Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF inkluderar Christopher J. Hasenberg, Inc, TT Capital Management LLC, Kovitz Investment Group Partners, LLC, Prosperity Wealth Management, Inc., Lebenthal Global Advisors, LLC, Brookstone Capital Management, Lido Advisors, LLC, Global Trust Asset Management, LLC, J.w. Cole Advisors, Inc., Concurrent Investment Advisors, LLC, SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio, EEMS - iShares MSCI Emerging Markets Small-Cap ETF, Savvy Advisors, Inc., Copperwynd Financial, LLC, VSGX - Vanguard ESG International Stock ETF ETF Shares, HBK Sorce Advisory LLC, Peapack Gladstone Financial Corp, Destination Wealth Management, XTX Topco Ltd, och Kovack Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | TT Capital Management LLC | 39 928 | 891 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 619 | 27,25 | 105 | 29,63 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 26 009 | 63,54 | 592 | 65,55 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 862 | 42 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 34 909 | 745,05 | 795 | 763,04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 268 234 | 11,98 | 28 865 | 13,48 | ||||
| 2025-08-29 | NP | EPI - WisdomTree India Earnings Fund N/A | 235 084 | 2,50 | 3 381 | 27,26 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9 959 | 227 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 958 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 570 | 78,41 | 36 | 84,21 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 184 788 | 11,00 | 4 206 | 12,46 | ||||
| 2025-08-28 | NP | SPEM - SPDR(R) Portfolio Emerging Markets ETF | 86 316 | 8,74 | 1 241 | 35,04 | ||||
| 2025-07-28 | 13F | Essex LLC | 173 710 | 66,28 | 3 954 | 68,50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 17 125 | 175,85 | 390 | 179,86 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 136 172 | 13,71 | 3 099 | 15,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 481 036 | 3,94 | 56 468 | 5,33 | ||||
| 2025-07-25 | NP | EEMS - iShares MSCI Emerging Markets Small-Cap ETF | 11 210 | 155 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 344 537 | 10,52 | 7 821 | 11,70 | ||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 37 604 | 10,57 | 456 | 16,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 999 | 228 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 82 217 | 1 871 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13 023 | 1,28 | 296 | 2,78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 203 747 | 4 637 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 746 | 17 | ||||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 328 078 | 0,51 | 7 438 | 1,64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 188 | 2,77 | 27 | 8,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 209 045 | 0,22 | 4 758 | 1,56 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 313 304 | 2,93 | 7 131 | 4,30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 297 | 0,70 | 325 | 2,20 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 67 | 2 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 803 | 18 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 23 020 | 524 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 178 | 31,51 | 277 | 33,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 259 | 67,45 | 893 | 69,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 127 | 21,42 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 19 742 | 449 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 040 | 69,14 | 229 | 71,43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18 198 | 414 | ||||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 | 54 688 | 14,26 | 1 245 | 15,83 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13 401 | 0,50 | 305 | 2,01 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 568 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 179 | 4 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28 089 | 639 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 10 296 | 0,90 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 7 677 664 | 22 184,46 | 172 440 | 22 589,47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 24 658 | 27,61 | 561 | 29,56 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF Shares | 42 301 | 110,99 | 513 | 123,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 391 | 328 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 829 | 201 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 303 | 51,50 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 48 911 | 1,67 | 1 113 | 3,06 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 146 398 | 2,29 | 3 332 | 3,67 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 084 | 19,50 | 298 | 21,22 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 10 016 | 1,26 | 228 | 2,25 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 24 239 | 2,83 | 552 | 4,55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 59 874 | 15,81 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11 765 | 26,64 | 268 | 28,37 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 412 | 214 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 243 804 | 14,43 | 164 869 | 15,96 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 10 535 | 5,06 | 240 | 6,22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 376 683 | 58,70 | 8 572 | 60,78 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13 596 | 309 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 216 | 5 | ||||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 141 040 | 10,34 | 3 210 | 11,85 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2 040 | 46 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 176 | 4 | ||||||
