Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab High Yield Bond ETF inkluderar
SWKRX - Schwab Monthly Income Fund - Enhanced Payout,
Strategic Financial Planning, Inc.,
SWLRX - Schwab Monthly Income Fund - Maximum Payout,
SWJRX - Schwab Monthly Income Fund - Moderate Payout,
Empowered Funds, LLC,
AGGA - Astoria Dynamic Core US Fixed Income ETF,
SMIDX - SMI Dynamic Allocation Fund,
SMILX - SMI 50/40/10 Fund,
Mma Asset Management Llc,
Buckingham Strategic Partners,
Principia Wealth Advisory, LLC,
OMNI 360 Wealth, Inc.,
Evergreen Advisors, LLC,
Joseph P. Lucia & Associates, LLC,
Ballast, Inc.,
Captrust Financial Advisors,
Cambridge Investment Research Advisors, Inc.,
Old Mission Capital Llc,
SRS Capital Advisors, Inc.,
och
BlackRock, 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
(%) |
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
8 067 |
|
0 |
|
|
| 2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
13 240 |
2 441,27 |
351 |
2 600,00 |
|
| 2025-07-17 |
13F |
Charles Schwab Trust Co
|
|
|
|
384 155 |
189,75 |
10 195 |
194,57 |
|
| 2025-07-30 |
NP |
AGGA - Astoria Dynamic Core US Fixed Income ETF
|
|
|
|
144 233 |
|
3 776 |
|
|
| 2025-08-04 |
13F |
Joseph P. Lucia & Associates, LLC
|
|
|
|
18 491 |
|
491 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
1 354 |
204,27 |
36 |
218,18 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
14 695 |
|
390 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
25 532 |
|
678 |
|
|
| 2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
8 384 |
|
223 |
|
|
| 2025-08-12 |
13F |
Howe & Rusling Inc
|
|
|
|
1 066 |
650,70 |
28 |
833,33 |
|
| 2025-07-25 |
13F |
NorthRock Partners, LLC
|
|
|
|
330 |
1,85 |
9 |
0,00 |
|
| 2025-08-05 |
13F |
Mma Asset Management Llc
|
|
|
|
47 539 |
|
1 262 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
289 |
|
8 |
|
|
| 2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
1 271 |
|
34 |
|
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
15 888 |
56,50 |
422 |
58,87 |
|
| 2025-08-12 |
13F |
Wealthbridge Capital Management, Llc
|
|
|
|
17 294 |
26,83 |
459 |
28,65 |
|
| 2025-08-13 |
13F |
JT Stratford LLC
|
|
|
|
43 540 |
4,02 |
1 156 |
5,77 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
52 007 |
419,29 |
1 380 |
428,74 |
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
1 547 |
38,87 |
41 |
41,38 |
|
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
158 753 |
|
4 188 |
|
|
| 2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
156 |
|
4 |
|
|
| 2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
39 092 |
43,19 |
1 038 |
45,65 |
|
| 2025-07-17 |
13F |
Wolff Wiese Magana Llc
|
|
|
|
6 |
|
0 |
|
|
| 2025-08-11 |
13F |
Brown Brothers Harriman & Co
|
|
|
|
6 |
|
0 |
|
|
| 2025-07-30 |
13F |
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
250 |
|
7 |
|
|
| 2025-07-07 |
13F |
OMNI 360 Wealth, Inc.
|
|
|
|
25 187 |
|
668 |
|
|
| 2025-07-29 |
13F |
Ballast, Inc.
|
|
|
|
18 491 |
|
491 |
|
|
| 2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
49 |
|
1 |
|
|
| 2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
1 647 085 |
65,60 |
43 450 |
67,32 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
27 |
3,85 |
1 |
|
|
| 2025-08-04 |
13F |
Evergreen Advisors, LLC
|
|
|
|
22 000 |
|
584 |
|
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
274 332 |
|
7 281 |
|
|
| 2025-07-31 |
13F |
Moser Wealth Advisors, LLC
|
|
|
|
73 |
|
2 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
151 |
371,88 |
4 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
7 579 |
15,06 |
201 |
17,54 |
|
| 2025-08-29 |
NP |
RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
1 850 001 |
77,08 |
49 099 |
80,00 |
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
188 111 |
5,55 |
4 992 |
7,29 |
|
| 2025-07-30 |
13F |
Forum Financial Management, LP
|
|
|
|
10 295 |
7,12 |
273 |
9,20 |
|
| 2025-08-13 |
13F |
Strategic Financial Planning, Inc.
|
|
|
|
215 009 |
|
5 706 |
|
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
12 652 |
|
336 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
85 |
347,37 |
2 |
|
|
| 2025-07-31 |
13F |
Buckingham Strategic Partners
|
|
|
|
25 677 |
|
681 |
|
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
49 270 |
|
1 280 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
9 786 |
163 000,00 |
260 |
|
|
| 2025-08-14 |
13F |
Old Mission Capital Llc
|
|
|
|
7 562 |
|
201 |
|
|
| 2025-05-14 |
13F |
Huntington National Bank
|
|
|
|
|
|
0 |
|
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
304 |
|
8 |
|
|
| 2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
13 178 |
|
0 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
551 |
|
15 |
|
|
| 2025-08-12 |
13F |
Peachtree Investment Partners, LLC
|
|
|
|
330 |
1,85 |
9 |
0,00 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
204 312 |
|
5 422 |
|
|
| 2025-07-29 |
13F |
Mb, Levis & Associates, Llc
|
|
|
|
10 496 |
1,67 |
279 |
3,35 |
|
| 2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
17 |
|
0 |
|
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
170 683 |
|
4 530 |
|
|
| 2025-08-05 |
13F |
Tsfg, Llc
|
|
|
|
100 |
|
0 |
|
|
| 2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
10 345 |
7,94 |
275 |
9,60 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
136 580 |
|
3 547 |
|
|
