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Get Institutions for : 
Schwab AMT Tax-Free Money Fund;Ultra (SCTXX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    12
Total shares held : 
 246,844,474  
% of shares held : 
 27.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 54,148,227  
% of shares held change : 
   6.02%  
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  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 64,924,872
 26.3%
 
Increased Positions :
21
 13,345,235
 5.41%
 
Unchanged Positions :
7
 21,460,952
 8.69%
 
Decreased Positions :
20
-24,121,880
-9.77%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   WMS PARTNERS, LLC - 2023-12-31 48,139,918 $48,140,000 3,894,721
   CI Private Wealth LLC 353 - 2024-03-31 23,725,476 $23,725,000 5,660,023
   Integrated Investment Consultants LLC *New 2024-03-31 20,114,800 $20,115,000 20,114,800
   InterOcean Capital Group LLC - 2023-12-31 18,751,561 $18,752,000 188,315
   Rappaport Reiches Capital Management LLC - 2024-03-31 10,756,260 $10,756,000 -2,726,456
   HB Wealth Management LLC 86 *New 2024-03-31 9,910,000 $9,910,000 9,910,000
   Badgley Phelps Wealth Managers LLC *New 2023-12-31 9,099,630 $9,100,000 9,099,630
   KANAWHA CAPITAL MANAGEMENT LLC 47 *New 2024-03-31 8,336,791 $8,337,000 8,336,791
   CREATIVE PLANNING - 2023-12-31 8,129,331 $8,129,000 5,680,107
   CAPTRUST FINANCIAL ADVISORS - 2023-12-31 8,040,376 $8,040,000 -7,511,147
   CWM LLC - 2024-03-31 7,321,544 $7,322,000 871,544
   MARINER WEALTH ADVISORS, LLC *New 2023-12-31 7,300,000 $7,300,000 7,300,000
   Copperwynd Financial LLC 10 - 2024-03-31 5,650,162 $5,650,000 -3,052,128
   Blue Barn Wealth LLC 9 - 2024-03-31 5,631,659 $5,632,000 5,617,918
   TRIAD FINANCIAL ADVISORS INC. *New 2023-09-30 5,509,288 $5,509,000 5,509,288
   Sowell Financial Services LLC 122 - 2024-03-31 4,276,312 $4,276,000 20,566
   Spectrum Asset Management Inc. (NB/CA) 18 - 2024-03-31 4,028,000 $4,028,000 390,000
   TITLEIST ASSET MANAGEMENT LLC *New 2023-12-31 3,667,425 $3,667,000 3,667,425
   Narus Financial Partners LLC - 2024-03-31 3,664,360 $3,664,000 -1,372,002
   CMG Global Holdings LLC - 2023-12-31 3,264,072 $3,264,000 -343,537
   9258 Wealth Management LLC 45 - 2024-03-31 3,043,654 $3,044,000 -261,826
   Opes Wealth Management LLC 36 - 2024-03-31 2,724,463 $2,724,000 -258,509
   Evanson Asset Management LLC - 2024-03-31 2,649,886 $2,650,000 -889,074
   OBERMEYER ASSET MANAGEMENT CO 59 *New 2024-03-31 2,470,000 $2,470,000 2,470,000
   Independent Advisor Alliance 194 - 2024-03-31 2,390,632 $2,391,000 -1,151,488
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC - 2024-03-31 2,064,314 $2,064,000 -395,832
   BAKER TILLY FINANCIAL LLC 70 - 2024-03-31 1,755,241 $1,755,000 193,138
   RSM US WEALTH MANAGEMENT LLC 205 - 2024-03-31 1,650,089 $1,650,000 1,190,475
   ZACKS INVESTMENT MANAGEMENT - 2023-12-31 1,563,654 $1,564,000 46,488
   BetterWealth LLC - 2024-03-31 1,558,729 $1,559,000 9,813
   MERCER GLOBAL ADVISORS INC /ADV - 2023-12-31 1,558,234 $1,558,000 15,649
   We Are One Seven LLC - 2023-12-31 1,404,717 $1,405,000 14,107
   Arkfeld Wealth Strategies L.L.C. - 2024-03-31 1,387,288 $1,387,000 94,161
   Cedar Brook Financial Partners LLC *New 2024-03-31 1,254,874 $1,255,000 1,254,874
   WARNER FINANCIAL INC 43 - 2024-03-31 1,117,082 $1,117,000 1,022,928
   CATALYST PRIVATE WEALTH LLC *New 2024-03-31 1,100,000 $1,100,000 1,100,000
   McAdam LLC 112 - 2024-03-31 1,066,081 $1,066,000 0
   Partnership Wealth Management LLC - 2024-03-31 1,026,606 $1,027,000 5,473
   Belpointe Asset Management LLC 254 - 2024-03-31 1,023,829 $1,024,000 6,446
   CFG ASSET MANAGEMENT LLC 118 - 2024-03-31 1,019,063 $1,019,000 6,416
   AMI INVESTMENT MANAGEMENT INC - 2024-03-31 1,014,295 $1,014,000 6,386
   BBK Capital Partners LLC *New 2023-12-31 1,000,000 $1,000,000 1,000,000
   Steel Peak Wealth Management LLC - 2024-03-31 750,000 $750,000 -458,000
   SFMG, LLC 111 - 2024-03-31 718,403 $718,000 -483,956
   TFC Financial Management 57 - 2024-03-31 710,809 $711,000 61,925
   SILVIA MCCOLL WEALTH MANAGEMENT LLC - 2024-03-31 675,817 $676,000 4,254
   Mirador Capital Partners LP - 2024-03-31 596,732 $597,000 0
   ALTFEST L J & CO INC 174 - 2024-03-31 581,041 $581,000 -1,044,619
   Change Path LLC - 2023-12-31 576,801 $577,000 -88,690
   Resources Investment Advisors Inc. 692 - 2024-03-31 566,826 $567,000 -316,236
   ADVISORY SERVICES NETWORK, LLC 1087 - 2024-03-31 347,349 $347,000 127,463
   JRM Investment Counsel LLC - 2023-12-31 346,829 $347,000 280,057
   Oak Harvest Investment Services - 2024-03-31 295,181 $295,000 -293,396
   WESTOVER CAPITAL ADVISORS, LLC 161 - 2024-03-31 255,000 $255,000 -805,000
   Aptus Capital Advisors LLC - 2023-12-31 194,990 $195,000 65,310
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 122 *New 2024-03-31 50,000 $50,000 50,000
   Austin Private Wealth LLC - 2024-03-31 28,409 $28,000 -196,313
   JEPPSON WEALTH MANAGEMENT LLC - 2024-03-31 17,997 $18,000 -2,105
   Turtle Creek Wealth Advisors LLC 205 *Closed 2024-03-31 0 $0 -13,005,935
   Vista Wealth Management Group LLC 206 *Closed 2024-03-31 0 $0 -133,655
   PROEQUITIES INC. 9708 *New 2024-03-31 0 $0 0
   Apollon Wealth Management LLC 1157 *Closed 2024-03-31 0 $0 -2,240,415
  62 Records found
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