SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF - Net Long/Short Value

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

SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Hardin Capital Partners, LLC
Avantax Advisory Services, Inc.
Great Waters Wealth Management
Values Added Financial LLC
Sterling Investment Management, Inc.
SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
Emerald Investment Partners, Llc
Novem Group
Citigroup Inc
Cape Investment Advisory, Inc.
Harbour Investments, Inc.
MSH Capital Advisors LLC
National Bank Of Canada /fi/
Capital Insight Partners, Llc
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
North Capital, Inc.
Valpey Financial Services, LLC
PFG Investments, LLC
Maripau Wealth Management Llc
Zacks Investment Management
Allworth Financial LP
Focus Financial Network, Inc.
SNS Financial Group, LLC
Sax Wealth Advisors, Llc
CWC Advisors, LLC.
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
GPS Wealth Strategies Group, LLC
Savant Capital, LLC
Apeiron RIA LLC
Beacon Financial Group
Envestnet Asset Management Inc
Oarsman Capital, Inc.
Keebeck Wealth Management, LLC
RCS Financial Planning, LLC
Tower Research Capital LLC (TRC)
Geometric Wealth Advisors
Cardinal Point Capital Management, ULC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Bowman & Co S.C.
MidAtlantic Capital Management, Inc.
Curio Wealth, Llc
Legacy Bridge, LLC
Milestone Asset Management, Llc
Hill Island Financial Llc
Joule Financial, LLC
Ameriflex Group, Inc.
Verus Capital Partners, Llc
Pinnacle Family Advisors, LLC
Laraway Financial Inc
Per Stirling Capital Management, LLC.
Orion Portfolio Solutions, LLC
Oliver Lagore Vanvalin Investment Group
Stockman Wealth Management, Inc.
RFG Advisory, LLC
Accredited Wealth Management, LLC
ETF Store, Inc.
Merkkuri Wealth Advisors LLC
Kingsview Wealth Management, LLC
Juncture Wealth Strategies, Llc
Congress Wealth Management LLC / DE /
Gts Securities Llc
Ameriprise Financial Inc
Spectrum Planning & Advisory Services Inc.
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
Strategic Investment Solutions, Inc. /IL
Daymark Wealth Partners, Llc
Howe & Rusling Inc
WFA of San Diego, LLC
RDA Financial Network
BlueSky Wealth Advisors, LLC
Fulcrum Equity Management
New England Asset Management Inc
W Advisors, Llc
New Millennium Group LLC
Royal Bank Of Canada
EP Wealth Advisors, Inc.
Bank Of Montreal /can/
Coordinated Financial Services, Inc./CO
SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
Assetmark, Inc
HC Advisors, LLC
Capital Management Associates, Inc
Total Investment Management Inc
CFS Investment Advisory Services, LLC
Advisory Services Network, LLC
Leavell Investment Management, Inc.
Principal Securities, Inc.
Ausdal Financial Partners, Inc.
Empower Advisory Group, LLC
Forthright Family Wealth Advisory LLC
Horan Capital Advisors, LLC.
Centaurus Financial, Inc.
GK Wealth Management LLC
Wakefield Asset Management LLLP
Stifel Financial Corp
Sound Income Strategies, LLC
Diversify Advisory Services, LLC
Legacy Wealth Management, Inc
Lewis Asset Management, LLC
Murphy & Mullick Capital Management Corp
Lodestar Private Asset Management Llc
Ogorek Anthony Joseph /ny/ /adv
Strategic Blueprint, LLC
L2 Asset Management, LLC
Cardiff Park Advisors, Llc
Fmr Llc
Resurgent Financial Advisors LLC
Elios Financial Group Inc.
OMNI 360 Wealth, Inc.
Bangor Savings Bank
Phillips Financial Management, Llc
Moneta Group Investment Advisors Llc
Birchbrook, Inc.
Ridgeline Wealth, LLC
Austin Private Wealth, LLC
Rappaport Reiches Capital Management, LLC
Tompkins Financial Corp
Redwood Investment Management, Llc
Kingswood Wealth Advisors, Llc
Liberty Capital Management, Inc.
Financial Designs Corp
Diversified Investment Strategies, LLC
Chicago Partners Investment Group LLC
Charles Schwab Trust Co
MJT & Associates Financial Advisory Group, Inc.
Shared Vision Wealth Group LLC
Horst & Graben Wealth Management LLC
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
Chapman Financial Group, Llc
Montag A & Associates Inc
Westside Investment Management, Inc.
Steele Capital Management, Inc.
