SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF - Kepemilikan Institusional - Pembeli

Schwab Strategic Trust - Schwab U.S. REIT ETF
US ˙ ARCA ˙ US8085248479

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab U.S. REIT ETF meliputi Christopher J. Hasenberg, Inc, Midwest Trust Co, Summit Financial, LLC, Bleakley Financial Group, LLC, Stark Wealth Management LLC, Symphony Financial, Ltd. Co., Rakuten Investment Management, Inc., Fort Point Capital Partners LLC, Advantage Trust Co, Pinnacle Wealth Planning Services, Inc., Aqr Capital Management Llc, VGI Partners Ltd, Family Legacy Financial Solutions, LLC, TT Capital Management LLC, Meridian Wealth Management, LLC, Pine Haven Investment Counsel, Inc, Glenmede Investment Management, LP, Smallwood Wealth Investment Management, LLC, Skopos Labs, Inc., dan Mount Yale Investment Advisors, LLC .

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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-07 13F Peterson Wealth Advisors, LLC 75,618 2.78 1,600 11.97
2025-07-25 13F Atria Wealth Solutions, Inc. 21,519 0.49 459 -0.22
2025-08-14 13F LifePlan Investment Advisors, Inc. 132,596 0.26 2,806 -1.37
2025-08-08 13F Empower Advisory Group, LLC 62,823 3.57 1,329 1.92
2025-07-18 13F Trust Co Of Vermont 748 16
2025-08-06 13F Rialto Wealth Management, LLC 12,607 9.32 267 7.26
2025-08-14 13F Two Sigma Securities, Llc 13,662 289
2025-08-13 13F Manning & Napier Advisors Llc 226,848 1.21 4,801 -0.44
2025-07-10 13F Cypress Point Wealth Management, LLC 176,210 5.68 3,729 3.96
2025-07-31 13F Brighton Jones Llc 10,535 3.87 223 1.83
2025-07-30 13F Evermay Wealth Management Llc 1,015 21
2025-07-24 13F Comprehensive Money Management Services LLC 38,834 8.35 822 6.62
2025-07-31 13F Optimum Investment Advisors 2,755 3.84 58 1.75
2025-08-25 NP SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 360,075 2.58 7,619 0.91
2025-07-22 13F White & Co Financial Planning Inc 248,468 0.99 5,215 -0.48
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 24 1
2025-07-17 13F Moss Adams Wealth Advisors LLC 11,307 239
2025-07-17 13F Wolff Wiese Magana Llc 257 2.80 5 0.00
2025-08-12 13F JMG Financial Group, Ltd. 122,020 0.88 2,582 -0.77
2025-07-21 13F Tanglewood Wealth Management, Inc. 28,507 197.07 603 192.72
2025-07-15 13F Pine Haven Investment Counsel, Inc 11,341 240
2025-07-28 13F Sagace Wealth Management LLC 115,418 4.21 2,442 2.52
2025-07-09 13F Breakwater Investment Management 57,358 2.76 1,214 1.08
2025-08-28 13F Stark Wealth Management LLC 49,676 1,017
2025-08-14 13F Moneta Group Investment Advisors Llc 1,159,031 3.74 24,525 2.05
2025-07-15 13F GSB Wealth Management, LLC 12,104 515.98 341 709.52
2025-08-11 13F Brown Brothers Harriman & Co 6 0
2025-07-11 13F Pioneer Wealth Management Group 612,777 8.83 12,966 7.06
2025-08-06 13F Atlantic Union Bankshares Corp 939 20
2025-08-06 13F Commonwealth Equity Services, Llc 57,258 21.42 1 0.00
2025-08-14 13F Betterment LLC 633,937 5.12 13 8.33
2025-07-16 13F Cambridge Advisors Inc. 13,849 0.04 293 -1.35
2025-09-04 13F ZynergyRetirementPlanningLLC 729,453 5.62 15,435 6.12
2025-07-10 13F Atticus Wealth Management, Llc 87 1.16 2 0.00
