SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF - Institutionellt ägande - Säljare

Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
US ˙ ARCA ˙ INE659A01023

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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-04-10 13F Retireful, LLC 0 −100,00 0
2025-08-01 13F Integral Investment Advisors, Inc. 49 159 −0,17 1 119 1,08
2025-08-06 13F Savant Capital, LLC 61 303 −9,54 1 395 −8,34
2025-08-14 13F Cascades Capital Asset Management, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 7 336 297 −1,70 166 974 −0,39
2025-07-28 13F WealthPlan Investment Management, LLC 17 642 −0,99 402 0,25
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 65 −92,03 1 −94,44
2025-08-15 13F Morgan Stanley 37 171 −8,65 846 −7,34
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-12 13F Archer Investment Corp 0 −100,00 0
2025-08-04 13F Spire Wealth Management 782 −24,00 18 −26,09
2025-07-16 13F St Germain D J Co Inc 0 −100,00 0 −100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31 256 −2,57 1
2025-08-14 13F Hrt Financial Lp 25 288 −34,19 1
2025-07-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 369 138 −39,49 8 283 −38,89
2025-08-14 13F Warren Averett Asset Management, LLC 38 200 −17,36 869 −16,28
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 120 656 −5,35 2 746 −4,09
2025-08-12 13F O'shaughnessy Asset Management, Llc 63 −52,27 1 −50,00
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-09-10 13F WT Wealth Management 338 085 −2,90 7 695 −1,61
2025-07-08 13F Parallel Advisors, LLC 131 −85,06 3 −89,47
2025-08-07 13F CENTRAL TRUST Co 50 −93,73 1 −97,22
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 26 126 −18,06 595 −17,04
2025-08-14 13F EP Wealth Advisors, Inc. 0 −100,00 0
2025-07-21 13F Crews Bank & Trust 0 −100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Citizens National Bank Trust Department 95 779 −1,08 2 180 0,23
2025-08-06 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-07-14 13F Sowell Financial Services LLC 9 108 −7,93 207 −6,76
2025-04-07 13F GoalVest Advisory LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 22 770 −4,29 518 −3,00
2025-08-12 13F Tradition Wealth Management, LLC 14 372 −3,28 327 −1,80
2025-08-04 13F Atria Investments Llc 111 243 −14,87 2 532 −13,74
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 56 795 −3,75 1 293 −2,49
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0
2025-07-17 13F San Luis Wealth Advisors LLC 656 737 −21,37 15 −22,22
2025-07-15 13F Signet Financial Management, Llc 10 281 −91,86 234 −91,75
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 24 761 −31,95 559 −31,70
2025-05-02 13F Armor Investment Advisors, LLC 0 −100,00 0
2025-07-24 13F Bernard Wealth Management Corp. 0 −100,00 0
2025-05-14 13F Rockefeller Capital Management L.P. 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 1 190 −80,11 27 −79,85
2025-08-14 13F Old Mission Capital Llc 17 236 −9,20 392 −7,98
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 14 804 −29,36 0
2025-08-14 13F Mariner, LLC 211 015 −9,80 4 803 −8,60
2025-08-08 13F Advisors Capital Management, LLC 62 077 −0,18 1 413 1,15
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F DecisionPoint Financial, LLC 128 121 −12,14 2 904 −11,33
2025-08-11 13F Aptus Capital Advisors, LLC 7 026 −0,65 160 0,63
2025-07-18 13F Client 1st Advisory Group, Llc 11 000 −7,86 250 −6,72
2025-04-14 13F RWM Asset Management, LLC 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0 −100,00
2025-08-12 13F Jpmorgan Chase & Co 219 592 −14,53 4 998 −13,40
2025-07-15 13F Fifth Third Bancorp 0 −100,00 0
2025-08-15 13F Asset Allocation Strategies LLC 20 630 −2,62 470 −1,26
2025-07-15 13F Td Private Client Wealth Llc 374 −5,56 9 0,00
2025-04-22 13F Nilsine Partners, LLC 0 −100,00 0
2025-08-08 13F Sculati Wealth Management, LLC 50 258 −40,04 1 144 −39,27
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 90 925 −4,79 2 069 −3,50
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-07-31 13F CVA Family Office, LLC 2 091 −8,33 48 −7,84
2025-07-28 13F Harbour Investments, Inc. 6 634 −51,92 151 −51,46
2025-08-04 13F Capital Performance Advisors Llp 0 −100,00 0
2025-07-18 13F Truist Financial Corp 260 865 −6,79 5 937 −5,55
2025-07-25 13F Cwm, Llc 6 120 −3,00 0
2025-05-15 13F Windsor Advisory Group, LLC 0 −100,00 0
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-05-14 13F Valtinson Bruner Financial Planning LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 0 −100,00 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 0 −100,00 0
2025-07-29 13F Clearview Wealth Advisors LLC 9 410 −1,01 214 0,47
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 832 249 −0,28 19 0,00
2025-08-12 13F RiverFront Investment Group, LLC 8 366 590 −1,04 190 424 0,29
2025-08-12 13F Wealthbridge Capital Management, Llc 19 756 −2,05 450 −0,88
2025-07-25 13F Sequoia Financial Advisors, LLC 15 740 −26,69 358 −25,73
2025-07-17 13F Charles Schwab Trust Co 430 440 −3,71 9 797 −2,42
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-17 13F Wagner Wealth Management, Llc 11 −93,71 0 −100,00
2025-08-12 13F CIBC Private Wealth Group, LLC 824 −88,34 19 −88,39
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-05-13 13F Adams Wealth Management 0 −100,00 0
2025-08-07 13F Allworth Financial LP 1 990 −28,00 45 −26,23
2025-08-12 13F Coston, McIsaac & Partners 545 −33,05 0
2025-07-16 13F Signaturefd, Llc 3 655 −19,65 83 −18,63
2025-08-12 13F Change Path, LLC 62 636 −5,91 1 426 −4,68
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 2 −99,98 0 −100,00
2025-08-04 13F Integrity Alliance, Llc. 68 989 −55,53 1 570 −54,94
2025-07-21 13F Andina Capital Management, LLC 133 495 −14,05 3 038 −12,90
2025-08-14 13F Bank Of America Corp /de/ 1 072 477 −0,88 24 410 0,44
2025-08-06 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-08-12 13F OneAscent Financial Services LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 16 569 −37,58 377 −36,74
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4 504 −82,81 103 −82,65
2025-04-15 13F Transform Wealth, LLC 33 420 −45,07 751 −44,11
2025-05-14 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-16 13F Colton Groome Financial Advisors, Llc 0 −100,00 0
2025-08-04 13F Assetmark, Inc 91 845 −4,16 2 090 −2,88
2025-08-12 13F MAI Capital Management 197 −71,45 4 −73,33
2025-07-29 13F Koshinski Asset Management, Inc. 30 107 −0,08 685 1,33
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-14 13F Comerica Bank 69 877 −4,64 1 590 −3,34
2025-05-14 13F Summit Financial Wealth Advisors, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 38 554 −0,76 877 0,57
2025-05-14 13F Truvestments Capital Llc 0 −100,00 0
2025-05-13 13F CacheTech Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 25 212 −35,62 574 −34,81
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 53 882 −5,39 1 219 −4,77
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 4 417 −38,99 101 −37,11
2025-08-07 13F Addison Advisors LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 2 772 −2,81 63 0,00
2025-08-14 13F Royal Bank Of Canada 1 109 064 −3,89 25 242 −2,61
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-04-30 13F Cerity Partners LLC 0 −100,00 0
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 8 250 −17,96 0
2025-05-20 13F/A Colony Group, LLC 0 −100,00 0
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