FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF - Institutionellt ägande - Säljare

Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
US ˙ ARCA ˙ US8085247638

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-01-22 13F Bfsg, Llc 0 −100,00 0
2026-05-13 13F Mariner, LLC 513 981 −0,84 16 668 2,05
2026-02-10 13F IAG Wealth Partners, LLC 0 −100,00 0
2026-04-21 13F Magnolia Private Wealth, LLC 10 276 −3,90 333 −0,89
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 6 086 −3,64 197 −1,01
2026-05-15 13F Two Sigma Securities, Llc 6 648 −54,59 216 −53,36
2026-04-28 13F Quent Capital, LLC 0 −100,00 0
2026-04-07 13F Signaturefd, Llc 4 755 −1,04 154 1,99
2026-02-04 13F Ground Swell Capital, LLC 0 −100,00 0
2026-05-08 13F SHP Wealth Management 29 170 −9,42 946 −6,80
2026-02-12 13F Chilton Capital Management Llc 0 −100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 313 −67,36 10 −70,00
2026-04-21 13F Foster & Motley Inc 471 947 −1,79 15 0,00
2026-02-11 13F TruNorth Capital Management, LLC 0 −100,00 0
2026-04-20 13F GSB Wealth Management, LLC 328 713 −0,87 10 660 2,03
2026-04-23 13F First Pacific Financial 879 957 −1,45 28 537 1,43
2026-05-12 13F Cahill Financial Advisors Inc 49 969 −1,99 1 620 0,87
2026-04-17 13F BCS Wealth Management 50 773 −39,18 1 647 −37,41
2026-02-17 13F Wellington Management Group Llp 0 −100,00 0
2026-01-20 13F Pflug Koory, LLC 0 −100,00 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2026-02-17 13F SageView Advisory Group, LLC 41 938 −3,09 1 321 −2,00
2026-05-14 13F EP Wealth Advisors, Inc. 47 858 −14,02 1 552 −11,47
2026-04-28 13F Howe & Rusling Inc 7 230 −17,62 234 −15,22
2026-05-15 13F AlphaCore Capital LLC 818 424 −9,32 26 542 −6,67
2026-02-17 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 99 061 −2,21 3 205 0,38
2026-05-01 13F Midwest Trust Co 0 −100,00 0
2026-05-08 13F Addison Advisors LLC 88 639 −0,34 2 875 2,57
2026-05-05 13F Ethos Financial Group, LLC 25 948 −10,75 820 −10,48
2026-04-17 13F Bell Investment Advisors, Inc 447 402 −29,58 14 509 −27,52
2026-05-05 13F Aspiring Ventures, LLC 14 294 −9,97 464 −7,40
2026-01-23 13F Aspect Partners, LLC 0 −100,00 0
2026-05-14 13F Marble Wealth, LLC 186 353 −2,25 6 043 0,60
2026-04-23 13F Lakewood Asset Management LLC 45 765 −17,50 1 484 −15,05
2026-05-12 13F Atlantic Union Bankshares Corp 1 096 −4,28 36 −2,78
2026-04-14 13F Austin Wealth Management, LLC 24 391 −32,56 804 −32,75
2026-04-29 13F Resonant Capital Advisors, LLC 771 733 −16,19 25 027 −13,75
2026-02-02 13F Chapman Financial Group, Llc 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2026-05-13 13F Bank Of Montreal /can/ 21 518 −11,29 698 −8,77
2026-02-13 13F Palisade Asset Management, LLC 0 −100,00 0
2026-05-11 13F National Wealth Management Group, LLC 7 477 −2,68 242 0,00
2026-05-13 13F Buckingham Strategic Partners 170 044 −14,52 5 515 −12,03
2026-05-14 13F Empower Advisory Group, LLC 10 352 −10,63 336 −7,97
2026-02-27 13F Compass Financial Services Inc 0 −100,00 0
2026-04-30 13F Manske Wealth Management 127 565 −1,22 4 137 1,65
2026-04-21 13F Northland Capital Management LLC 141 447 −14,96 4 587 −12,48
2026-04-16 13F Smith, Salley & Associates 8 026 −3,32 260 −0,38
