SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF - Institutionellt ägande - Köpare

Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US8085248396

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF inkluderar Duncan Williams Asset Management, LLC, Valpey Financial Services, LLC, Diversify Advisory Services, LLC, Core Wealth Partners LLC, Verus Capital Partners, Llc, Heritage Wealth Partners, LLC, Private Client Services, Llc, Lane & Associates LLC, Milestones Private Investment Advisors LLC, Tradewinds, LLC., Tactive Advisors, LLC, Marcum Wealth, LLC, Ignite Planners, LLC, L2 Asset Management, LLC, Wesbanco Bank Inc, Net Worth Advisory Group, Sculati Wealth Management, LLC, Prevail Innovative Wealth Advisors, Llc, HORAN Wealth, LLC, och Lawson Kroeker Investment Management Inc/ne .

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
(%)
2025-07-18 13F TruNorth Capital Management, LLC 1 170 551 0,12 27 204 0,47
2025-08-01 13F Oarsman Capital, Inc. 151 220 30,10 3 514 30,58
2025-08-06 13F Rialto Wealth Management, LLC 167 431 12,34 3 891 12,75
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short −68 −88,15 −2 −92,31
2025-08-19 13F Advisory Services Network, LLC 63 715 26,19 1 472 25,83
2025-07-31 13F Curio Wealth, Llc 267 6
2025-08-14 13F Wells Fargo & Company/mn 5 404 1 165,57 126 1 288,89
2025-07-15 13F Patriot Investment Management Inc. 148 688 3,03 3 456 3,38
2025-08-07 13F HC Advisors, LLC 188 732 0,97 4 386 1,32
2025-08-01 13F Envestnet Asset Management Inc 4 002 318 2,41 93 014 2,76
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 341 231 46,17 8 40,00
2025-08-14 13F Quantum Capital Management, LLC / NJ 10 360 3,98 241 4,35
2025-07-23 13F Financial Life Advisors 1 294 208 3,45 30 077 3,81
2025-08-14 13F Moneta Group Investment Advisors Llc 589 597 6,77 13 702 7,14
2025-08-14 13F Raymond James Financial Inc 865 452 35,86 20 113 36,33
2025-08-14 13F IHT Wealth Management, LLC 26 620 9,76 619 10,16
2025-07-08 13F Parallel Advisors, LLC 19 013 1 445,77 442 1 475,00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 290 1,05 7 0,00
2025-08-08 13F Foundations Investment Advisors, LLC 124 921 8,77 2 903 9,14
2025-08-14 13F Talisman Wealth Advisors LLC 10 147 0,44 236 0,86
2025-07-31 13F Cardinal Point Capital Management, ULC 635 697 6 517,71 636 186,04
2025-08-05 13F Marshall Financial Group Inc /adv 190 577 3,41 4 429 3,77
2025-08-07 13F Apeiron RIA LLC 255 679 12,54 5 942 12,93
2025-08-25 NP SWC1Z - Schwab VIT Balanced with Growth Portfolio 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 1 894 663 0,71 44 032 1,05
2025-07-16 13F Kiley Juergens Wealth Management, Llc 55 053 1,02 1 279 1,35
2025-08-11 13F VSM Wealth Advisory, LLC 177 281 0,58 4 120 0,93
2025-07-31 13F Brighton Jones Llc 14 478 2,18 336 2,44
2025-08-15 13F Tower Research Capital LLC (TRC) 143 3
2025-07-10 13F Stonekeep Investments, LLC 177 178 20,31 4 118 20,73
2025-08-06 13F Prospera Financial Services Inc 9 024 2,04 210 1,95
