Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF inkluderar One Capital Management, LLC, Goldman Sachs Group Inc, Traub Capital Management LLC, TT Capital Management LLC, CI Private Wealth, LLC, Hrt Financial Lp, SILVER OAK SECURITIES, Inc, Tempus Wealth Planning, LLC, Nicholas Hoffman & Company, LLC., Brucke Financial, Inc., Noesis Capital Mangement Corp, RMG Wealth Management LLC, GeoWealth Management, LLC, Crewe Advisors LLC, Mogy Joel R Investment Counsel Inc, Hoey Investments, Inc, IMA Wealth, Inc., Glenmede Investment Management, LP, Kilter Group LLC, och Atlantic Union Bankshares Corp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Creekside Partners | 11 446 | 0,22 | 481 | 16,46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 499 | 21 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 195 655 | 4,15 | 8 227 | 20,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 902 | 31,34 | 374 | 52,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 820 | 16,92 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 11 665 | 491 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 15 810 | 613 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 062 | 52,29 | 213 | 76,67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 300 | 13 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 52 708 | 2 216 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 103 | 6,19 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119 | 5 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 160 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 062 | 255 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 120 515 | 7,90 | 5 068 | 25,33 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 20 136 | 25,46 | 1 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 50 860 | 5,26 | 2 139 | 22,24 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 188 | 0,53 | 8 | 16,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 130 | 2 500,00 | 5 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 48 | 2 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 077 | 0,26 | 256 | 16,44 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 158 | 12,86 | 7 | 20,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 512 | 274 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 64 808 | 31,11 | 2 725 | 52,32 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 276 | 12 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 45 742 | 9,78 | 1 923 | 27,52 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 992 | 303,24 | 84 | 388,24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 729 | 4,44 | 31 | 20,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 112 | 20,61 | 47 | 48,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 864 | 259,16 | 371 | 311,11 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56 943 | 0,27 | 2 394 | 16,50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 12 710 | 6,43 | 534 | 23,61 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 597 | 0,47 | 908 | 16,71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 202 | 27,36 | 387 | 47,89 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 410 | 17 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85 414 | 7,41 | 4 | 50,00 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 26 655 | 18,94 | 1 123 | 38,35 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 28 259 | 1 188 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 36 601 | 0,14 | 1 539 | 16,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 874 | 12,15 | 79 | 30,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 217 | 9 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 4 993 | 210 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 457 228 | 246,30 | 19 226 | 302,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 60 | 3 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 92 854 | 0,33 | 3 361 | 6,39 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 52 591 | 8,73 | 2 211 | 26,34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 264 | 26 300,00 | 11 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3 530 | 7,07 | 123 | 5,17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16 720 | 447,12 | 675 | 513,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 600 891 | 25,23 | 25 267 | 45,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 781 | 11,89 | 33 | 28,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6 957 | 23,81 | 293 | 43,84 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5 693 | 239 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 33 | 3,12 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 645 | 69 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 15 175 | 15,36 | 638 | 34,03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16 577 | 5,86 | 697 | 23,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20 139 | 30,59 | 847 | 51,61 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 468 | 2,31 | 987 | 18,80 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 27 452 | 8,67 | 1 154 | 26,26 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 317 | 13 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16 215 | 6,89 | 682 | 24,04 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 85 | 4 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43 160 | 1 815 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 062 | 23,54 | 171 | 42,86 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | 2 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 052 | 33,40 | 212 | 54,74 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 157 | 0,44 | 259 | 16,74 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 7 623 | 0,77 | 321 | 17,22 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 847 | 204 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 771 | 16,85 | 369 | 35,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 199 214 | 2,50 | 8 377 | 19,06 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 363 | 15 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 371 | 1 298,98 | 58 | 1 800,00 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 108 766 | 6,67 | 4 574 | 23,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 084 | 0,45 | 214 | 16,39 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 208 838 | 2,35 | 8 782 | 18,89 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 326 | 22,21 | 224 | 42,04 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 125 | 0,81 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55 588 | 106,16 | 2 337 | 139,45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 404 | 0,14 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 689 | 0,46 | 323 | 16,61 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 581 557 | 0,77 | 24 454 | 17,05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 215 | 33,37 | 51 | 59,38 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 915 | 39 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 023 | 1 599 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 21 835 | 0,98 | 918 | 17,39 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 | 0 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 369 | 16 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2 003 | 0,45 | 84 | 16,67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58 463 | 2,00 | 2 458 | 18,51 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 265 | 27,81 | 305 | 48,78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 434 | 18 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 88 958 | 13,21 | 3 741 | 31,50 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 22 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 195 918 | 0,18 | 8 238 | 16,37 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 924 | 0,39 | 880 | 16,58 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 962 | 419 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 261 | 2,77 | 179 | 19,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 569 | 24 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 232 | 163 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6 574 | 0,91 | 280 | 20,26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 38 | 2 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 475 762 | 0,53 | 20 006 | 16,77 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 20 998 | 883 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 859 | 24,85 | 78 | 47,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 442 029 | 146,76 | 19 | 200,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 602 | 26,40 | 278 | 46,56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73 | 3 | ||||||
| 2025-03-31 | NP | FSCOX - Fidelity International Small Cap Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 250 000 | 43 800 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 35 227 | 14,68 | 1 481 | 41,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 110 901 | 0,87 | 4 663 | 17,16 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 8 788 | 0,01 | 370 | 16,04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 071 | 16,62 | 718 | 35,47 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4 608 | 156,86 | 194 | 201,56 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10 133 | 1,45 | 430 | 18,84 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5 901 | 248 | ||||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 265 956 | 0,02 | 11 183 | 16,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 690 | 3,57 | 702 | 20,24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 223 | 0,52 | 682 | 16,58 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 41 | 2 |
