Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab 1000 Index ETF inkluderar Kingstone Capital Partners Texas, LLC, Blue Capital, Inc., Diversified Trust Co, Y-Intercept (Hong Kong) Ltd, Equitable Holdings, Inc., Brighton Jones Llc, My Purposeful Wealth Corp., Heartwood Wealth Advisors LLC, RVW Wealth, LLC, Buckingham Strategic Partners, BKD Wealth Advisors, LLC, Blue Barn Wealth, LLC, Long Island Wealth Management, Inc., Grantvest Financial Group LLC, Exchange Traded Concepts, Llc, Atlantic Union Bankshares Corp, Brown Brothers Harriman & Co, Larson Financial Group LLC, Mid-American Wealth Advisory Group, Inc., och Kilter 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 507 | 0,40 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4 087 699 | 0,13 | 121 895 | 10,92 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 10 009 | 0,29 | 298 | 11,19 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 422 373 | 12 595 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48 307 | 1,57 | 1 441 | 12,50 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 170 | 214 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 782 | 0,46 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20 932 | 624 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 77 671 | 113,96 | 2 316 | 137,05 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 140 | 0 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 617 | 406 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10 980 | 0,02 | 327 | 10,51 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 8 735 | 0,05 | 260 | 10,64 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 89 045 | 43,40 | 2 655 | 58,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 092 202 | 262,00 | 92 209 | 301,01 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 26 167 | 41,24 | 776 | 56,77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 15 751 | 470 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 200 | 6 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 125 | 3,04 | 362 | 14,24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 402 | 0,25 | 12 | 20,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7 024 | 209 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 870 | 26 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 696 | 15,64 | 110 | 27,91 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 807 | 24 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 200 | 5,74 | 125 | 17,92 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 105 096 | 4 | ||||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69 793 | 0,87 | 2 081 | 11,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 30 302 | 43,31 | 904 | 58,70 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6 800 | 203 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 000 | 30 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 575 | 51,66 | 584 | 68,01 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 34 963 | 0,08 | 1 043 | 10,85 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 344 735 | 0,33 | 10 280 | 11,14 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 516 | 0,19 | 15 | 15,38 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 927 | 0,28 | 147 | 10,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 807 | 263 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 36 084 | 1 076 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 210 | 6 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 949 | 0,03 | 88 | 10,13 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 595 | 18 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 217 159 | 38,12 | 6 476 | 53,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78 759 | 4,31 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 9 659 | 3,94 | 288 | 16,13 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 31 431 | 0,03 | 937 | 10,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 840 | 1,51 | 2 291 | 12,47 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 86 230 | 2 571 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33 313 | 7,13 | 993 | 18,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 508 | 22,02 | 313 | 35,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17 110 | 50,83 | 510 | 67,21 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 19 633 | 0,01 | 592 | 24,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 872 | 40,98 | 354 | 56,64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 201 803 | 0,81 | 6 018 | 11,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25 667 | 10,11 | 765 | 22,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 921 | 3,37 | 117 | 13,73 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 564 | 0,36 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 6 777 | 202 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 303 | 218 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 91 700 | 2 765,62 | 2 734 | 3 079,07 | |||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 290 | 4,37 | 247 | 15,96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 220 | 0,51 | 245 | 11,36 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 394 821 | 16,07 | 11 774 | 28,58 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 960 | 58 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 31 200 | 930 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 150 750 | 4 495 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20 800 | 160,00 | 620 | 188,37 | |||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 9 109 | 0,04 | 272 | 10,61 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7 937 | 237 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421 110 | 1 703,70 | 12 558 | 1 899,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 096 | 753,33 | 122 | 916,67 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39 400 | 6,78 | 1 175 | 18,23 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 7 244 | 216 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 550 | 0,06 | 42 | −4,65 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 9 436 | 281 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 114 639 | 23,77 | 3 419 | 37,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 30 757 | 361,54 | 917 | 412,29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 28 934 | 58,56 | 863 | 75,56 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7 131 | 213 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 16 003 | 0,18 | 477 | 10,93 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20 153 | 0,11 | 601 | 10,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 81 186 | 2,29 | 2 421 | 13,30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 847 | 85 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 20 | 900,00 | 1 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 43 | 16,22 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 275 | 0,31 | 98 | 11,49 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 37 412 | 22,39 | 1 116 | 35,64 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 76 840 | 1,51 | 2 291 | 12,47 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 420 | 94,44 | 13 | 140,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 19 866 | 4,33 | 592 | 15,63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15 563 | 3,29 | 464 | 14,57 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 498 | 49,20 | 45 | 62,96 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 31 079 | 140,61 | 927 | 166,86 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 84 123 | 13,64 | 2 509 | 25,90 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27 625 | 824 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2 000 | 100,00 | 57 | 1,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 394 | 239,13 | 757 | 276,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24 858 | 70,00 | 741 | 88,55 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 39 851 | 0,21 | 1 188 | 18,23 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 161 518 | 1,16 | 4 627 | −0,81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 305 | 59,62 | 128 | 77,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 79 081 | 4,15 | 2 358 | 15,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 628 | 0,08 | 287 | 11,24 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 8 851 | 0,23 | 264 | 10,97 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 17 850 | 0,29 | 532 | 11,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134 480 | 512,92 | 4 061 | 588,31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18 068 | 7,33 | 539 | 13,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 153 283 | 19,24 | 4 571 | 32,08 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 11 941 | 356 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 337 | 0,30 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 12 231 | 373 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5 269 | 157 |