2025-07-24 13F MSH Capital Advisors LLC 54 312 39,32 1 262 39,91
2025-07-10 13F CWC Advisors, LLC. 31 402 3,89 730 4,14
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 9 724 2,19 226 2,27
2025-08-14 13F Hrt Financial Lp 50 264 40,87 1
2025-08-14 13F Smartleaf Asset Management LLC 49 062 382,04 1 136 382,98
2025-07-11 13F Pioneer Wealth Management Group 2 226 231 13,29 51 738 13,69
2025-07-16 13F Perigon Wealth Management, LLC 163 796 0,42 3 807 0,77
2025-07-30 13F Avidian Wealth Solutions, LLC 89 656 0,59 2 084 0,92
2025-08-01 13F Zhang Financial LLC 97 380 0,53 2 263 0,89
2025-09-04 13F ZynergyRetirementPlanningLLC 1 221 958 4,91 28 398 7,40
2025-08-19 13F Asset Dedication, LLC 4 0
2025-08-07 13F Shared Vision Wealth Group LLC 58 040 0,52 1 341 0,22
2025-07-16 13F ORG Partners LLC 9 322 8,36 216 8,04
2025-08-18 13F Tactive Advisors, LLC 31 203 725
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 2 832 7,35 66 6,56
2025-08-25 NP SWYBX - Schwab Target 2015 Index Fund 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 1 619 904 0,25 37 647 0,59
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 3 275 340 3,04 76 119 3,39
2025-08-06 13F Reston Wealth Management Llc 289 524 5,02 6 729 5,37
2025-07-23 13F Sax Wealth Advisors, Llc 18 043 15,07 419 15,43
2025-07-22 13F Net Worth Advisory Group 23 932 556
2025-05-01 13F Lane & Associates LLC 54 021 1 251
2025-08-11 13F Anfield Capital Management, LLC 485 0,41 11 0,00
2025-08-12 13F Global Retirement Partners, LLC 133 131 47,42 3 094 50,88
2025-08-13 13F Crabel Capital Management, LLC 54 831 30,45 1 274 30,94
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 972 0,83 23 0,00
2025-08-12 13F PSI Advisors, LLC 11 113 19,88 258 20,56
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 2 608 946 2,94 60 632 3,24
2025-07-28 13F Cutler Investment Counsel Llc 70 204 0,00 1 632 0,37
2025-07-31 13F MN Wealth Advisors, LLC 13 653 317
2025-08-06 13F Smart Money Group LLC 230 173 11,72 5 349 12,11
2025-08-07 13F Kestra Private Wealth Services, Llc 30 566 36,56 710 37,07
2025-08-04 13F Merkkuri Wealth Advisors LLC 45 363 38,53 1 054 39,05
2025-08-14 13F Kovitz Investment Group Partners, LLC 87 958 2 044
2025-07-24 13F Costello Asset Management, INC 551 0,73 13 0,00
2025-08-13 13F Colonial Trust Advisors 5 240 0,04 122 0,00
2025-07-17 13F Stockman Wealth Management, Inc. 60 495 4,26 1 406 4,62
2025-07-07 13F Wesbanco Bank Inc 23 957 557
2025-07-15 13F Revisor Wealth Management LLC 668 043 22,79 15 412 22,31
2025-09-04 13F/A Advisor Group Holdings, Inc. 464 019 95,72 10 784 96,41
2025-07-31 13F Guardian Financial Partners, LLC 228 321 10,16 5 306 10,54
2025-08-15 13F Asset Allocation Strategies LLC 759 597 12,13 17 653 12,53
2025-07-15 13F Burns Matteson Capital Management, LLC 9 201 0,29 214 0,47
2025-08-05 13F Claro Advisors LLC 17 517 53,60 407 54,17
2025-07-16 13F Fischer Financial Services, Inc. 178 765 10,89 4 135 10,74
2025-07-28 13F RCS Financial Planning, LLC 40 826 5,08 949 5,45
2025-07-22 13F Beacon Financial Advisory LLC 57 925 8,80 1 346 9,25
