 2024-03-31 256,955 $11,820,000 -15,359
   Waterford Advisors LLC 8 - 2023-12-31 236,022 $11,003,000 -111,803
   Columbus Macro LLC 2 - 2024-03-31 230,246 $10,591,000 -25,345
   Pinnacle Wealth Management LLC - 2023-12-31 223,226 $10,407,000 -10,049
   CREATIVE PLANNING 375 - 2023-12-31 215,526 $10,048,000 -66,060
   JMG FINANCIAL GROUP, LTD. - 2024-03-31 216,561 $9,962,000 -2,019
   LEAVELL T & ASSOCIATES INC 46 - 2024-03-31 215,487 $9,912,000 -1,096
   FREESTONE CAPITAL HOLDINGS, LLC 47 - 2023-12-31 206,004 $9,604,000 -13,574
   James J. Burns & Company LLC 6 - 2024-03-31 200,633 $9,129,000 -82,708
   MorganRosel Wealth Management LLC 4 - 2024-03-31 185,735 $8,544,000 -109,268
   West Wealth Group LLC 9 - 2023-12-31 168,099 $7,837,000 -18,357
   CALLAN CAPITAL, LLC - 2024-03-31 159,484 $7,336,000 -1,607
   Atria Wealth Solutions Inc. 227 - 2023-12-31 154,000 $7,179,000 -12,666
   Beacon Pointe Advisors LLC 211 - 2023-12-31 153,224 $7,143,000 -23,555
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 596 - 2024-03-31 149,412 $6,873,000 -7,471
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 966 - 2024-03-31 148,871 $6,848,000 -282,588
   AE Wealth Management LLC 525 - 2023-12-31 136,748 $6,300,000 -59,335
   Bogart Wealth LLC 77 - 2024-03-31 133,823 $6,156,000 -1,490
   CLIENT 1ST ADVISORY GROUP LLC 7 - 2023-12-31 129,240 $6,025,000 -54,941
   Curi Capital 42 - 2023-12-31 126,864 $5,914,000 -14,256
   UBS Group AG 1891 - 2023-12-31 123,117 $5,740,000 -73,142
   RESTON WEALTH MANAGEMENT LLC - 2023-12-31 117,961 $5,499,000 -12,765
   Nalls Sherbakoff Group LLC 5 - 2023-12-31 113,375 $5,286,000 -3,396
   Friedenthal Financial 6 - 2024-03-31 114,756 $5,279,000 -3,873
   COMMONWEALTH EQUITY SERVICES LLC. 1218 - 2024-03-31 99,425 $4,574,000 -321
   HARBOUR INVESTMENTS INC. 100 - 2023-12-31 95,505 $4,452,000 -27,661
   Patriot Investment Management Inc. 44 - 2024-03-31 94,708 $4,357,000 -800
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 578 - 2023-12-31 90,032 $4,197,000 -10,101
   All Season Financial Advisors Inc. 7 - 2024-03-31 88,754 $4,083,000 -16,269
   EMPIRICAL FINANCIAL SERVICES, LLC 114 - 2023-12-31 85,307 $3,977,000 -846
   MISSION CREEK CAPITAL PARTNERS INC 19 - 2023-12-31 80,745 $3,764,000 -18,958
   Apeiron RIA LLC 23 - 2024-03-31 77,990 $3,588,000 -4,239
   WARREN AVERETT ASSET MANAGEMENT, LLC 101 - 2023-12-31 76,212 $3,553,000 -1,518
   Stratos Wealth Advisors LLC 117 - 2024-03-31 75,029 $3,451,000 -22,331
   AdvisorNet Financial Inc 76 - 2024-03-31 70,505 $3,243,000 -72
   ATRIA INVESTMENTS LLC 426 - 2023-12-31 68,315 $3,185,000 -7,483
   OneAscent Financial Services LLC 48 - 2024-03-31 68,868 $3,168,000 -3,494
   Grey Fox Wealth Advisors LLC 14 - 2024-03-31 66,413 $3,055,000 -814
   NYL Investors LLC 23 - 2023-12-31 65,500 $3,054,000 -2,200
   ANCORA ADVISORS, LLC 213 - 2023-12-31 62,296 $2,904,000 -7,289
   Leading Edge Financial Planning LLC - 2024-03-31 58,839 $2,707,000 -1,424
   BARTLETT & CO. LLC 176 - 2023-12-31 57,448 $2,683,000 -21,003
   BARTLETT & CO. WEALTH MANAGEMENT LLC 176 - 2023-12-31 57,448 $2,683,000 -21,003
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 58 - 2024-03-31 57,848 $2,661,000 -10,445
   Strategic Blueprint LLC 115 - 2024-03-31 56,310 $2,590,000 -9,880