Accelerate Investment Advisors LLC
Front Row Advisors LLC
Act Wealth Management, Llc
Wedbush Securities Inc
Jfs Wealth Advisors, Llc
Smart Portfolios, LLC
Evensky & Katz LLC
JMG Financial Group, Ltd.
Friedenthal Financial
Waterford Advisors, LLC
Vaughan David Investments Inc/il
Financial Engines Advisors L.L.C.
Keystone Financial Group, Inc.
Granite Investment Partners, LLC
Advisor OS, LLC
VERITY Wealth Advisors
Brookstone Capital Management
Jpmorgan Chase & Co
Guardian Financial Partners, LLC
Gen-Wealth Partners Inc
HHM Wealth Advisors, LLC
Signature Estate & Investment Advisors Llc
Certus Wealth Management, LLC
Hurley Capital, LLC
Monticello Wealth Management, Llc
Tenret Co LLC
First National Corp /ma/ /adv
Advisor Group Holdings, Inc.
Armis Advisers, LLC
Manchester Financial Inc
Integrity Financial Corp /WA
Financial Life Advisors
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
Captrust Financial Advisors
Alesco Advisors Llc
Versant Capital Management, Inc
Bogart Wealth, LLC
Towercrest Capital Management
Ballast Advisors Llc
Financial Consulate, Inc
Nwam Llc
Kelman-Lazarov, Inc.
Evolution Wealth Management Inc.
Tempus Wealth Planning, LLC
Morgan Stanley
Cordant, Inc.
Brown Brothers Harriman & Co
Kiley Juergens Wealth Management, Llc
Jones Financial Companies Lllp
Hobbs Wealth Management, LLC
Blossom Wealth Management
Red Tortoise LLC
True North Advisors, LLC
FIDELIS iM, LLC
Victrix Investment Advisors
Patriot Investment Management Inc.
Eley Financial Management, Inc
United Capital Financial Advisers, Llc
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
Wells Fargo & Company/mn
Vermillion Wealth Management, Inc.
Luts & Greenleigh Group, Inc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Beacon Financial Advisory LLC
Acorn Wealth Advisors, LLC
Curtis Advisory Group, LLC
Vantage Financial Partners, LLC
Haven Private, LLC
Cutler Investment Counsel Llc
Midwest Financial Group LLC
Signature Resources Capital Management, LLC
Hengehold Capital Management Llc
Cliftonlarsonallen Wealth Advisors, Llc
Fullcircle Wealth Llc
Colony Group, LLC
Hidden Cove Wealth Management, LLC
K2 Financial Inc.
Cahaba Wealth Management, Inc.
Costello Asset Management, INC
Western Financial Corp/CA
WealthTrak Capital Management LLC
Ameritas Investment Partners, Inc.
Northwest Capital Management Inc
Myecfo, Llc
Milestones Private Investment Advisors LLC
VanderPol Investments L.L.C.
Vident Advisory, LLC
Stonekeep Investments, LLC
Addison Advisors LLC
Dunhill Financial, LLC
Cherry Tree Wealth Management, LLC
NorthRock Partners, LLC
BOK Financial Private Wealth, Inc.
Shearwater Capital LLC
Cheviot Value Management, LLC
One Wealth Advisors, LLC
Global Retirement Partners, LLC
Maia Wealth LLC
Sonoma Private Wealth LLC
Investors Research Corp
SCS Capital Management LLC
ZynergyRetirementPlanningLLC
Apriem Advisors
Cobblestone Capital Advisors Llc /ny/
Signaturefd, Llc
Brady Martz Wealth Solutions, LLC
Evolution Advisers, Inc.
Tiaa Trust, National Association
CIBC Private Wealth Group, LLC
Advisory Alpha, LLC
Hartland & Co., LLC
ONE Advisory Partners, LLC
Palouse Capital Management, Inc.
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
Burns Matteson Capital Management, LLC
Dentgroup LLC
Grey Fox Wealth Advisors, LLC
APCM Wealth Management for Individuals
C M Bidwell & Associates Ltd
Creative Planning
Raymond James Financial Inc
Seneca Financial Advisors LLC
Whelan Financial
Simplicity Wealth,LLC
Vista Capital Partners, Inc.
FDx Advisors, Inc.
Sittner & Nelson, Llc
Pnc Financial Services Group, Inc.
Bestgate Wealth Advisors, LLC
TSA Wealth Managment LLC
Cooper/haims Advisors, Llc
Kelly Financial Group Llc
Regimen Wealth, Llc
Drucker Wealth 3.0, LLC
Revolve Wealth Partners, LLC
Dynamic Advisor Solutions LLC
Syntegra Private Wealth Group, LLC
Sutton Place Investors Llc
Meridian Wealth Partners, LLC
Avion Wealth
Salem Investment Counselors Inc
GeoWealth Management, LLC
Crabel Capital Management, LLC
Brighton Jones Llc
Us Bancorp \de\
Sovran Advisors, LLC
Newman Dignan & Sheerar, Inc.
