Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF termasuk Founders Financial Securities Llc, Kestra Advisory Services, LLC, Colony Group, LLC, Harbor Asset Planning, Inc., Traub Capital Management LLC, Atlantic Union Bankshares Corp, Sound Income Strategies, LLC, Russell Investments Group, Ltd., dan Frazier Financial Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4,018 | 0.42 | 98 | 8.99 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 34,070 | 71.83 | 817 | 78.95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,788 | 6.80 | 235 | 11.43 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 22 | 1 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 48,270 | 0.13 | 1,158 | 3.30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,172 | 33.84 | 220 | 39.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23,933 | 49.05 | 574 | 55.56 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 46,357 | 0.18 | 1,112 | 4.42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,934 | 0.35 | 262 | 4.80 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8,824 | 0.43 | 212 | 4.46 | ||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 2,407 | 126.22 | 55 | 129.17 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 20,108 | 4.07 | 482 | 8.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 686,144 | 12.15 | 16 | 14.29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,412 | 0.43 | 178 | 4.73 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12,172 | 0.39 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 144,666 | 1.10 | 3,469 | 5.38 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 22,310 | 6.11 | 535 | 10.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 381,048 | 5.87 | 9,138 | 10.32 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 616,513 | 7.76 | 14,784 | 12.30 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 65,114 | 6.74 | 1,561 | 11.26 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 701,803 | 10.59 | 16,829 | 15.26 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,031 | 1.31 | 97 | 5.49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 115,672 | 6.02 | 2,774 | 10.48 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,293,595 | 106,368.72 | 31,020 | 114,788.89 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 2,414 | 0.42 | 58 | 3.64 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 49,107 | 0.32 | 1,178 | 4.53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26,110 | 60.89 | 626 | 67.83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,284 | 1.51 | 55 | 5.88 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,125 | 105.45 | 171 | 115.19 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 9,143 | 0.56 | 219 | 4.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,935 | 108.01 | 70 | 125.81 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 42,487 | 0.32 | 1,019 | 9.94 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8,523 | 204 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6,999 | 0.29 | 168 | 4.38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,999 | 99.93 | 72 | 108.82 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1,050 | 25 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 435,216 | 6.02 | 10,436 | 10.49 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 145 | 3 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 52,895 | 186.09 | 1,263 | 199.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54,666 | 10.10 | 1,311 | 14.80 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34,950 | 0.43 | 838 | 4.75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,500 | 31.58 | 60 | 37.21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 273,068 | 217.63 | 6,548 | 231.04 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 49,823 | 1,195 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,846 | 0.37 | 116 | 4.50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 453 | 11 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 900 | 22 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 56,822 | 0.05 | 1,363 | 4.29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140,592 | 185.48 | 3,350 | 216.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145,641 | 63.02 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 22,008 | 83.31 | 528 | 90.94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,137 | 27 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 73,197 | 7.92 | 1,755 | 12.50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 42,741 | 0.14 | 1,025 | 4.28 | ||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 85,101 | 8.62 | 1,958 | 7.46 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6,553 | 0.03 | 157 | 4.67 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 98,247 | 11.03 | 2,356 | 15.67 | ||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 11,304 | 16.86 | 260 | 16.07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,340 | 200 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 57,569 | 10.35 | 1,381 | 15.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,574 | 278 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24,119 | 22.54 | 578 | 26.48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 245,556 | 28.77 | 5,888 | 34.21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 61,525 | 11.17 | 1,475 | 15.87 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,908 | 166 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262,206 | 6.23 | 6,278 | 10.78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 695,144 | 3.29 | 16,670 | 7.65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15,854 | 8.67 | 380 | 13.43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44,412 | 1,087 |
