Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab International Dividend Equity ETF meliputi OMC Financial Services LTD, Fiduciary Alliance LLC, D.B. Root & Company, LLC, Hidden Cove Wealth Management, LLC, Resurgent Financial Advisors LLC, Beacon Pointe Advisors, LLC, Sage Investment Counsel LLC, BXM Wealth LLC, Financial Network Wealth Management LLC, Farther Finance Advisors, LLC, Carolina Wealth Advisors, LLC, Cranbrook Wealth Management, LLC, NewSquare Capital LLC, dan Plante Moran Financial 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,204 | 0.55 | 221 | 6.28 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 660,984 | 0.49 | 18,078 | 8.28 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 289,111 | 31.11 | 7,907 | 41.30 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 44,365 | 2.72 | 1,213 | 10.68 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 192,015 | 40.93 | 5,252 | 51.85 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 79,540 | 1.89 | 2,175 | 9.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24,179 | 12.34 | 661 | 21.06 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 12,016 | 5.05 | 329 | 13.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 87 | 0 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 152,959 | 10.04 | 4,183 | 18.60 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41,908 | 8.43 | 1,146 | 16.94 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 246,270 | 3.08 | 6,735 | 11.08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 101,302 | 7.16 | 2,771 | 15.46 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,360 | 4.22 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 31,238 | 215.19 | 864 | 237.50 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 93,405 | 2,555 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 1,086 | 30 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,993 | 8.66 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 964 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15,428 | 2.85 | 422 | 10.79 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 11,962 | 327 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 9,039 | 1.24 | 247 | 9.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,699 | 83.68 | 429 | 98.61 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5,773 | 79.01 | 158 | 93.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 50,044 | 8.58 | 1,369 | 17.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,912 | 244 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,362 | 748 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 16,955 | 6.85 | 464 | 15.17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,958 | 409 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 67,536 | 1,847 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 36,141 | 62.05 | 988 | 74.56 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,463 | 37.50 | 40 | 48.15 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 160,971 | 4.92 | 4,444 | 11.29 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 14,929 | 9.26 | 408 | 17.92 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,992 | 465 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 218 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 313,387 | 38.19 | 8,571 | 48.93 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,224,309 | 1.61 | 88,185 | 9.50 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 9,678 | 265 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 20,445 | 5.85 | 559 | 14.08 | ||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate 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 | 302,801 | 1.32 | 8,282 | 9.19 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 10,580 | 13.86 | 289 | 22.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 162,400 | 144.28 | 4 | 300.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,151 | 11.32 | 31 | 19.23 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,522 | 2.93 | 1 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 | 0 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 8,484 | 0.18 | 232 | 8.41 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 166,623 | 6.27 | 4,557 | 14.53 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,555 | 207 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 130,993 | 3.06 | 3,583 | 11.07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,588 | 55.10 | 481 | 67.60 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3,398 | 10.15 | 93 | 17.95 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 39,549 | 3.25 | 1,088 | 14.66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,168 | 32 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 49,161 | 18.18 | 1,345 | 27.39 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 181,686 | 6.58 | 4,969 | 14.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,892 | 1.23 | 52 | 8.51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 293,318 | 136.50 | 8,022 | 154.91 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 7,385 | 202 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,234 | 0 | ||||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7,390 | 202 | ||||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 12,350 | 51.98 | 338 | 63.59 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21,834 | 3.88 | 597 | 12.01 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 38,089 | 3.37 | 1,042 | 11.34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67,506 | 6.18 | 1,856 | 15.07 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 79,564 | 14.86 | 2,176 | 23.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 224,619 | 10.00 | 6,143 | 18.54 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 539,955 | 250.11 | 14,768 | 277.29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,773 | 1.23 | 322 | 8.81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,806 | 240,200.00 | 131 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5,667 | 1.29 | 155 | 8.45 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,437 | 15.95 | 258 | 25.24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 131,027 | 2.20 | 3,584 | 10.14 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 14,371 | 393 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,324 | 0.78 | 64 | 8.62 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,824 | 29.13 | 77 | 40.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,967 | 28.37 | 409 | 38.64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 516,212 | 6.75 | 14,118 | 15.04 |