2025-07-15 13F MCF Advisors LLC 0 0
2025-08-07 13F Curtis Advisory Group, LLC 300 736 25,03 6 989 25,48
2025-07-17 13F LexAurum Advisors, LLC 88 482 12,52 2 056 12,90
2025-08-25 NP SWG1Z - Schwab VIT Growth Portfolio 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 1 011 962 1,05 23 518 1,40
2025-07-24 13F IFP Advisors, Inc 412 764 12,20 9 593 12,58
2025-08-06 13F Tradewinds, LLC. 45 363 1 054
2025-08-08 13F Sculati Wealth Management, LLC 18 603 432
2025-08-07 13F Montag A & Associates Inc 615 9,04 14 7,69
2025-08-06 13F North Capital, Inc. 43 2,38 1
2025-04-30 13F Sofos Investments, Inc. 376 9
2025-07-17 13F Charles Schwab Trust Co 5 587 068 3,24 129 843 3,60
2025-08-13 13F Northwestern Mutual Wealth Management Co 350 661 4,62 8 149 4,99
2025-07-11 13F Bond & Devick Financial Network, Inc. 666 535 4,08 15 490 4,44
2025-04-11 13F Davis Capital Management 6 771 5,43 157 7,59
2025-07-17 13F RBA Wealth Management, LLC 17 643 2,86 410 3,27
2025-08-05 13F Tiaa Trust, National Association 14 167 1,12 329 1,54
2025-07-14 13F BlueSky Wealth Advisors, LLC 2 123 549 1,69 49 351 2,05
2025-08-06 13F HORAN Wealth, LLC 11 755 273
2025-08-06 13F Csenge Advisory Group 66 669 4,12 1 531 4,22
2025-07-16 13F Midwest Heritage Bank, FSB 14 524 4,47 338 4,66
2025-07-18 13F Truist Financial Corp 21 591 0,30 502 0,60
2025-08-15 13F Semmax Financial Advisors Inc. 32 761 2,35 759 3,55
2025-08-19 13F Cape Investment Advisory, Inc. 3 200,00 0
2025-07-09 13F Act Wealth Management, Llc 89 682 2,21 2 084 2,56
2025-08-14 13F Main Street Financial Solutions, LLC 188 141 27,15 4 372 27,61
2025-08-14 13F Advisor OS, LLC 218 775 5 084
2025-08-04 13F IFG Advisory, LLC 64 161 26,71 1 491 27,22
2025-07-24 13F Blair William & Co/il 1 712 23,70 40 21,88
2025-08-14 13F Royal Bank Of Canada 58 299 338,27 1 356 340,26
2025-08-25 NP SWYGX - Schwab Target 2040 Index Fund 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 11 354 641 5,12 263 882 5,48
2025-07-30 13F Sterling Investment Management, Inc. 66 630 0,82 1 548 1,18
2025-08-08 13F VERITY Wealth Advisors 39 067 1,95 908 2,25
2025-08-06 13F Hoxton Planning & Management, LLC 196 187 5,96 4 559 6,34
2025-08-12 13F Steward Partners Investment Advisory, Llc 4 705 39,95 109 41,56
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 13 908 323
2025-08-13 13F Jones Financial Companies Lllp 1 013 857 10,40 23 474 10,51
2025-07-24 13F Coordinated Financial Services, Inc. 58 084 17,01 1 350 19,80
2025-08-14 13F C M Bidwell & Associates Ltd 85 894 8,55 1 996 8,95
2025-07-24 13F Jfs Wealth Advisors, Llc 32 541 0,83 756 1,20
2025-08-14 13F Goldman Sachs Group Inc 3 425 936 6,86 79 619 7,23
2025-08-25 NP SWYNX - Schwab Target 2060 Index Fund 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 1 732 633 9,08 40 266 9,46
2025-08-13 13F Fisher Asset Management, LLC 8 722 203
2025-08-06 13F Regimen Wealth, Llc 12 650 1,02 294 1,03
2025-08-29 13F Evolution Wealth Management Inc. 3 145 73
2025-07-18 13F Midwest Financial Group LLC 250 772 18,44 5 828 18,85
