Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab Municipal Bond ETF includono Royal Bank Of Canada, Elequin Capital Lp, Quantinno Capital Management LP, Ackerman Capital Advisors, LLC, Aqr Capital Management Llc, CI Private Wealth, LLC, Smith, Moore & Co., Francis Financial, Inc., Cambridge Investment Research Advisors, Inc., Blueprint Financial Advisors LLC, Peapack Gladstone Financial Corp, Vestia Personal Wealth Advisors, Warren Averett Asset Management, LLC, Great Valley Advisor Group, Inc., LPL Financial LLC, Commonwealth Equity Services, Llc, Brinker Capital Investments, LLC, Breakwater Investment Management, Heartwood Wealth Advisors LLC, e Burling Wealth Partners, 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.252 | 101,48 | 233 | 100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 462.276 | 164,93 | 11.640 | 162,99 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 17.628 | 3,76 | 444 | 2,78 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 13.831 | 33,76 | 348 | 32,82 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 15.982 | 3,26 | 402 | 2,55 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 145.160 | 9,34 | 3.659 | 9,03 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 733.104 | 38,73 | 18.460 | 37,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 69.482 | 1.750 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.809 | 277,88 | 96 | 280,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31.904 | 7,41 | 803 | 6,64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 510 | 0,59 | 13 | 0,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 700 | 18 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 23.036 | 2,40 | 580 | 1,75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 91.765 | 2.311 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 52.643.707 | 4.409,67 | 1.325.569 | 4.376,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18.202 | 458 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55.477 | 43,36 | 1.397 | 42,30 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 51.676 | 34,08 | 1.301 | 33,16 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 24.527 | 5,50 | 618 | 4,75 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 119.749 | 333,53 | 3 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.205 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 75.000 | 15,38 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14.631 | 1.728,88 | 368 | 1.740,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.368 | 110 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 9.740 | 245 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 34.193 | 182,35 | 861 | 180,13 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 52.747 | 85,70 | 1.328 | 84,44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44.860 | 1.130 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.874 | 38,80 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 42.671 | 1.074 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 179.898 | 8,92 | 4.530 | 8,09 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16.337 | 33,35 | 411 | 32,58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 22.598 | 1 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 62.039 | 11,85 | 1.562 | 11,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.950.244 | 14,40 | 74.258 | 13,61 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87.748 | 481,69 | 2.209 | 478,27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 1.241.508 | 90,21 | 31.261 | 88,80 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14.554 | 8,18 | 366 | 7,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 10.513 | 5,64 | 265 | 6,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 24.245 | 610 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77.355 | 1.948 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 738 | 19 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 755.515 | 12,89 | 19.024 | 12,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24.802 | 1,69 | 625 | 0,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134.584 | 136,07 | 3.377 | 133,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.530 | 139 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 8.625 | 217 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 9.243 | 233 | ||||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 15.455 | 12,31 | 389 | 11,46 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 100.000 | 2.518 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 57.392 | 0,10 | 1.445 | -0,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 130.722 | 3.292 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78.195 | 97,72 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 85.203 | 5,03 | 2.145 | 4,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.108 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8.194 | 206 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.689 | 269 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15.285 | 385 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 52.852 | 1.331 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 15.776 | 0,71 | 397 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 522.022 | 143,51 | 13.145 | 141,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12.516 | 315 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 41.046 | 13,36 | 1.034 | 12,53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9.940 | 248 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10.083 | 254 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 320.242 | 44,83 | 8.064 | 43,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8.174 | 206 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25.812 | 0,19 | 650 | -0,61 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 18.728 | 472 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 128.813 | 165,54 | 3.244 | 163,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 58.755 | 1.479 |