Blue Barn Wealth, LLC
Cwm, Llc
Park Avenue Securities Llc
Kickstand Ventures, Llc.
Hrt Financial Lp
Bush Investment Group, Llc
Mayflower Financial Advisors, LLC
Sightline Wealth Advisors, LLC
Graves-Light Private Wealth Management, Inc.
SageView Advisory Group, LLC
Walker Financial Services, Inc.
Mutual Advisors, LLC
DHJJ Financial Advisors, Ltd.
Fairview Capital Investment Management, Llc
Texas Yale Capital Corp.
Marotta Asset Management
LPL Financial LLC
Lawson Kroeker Investment Management Inc/ne
WealthPLAN Partners, LLC
Rialto Wealth Management, LLC
Core Wealth Partners LLC
Winthrop Capital Management, LLC
Capital Investment Advisory Services, LLC
Wealthspire Advisors, LLC
Magnolia Capital Advisors Llc
Lido Advisors, LLC
Bellevue Asset Management, Llc
Cetera Investment Advisers
Ameritas Advisory Services, LLC
AdvisorNet Financial, Inc
Partners in Financial Planning
Waterloo Capital, L.P.
Optimum Investment Advisors
Transcend Wealth Collective, Llc
Ahl Investment Management, Inc.
AlphaStar Capital Management, LLC
Main Street Group, LTD
RMB Capital Management, LLC
SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
Hoxton Planning & Management, LLC
Access Financial Services, Inc.
Sierra Ocean, Llc
Oregon Pacific Wealth Management, LLC
Steward Partners Investment Advisory, Llc
Avidian Wealth Solutions, LLC
Archer Investment Corp
Mariner, LLC
Atria Wealth Solutions, Inc.
Ethos Financial Group, LLC
Garde Capital, Inc.
Orcam Financial Group
Fisher Asset Management, LLC
GatePass Capital, LLC
Lifelong Wealth Advisors, Inc.
Northeast Financial Group, Inc.
Destination Wealth Management
Beacon Bridge Wealth Partners, LLC
Rossby Financial, LCC
Asset Dedication, LLC
Novus Advisors, Llc
Carnegie Capital Asset Management, LLC
Legacy Financial Strategies, LLC
Reston Wealth Management Llc
Csenge Advisory Group
Resources Investment Advisors, LLC.
GWM Advisors LLC
LVW Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
MCF Advisors LLC
Sowell Financial Services LLC
Gpwm Llc
Embree Financial Group
Truist Financial Corp
HBK Sorce Advisory LLC
IHT Wealth Management, LLC
RBA Wealth Management, LLC
Lederer & Associates Investment Counsel/ca
Range Financial Group LLC
Creative Financial Designs Inc /adv
Elgethun Capital Management
OMC Financial Services LTD
Warren Averett Asset Management, LLC
Seek First Inc.
TruNorth Capital Management, LLC
Flow Traders U.s. Llc
Marshall Financial Group Inc /adv
Heritage Oak Wealth Advisors Llc
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
Heritage Wealth Advisors
Sequoia Financial Advisors, LLC
AlphaCore Capital LLC
Lathrop Investment Management Corp
Islay Capital Management, Llc
Worth Asset Management, LLC
Perigon Wealth Management, LLC
SigFig Wealth Management, LLC
Farther Finance Advisors, LLC
Atria Investments Llc
Susquehanna International Group, Llp
Pure Financial Advisors, Inc.
Curbstone Financial Management Corp
Marcum Wealth, LLC
Spire Wealth Management
Wagner Wealth Management, Llc
James J. Burns & Company, LLC
Arete Wealth Advisors, LLC
Bartlett & Co. Wealth Management Llc
Valley Forge Investment Consultants Inc Adv
Lowery Thomas, Llc
Kovitz Investment Group Partners, LLC
FLC Capital Advisors
Bank Of America Corp /de/
Bfsg, Llc
Private Advisor Group, LLC
Lansing Street Advisors
VSM Wealth Advisory, LLC
Martin Worley Group
Alley Investment Management Company, LLC
Chesapeake Wealth Management
SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
Wedmont Private Capital
Heritage Wealth Partners, LLC
Burt Wealth Advisors
IFG Advisory, LLC
CoreCap Advisors, LLC
Gs Investments, Inc.
