Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Municipal Bond ETF inkluderar Royal Bank Of Canada, Elequin Capital Lp, Quantinno Capital Management LP, Ackerman Capital Advisors, LLC, Aqr Capital Management Llc, CI Private Wealth, LLC, Smith, Moore & Co., Francis Financial, Inc., Cambridge Investment Research Advisors, Inc., Blueprint Financial Advisors LLC, Peapack Gladstone Financial Corp, Vestia Personal Wealth Advisors, Warren Averett Asset Management, LLC, Great Valley Advisor Group, Inc., LPL Financial LLC, Commonwealth Equity Services, Llc, Brinker Capital Investments, LLC, Breakwater Investment Management, Heartwood Wealth Advisors LLC, och Burling Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 252 | 101,48 | 233 | 100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 462 276 | 164,93 | 11 640 | 162,99 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 17 628 | 3,76 | 444 | 2,78 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 13 831 | 33,76 | 348 | 32,82 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 15 982 | 3,26 | 402 | 2,55 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 145 160 | 9,34 | 3 659 | 9,03 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 733 104 | 38,73 | 18 460 | 37,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 69 482 | 1 750 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 809 | 277,88 | 96 | 280,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 904 | 7,41 | 803 | 6,64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 510 | 0,59 | 13 | 0,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 700 | 18 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 23 036 | 2,40 | 580 | 1,75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 91 765 | 2 311 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 52 643 707 | 4 409,67 | 1 325 569 | 4 376,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 202 | 458 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55 477 | 43,36 | 1 397 | 42,30 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 51 676 | 34,08 | 1 301 | 33,16 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 24 527 | 5,50 | 618 | 4,75 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 119 749 | 333,53 | 3 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 205 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 75 000 | 15,38 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14 631 | 1 728,88 | 368 | 1 740,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 368 | 110 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 9 740 | 245 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 34 193 | 182,35 | 861 | 180,13 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 52 747 | 85,70 | 1 328 | 84,44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44 860 | 1 130 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 874 | 38,80 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 42 671 | 1 074 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 179 898 | 8,92 | 4 530 | 8,09 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 337 | 33,35 | 411 | 32,58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 22 598 | 1 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 62 039 | 11,85 | 1 562 | 11,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 950 244 | 14,40 | 74 258 | 13,61 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87 748 | 481,69 | 2 209 | 478,27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 241 508 | 90,21 | 31 261 | 88,80 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14 554 | 8,18 | 366 | 7,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 10 513 | 5,64 | 265 | 6,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 24 245 | 610 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77 355 | 1 948 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 738 | 19 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 755 515 | 12,89 | 19 024 | 12,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24 802 | 1,69 | 625 | 0,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134 584 | 136,07 | 3 377 | 133,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 530 | 139 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 8 625 | 217 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 9 243 | 233 | ||||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 15 455 | 12,31 | 389 | 11,46 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 100 000 | 2 518 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 57 392 | 0,10 | 1 445 | −0,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 130 722 | 3 292 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78 195 | 97,72 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 85 203 | 5,03 | 2 145 | 4,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 108 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8 194 | 206 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 689 | 269 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 285 | 385 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 52 852 | 1 331 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 15 776 | 0,71 | 397 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 522 022 | 143,51 | 13 145 | 141,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 516 | 315 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 41 046 | 13,36 | 1 034 | 12,53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9 940 | 248 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 083 | 254 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 320 242 | 44,83 | 8 064 | 43,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8 174 | 206 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 812 | 0,19 | 650 | −0,61 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 18 728 | 472 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 128 813 | 165,54 | 3 244 | 163,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 58 755 | 1 479 |