2026-05-16 13F Sunbelt Securities, Inc. 59 −78,85 2 −87,50
2026-05-13 13F O'shaughnessy Asset Management, Llc 11 871 −3,19 385 −0,52
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 0 −100,00 0
2026-05-15 13F Larson Financial Group LLC 14 865 −1,70 482 1,26
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 84 423 −52,28 2 767 −52,37
2026-02-09 13F HBK Sorce Advisory LLC 0 −100,00 0
2026-05-08 13F Sofos Investments, Inc. 0 −100,00 0
2026-05-01 13F Eq Wealth Advisors, Llc 70 048 −4,95 2 272 −2,20
2026-04-29 13F Axxcess Wealth Management, Llc 20 794 −8,15 674 −5,47
2026-01-20 13F Austin Private Wealth, LLC 21 355 −5,26 673 −4,27
2026-02-11 13F Parallel Advisors, LLC 6 451 −51,76 203 −51,20
2026-04-22 13F Spire Wealth Management 439 −16,22 14 −12,50
2026-02-06 13F New Millennium Group LLC 336 −38,57 11 −41,18
2026-05-15 13F Cresset Asset Management, LLC 130 035 −6,34 4 217 −3,59
2026-02-12 13F Principal Securities, Inc. 0 −100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 6 967 −14,21 226 −11,76
2026-04-28 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2026-05-08 13F Blair William & Co/il 7 469 −0,03 242 2,98
2026-04-22 13F Pasadena Private Wealth, LLC 211 419 −9,29 6 856 −6,64
2026-05-15 13F NorthRock Partners, LLC 10 960 −4,64 355 −1,93
2026-05-12 13F Leavell Investment Management, Inc. 26 878 −2,22 872 0,58
2026-05-15 13F Ameriprise Financial Inc 918 127 −4,49 30 270 −0,06
2026-05-15 13F Quadcap Wealth Management, LLC 20 180 −0,66 654 2,19
2026-05-05 13F Wealthfront Advisers Llc 33 280 −4,64 1 079 −1,82
2026-01-21 13F Crews Bank & Trust 0 −100,00 0
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 22 398 −4,86 726 −2,02
2026-05-15 13F Empowered Funds, LLC 0 −100,00 0 −100,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 43 429 −2,23 1 408 −0,49
2026-04-15 13F Sowa Financial Group, Inc. 15 544 −1,71 1
2026-05-11 13F Brand Asset Management Group, Inc. 30 892 −2,48 1 002 0,30
2026-04-28 13F Red Mountain Financial, LLC 33 532 −6,22 1 087 −3,46
2026-05-13 13F Brinker Capital Investments, LLC 55 278 −10,72 1 793 −8,10
2026-02-17 13F Quadrature Capital Ltd 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 4 197 −1,01 136 2,26
2026-04-24 13F Root Financial Partners, LLC 14 385 −8,81 467 −6,24
2026-04-14 13F Arnold Financial Planning LLC 6 341 −0,11 206 2,50
2026-05-14 13F Northern Trust Corp 9 954 −13,83 323 −11,54
2026-04-15 13F Verum Partners LLC 103 188 −12,35 3 346 −9,79
2026-05-13 13F Freestone Capital Holdings, LLC 7 904 −8,85 256 −6,23
2026-01-30 13F Kiker Wealth Management, LLC 0 −100,00 0
2026-04-20 13F Sowell Financial Services LLC 107 308 −6,57 3 480 −3,87
2026-05-14 13F Captrust Financial Advisors 102 098 −5,66 3 311 −2,90
2026-05-11 13F Foundations Investment Advisors, LLC 7 620 −95,11 247 −94,97
2026-05-07 13F Ironwood Investment Counsel, LLC 940 337 −4,86 30 495 −2,08
2026-04-20 13F Clune & Associates, Ltd. 9 272 −10,61 301 −7,98
2026-04-28 13F Integrated Advisors Network LLC 0 −100,00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 1 444 411 −7,78 46 842 −5,09
2026-01-29 13F Midwest Capital Advisors, LLC 0 −100,00 0
2026-04-28 13F Opes Wealth Management LLC 304 740 −1,85 9 883 1,01
2026-05-08 13F McAdam, LLC 183 022 −3,85 5 935 −1,03