2025-08-25 NP SWYBX - Schwab Target 2015 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 104,276 4.01 2,206 2.32
2025-07-09 13F Krilogy Financial LLC 383,124 3.17 8,107 1.49
2025-07-10 13F Family Legacy Financial Solutions, LLC 11,623 246
2025-07-10 13F Mogy Joel R Investment Counsel Inc 79 2
2025-05-06 13F WT Wealth Management 20,634 10.44 444 12.72
2025-08-13 13F Strategic Financial Planning, Inc. 454,559 2.88 9,618 1.21
2025-08-04 13F Human Investing LLC 25,157 9.80 532 8.13
2025-08-11 13F FSA Wealth Management LLC 115 0.88 2 0.00
2025-08-12 13F BlackRock, Inc. 1,190,343 54.19 25,188 51.68
2025-08-25 NP SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,048,782 8.64 43,352 6.87
2025-07-31 13F Guardian Financial Partners, LLC 122,349 15.26 2,589 13.36
2025-07-24 13F Costello Asset Management, INC 120 0.84 3 0.00
2025-08-14 13F Wells Fargo & Company/mn 386,183 7.14 8,172 5.39
2025-07-22 13F Rocky Mountain Advisers, Llc 2,600 0.46 55 0.00
2025-08-25 NP SWYLX - Schwab Target 2020 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 371,890 1.38 7,869 -0.27
2025-08-13 13F Kilter Group LLC 13 0
2025-08-14 13F GWM Advisors LLC 1,341 1.28 28 0.00
2025-07-24 13F Wealth Management Resources, Inc. 390,304 6.49 8,259 4.76
2025-07-07 13F Discipline Wealth Solutions, LLC 20,593 0.75 436 -0.91
2025-08-14 13F Kovitz Investment Group Partners, LLC 20,676 41.99 438 39.62
2025-07-10 13F Bigelow Investment Advisors, LLC 31,775 1.46 672 -0.15
2025-08-18 13F Tactive Advisors, LLC 9,896 209
2025-08-01 13F SYM FINANCIAL Corp 435 9
2025-08-05 13F Bank Of Montreal /can/ 272 166.67 6 150.00
2025-08-14 13F Aqr Capital Management Llc 11,838 250
2025-08-07 13F Fund Evaluation Group, LLC 38,294 810
2025-08-15 13F Asset Allocation Strategies LLC 224,992 12.54 4,761 10.70
2025-08-01 13F Envestnet Asset Management Inc 903,722 2.95 19,123 1.27
2025-07-17 13F Stockman Wealth Management, Inc. 78,795 3.24 1,667 1.58
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 28,467 25.95 602 23.87
2025-04-25 13F Mather Group, Llc. 0 0
2025-07-09 13F Christopher J. Hasenberg, Inc 401,402 8,494
2025-08-25 NP SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 464,950 3.58 9,838 1.90
2025-07-30 13F Advantage Trust Co 15,740 333
2025-08-19 13F Cape Investment Advisory, Inc. 26,515 28.23 561 26.35
2025-07-24 13F IFP Advisors, Inc 36,154 17.23 765 15.38
2025-08-15 13F WealthCollab, LLC 255,607 0.27 5,409 -1.37
2025-08-14 13F Brevan Howard Capital Management LP 10,092 214
2025-04-11 13F Davis Capital Management 92,537 0.35 1,990 2.47
2025-08-14 13F Federation des caisses Desjardins du Quebec 560 16.67 12 10.00
2025-07-31 13F CVA Family Office, LLC 1,946 0.15 41 0.00
2025-07-14 13F BlueSky Wealth Advisors, LLC 925,957 5.91 19,593 4.19
2025-07-22 13F Wealthcare Advisory Partners LLC 67,726 39.14 1,433 37.00
2025-08-12 13F Howe & Rusling Inc 3,245 103.58 69 100.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 7,856,664 2.61 166,247 0.94
2025-08-08 13F Capital Investment Advisory Services, LLC 3,863 0.13 82 -1.22
2025-08-14 13F Marquette Associates, Inc. 295 0.68 6 0.00
2025-08-08 13F Meridian Wealth Management, LLC 11,424 242
2025-08-13 13F Victory Financial Group, Llc 32,422 1.13 686 -1.01