| 2025-07-31 | 13F | Rational Advisors Llc | 551 209 | 43,34 | 12 546 | 45,26 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 313 031 | 36,04 | 7 125 | 37,87 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 511 211 | 11 635 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 121 243 | 1,50 | 2 759 | 2,87 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 859 | 0,22 | 475 | 1,72 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 15 500 | 353 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 911 | 53,09 | 248 | 55,00 | ||||
| 2025-06-30 | NP | VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 643 230 | 17,09 | 7 807 | 23,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 165 144 | 1 039,79 | 4 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 13 484 | 5,20 | 307 | 6,62 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73 616 | 0,54 | 1 676 | 1,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 53 | 1 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 48 703 | 50,06 | 1 108 | 52,20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 26 397 | 139,71 | 601 | 142,91 | ||||
| 2025-07-25 | NP | SMIN - iShares MSCI India Small-Cap ETF | 101 211 | 66,16 | 1 397 | 130,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 49 751 | 96,75 | 1 132 | 99,65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 866 | 106,80 | 475 | 109,73 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 181 557 | 2,54 | 4 130 | 5,04 | ||||
| 2025-07-28 | NP | AVEE - Avantis Emerging Markets Small Cap Equity ETF | 1 914 | 71,97 | 26 | 136,36 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 96 730 | 133,41 | 2 202 | 15,12 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 847 | 201 | ||||||
| 2025-06-30 | NP | VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares | 184 455 | 22,57 | 2 239 | 29,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9 047 | 258,16 | 206 | 266,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 77 651 | 8,61 | 1 767 | 10,09 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 15 435 | 0,14 | 349 | 3,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 712 | 1,45 | 517 | −2,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 334 | 0,20 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 135 174 | 27,28 | 3 077 | 28,97 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 332 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 275 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 047 | 9,68 | 318 | 11,58 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 368 | 211,86 | 8 | 300,00 | ||||
| 2025-08-28 | NP | SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp 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 | 12 239 | 176 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 45 800 | 1 042 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 12 807 | 1,27 | 291 | 2,46 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 2 929 | 946,07 | 66 | 983,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 074 | 24 | ||||||
| 2025-07-28 | NP | AVSE - Avantis Responsible Emerging Markets Equity ETF | 2 315 | 5,37 | 32 | 47,62 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 556 055 | 0,21 | 12 656 | 1,55 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 192 | 4 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 13 | 8,33 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 165 888 | 9,03 | 3 762 | 10,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37 984 | 154,82 | 865 | 158,68 | ||||
| 2025-07-16 | 13F | American National Bank | 52 372 | 49,96 | 1 192 | 51,91 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 66 819 | 4,55 | 1 521 | 5,92 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9 410 | 214 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 431 | 33 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 17 661 | 0,20 | 402 | 1,52 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 479 | 125 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 788 | 11,90 | 291 | 13,67 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 651 801 | 2,61 | 14 835 | 3,98 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 699 | 39 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 | 0 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 11 512 | 262 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 085 | 434 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 461 669 | 60,32 | 10 508 | 62,47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 280 | 23,81 | 416 | 25,68 | ||||
| 2025-07-29 | NP | VSGX - Vanguard ESG International Stock ETF ETF Shares | 9 631 | 133 | ||||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 808 160 | 26,38 | 9 808 | 33,35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 134 | 3 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 90 162 | 8,74 | 2 052 | 10,20 | ||||
| 2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 | 232 790 | 1,14 | 5 298 | 2,50 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 475 | 0,01 | 238 | 1,28 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 57 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38 850 | 14,52 | 873 | 16,58 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | −40,00 | ||||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 3 255 | 26,46 | 39 | 34,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 367 337 | 16,78 | 8 361 | 18,35 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 052 | 0,10 | 24 | 0,00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 111 809 | 73,95 | 2 545 | 79,41 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 27 638 | 15,01 | 1 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 950 | 204 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 19 571 | 54,10 | 445 | 56,14 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 100 984 | 27,57 | 2 298 | 29,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 098 | 2,88 | 503 | 4,15 |
