Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF meliputi Calamos Advisors LLC, Betterment LLC, Buckingham Strategic Partners, Signal Advisors Wealth, LLC, Burling Wealth Partners, Llc, Beacon Pointe Advisors, LLC, XY Planning Network, Inc., Raymond James Financial Inc, Strategic Wealth Partners, Ltd., AlphaCore Capital LLC, Moser Wealth Advisors, LLC, Versant Capital Management, Inc, dan Larson Financial Group 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145,439 | 0.63 | 3,608 | 1.32 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 32,755 | 1.11 | 813 | 1.75 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60,843 | 0.45 | 1,510 | 2.17 | ||||
| 2025-07-28 | 13F | Essex LLC | 128,883 | 3.04 | 3,198 | 3.77 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 125,310 | 19.82 | 3,109 | 20.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,405 | 60 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 232,966 | 18.91 | 6 | 25.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 183,551 | 2.38 | 4,554 | 3.08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,824 | 0.86 | 293 | 1.74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 414 | 0.73 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 25,195 | 22.60 | 625 | 23.52 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 104,319 | 0.34 | 2,585 | 0.90 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 12,085 | 32.80 | 300 | 33.48 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 256 | 6 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 31,738 | 787 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 99,349 | 11.80 | 2,465 | 12.56 | ||||
| 2025-08-14 | 13F | Betterment LLC | 21,189 | 1 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14,451 | 0.65 | 359 | 1.42 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 138,956 | 16.31 | 3,448 | 17.13 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,993 | 0.24 | 124 | 0.82 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 23,038 | 295.84 | 568 | 102.50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 9 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 192,974 | 4,788 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12,384 | 307 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,901 | 221 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 52,953 | 2.07 | 1,311 | 2.58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16,751 | 38.74 | 416 | 39.73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10,256 | 0.43 | 254 | 1.20 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 58 | 1 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10,988 | 2.81 | 273 | 3.42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18,737 | 465 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,636 | 264 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 6,000 | 149 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,700 | 42 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | 100.00 | 1 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 372,585 | 2.59 | 9,244 | 3.30 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 8,821 | 0.11 | 219 | 0.46 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19,682 | 11.02 | 488 | 11.93 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53,843 | 58.55 | 1 | |||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 163,092 | 28.37 | 4,046 | 29.27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 37,997 | 2.44 | 943 | 3.18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13,389 | 0.85 | 332 | 1.53 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,545 | 0.29 | 138 | 0.74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 166,471 | 25.07 | 4,130 | 25.95 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 12,240 | 304 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 344 | 20.70 | 9 | 14.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,604 | 90.00 | 338 | 91.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 158,176 | 0.34 | 3,924 | 1.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,547 | 41.15 | 38 | 40.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 299,200 | 0.86 | 7,387 | 1.07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,473 | 70.39 | 731 | 72.00 | ||||
| 2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum Payout 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 | 187,993 | 0.44 | 4,664 | 1.15 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 22,216 | 345.75 | 549 | 349.18 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 22,897 | 1.13 | 566 | 2.73 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 324,033 | 2.55 | 8,039 | 3.69 |
