Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF inkluderar Calamos Advisors LLC, Betterment LLC, Buckingham Strategic Partners, Signal Advisors Wealth, LLC, Burling Wealth Partners, Llc, Beacon Pointe Advisors, LLC, XY Planning Network, Inc., Raymond James Financial Inc, Strategic Wealth Partners, Ltd., Silicon Valley Capital Partners, AlphaCore Capital LLC, Moser Wealth Advisors, LLC, Versant Capital Management, Inc, och Larson Financial Group LLC .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145 439 | 0,63 | 3 608 | 1,32 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 32 755 | 1,11 | 813 | 1,75 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60 843 | 0,45 | 1 510 | 2,17 | ||||
| 2025-07-28 | 13F | Essex LLC | 128 883 | 3,04 | 3 198 | 3,77 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 125 310 | 19,82 | 3 109 | 20,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 405 | 60 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 232 966 | 18,91 | 6 | 25,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 183 551 | 2,38 | 4 554 | 3,08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 824 | 0,86 | 293 | 1,74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 414 | 0,73 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 25 195 | 22,60 | 625 | 23,52 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 104 319 | 0,34 | 2 585 | 0,90 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 12 085 | 32,80 | 300 | 33,48 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 256 | 6 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 31 738 | 787 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 99 349 | 11,80 | 2 465 | 12,56 | ||||
| 2025-08-14 | 13F | Betterment LLC | 21 189 | 1 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 451 | 0,65 | 359 | 1,42 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 138 956 | 16,31 | 3 448 | 17,13 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 993 | 0,24 | 124 | 0,82 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 23 038 | 295,84 | 568 | 102,50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 9 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 192 974 | 4 788 | ||||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 365 | 9 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 384 | 307 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 901 | 221 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 52 953 | 2,07 | 1 311 | 2,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16 751 | 38,74 | 416 | 39,73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10 256 | 0,43 | 254 | 1,20 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 58 | 1 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10 988 | 2,81 | 273 | 3,42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18 737 | 465 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 636 | 264 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 6 000 | 149 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 700 | 42 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | 100,00 | 1 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 372 585 | 2,59 | 9 244 | 3,30 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 8 821 | 0,11 | 219 | 0,46 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 682 | 11,02 | 488 | 11,93 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53 843 | 58,55 | 1 | |||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 163 092 | 28,37 | 4 046 | 29,27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 37 997 | 2,44 | 943 | 3,18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13 389 | 0,85 | 332 | 1,53 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 545 | 0,29 | 138 | 0,74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 166 471 | 25,07 | 4 130 | 25,95 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 12 240 | 304 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 344 | 20,70 | 9 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13 604 | 90,00 | 338 | 91,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 158 176 | 0,34 | 3 924 | 1,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 547 | 41,15 | 38 | 40,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 299 200 | 0,86 | 7 387 | 1,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 473 | 70,39 | 731 | 72,00 | ||||
| 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 | 187 993 | 0,44 | 4 664 | 1,15 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 22 216 | 345,75 | 549 | 349,18 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 22 897 | 1,13 | 566 | 2,73 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 324 033 | 2,55 | 8 039 | 3,69 |
