Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF includono 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., e Frazier Financial Advisors, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