2025-08-08 13F Gts Securities Llc 21 622 502
2025-08-01 13F Advisory Alpha, LLC 27 413 6,65 637 7,06
2025-08-11 13F Cornerstone Planning Group LLC 395 0,51 9 12,50
2025-08-11 13F Brown Brothers Harriman & Co 219 5
2025-08-04 13F Assetmark, Inc 3 670 1 210,71 85 1 316,67
2025-08-14 13F Sunbelt Securities, Inc. 32 1
2025-08-08 13F Creative Planning 429 252 5,99 9 976 6,35
2025-08-05 13F Milestone Asset Management, Llc 69 406 1 613
2025-08-12 13F MAI Capital Management 59 973 2,34 1 394 2,65
2025-07-28 13F Mutual Advisors, LLC 647 225 0,86 14 931 0,82
2025-08-14 13F Apriem Advisors 457 705 0,31 10 637 0,66
2025-08-04 13F Mayflower Financial Advisors, LLC 430 986 2,49 10 016 2,85
2025-08-13 13F Flow Traders U.s. Llc 108 551 3
2025-07-17 13F LVW Advisors, LLC 81 624 3,24 1 897 3,55
2025-04-29 13F Fairway Wealth LLC 0 0
2025-07-22 13F Duncan Williams Asset Management, LLC 464 677 10 799
2025-07-10 13F Legacy Financial Strategies, LLC 22 576 1,02 525 1,35
2025-07-14 13F Lederer & Associates Investment Counsel/ca 27 914 0,14 1
2025-07-11 13F Mkd Wealth Coaches, Llc 11 764 2,89 273 3,41
2025-08-12 13F LPL Financial LLC 682 961 28,41 15 872 28,86
2025-08-04 13F Lathrop Investment Management Corp 92 891 10,39 2 100,00
2025-08-25 NP SWYMX - Schwab Target 2050 Index Fund 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 4 571 577 7,33 106 243 7,70
2025-08-25 NP SWYDX - Schwab Target 2025 Index Fund 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 10 953 214 1,89 254 553 2,24
2025-08-11 13F HighTower Advisors, LLC 3 651 599 14,59 84 863 14,99
2025-08-15 13F Chapman Financial Group, Llc 10 580 12,64 246 15,02
2025-07-24 13F Ronald Blue Trust, Inc. 1 460 232 5,65 33 936 6,02
2025-08-08 13F Omega Financial Group, LLC 105 788 7,89 2 459 8,28
2025-08-13 13F D L Carlson Investment Group Inc 30 489 0,13 709 0,43
2025-07-01 13F Private Client Services, Llc 55 017 1 279
2025-08-14 13F Stifel Financial Corp 12 024 279
2025-08-15 13F CI Private Wealth, LLC 20 072 466
2025-07-30 13F Black Diamond Financial, LLC 8 762 204
2025-07-29 13F Chicago Partners Investment Group LLC 33 602 15,27 774 15,52
2025-08-12 13F Accredited Wealth Management, LLC 4 289 0,05 100 0,00
2025-08-06 13F AE Wealth Management LLC 369 343 4,46 8 584 4,81
2025-07-17 13F Blossom Wealth Management 80 700 10,65 1 875 11,01
2025-08-14 13F Ausdal Financial Partners, Inc. 44 477 15,01 1 034 15,42
2025-08-14 13F Ameriprise Financial Inc 7 450 294 1,34 173 387 1,82
2025-08-25 NP SWB1Z - Schwab VIT Balanced Portfolio 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 1 280 472 0,66 29 758 1,01
2025-07-14 13F/A Seek First Inc. 23 241 2,01 540 2,47
2025-07-28 13F WealthPlan Investment Management, LLC 20 485 476
2025-07-22 13F Compass Financial Group, INC/SD 163 098 19,08 3 790 19,48
2025-07-25 13F Lawson Kroeker Investment Management Inc/ne 10 623 247
2025-07-18 13F Alley Investment Management Company, LLC 14 917 0,79 347 1,17
2025-07-25 13F ONE Advisory Partners, LLC 20 224 4,25 466 3,56