Mml Investors Services, Llc
Financial Gravity Companies, Inc.
Cooper Financial Group
Ambassador Advisors, LLC
Omega Financial Group, LLC
Td Private Client Wealth Llc
Anfield Capital Management, LLC
Duncan Williams Asset Management, LLC
Ffg Retirement Advisors Llc
HORAN Wealth, LLC
Bristlecone Advisors, LLC
Independent Solutions Wealth Management, LLC
Ronald Blue Trust, Inc.
Financial Management Professionals, Inc.
Larson Financial Group LLC
Kestra Advisory Services, LLC
5T Wealth, LLC
Midwest Heritage Bank, FSB
Aspiriant, Llc
Callan Capital, LLC
Parkshore Wealth Management, Inc.
Rothschild Investment Llc
Clay Northam Wealth Management, LLC
GSB Wealth Management, LLC
TPG Advisors LLC
BKD Wealth Advisors, LLC
Robertson Stephens Wealth Management, LLC
Valley National Advisers Inc
Gradient Capital Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Theory Financial Llc
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
Investment Planning Advisors, Inc.
New Harbor Financial Group, LLC
Fischer Financial Services, Inc.
Pensionmark Financial Group, Llc
Prevail Innovative Wealth Advisors, Llc
Columbus Macro, LLC
Courage Miller Partners, LLC
MAI Capital Management
Sofos Investments, Inc.
Talisman Wealth Advisors LLC
My Legacy Advisors, LLC
Alpha Omega Wealth Management LLC
Rockbridge Investment Management, LCC
U.S. Capital Wealth Advisors, LLC
Brookwood Investment Group LLC
Fairway Financial, LLC
Peak Financial Management, Inc.
Fermata Advisors, LLC
CI Private Wealth, LLC
Weaver Capital Management LLC
Cypress Wealth Services, LLC
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
Koesten, Hirschmann & Crabtree, INC.
ORG Partners LLC
Cedar Mountain Advisors, LLC
Sawgrass Asset Management Llc
Opes Wealth Management LLC
O'shaughnessy Asset Management, Llc
Vertex Planning Partners, LLC
AllSquare Wealth Management LLC
ProVise Management Group, LLC
Mendel Capital Management LLC
Krilogy Financial LLC
SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
Northwestern Mutual Wealth Management Co
Financial Advisory Service, Inc.
Catalina Capital Group, LLC
Goldman Sachs Group Inc
BlackRock, Inc.
Smartleaf Asset Management LLC
Thompson Investment Management, Inc.
Tactive Advisors, LLC
New Republic Capital, LLC
Cannon Financial Strategists, Inc.
Avantax Planning Partners, Inc.
Change Path, LLC
SRS Capital Advisors, Inc.
Youngs Advisory Group, Inc.
Stratos Wealth Advisors, LLC
Moser Wealth Advisors, LLC
Main Street Financial Solutions, LLC
Powers Advisory Group, LLC
Cahill Financial Advisors Inc
Signal Advisors Wealth, LLC
Leading Edge Financial Planning LLC
Clear Creek Financial Management, LLC
Sage Financial Management Group, Inc.
Zhang Financial LLC
Empirical Asset Management, LLC
Twin Peaks Wealth Advisors, LLC
Oldfather Financial Services, LLC
Brinker Capital Investments, LLC
Beacon Pointe Advisors, LLC
Blair William & Co/il
Mokosak Advisory Group, LLC
Keystone Global Partners, LLC
Security Financial Services, INC.
Huntington National Bank
Atomi Financial Group, Inc.
Bigelow Investment Advisors, LLC
Lane & Associates LLC
Investor's Fiduciary Advisor Network, LLC
D L Carlson Investment Group Inc
Mission Creek Capital Partners, Inc.
National Asset Management, Inc.
BCS Wealth Management
Ashton Thomas Private Wealth, LLC
D.B. Root & Company, LLC
Sunbelt Securities, Inc.
Grove Street Fiduciary, LLC
Latitude Advisors, LLC
Fifth Third Securities, Inc.
Patriot Financial Group Insurance Agency, LLC
Western Wealth Management, LLC
Affinity Capital Advisors, LLC
Calton & Associates, Inc.
One Capital Management, LLC
Caliber Wealth Management, LLC / KS
Integrity Alliance, Llc.
American Capital Advisory, LLC
Colonial Trust Advisors
CVA Family Office, LLC
Wealth Enhancement Advisory Services, Llc
Integrated Wealth Concepts LLC
Pioneer Wealth Management Group
Bond & Devick Financial Network, Inc.
WealthPlan Investment Management, LLC
M1 Capital Management LLC
Sachetta, LLC
Maple Capital Management, Inc.
