Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF meliputi One Capital Management, LLC, Goldman Sachs Group Inc, Traub Capital Management LLC, TT Capital Management LLC, CI Private Wealth, LLC, Hrt Financial Lp, SILVER OAK SECURITIES, Inc, Tempus Wealth Planning, LLC, Nicholas Hoffman & Company, LLC., Brucke Financial, Inc., Noesis Capital Mangement Corp, RMG Wealth Management LLC, GeoWealth Management, LLC, Crewe Advisors LLC, Mogy Joel R Investment Counsel Inc, Hoey Investments, Inc, IMA Wealth, Inc., Glenmede Investment Management, LP, Kilter Group LLC, dan Atlantic Union Bankshares Corp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Creekside Partners | 11,446 | 0.22 | 481 | 16.46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 499 | 21 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 195,655 | 4.15 | 8,227 | 20.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,902 | 31.34 | 374 | 52.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,820 | 16.92 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 11,665 | 491 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 15,810 | 613 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,062 | 52.29 | 213 | 76.67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 300 | 13 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 52,708 | 2,216 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 103 | 6.19 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119 | 5 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,160 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,062 | 255 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 120,515 | 7.90 | 5,068 | 25.33 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 20,136 | 25.46 | 1 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 50,860 | 5.26 | 2,139 | 22.24 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 188 | 0.53 | 8 | 16.67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 130 | 2,500.00 | 5 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 48 | 2 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,077 | 0.26 | 256 | 16.44 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 158 | 12.86 | 7 | 20.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,512 | 274 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 64,808 | 31.11 | 2,725 | 52.32 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 276 | 12 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 45,742 | 9.78 | 1,923 | 27.52 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,992 | 303.24 | 84 | 388.24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 729 | 4.44 | 31 | 20.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,112 | 20.61 | 47 | 48.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,864 | 259.16 | 371 | 311.11 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56,943 | 0.27 | 2,394 | 16.50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 12,710 | 6.43 | 534 | 23.61 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,597 | 0.47 | 908 | 16.71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,202 | 27.36 | 387 | 47.89 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 410 | 17 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85,414 | 7.41 | 4 | 50.00 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 26,655 | 18.94 | 1,123 | 38.35 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 28,259 | 1,188 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 36,601 | 0.14 | 1,539 | 16.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,874 | 12.15 | 79 | 30.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 217 | 9 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 4,993 | 210 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 457,228 | 246.30 | 19,226 | 302.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 60 | 3 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 92,854 | 0.33 | 3,361 | 6.39 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 52,591 | 8.73 | 2,211 | 26.34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 264 | 26,300.00 | 11 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3,530 | 7.07 | 123 | 5.17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16,720 | 447.12 | 675 | 513.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 600,891 | 25.23 | 25,267 | 45.47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 781 | 11.89 | 33 | 28.00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6,957 | 23.81 | 293 | 43.84 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5,693 | 239 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 33 | 3.12 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1,645 | 69 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 15,175 | 15.36 | 638 | 34.03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16,577 | 5.86 | 697 | 23.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20,139 | 30.59 | 847 | 51.61 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,468 | 2.31 | 987 | 18.80 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 27,452 | 8.67 | 1,154 | 26.26 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 317 | 13 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16,215 | 6.89 | 682 | 24.04 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 85 | 4 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43,160 | 1,815 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,062 | 23.54 | 171 | 42.86 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | 2 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,052 | 33.40 | 212 | 54.74 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,157 | 0.44 | 259 | 16.74 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 7,623 | 0.77 | 321 | 17.22 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4,847 | 204 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,771 | 16.85 | 369 | 35.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 199,214 | 2.50 | 8,377 | 19.06 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 363 | 15 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,371 | 1,298.98 | 58 | 1,800.00 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 108,766 | 6.67 | 4,574 | 23.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,084 | 0.45 | 214 | 16.39 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 208,838 | 2.35 | 8,782 | 18.89 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,326 | 22.21 | 224 | 42.04 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 125 | 0.81 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55,588 | 106.16 | 2,337 | 139.45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,404 | 0.14 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7,689 | 0.46 | 323 | 16.61 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 581,557 | 0.77 | 24,454 | 17.05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,215 | 33.37 | 51 | 59.38 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 915 | 39 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38,023 | 1,599 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 21,835 | 0.98 | 918 | 17.39 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 | 0 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 369 | 16 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,003 | 0.45 | 84 | 16.67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58,463 | 2.00 | 2,458 | 18.51 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,265 | 27.81 | 305 | 48.78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 434 | 18 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 88,958 | 13.21 | 3,741 | 31.50 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 22 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 195,918 | 0.18 | 8,238 | 16.37 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20,924 | 0.39 | 880 | 16.58 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,962 | 419 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4,261 | 2.77 | 179 | 19.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 569 | 24 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,232 | 163 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6,574 | 0.91 | 280 | 20.26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 38 | 2 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 475,762 | 0.53 | 20,006 | 16.77 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 20,998 | 883 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,859 | 24.85 | 78 | 47.17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 442,029 | 146.76 | 19 | 200.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,602 | 26.40 | 278 | 46.56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73 | 3 | ||||||
| 2025-03-31 | NP | FSCOX - Fidelity International Small Cap Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,250,000 | 43,800 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 35,227 | 14.68 | 1,481 | 41.32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 110,901 | 0.87 | 4,663 | 17.16 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 8,788 | 0.01 | 370 | 16.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17,071 | 16.62 | 718 | 35.47 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4,608 | 156.86 | 194 | 201.56 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10,133 | 1.45 | 430 | 18.84 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5,901 | 248 | ||||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 265,956 | 0.02 | 11,183 | 16.19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,690 | 3.57 | 702 | 20.24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,223 | 0.52 | 682 | 16.58 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 41 | 2 |