2025-07-15 13F Kelly Financial Group Llc 8 893 207
2025-08-14 13F Arete Wealth Advisors, LLC 54 956 3,16 1 0,00
2025-08-15 13F Kestra Advisory Services, LLC 82 142 92,15 1 909 92,73
2025-07-18 13F Northeast Financial Group, Inc. 229 870 0,69 5 342 1,04
2025-07-18 13F Victrix Investment Advisors 108 797 4,57 2 528 6,58
2025-08-08 13F Cetera Investment Advisers 662 146 9,38 15 388 9,77
2025-08-13 13F Natixis Advisors, L.p. 77 880 3,40 2 0,00
2025-07-31 13F Moser Wealth Advisors, LLC 52 1
2025-07-22 13F Valpey Financial Services, LLC 149 756 3 480
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 211 119 7,55 4 906 7,92
2025-08-12 13F AlphaCore Capital LLC 388 794 335,11 9 036 336,68
2025-05-16 13F Coordinated Financial Services, Inc./CO 56 991 144,59 1 320 24,20
2025-07-15 13F Total Wealth Planning, Llc 3 807 960 1,61 88 497 1,96
2025-07-25 13F We Are One Seven, LLC 23 049 68,56 536 69,30
2025-08-14 13F UBS Group AG 1 351 854 10,66 31 417 11,05
2025-07-16 13F Novem Group 14 876 21,25 346 21,48
2025-08-11 13F Traub Capital Management LLC 3 271 76
2025-08-07 13F Parkside Financial Bank & Trust 8 795 1,02 204 1,49
2025-08-11 13F Birchbrook, Inc. 128 3
2025-08-08 13F Kaizen Financial Strategies 10 060 13,54 234 13,66
2025-07-21 13F Keystone Financial Group, Inc. 12 246 7,32 281 7,25
2025-08-07 13F Verus Capital Partners, Llc 78 836 1 832
2025-07-14 13F Park Avenue Securities Llc 275 440 6
2025-08-06 13F Geometric Wealth Advisors 21 216 2,27 493 2,71
2025-08-04 13F AlphaStar Capital Management, LLC 602 232 13 996
2025-08-14 13F Atomi Financial Group, Inc. 14 064 18,45 327 18,98
2025-08-14 13F Susquehanna International Group, Llp 186 117 1 033,41 4 325 1 038,16
2025-07-16 13F Tenret Co LLC 873 474 5,06 20 300 5,42
2025-08-05 13F Advisors Preferred, LLC 75 719 1 753
2025-07-10 13F Oldfather Financial Services, LLC 97 145 9,44 2 258 9,83
2025-08-25 NP SWYEX - Schwab Target 2030 Index Fund 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 20 654 424 4,72 480 009 5,08
2025-08-14 13F Financial Advisory Service, Inc. 25 133 26,66 584 27,23
2025-08-04 13F L.m. Kohn & Company 13 435 14,18 312 14,71
2025-08-29 13F Total Investment Management Inc 6 099 142
2025-08-12 13F Calton & Associates, Inc. 82 515 0,15 1 918 0,47
2025-08-08 13F/A Ignite Planners, LLC 28 472 654
2025-07-18 13F Powers Advisory Group, LLC 32 332 11,84 751 12,26
2025-08-25 NP SWYAX - Schwab Target 2010 Index Fund 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 1 140 063 2,68 26 495 3,04
2025-08-13 13F SCS Capital Management LLC 9 046 1,03 210 1,45
2025-08-13 13F GeoWealth Management, LLC 49 4,26 1 0,00
2025-07-24 13F Drucker Wealth 3.0, LLC 23 788 71,98 549 71,25
2025-08-01 13F Signet Investment Advisory Group, Inc. 39 958 7,00 929 7,41
2025-07-22 13F Red Tortoise LLC 95 230 13,65 2 213 14,07
2025-08-08 13F Kingsview Wealth Management, LLC 18 379 1,58 427 1,91
2025-08-04 13F Daymark Wealth Partners, Llc 1 175 683 343,48 27 323 345,06
2025-08-13 13F Cheviot Value Management, LLC 286 1,42 7 0,00