Burns J W & Co Inc/ny
Portside Wealth Group, LLC
Boyer & Corporon Wealth Management, LLC
Plum Street Advisors, LLC
Kestra Private Wealth Services, Llc
Endowment Wealth Management, Inc.
LexAurum Advisors, LLC
IFP Advisors, Inc
Cambridge Investment Research Advisors, Inc.
Adamsbrown Wealth Consultants Llc
Prospera Financial Services Inc
Quantum Capital Management, LLC / NJ
Townsend Asset Management Corp /nc/ /adv
Toth Financial Advisory Corp
Rosenberg Matthew Hamilton
Retirement Guys Formula Llc
McAdam, LLC
Parallel Advisors, LLC
Parkside Financial Bank & Trust
Commonwealth Equity Services, Llc
Ignite Planners, LLC
Total Wealth Planning, Llc
NewSquare Capital LLC
Black Diamond Financial, LLC
Swmg, Llc
Horrell Capital Management, Inc.
Schneider Downs Wealth Management Advisors, LP
Midwest Capital Advisors, LLC
Cerity Partners LLC
Note Advisors, LLC
We Are One Seven, LLC
WealthCollab, LLC
Wealth Alliance
L.m. Kohn & Company
Golden State Equity Partners
AE Wealth Management LLC
Traub Capital Management LLC
Souders Financial Advisors
Net Worth Advisory Group
Tradewinds, LLC.
Millstone Evans Group, LLC
HB Wealth Management, LLC
Merit Financial Group, LLC
Hantz Financial Services, Inc.
MN Wealth Advisors, LLC
Nyl Investors Llc
Burk Holdings LLC
Smart Money Group LLC
Peachtree Investment Partners, LLC
Wesbanco Bank Inc
Phil A. Younker & Associates, Ltd.
Kaizen Financial Strategies
Transform Wealth, LLC
EverSource Wealth Advisors, LLC
Mercer Global Advisors Inc /adv
Modera Wealth Management, LLC
KilterHowling LLC
Wbh Advisory Inc
Seacrest Wealth Management, Llc
Coordinated Financial Services, Inc.
Guardian Wealth Advisors, Llc / Nc
Revisor Wealth Management LLC
Prestige Wealth Management Group LLC
Asset Allocation Strategies LLC
OneAscent Financial Services LLC
PSI Advisors, LLC
Hollencrest Capital Management
Roundview Capital LLC
Mkd Wealth Coaches, Llc
Barrett & Company, Inc.
Semmax Financial Advisors Inc.
Fairway Wealth LLC
Valmark Advisers, Inc.
UMA Financial Services, Inc.
Freestone Capital Holdings, LLC
Twele Capital Management, Inc.
Claro Advisors LLC
Davis Capital Management
Alliance Wealth Management Group
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
Sculati Wealth Management, LLC
Ancora Advisors, LLC
Advisors Preferred, LLC
Park Edge Advisors, LLC
Koshinski Asset Management, Inc.
Aptus Capital Advisors, LLC
Breakwater Investment Management
Apollon Wealth Management, LLC
CENTRAL TRUST Co
Signet Investment Advisory Group, Inc.
Nbt Bank N A /ny
Prime Capital Investment Advisors, LLC
Comerica Bank
Diversify Wealth Management, Llc
Aletheian Wealth Advisors LLC
Firethorn Wealth Partners, Llc
Summit Financial Strategies, Inc.
Sentinus, LLC
Client 1st Advisory Group, Llc
Clearview Wealth Advisors LLC
Ascent Group, LLC
Geneos Wealth Management Inc.
Foundations Investment Advisors, LLC
Wealthgarden F.s. Llc
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
Rocky Mountain Advisers, Llc
Index Fund Advisors, Inc.
Cornerstone Planning Group LLC
Tradition Wealth Management, LLC
Badgley Phelps Wealth Managers, LLC
Stephens Consulting, LLC
Corrigan Financial, Inc.
UBS Group AG
Farnam Financial LLC
NFP Retirement, Inc.
Moisand Fitzgerald Tamayo, LLC
HighTower Advisors, LLC
LGT Financial Advisors LLC
Brand Asset Management Group, Inc.
Private Client Services, Llc
Natixis Advisors, L.p.
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
North Forty Two & Co.
Kings Path Partners LLC
MorganRosel Wealth Management, LLC
Buckingham Strategic Partners
RKL Wealth Management LLC
Compass Financial Group, INC/SD
Retirement Planning Group
Kohmann Bosshard Financial Services, LLC
Heritage Family Offices, LLP
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista