Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF inkluderar
Warren Averett Asset Management, LLC,
SMIDX - SMI Dynamic Allocation Fund,
Carolina Wealth Advisors, LLC,
Meridian Management Co,
Milestones Private Investment Advisors LLC,
SMILX - SMI 50/40/10 Fund,
MBE Wealth Management, LLC,
Mariner, LLC,
Strategic Advocates LLC,
Principia Wealth Advisory, LLC,
Atlas Capital Advisors Llc,
Trust Co Of Vermont,
Twin Peaks Wealth Advisors, LLC,
och
Pnc Financial Services Group, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris
(beräknat) |
Aktier |
Δ Aktier
(%) |
Rapporterat
värde
(1000 USD) |
Δ Värde
(%) |
Portföljallokering
(%) |
| 2025-07-18 |
13F |
Trust Co Of Vermont
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-14 |
13F/A |
Seek First Inc.
|
|
|
|
33 532 |
2,32 |
1 069 |
−0,37 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
22 207 |
2,69 |
708 |
0,00 |
|
| 2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
149 449 |
783,01 |
4 766 |
760,11 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
7 828 |
|
250 |
|
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
829 |
1,10 |
26 |
0,00 |
|
| 2025-07-30 |
13F |
Strategic Blueprint, LLC
|
|
|
|
17 488 |
5,08 |
558 |
2,20 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Warren Averett Asset Management, LLC
|
|
|
|
53 814 |
|
1 716 |
|
|
| 2025-07-22 |
13F |
Carolina Wealth Advisors, LLC
|
|
|
|
29 497 |
|
941 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
4 133 |
|
132 |
|
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
24 298 |
|
1 |
|
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
27 447 |
|
875 |
|
|
| 2025-07-14 |
13F |
Park Avenue Securities Llc
|
|
|
|
198 526 |
|
6 |
|
|
| 2025-08-05 |
13F |
Meridian Management Co
|
|
|
|
16 145 |
|
508 |
|
|
| 2025-09-10 |
13F |
WT Wealth Management
|
|
|
|
91 288 |
4,46 |
2 911 |
1,71 |
|
| 2025-08-12 |
13F |
Centric Wealth Management
|
|
|
|
143 603 |
8,66 |
4 538 |
4,80 |
|
| 2025-08-12 |
13F |
Atlas Capital Advisors Llc
|
|
|
|
1 606 |
|
51 |
|
|
| 2025-07-24 |
13F |
Beacon Bridge Wealth Partners, LLC
|
|
|
|
204 119 |
18,29 |
6 509 |
15,14 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
159 820 |
67,96 |
5 097 |
63,49 |
|
| 2025-08-08 |
13F |
Foundations Investment Advisors, LLC
|
|
|
|
36 272 |
8,74 |
1 157 |
5,86 |
|
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
465 |
70,33 |
15 |
75,00 |
|
| 2025-07-11 |
13F |
SILVER OAK SECURITIES, Inc
|
|
|
|
30 923 |
4,30 |
986 |
2,39 |
|
| 2025-08-05 |
13F |
Prosperity Wealth Management, Inc.
|
|
|
|
36 432 |
10,50 |
1 162 |
7,50 |
|
| 2025-07-24 |
13F |
Antonelli Financial Advisors, LLC
|
|
|
|
38 663 |
6,14 |
1 233 |
3,27 |
|
| 2025-07-17 |
13F |
Park Place Capital Corp
|
|
|
|
886 |
176,88 |
28 |
180,00 |
|
| 2025-06-03 |
13F |
Invst, LLC
|
|
|
|
38 640 |
332,70 |
1 266 |
351,79 |
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
90 094 |
22,04 |
2 873 |
18,82 |
|
| 2025-07-15 |
13F |
Attessa Capital LLC
|
|
|
|
104 818 |
23,42 |
3 348 |
20,31 |
|
| 2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
63 022 |
|
2 |
|
|
| 2025-07-08 |
13F |
Strategic Advocates LLC
|
|
|
|
7 215 |
|
230 |
|
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
58 344 |
1,68 |
1 826 |
−0,81 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
99 236 |
8,75 |
3 165 |
5,85 |
|
| 2025-07-16 |
13F |
MBE Wealth Management, LLC
|
|
|
|
9 800 |
|
313 |
|
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
2 956 |
2,07 |
94 |
0,00 |
|
| 2025-09-11 |
13F |
Milestones Private Investment Advisors LLC
|
|
|
|
13 598 |
|
434 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
97 |
|
3 |
|
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
157 688 |
7,75 |
5 029 |
4,88 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
33 480 |
|
1 074 |
|
|
| 2025-07-07 |
13F |
RDA Financial Network
|
|
|
|
9 317 |
16,99 |
297 |
14,23 |
|
| 2025-07-17 |
13F |
Keystone Global Partners, LLC
|
|
|
|
70 351 |
43,61 |
2 243 |
39,84 |
|
| 2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-09 |
13F |
Fermata Advisors, LLC
|
|
|
|
37 628 |
1,42 |
1 200 |
−1,32 |
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
147 593 |
10,44 |
4 707 |
7,49 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
14 923 |
|
0 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
69 909 |
|
2 229 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
4 750 |
11,22 |
151 |
7,86 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
346 016 |
8,40 |
11 034 |
5,52 |
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
12 220 |
|
392 |
|
|
| 2025-08-14 |
13F |
Ambassador Advisors, LLC
|
|
|
|
425 447 |
3,77 |
13 568 |
1,02 |
|
| 2025-08-12 |
13F |
Sfmg, Llc
|
|
|
|
333 091 |
13,19 |
10 622 |
10,19 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
4 594 |
168,34 |
147 |
160,71 |
|
| 2025-07-03 |
13F |
Collective Family Office Llc
|
|
|
|
76 129 |
17,48 |
2 428 |
14,37 |
|
| 2025-07-10 |
13F |
Trust Point Inc.
|
|
|
|
31 744 |
1,59 |
1 012 |
−1,08 |
|
| 2025-07-30 |
13F |
LGT Financial Advisors LLC
|
|
|
|
683 |
8,07 |
22 |
5,00 |
|
| 2025-07-21 |
13F |
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
1 389 378 |
6,47 |
44 307 |
4,44 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
107 338 |
6,69 |
3 423 |
3,88 |
|
| 2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
97 800 |
|
3 119 |
|
|
| 2025-08-14 |
13F |
Integrated Wealth Concepts LLC
|
|
|
|
17 299 |
70,79 |
552 |
66,47 |
|
| 2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
287 241 |
7,46 |
9 161 |
4,61 |
|