2026-02-09 13F Prospera Financial Services Inc 0 −100,00 0
2026-05-07 13F True North Advisors, LLC 0 −100,00 0
2026-01-15 13F Highline Wealth Partners Llc 0 −100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 14 204 −0,06 461 2,91
2026-05-05 13F HighTower Advisors, LLC 155 149 −3,39 5 031 −0,57
2026-05-01 13F Thrivent Financial For Lutherans 41 807 −3,57 1 0,00
2026-02-12 13F Jane Street Group, Llc 0 −100,00 0
2026-04-08 13F Winter & Associates, Inc. 161 515 −15,79 5 322 −11,95
2026-02-11 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-04-29 13F CVA Family Office, LLC 23 462 −0,07 761 2,84
2026-04-27 13F HB Wealth Management, LLC 31 044 −14,08 1 007 −11,60
2026-05-12 13F Hilltop Partners LLC 122 841 −3,30 3 984 −0,47
2026-05-14 13F Greenline Wealth Management LLC 0 −100,00 0
2026-04-21 13F Trilogy Capital Inc. 620 689 −15,79 20 129 −13,33
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 535 −13,43 1 023 −10,90
2026-02-13 13F Atlas Capital Advisors Llc 0 −100,00 0
2026-04-14 13F Focus Financial Network, Inc. 19 105 −24,98 620 −22,82
2026-05-14 13F Regal Investment Advisors LLC 8 216 −0,95 266 1,92
2026-04-27 13F Qrg Capital Management, Inc. 81 335 −3,24 2 638 −0,42
2026-05-05 13F Capital Investment Advisory Services, LLC 18 130 −0,26 588 2,62
2026-05-29 13F Asset Dedication, LLC 35 379 −5,56 1 147 −2,80
2026-04-28 13F Kathmere Capital Management, LLC 161 759 −3,28 5 246 −0,47
2026-05-15 13F Morgan Stanley 1 129 600 −11,98 36 633 −9,41
2026-05-13 13F Lido Advisors, LLC 69 164 −17,41 2 243 −14,23
2026-04-17 13F HHM Wealth Advisors, LLC 93 365 −4,03 3 028 −1,24
2026-05-04 13F Savant Capital, LLC 266 101 −10,95 8 630 −8,36
2026-05-15 13F Charles Schwab Investment Management Inc 179 241 792 −0,11 5 812 811 2,81
2026-04-30 13F Accredited Investors Inc. 283 533 −4,79 9 195 −2,01
2026-04-24 13F Williams Financial, LLC 54 917 −2,84 1 781 −0,06
2026-04-28 13F Golden State Wealth Management, LLC 0 −100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 33 100 −4,33 1 0,00
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-04-28 13F Appleton Partners Inc/ma 11 595 −1,89 0
2026-04-10 13F McGrath & Associates, Inc. 61 053 −21,99 1 980 −19,75
2026-04-22 13F Harbor Asset Planning, Inc. 32 279 −0,09 1 047 2,75
2026-05-15 13F Ancora Advisors, LLC 2 612 −35,96 85 −34,37
2026-04-15 13F Valley National Advisers Inc 1 980 −0,80 0
2026-05-28 13F Cozad Asset Management Inc 11 661 −6,12 378 −3,32
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 0 −100,00 0
2026-05-15 13F Talon Private Wealth, LLC 0 −100,00 0
2026-04-23 13F SJS Investment Consulting Inc. 0 −100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-05-14 13F Ieq Capital, Llc 27 326 −25,47 886 −23,29
2026-04-22 13F Wiser Advisor Group LLC 142 −7,79 5 0,00
2026-05-13 13F NFP Retirement, Inc. 221 692 −4,20 7 189 −1,40
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-05-01 13F Johnson Investment Counsel Inc 19 399 −2,99 629 −0,16
2026-04-16 13F Brookstone Capital Management 0 −100,00 0
2026-05-15 13F Millennium Management Llc 0 −100,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 −100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 0 −100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 77 290 −3,02 2 522 0,40