   Streettalk Advisors LLC - 2024-03-31 54,169 $2,492,000 -3,351
   Global Retirement Partners LLC 217 - 2024-03-31 52,818 $2,430,000 -9,005
   Smart Money Group LLC - 2024-03-31 51,504 $2,301,000 -13,420
   PARK AVENUE SECURITIES LLC 371 - 2024-03-31 49,580 $2,281,000 -6,899
   Kades & Cheifetz LLC 18 - 2023-12-31 48,899 $2,280,000 -1,362
   Perigon Wealth Management LLC - 2024-03-31 46,648 $2,146,000 -1,247
   CAPTRUST FINANCIAL ADVISORS 884 - 2023-12-31 44,991 $2,097,000 -3,640
   Integrity Advisory LLC 14 - 2022-12-31 44,374 $2,026,000 -21,911
   Brookstone Capital Management 352 - 2024-03-31 43,676 $2,009,000 -3,606
   APPLETON GROUP WEALTH MANAGEMENT LLC 2 - 2023-09-30 43,740 $1,935,000 -1,556
   BALLAST ADVISORS LLC - 2024-03-31 40,991 $1,886,000 -1,444
   Sargent Bickham Lagudis LLC 108 - 2022-12-31 41,206 $1,881,000 -10,900
   Graves-Light Private Wealth Management Inc. 65 - 2023-12-31 39,900 $1,860,000 -1,137
   Cedar Wealth Management LLC 22 - 2023-12-31 39,661 $1,849,000 -20,311
   MARIPAU WEALTH MANAGEMENT LLC 14 - 2023-12-31 38,894 $1,813,000 -7,854
   Corrigan Financial Inc. 30 - 2024-03-31 39,113 $1,799,000 -23,307
   Retirement Group LLC - 2024-03-31 38,351 $1,764,000 -6,302
   Signal Advisors Wealth LLC 64 - 2024-03-31 37,812 $1,739,000 -1,036
   WAGNER CAPITAL MANAGEMENT CORP 106 - 2024-03-31 35,804 $1,647,000 -798
   Econ Financial Services Corp 33 - 2023-12-31 35,026 $1,633,000 -9,239
   ALESCO ADVISORS LLC 65 - 2023-12-31 33,403 $1,557,000 -1,493
   Eley Financial Management Inc 40 - 2023-12-31 32,750 $1,527,000 -3,017
   Bigelow Investment Advisors LLC 35 - 2023-12-31 31,313 $1,460,000 -2,817
   Hoxton Planning & Management LLC 24 - 2024-03-31 31,472 $1,448,000 -3,446
   CITADEL ADVISORS LLC 2627 - 2023-12-31 29,829 $1,391,000 -26,017
   APCM Wealth Management for Individuals 32 - 2024-03-31 29,365 $1,351,000 -100
   STERLING INVESTMENT MANAGEMENT, INC. 35 - 2024-03-31 28,802 $1,325,000 -267
   EXCHANGE CAPITAL MANAGEMENT INC 104 - 2024-03-31 28,695 $1,320,000 -475
   LexAurum Advisors LLC 62 - 2024-03-31 28,622 $1,317,000 -1,199
   LVW Advisors LLC 77 - 2024-03-31 27,830 $1,280,000 -2,956
   W.H. Cornerstone Investments Inc. 28 - 2023-12-31 26,636 $1,242,000 -23,580
   HILL ISLAND FINANCIAL LLC 23 - 2023-12-31 25,798 $1,203,000 -4,890
   LATHROP INVESTMENT MANAGEMENT CORP 46 - 2024-03-31 25,908 $1,192,000 -412
   W ADVISORS LLC 32 - 2024-03-31 25,738 $1,184,000 -16
   SAVANT CAPITAL MANAGEMENT INC 389 - 2023-12-31 24,558 $1,145,000 -4,130
   D L CARLSON INVESTMENT GROUP INC 90 - 2023-12-31 24,497 $1,121,000 -4,444
   FirstPurpose Wealth LLC 40 - 2024-03-31 24,593 $1,106,000 -2,989
   Private Advisor Group LLC - 2024-03-31 23,383 $1,076,000 -2,230
   Western Financial Corp/CA 38 - 2024-03-31 22,723 $1,045,000 -4,378
   Geneos Wealth Management Inc. - 2024-03-31 22,650 $1,042,000 -2,305
   Vertex Planning Partners LLC 41 - 2023-12-31 21,778 $1,015,000 -1,882
   Embree Financial Group 80 - 2024-03-31 21,709 $999,000 -3,267
   JANE STREET GROUP LLC 3189 - 2023-12-31 21,336 $995,000 -641,352
   ALPINE INVESTMENT MANAGEMENT, LLC 31 - 2023-12-31 20,232 $943,000 -102
  100 Records found
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