2025-08-14 13F CoreCap Advisors, LLC 139,973 7.61 2,962 5.86
2025-08-07 13F Midwest Trust Co 130,837 2,769
2025-07-22 13F Glassy Mountain Advisors, Inc. 127,119 0.67 2,690 -0.99
2025-07-07 13F Kings Path Partners LLC 1 0
2025-07-28 13F Harbour Investments, Inc. 2,642 27.02 56 25.00
2025-08-06 13F Paladin Advisory Group, LLC 143 3
2025-07-31 13F Carrera Capital Advisors 25,372 0.71 537 -0.92
2025-07-11 13F Cypress Financial Planning Llc 12,814 6.72 271 5.04
2025-08-04 13F Bristlecone Advisors, LLC 2,973 0.78 63 -1.59
2025-08-25 NP SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,979,746 8.54 63,051 6.77
2025-07-31 13F Dodds Wealth, LLC 9,538 0.05 202 -1.95
2025-07-24 13F Blair William & Co/il 5,336 20.45 113 17.89
2025-08-04 13F IFG Advisory, LLC 11,336 13.26 240 11.16
2025-08-25 NP SWYNX - Schwab Target 2060 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,361,934 10.94 49,979 9.14
2025-07-22 13F Yoder Wealth Management, Inc. 29,162 3.14 617 1.48
2025-08-14 13F Goldman Sachs Group Inc 22,630 6.42 479 4.60
2025-07-23 13F Roundview Capital LLC 31,892 0.42 675 -1.32
2025-08-13 13F Jones Financial Companies Lllp 279,388 7.51 5,865 5.94
2025-08-12 13F Passive Capital Management, LLC. 269,253 5.87 5,727 4.70
2025-07-07 13F Aletheian Wealth Advisors LLC 40,588 2.80 859 1.06
2025-08-14 13F Bank Of America Corp /de/ 119,519 3.01 2,529 1.36
2025-08-13 13F Russell Investments Group, Ltd. 40,457 3.93 856 2.27
2025-08-13 13F Baird Financial Group, Inc. 173,551 16.77 3,672 14.89
2025-08-14 13F/A Skopos Labs, Inc. 5,909 125
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 20,389 64.26 431 61.42
2025-08-14 13F Fmr Llc 26,423,217 1.17 559,115 -0.48
2025-08-14 13F TT Capital Management LLC 11,532 242
2025-08-11 13F Covestor Ltd 2,343 63.50 0
2025-07-30 13F Crewe Advisors LLC 1,402 9.53 30 7.41
2025-08-15 13F CI Private Wealth, LLC 105,806 104.38 2,239 101.08
2025-08-15 13F Binnacle Investments Inc 149 3
2025-08-13 13F Summit Financial, LLC 80,060 1,694
2025-08-25 NP SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 852,041 4.12 18,029 2.43
2025-08-25 NP SWYMX - Schwab Target 2050 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,917,648 9.71 61,737 7.93
2025-08-05 13F Bridgewater Advisors Inc. 10,948 0.04 236 3.51
2025-08-07 13F Everhart Financial Group, Inc. 27,624 35.39 585 33.33
2025-07-18 13F Pure Financial Advisors, Inc. 198,592 6.26 4,202 4.53
2025-08-01 13F Solstein Capital, LLC 40 1
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 12,675 268
2025-08-11 13F HighTower Advisors, LLC 175,795 4.60 3,720 2.88
2025-08-13 13F Johnson Financial Group, Inc. 2,407 51
2025-07-14 13F Rooted Wealth Advisors, Inc. 172,208 6.10 3,665 12.84
2025-07-23 13F Bluestem Financial Advisors, Llc 22,779 10.92 482 9.30
2025-07-29 13F Clearview Wealth Advisors LLC 57,696 1.17 1,221 -0.49
2025-07-08 13F Zrc Wealth Management, Llc 192,940 2.86 4,083 1.19
2025-08-05 13F Bank of New York Mellon Corp 22,868 0.69 484 -1.02
2025-07-25 13F Lodestar Private Asset Management Llc 24,169 3.65 511 2.00
2025-08-07 13F Montag A & Associates Inc 66 1
2025-08-06 13F North Capital, Inc. 0 0
2025-08-14 13F Tudor Investment Corp Et Al 402,763 8,522