2025-08-08 13F Hartland & Co., LLC 3 348 13,22 78 13,24
2025-07-11 13F Walker Financial Services, Inc. 17 178 0,59 399 1,01
2025-07-23 13F Sachetta, LLC 324 252,17 8 250,00
2025-08-12 13F Jpmorgan Chase & Co 12 425 217 1,29 288 762 1,64
2025-08-14 13F Diversify Advisory Services, LLC 133 755 3 099
2025-07-23 13F Laraway Financial Inc 24 591 0,00 571 0,35
2025-08-06 13F Savant Capital, LLC 463 188 42,86 10 764 43,37
2025-07-23 13F Kingswood Wealth Advisors, Llc 21 886 34,12 509 34,75
2025-07-18 13F Client 1st Advisory Group, Llc 296 451 3,20 6 890 3,56
2025-08-13 13F KilterHowling LLC 1 190 816 2,17 27 675 3,73
2025-08-15 13F WFA of San Diego, LLC 3 578 164,84 83 29,69
2025-08-01 13F MorganRosel Wealth Management, LLC 361 995 1,75 8 413 2,10
2025-08-14 13F Integrated Wealth Concepts LLC 327 140 9,36 7 603 9,73
2025-07-31 13F Ballast Advisors Llc 91 810 4,30 2 134 4,66
2025-08-14 13F Mendel Capital Management LLC 65 038 1,75 1 511 2,09
2025-07-25 13F Stephens Consulting, LLC 3 107 1,14 72 1,41
2025-07-23 13F Lansing Street Advisors 16 345 2,81 380 2,99
2025-07-23 13F Peak Financial Management, Inc. 324 053 7,87 7 531 8,25
2025-08-14 13F Colony Group, LLC 34 276 21,59 797 22,09
2025-07-07 13F Bangor Savings Bank 97 520 0,11 2 266 0,44
2025-07-23 13F Columbus Macro, LLC 583 498 0,86 13 560 1,20
2025-07-10 13F Ahl Investment Management, Inc. 35 543 13,76 826 14,25
2025-08-11 13F Citigroup Inc 9 304 217,54 216 222,39
2025-08-25 NP SWYJX - Schwab Target 2055 Index Fund 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 2 146 078 8,87 49 875 9,25
2025-07-25 13F Index Fund Advisors, Inc. 8 832 1,02 205 1,49
2025-07-08 13F/A Salem Investment Counselors Inc 2 076 3,59 48 4,35
2025-07-22 13F Simplicity Wealth,LLC 24 216 164,92 563 166,35
2025-08-25 NP SWYOX - Schwab Target 2065 Index Fund 265 095 12,84 6 161 13,24
2025-07-15 13F Td Private Client Wealth Llc 36 544 0,71 849 1,07
2025-07-15 13F BCS Wealth Management 53 228 34,47 1
2025-08-14 13F Vident Advisory, LLC 1 223 302 10,24 28 430 10,62
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 497 739 0,00 11 567 0,74
2025-08-04 13F Partners in Financial Planning 12 986 1,03 302 1,35
2025-08-14 13F Ancora Advisors, LLC 103 365 1,60 2 402 1,95
2025-08-11 13F Rockbridge Investment Management, LCC 7 382 880 6,92 171 578 7,29
2025-07-02 13F Marotta Asset Management 278 954 93,23 6 483 −5,51
2025-07-24 13F Us Bancorp \de\ 33 083 1,69 769 1,99
2025-07-16 13F Cahaba Wealth Management, Inc. 22 454 1,03 522 1,36
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 308 693 1,69 7 174 2,05
2025-08-14 13F AllSquare Wealth Management LLC 102 2
2025-07-17 13F Fifth Third Securities, Inc. 177 133 16,03 4 117 16,44
2025-08-11 13F Core Wealth Partners LLC 85 065 1 977
2025-08-25 NP SWYHX - Schwab Target 2045 Index Fund 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 4 975 484 6,43 115 630 6,80
2025-07-08 13F GK Wealth Management LLC 46 995 80,90 1 092 81,70
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short −115 −84,61 −3 −88,24
