Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Schwab Strategic Trust - Schwab High Yield Bond ETF termasuk
SWKRX - Schwab Monthly Income Fund - Enhanced Payout,
Strategic Financial Planning, Inc.,
SWLRX - Schwab Monthly Income Fund - Maximum Payout,
SWJRX - Schwab Monthly Income Fund - Moderate Payout,
Empowered Funds, LLC,
AGGA - Astoria Dynamic Core US Fixed Income ETF,
SMIDX - SMI Dynamic Allocation Fund,
SMILX - SMI 50/40/10 Fund,
Mma Asset Management Llc,
Buckingham Strategic Partners,
Principia Wealth Advisory, LLC,
OMNI 360 Wealth, Inc.,
Evergreen Advisors, LLC,
Joseph P. Lucia & Associates, LLC,
Ballast, Inc.,
Captrust Financial Advisors,
Cambridge Investment Research Advisors, Inc.,
Old Mission Capital Llc,
SRS Capital Advisors, Inc.,
dan
BlackRock, Inc.
.
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
(%) |
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
8,067 |
|
0 |
|
|
| 2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
13,240 |
2,441.27 |
351 |
2,600.00 |
|
| 2025-07-17 |
13F |
Charles Schwab Trust Co
|
|
|
|
384,155 |
189.75 |
10,195 |
194.57 |
|
| 2025-07-30 |
NP |
AGGA - Astoria Dynamic Core US Fixed Income ETF
|
|
|
|
144,233 |
|
3,776 |
|
|
| 2025-08-04 |
13F |
Joseph P. Lucia & Associates, LLC
|
|
|
|
18,491 |
|
491 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
1,354 |
204.27 |
36 |
218.18 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
14,695 |
|
390 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
25,532 |
|
678 |
|
|
| 2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
8,384 |
|
223 |
|
|
| 2025-08-12 |
13F |
Howe & Rusling Inc
|
|
|
|
1,066 |
650.70 |
28 |
833.33 |
|
| 2025-07-25 |
13F |
NorthRock Partners, LLC
|
|
|
|
330 |
1.85 |
9 |
0.00 |
|
| 2025-08-05 |
13F |
Mma Asset Management Llc
|
|
|
|
47,539 |
|
1,262 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
289 |
|
8 |
|
|
| 2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
1,271 |
|
34 |
|
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
15,888 |
56.50 |
422 |
58.87 |
|
| 2025-08-12 |
13F |
Wealthbridge Capital Management, Llc
|
|
|
|
17,294 |
26.83 |
459 |
28.65 |
|
| 2025-08-13 |
13F |
JT Stratford LLC
|
|
|
|
43,540 |
4.02 |
1,156 |
5.77 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
52,007 |
419.29 |
1,380 |
428.74 |
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
1,547 |
38.87 |
41 |
41.38 |
|
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
158,753 |
|
4,188 |
|
|
| 2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
156 |
|
4 |
|
|
| 2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
39,092 |
43.19 |
1,038 |
45.65 |
|
| 2025-07-17 |
13F |
Wolff Wiese Magana Llc
|
|
|
|
6 |
|
0 |
|
|
| 2025-08-11 |
13F |
Brown Brothers Harriman & Co
|
|
|
|
6 |
|
0 |
|
|
| 2025-07-30 |
13F |
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
250 |
|
7 |
|
|
| 2025-07-07 |
13F |
OMNI 360 Wealth, Inc.
|
|
|
|
25,187 |
|
668 |
|
|
| 2025-07-29 |
13F |
Ballast, Inc.
|
|
|
|
18,491 |
|
491 |
|
|
| 2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
49 |
|
1 |
|
|
| 2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
1,647,085 |
65.60 |
43,450 |
67.32 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
27 |
3.85 |
1 |
|
|
| 2025-08-04 |
13F |
Evergreen Advisors, LLC
|
|
|
|
22,000 |
|
584 |
|
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
274,332 |
|
7,281 |
|
|
| 2025-07-31 |
13F |
Moser Wealth Advisors, LLC
|
|
|
|
73 |
|
2 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
151 |
371.88 |
4 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
7,579 |
15.06 |
201 |
17.54 |
|
| 2025-08-29 |
NP |
RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
1,850,001 |
77.08 |
49,099 |
80.00 |
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
188,111 |
5.55 |
4,992 |
7.29 |
|
| 2025-07-30 |
13F |
Forum Financial Management, LP
|
|
|
|
10,295 |
7.12 |
273 |
9.20 |
|
| 2025-08-13 |
13F |
Strategic Financial Planning, Inc.
|
|
|
|
215,009 |
|
5,706 |
|
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
12,652 |
|
336 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
85 |
347.37 |
2 |
|
|
| 2025-07-31 |
13F |
Buckingham Strategic Partners
|
|
|
|
25,677 |
|
681 |
|
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
49,270 |
|
1,280 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
9,786 |
163,000.00 |
260 |
|
|
| 2025-08-14 |
13F |
Old Mission Capital Llc
|
|
|
|
7,562 |
|
201 |
|
|
| 2025-05-14 |
13F |
Huntington National Bank
|
|
|
|
|
|
0 |
|
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
304 |
|
8 |
|
|
| 2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
13,178 |
|
0 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
551 |
|
15 |
|
|
| 2025-08-12 |
13F |
Peachtree Investment Partners, LLC
|
|
|
|
330 |
1.85 |
9 |
0.00 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
204,312 |
|
5,422 |
|
|
| 2025-07-29 |
13F |
Mb, Levis & Associates, Llc
|
|
|
|
10,496 |
1.67 |
279 |
3.35 |
|
| 2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
17 |
|
0 |
|
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
170,683 |
|
4,530 |
|
|
| 2025-08-05 |
13F |
Tsfg, Llc
|
|
|
|
100 |
|
0 |
|
|
| 2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
10,345 |
7.94 |
275 |
9.60 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
136,580 |
|
3,547 |
|
|