2025-05-15 13F/A Orion Portfolio Solutions, LLC 60,323 14.05 1,298 16.53
2025-08-11 13F Hexagon Capital Partners LLC 56,688 1.82 1,200 0.17
2025-08-14 13F Stifel Financial Corp 41,035 10.89 868 9.18
2025-07-22 13F Team Financial Group, LLC 72 2
2025-08-11 13F Pin Oak Investment Advisors Inc 312 0
2025-08-25 NP SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 124,648 2.95 2,638 1.27
2025-07-24 13F Thompson Investment Management, Inc. 14,701 6.80 311 5.07
2025-07-23 13F Valmark Advisers, Inc. 60,777 1.74 1,286 0.16
2025-05-15 13F Rakuten Investment Management, Inc. 19,429 414
2025-08-07 13F Commerce Bank 23,191 23.36 491 21.29
2025-08-14 13F Colony Group, LLC 560,178 81.45 11,853 78.51
2025-08-14 13F Evergreen Capital Management Llc 29,949 0.05 634 -1.56
2025-07-30 13F Cullen/frost Bankers, Inc. 732 0.69 15 0.00
2025-07-10 13F Brooklyn FI, LLC 157,389 24.21 3,330 22.20
2025-05-05 13F Lindbrook Capital, Llc 265 6
2025-07-25 13F Landmark Wealth Management, LLC 84,102 1.18 2 0.00
2025-08-12 13F O'shaughnessy Asset Management, Llc 2,585 37.06 55 35.00
2025-04-25 13F Smallwood Wealth Investment Management, LLC 6,435 138
2025-08-15 13F Kestra Advisory Services, LLC 21,172 137.94 448 134.55
2025-08-14 13F Prestige Wealth Management Group LLC 251 0.80 5 0.00
2025-08-13 13F Mount Yale Investment Advisors, LLC 5,074 107
2025-08-14 13F Camden Capital, LLC 30,948 6.78 655 4.98
2025-07-17 13F Beacon Capital Management, LLC 70 1
2025-07-09 13F Alesco Advisors Llc 47,151 0.18 998 -1.48
2025-08-12 13F Palisades Hudson Asset Management, L.P. 9,505 0
2025-08-08 13F Cetera Investment Advisers 212,355 5.02 4,493 3.31
2025-08-08 13F Altfest L J & Co Inc 35,960 0.09 761 -1.55
2025-08-04 13F Creative Financial Designs Inc /adv 15,071 12.69 319 10.80
2025-07-31 13F Moser Wealth Advisors, LLC 566 12
2025-08-07 13F CENTRAL TRUST Co 11,039 112.94 234 109.91
2025-07-17 13F/A Capital Investment Advisors, LLC 10,096 214
2025-08-12 13F AlphaCore Capital LLC 20,272 1,012.62 429 997.44
2025-07-25 13F We Are One Seven, LLC 95,820 4.47 2,028 2.79
2025-07-14 13F Foster Group, Inc. 31,258 16.64 661 14.76
2025-08-08 13F IMA Wealth, Inc. 116 2
2025-08-14 13F FC Advisory LLC 91,680 22.40 1,940 20.36
2025-08-06 13F Valued Wealth Advisors LLC 27,149 30.78 574 28.70
2025-08-13 13F Wrenne Financial Planning LLC 67,443 29.28 1,427 27.18
2025-08-14 13F Susquehanna International Group, Llp Call 15,900 8.90 336 7.01
2025-08-11 13F Birchbrook, Inc. 1,045 0.77 22 0.00
2025-07-17 13F Paradigm Financial Partners, Llc 11,479 1.76 243 0.00
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 12,658 268
2025-08-14 13F Glenmede Investment Management, LP 8,874 188
2025-07-18 13F Liberty Capital Management, Inc. 29,789 4.46 630 2.77
2025-08-14 13F UBS Group AG 389,227 1.24 8,236 -0.40
2025-08-08 13F Emerald Investment Partners, Llc 33,854 1.90 716 0.28
2025-08-07 13F Parkside Financial Bank & Trust 37,928 20.19 803 18.29
2025-07-08 13F Webster Bank, N. A. 1,212 26
2025-09-04 13F/A Advisor Group Holdings, Inc. 64,709 13.52 1,370 11.66
2025-07-23 13F Madden Advisory Services, Inc. 105,325 3.02 2,229 1.32
2025-08-11 13F Bell Investment Advisors, Inc 322 0.62 7 0.00