2025-07-14 13F AdvisorNet Financial, Inc 6 242 17,04 145 17,89
2025-07-31 13F Vaughan David Investments Inc/il 10 421 1,76 0
2025-04-02 13F Marcum Wealth, LLC 30 761 712
2025-07-07 13F Park Edge Advisors, LLC 53 067 11,74 1 233 12,19
2025-07-25 13F NorthRock Partners, LLC 447 3,47 10 0,00
2025-08-11 13F Heritage Wealth Advisors 718 0,14 17 0,00
2025-08-12 13F Change Path, LLC 113 838 6,37 2 646 6,74
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 56 835 0,05 1 321 0,38
2025-07-17 13F Mokosak Advisory Group, LLC 1 082 876 1,20 25 166 1,55
2025-07-11 13F Myecfo, Llc 483 048 0,18 11 232 0,57
2025-07-30 13F LGT Financial Advisors LLC 121 0,83 3 0,00
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 42 227 1,84 981 2,19
2025-08-25 NP SWYFX - Schwab Target 2035 Index Fund 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 13 229 592 6,00 307 456 6,37
2025-07-10 13F Signal Advisors Wealth, LLC 87 238 86,42 2 027 87,17
2025-08-12 13F WealthTrak Capital Management LLC 46 893 16,75 1 090 17,10
2025-07-08 13F Adamsbrown Wealth Consultants Llc 63 474 4,32 1 475 4,68
2025-07-31 13F Optimum Investment Advisors 12 016 20,15 279 20,78
2025-07-28 13F RFG Advisory, LLC 10 012 233
2025-07-17 13F Youngs Advisory Group, Inc. 9 744 227
2025-08-08 13F Avantax Advisory Services, Inc. 932 303 18,02 21 667 18,43
2025-09-11 13F Milestones Private Investment Advisors LLC 49 935 1 160
2025-07-08 13F First National Corp /ma/ /adv 13 497 2,03 314 2,29
2025-08-13 13F Elios Financial Group Inc. 96 021 8,90 2 232 9,26
2025-07-21 13F Ameritas Advisory Services, LLC 8 787 204
2025-08-11 13F Avantax Planning Partners, Inc. 6 987 851 2,95 162 398 3,30
2025-08-08 13F ProVise Management Group, LLC 75 260 0,20 1 749 0,58
2025-05-14 13F Heritage Wealth Partners, LLC 55 294 1 281
2025-07-31 13F Carnegie Capital Asset Management, LLC 50 539 6,59 1 175 7,71
2025-08-12 13F Cooper/haims Advisors, Llc 141 445 33,31 3 287 33,78
2025-07-22 13F Cedar Mountain Advisors, LLC 623 079 1,71 14 480 2,06
2025-08-14 13F Vista Capital Partners, Inc. 10 440 243
2025-08-14 13F L2 Asset Management, LLC 24 161 561
2025-07-17 13F Tempus Wealth Planning, LLC 363 991 4,51 8 459 4,87
2025-08-04 13F Creative Financial Designs Inc /adv 265 566 4,70 6 172 5,06
2025-07-11 13F Great Waters Wealth Management 47 243 11,43 1 098 11,82
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 161 0,62 4 0,00
2025-07-17 13F K2 Financial Inc. 51 522 16,14 1 180 16,62
2025-08-13 13F SageView Advisory Group, LLC 43 109 2,65 993 2,06
2025-07-15 13F Oregon Pacific Wealth Management, LLC 16 597 9,28 386 9,69
2025-08-27 13F/A Brinker Capital Investments, LLC 87 818 1,44 2 041 1,80
2025-08-12 13F SRS Capital Advisors, Inc. 7 339 1 694,38 171 1 788,89
2025-08-14 13F Cardiff Park Advisors, Llc 12 312 1,03 286 1,42
2025-07-18 13F PFG Investments, LLC 10 763 250
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1 535 0,59 36 0,00
2025-08-05 13F Huntington National Bank 11 0,00
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