2026-05-15 13F Tudor Investment Corp Et Al 11 246 −69,48 365 −68,62
2026-04-30 13F KLCM Advisors, Inc. 6 743 −6,49 219 −3,96
2026-04-08 13F Shore Point Advisors, LLC 358 560 −40,21 7 312 −51,74
2026-04-16 13F Tandem Capital Management Corp /adv 16 810 −10,54 545 −7,94
2026-04-27 13F Exencial Wealth Advisors, Llc 204 729 −0,67 6 639 2,23
2026-05-06 13F ProVise Management Group, LLC 31 944 −2,93 1 036 −0,10
2026-04-07 13F Park Avenue Securities Llc 6 319 −4,65 0
2026-05-01 13F Brightwater Advisory LLC 132 878 −2,92 4 309 −0,09
2026-04-21 13F Red Tortoise LLC 3 836 −8,75 124 −6,06
2026-04-22 13F JNBA Financial Advisors 131 −14,94 4 0,00
2026-02-06 13F Cullen/frost Bankers, Inc. 0 −100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 2 424 −1,02 79 1,30
2026-02-12 13F Hrt Financial Lp 0 −100,00 0
2026-04-13 13F BKA Wealth Consulting, Inc. 12 754 −6,19 414 −3,50
2026-05-07 13F Liberty Square Wealth Partners Llc 52 422 −15,82 1 700 −13,35
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 −100,00 0 −100,00
2026-05-15 13F TCG Advisory Services, LLC 9 864 −0,76 320 1,92
2026-04-22 13F Vicus Capital 49 026 −1,57 1 590 1,27
2026-05-14 13F Roof Eidam & Maycock/adv 139 479 −0,50 4 523 2,40
2026-02-12 13F Commonwealth Equity Services, Llc 152 447 −10,98 4 804 95 960,00
2026-04-21 13F OneAscent Wealth Management LLC 7 552 −8,10 245 −5,43
2026-05-13 13F Triumph Capital Management 0 −100,00 0
2026-05-14 13F Sand Hill Global Advisors, LLC 7 559 −5,63 245 −2,78
2026-05-14 13F Integrity Financial Corp /WA 0 −100,00 0
2026-04-21 13F Creekside Partners 11 650 −0,25 378 2,72
2026-05-04 13F Geneos Wealth Management Inc. 3 396 −16,02 110 −13,39
2026-05-14 13F Paragon Capital Management LLC 0 −100,00 0
2026-04-28 13F RHS Financial, LLC 6 653 −4,22 216 −1,38
2026-04-15 13F Seacrest Wealth Management, Llc 7 908 −26,93 256 −27,27
2026-04-17 13F Morris Financial Concepts, Inc. 6 954 −0,86 226 1,81
2026-04-06 13F Washington Trust Advisors, Inc. 24 903 −0,40 808 2,54
2026-04-27 13F Kelman-Lazarov, Inc. 68 219 −1,71 2 212 1,19
2026-05-15 13F Susquehanna International Group, Llp 59 217 −20,20 1 920 −17,88
2026-05-15 13F Advisor Group Holdings, Inc. 117 114 −82,44 3 798 −81,93
2026-02-02 13F Horizon Investments, LLC 0 −100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 497 −41,18 16 −38,46
2026-01-14 13F Clarius Group, LLC 1 889 725 −1,53 59 545 −0,42
2026-05-14 13F Marshall Wace, Llp 0 −100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 421 −4,97 14 −7,14
2026-04-22 13F Red Door Wealth Management, LLC 12 812 −0,15 415 2,72
2026-04-15 13F Arlington Financial Advisors, LLC 284 663 −3,55 9 232 −0,74
2026-05-08 13F Valeo Financial Advisors, LLC 0 −100,00 0
2026-04-16 13F Phillips Financial Management, Llc 0 −100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 442 767 −11,88 14 359 −9,31
2026-04-16 13F Sprinkle Financial Consultants LLC 7 343 −0,35 238 2,59
2026-02-04 13F Pure Financial Advisors, Inc. 0 −100,00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 0 −100,00 0
2026-05-05 13F Journey Advisory Group, LLC 0 −100,00 0
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
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