2025-08-25 NP SWYAX - Schwab Target 2010 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 60,928 4.94 1,289 3.29
2025-08-05 13F Wakefield Asset Management LLLP 32,780 2.60 694 0.87
2025-07-23 13F Aurora Investment Managers, LLC. 11,781 0
2025-04-30 13F Ramiah Investment Group 61,683 30.10 1,327 35.17
2025-07-22 13F Appleton Partners Inc/ma 207,261 0.48 4 0.00
2025-07-22 13F IVC Wealth Advisors LLC 19,671 4.57 416 2.97
2025-08-13 13F GeoWealth Management, LLC 322 0.62 7 0.00
2025-08-08 13F Kingsview Wealth Management, LLC 34,060 4.07 721 2.42
2025-08-08 13F Larson Financial Group LLC 10,355 33.75 219 31.93
2025-07-09 13F Hardin Capital Partners, LLC 17,424 0.25 371 -0.80
2025-08-11 13F Strategic Wealth Partners, Ltd. 235 5
2025-08-14 13F Graney & King, LLC 14 7.69 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 59,518 10.00 1,259 8.25
2025-04-30 13F Sofos Investments, Inc. 64 1 -91.67
2025-07-14 13F Hoey Investments, Inc 460 10
2025-07-29 13F Foster & Motley Inc 954,619 3.70 20 5.26
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 162,883 3.44 3,447 1.77
2025-07-28 13F Private Wealth Asset Management, LLC 5,734 5.25 121 3.42
2025-07-23 13F Laraway Financial Inc 16,986 0.02 359 -1.64
2025-07-23 13F Independent Solutions Wealth Management, LLC 81,188 6.58 1,718 4.82
2025-08-14 13F Integrated Wealth Concepts LLC 26,518 16.48 561 14.72
2025-08-06 13F Savant Capital, LLC 15,275 59.93 323 57.56
2025-07-31 13F Ballast Advisors Llc 103,271 1.03 2,185 -0.59
2025-08-11 13F Tidemark, LLC 202 0.50 4 0.00
2025-08-07 13F Prospect Financial Group LLC 25,795 19.07 546 17.20
2025-08-25 NP SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,512,385 7.08 53,162 5.34
2025-07-11 13F Grove Bank & Trust 320,589 85.11 6,784 82.09
2025-08-18 13F/A National Bank Of Canada /fi/ 312,068 9.80 6,597 7.92
2025-07-18 13F Dogwood Wealth Management LLC 51 1
2025-08-25 NP SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 1,999,495 11.02 42,309 9.21
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 24,021 0.90 508 -0.78
2025-07-15 13F Td Private Client Wealth Llc 12 0
2025-08-25 NP SWYOX - Schwab Target 2065 Index Fund 671,001 15.39 14,198 13.51
2025-08-13 13F Congress Wealth Management LLC / DE / 151,668 1.15 3,209 -0.50
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 142 17.36 3 50.00
2025-07-31 13F Wealthfront Advisers Llc 665,432 5.02 14,081 3.31
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7,866,902 5.16 166,464 3.45
2025-07-16 13F Legend Financial Advisors, Inc. 22 0
2025-07-29 13F Koshinski Asset Management, Inc. 14,815 0.31 313 -1.26
2025-08-28 NP ELM - Elm Market Navigator ETF 216,824 8.25 4,588 6.48
2025-07-14 13F Lewis Asset Management, LLC 10,757 3.84 228 2.25
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 309,388 4.03 6,547 2.33
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F Us Bancorp \de\ 30,541,227 2.43 646,258 0.76
2025-08-06 13F Texas Yale Capital Corp. 138,971 5.32 2,941 3.59
2025-08-14 13F Headlands Technologies LLC 8 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 190 0.53 4 0.00
2025-08-14 13F Benjamin Edwards Inc 1,562,239 3.92 33,057 2.23
2025-08-12 13F Archer Investment Corp 134 0.75 3 0.00
