Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab International Dividend Equity ETF inkluderar Elequin Capital Lp, Woodmont Investment Counsel Llc, Vanguard National Trust Co, Western Wealth Management, LLC, Orographic Financial Advisors, LLC, Capital Square, LLC, IF Advisors, LLC, Valmark Advisers, Inc., PW Nova Financial Services LLC, Procyon Private Wealth Partners, LLC, Liberty One Investment Management, Llc, M3 Wealth Management, LLC, Financial Perspectives, Inc, Hendershot Investments Inc., Gutierrez Wealth Advisory, LLC, Redwood Family Wealth LLC, WNY Asset Management, LLC, Fifth Third Wealth Advisors LLC, Skopos Labs, Inc., och Spears Abacus Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 205 | 24,22 | 196 | 32,43 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 152 155 | 1,89 | 4 817 | 8,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 415 | 0,97 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 179 729 | 40,97 | 5 690 | 49,70 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 003 | 32 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 16 408 | 89,89 | 519 | 101,95 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 18 501 | 97,79 | 586 | 110,43 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 7 725 | 67,68 | 245 | 78,10 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 212 | 7 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10 055 | 50,66 | 318 | 59,80 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5 957 | 873,37 | 178 | 941,18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 416 216 | 1,36 | 13 177 | 7,61 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 44 253 | 59,22 | 1 401 | 69,20 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11 821 | 118 110,00 | 374 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 38 131 | 1 207 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 245 | 8 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2 684 | 85 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 199 378 | 10,30 | 6 554 | 20,06 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 292 658 | 7 948 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 200 | 6 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 438 488 | 7,10 | 13 883 | 13,71 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 500 | 16 | ||||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 34 218 | 1 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 130 863 | 40,52 | 4 143 | 49,19 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 13 840 | 438 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 28 428 | 49,35 | 900 | 58,73 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8 134 | 16,20 | 258 | 23,56 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 9 175 | 290 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 62 209 | 12,35 | 1 970 | 19,26 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 122 412 | 6,42 | 3 876 | 12,97 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 200 124 | 3,91 | 6 336 | 10,31 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 605 | 18 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 7 561 | 239 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 102 203 | 37,75 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8 298 | 263 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 7 748 | 245 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 380 | 44 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 18 563 | 49,34 | 1 | |||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 13 992 | 1,45 | 443 | 7,54 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 156 | 5 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 42 502 | 81,90 | 1 346 | 93,25 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 34 208 | 0,12 | 1 083 | 6,39 | ||||
| 2026-05-15 | 13F | Fmr Llc | 11 264 | 113,05 | 357 | 126,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 128 668 | 1,76 | 4 074 | 8,04 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 6 578 | 208 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 3 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 110 226 | 39,72 | 3 490 | 48,32 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 27 746 | 8,19 | 878 | 14,92 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 33 826 | 309,91 | 1 071 | 334,96 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 8 047 | 255 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 34 175 | 10,55 | 1 082 | 17,37 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 25 823 | 835 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 613 | 2,35 | 83 | 7,89 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 18 823 | 3,03 | 596 | 9,38 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 62 429 | 2,06 | 1 981 | 8,67 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 12 374 | 392 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 48 567 | 137,84 | 1 538 | 152,80 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3 733 | 9,06 | 111 | 16,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 38 012 | 14,55 | 1 203 | 21,64 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 45 980 | 0,23 | 1 456 | 6,44 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 20 860 | 660 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 8 730 | 77,58 | 276 | 89,04 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7 748 | 245 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 504 | 921,57 | 111 | 1 000,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 5 813 | 0,59 | 184 | 6,98 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 39 127 | 0,57 | 1 239 | 6,72 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 555 | 0 | ||||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 7 449 | 0,19 | 236 | 6,33 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 42 807 | 1 355 | ||||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 8 551 | 271 | ||||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 105 112 | 4,46 | 3 328 | 10,90 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 35 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 466 610 | 35,27 | 14 773 | 43,61 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 12 713 | 30,54 | 402 | 38,62 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 24 976 | 0,04 | 815 | 8,82 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 417 | 14 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9 965 | 7,96 | 315 | 14,55 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 530 | 17 | ||||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 300 | 9 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 129 779 | 10,82 | 4 109 | 17,64 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 335 129 | 3,55 | 10 637 | 10,22 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 54 548 | 205,57 | 1 727 | 224,44 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 12 993 | 17,87 | 411 | 25,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 77 289 | 1 323,63 | 2 401 | 1 390,68 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 41 | 1 266,67 | 1 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 38 140 | 0,13 | 1 208 | 6,34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 8 516 | 0,09 | 270 | 6,32 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 2 387 | 0,59 | 76 | 7,14 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 13 655 | 432 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 53 457 | 49,17 | 1 692 | 58,43 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17 000 | 538 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 37 154 | 29,86 | 1 176 | 37,87 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15 435 | 0,03 | 460 | 6,73 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 16 750 | 530 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 133 392 | 5,65 | 3 978 | 132 466,67 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 53 955 | 18,66 | 1 708 | 26,05 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7 351 | 0,59 | 233 | 6,91 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 811 | 57 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 290 541 | 9 199 | ||||||
| 2026-04-30 | 13F | OMC Financial Services LTD | 166 350 | 4,64 | 5 267 | 11,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 406 | 45 | ||||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 14 600 | 38,39 | 462 | 39,58 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 310 328 | 8,74 | 9 825 | 15,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 46 965 | 3,57 | 1 487 | 9,91 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 26 485 | 16,39 | 839 | 23,60 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4 372 | 12,83 | 138 | 20,00 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 18 342 | 1,17 | 581 | 7,41 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 148 830 | 20,34 | 4 712 | 27,77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 292 | 0,57 | 73 | 7,46 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 9 933 | 314 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2 685 | 178,53 | 85 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7 363 | 2,98 | 233 | 9,39 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 5 403 | 171 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 47 671 | 10,52 | 1 509 | 17,34 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7 568 | 165,17 | 240 | 181,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 586 | 947,06 | 209 | 1 055,56 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 49 312 | 0,59 | 1 561 | 6,84 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 50 035 | 7,82 | 1 584 | 14,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11 564 | 0,58 | 366 | 7,02 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 16 092 | 0,88 | 509 | 7,16 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 61 788 | 51,63 | 1 956 | 60,99 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 139 827 | 107,77 | 4 427 | 120,64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 50 775 | 54,70 | 1 608 | 64,31 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 14 951 | 69,78 | 473 | 80,53 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 50 244 | 2,29 | 1 615 | −2,12 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 167 891 | 12,29 | 5 492 | 23,17 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 141 892 | 5,58 | 4 492 | 12,10 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 31 291 | 2,52 | 31 | −96,59 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 8 736 | 277 | ||||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 820 968 | 16,09 | 25 992 | 23,26 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 124 338 | 53,82 | 3 937 | 63,32 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 15 958 | 3,68 | 505 | 10,26 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 608 034 | 0,68 | 19 250 | 6,89 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 43 724 | 0,04 | 1 304 | 6,72 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 12 669 | 0,59 | 401 | 6,93 |