2025-08-14 13F Citadel Advisors Llc Call 43,400 1,105.56 918 1,092.21
2025-08-12 13F Integrated Advisors Network LLC 17,764 77.76 376 75.23
2025-08-14 13F Citadel Advisors Llc Put 15,100 101.33 320 98.14
2025-08-22 13F Carter Financial Group, INC. 69,364 84.69 1,468 56.90
2025-07-29 13F Interactive Financial Advisors 31,230 2.07 661 0.30
2025-08-15 13F North Ridge Wealth Advisors, Inc. 0 0
2025-07-15 13F BCS Wealth Management 40,638 14.79 1
2025-07-25 13F Courage Miller Partners, LLC 483,252 6.10 10,226 4.38
2025-08-14 13F McIlrath & Eck, LLC 874 0.58 18 0.00
2025-07-16 13F Signaturefd, Llc 1,476 8.05 31 6.90
2025-08-11 13F Symphony Financial, Ltd. Co. 39,414 834
2025-08-12 13F Change Path, LLC 44,912 27.37 950 25.33
2025-07-25 13F NorthRock Partners, LLC 6,535 10.18 138 8.66
2025-07-08 13F Nbc Securities, Inc. 1,109 0.64 0
2025-08-14 13F Financial Engines Advisors L.L.C. 55,517,741 2.50 1,174,755 0.83
2025-08-05 13F VGI Partners Ltd 11,651 247
2025-08-14 13F Fort Point Capital Partners LLC 18,302 387
2025-07-18 13F SOA Wealth Advisors, LLC. 557 12
2025-08-13 13F Cresset Asset Management, LLC 89,075 0.49 1,885 -1.15
2025-07-17 13F SWS Partners 143,792 0.67 3,043 -0.98
2025-07-31 13F Perissos Private Wealth Management, LLC 10,445 0.21 221 -1.34
2025-07-30 13F Bleakley Financial Group, LLC 66,858 1,415
2025-05-12 13F Sandy Spring Bank 938 23.42 20 25.00
2025-05-15 13F Glenmede Trust Co Na 2,910 63
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 121,679 4.06 2,575 2.35
2025-07-21 13F Ameritas Advisory Services, LLC 4,458 94
2025-07-28 13F Morningstar Investment Management LLC 1,187,440 6.33 25 4.17
2025-08-04 13F Atria Investments Llc 20,915 0.29 443 -1.34
2025-08-14 13F Vista Capital Partners, Inc. 337,166 114.90 7,134 111.44
2025-07-17 13F Summit Financial Strategies, Inc. 23,412 15.17 495 13.27
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 34,526 17.66 731 15.69
2025-07-17 13F Tempus Wealth Planning, LLC 64,742 7.22 1,370 5.47
2025-08-15 13F Morgan Stanley 258,501 9.35 5,470 7.55
2025-07-14 13F Abound Wealth Management 1,942 569.66 41 583.33
2025-08-07 13F Vise Technologies, Inc. 381,474 3.83 8,072 4.32
2025-07-23 13F SGL Investment Advisors, Inc. 62,330 14.93 1,320 15.50
2025-07-10 13F Rfg Holdings, Inc. 157,750 1.68 3,338 0.03
2025-08-11 13F Principal Securities, Inc. 493,298 11.20 10,438 11.73
2025-08-07 13F Fonville Wealth Management LLC 19,129 0.06 405 1.51
2025-08-14 13F Qube Research & Technologies Ltd 3,381 256.65 72 255.00
2025-07-17 13F Raleigh Capital Management Inc. 0 0
2025-07-09 13F Epiq Partners, Llc 148,515 10.99 3,143 9.17
2025-07-24 13F Capital Advisors, Ltd. LLC 357 0
2025-08-25 NP SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 2,349,484 8.31 49,715 6.55
2025-07-21 13F DHJJ Financial Advisors, Ltd. 637 0.79 13 0.00
2025-08-29 13F Total Investment Management Inc 8,804 186
2025-07-31 13F Oak Harbor Wealth Partners, Llc 2 0
2025-08-05 13F Huntington National Bank 1
2025-08-27 13F/A Brinker Capital Investments, LLC 68,102 12.90 1,441 11.10
2025-07-10 13F Exchange Traded Concepts, Llc 815 17
2025-07-31 13F Strata Wealth Advisors, LLC 15,819 335
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