Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF meliputi Christopher J. Hasenberg, Inc, TT Capital Management LLC, Kovitz Investment Group Partners, LLC, Prosperity Wealth Management, Inc., Lebenthal Global Advisors, LLC, Brookstone Capital Management, Lido Advisors, LLC, Global Trust Asset Management, LLC, J.w. Cole Advisors, Inc., Concurrent Investment Advisors, LLC, SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio, EEMS - iShares MSCI Emerging Markets Small-Cap ETF, Savvy Advisors, Inc., Copperwynd Financial, LLC, VSGX - Vanguard ESG International Stock ETF ETF Shares, HBK Sorce Advisory LLC, Peapack Gladstone Financial Corp, Destination Wealth Management, XTX Topco Ltd, dan Kovack Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | TT Capital Management LLC | 39,928 | 891 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,619 | 27.25 | 105 | 29.63 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 26,009 | 63.54 | 592 | 65.55 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,862 | 42 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 34,909 | 745.05 | 795 | 763.04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1,268,234 | 11.98 | 28,865 | 13.48 | ||||
| 2025-08-29 | NP | EPI - WisdomTree India Earnings Fund N/A | 235,084 | 2.50 | 3,381 | 27.26 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9,959 | 227 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3,958 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,570 | 78.41 | 36 | 84.21 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 184,788 | 11.00 | 4,206 | 12.46 | ||||
| 2025-08-28 | NP | SPEM - SPDR(R) Portfolio Emerging Markets ETF | 86,316 | 8.74 | 1,241 | 35.04 | ||||
| 2025-07-28 | 13F | Essex LLC | 173,710 | 66.28 | 3,954 | 68.50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 17,125 | 175.85 | 390 | 179.86 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 136,172 | 13.71 | 3,099 | 15.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,481,036 | 3.94 | 56,468 | 5.33 | ||||
| 2025-07-25 | NP | EEMS - iShares MSCI Emerging Markets Small-Cap ETF | 11,210 | 155 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 344,537 | 10.52 | 7,821 | 11.70 | ||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 37,604 | 10.57 | 456 | 16.33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,999 | 228 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 82,217 | 1,871 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,023 | 1.28 | 296 | 2.78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 203,747 | 4,637 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 746 | 17 | ||||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 328,078 | 0.51 | 7,438 | 1.64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,188 | 2.77 | 27 | 8.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 209,045 | 0.22 | 4,758 | 1.56 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 313,304 | 2.93 | 7,131 | 4.30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14,297 | 0.70 | 325 | 2.20 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 67 | 2 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 803 | 18 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 23,020 | 524 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12,178 | 31.51 | 277 | 33.82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,259 | 67.45 | 893 | 69.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,127 | 21.42 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 19,742 | 449 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,040 | 69.14 | 229 | 71.43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18,198 | 414 | ||||||
| 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 | 54,688 | 14.26 | 1,245 | 15.83 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13,401 | 0.50 | 305 | 2.01 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,568 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 179 | 4 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28,089 | 639 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 10,296 | 0.90 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 7,677,664 | 22,184.46 | 172,440 | 22,589.47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 24,658 | 27.61 | 561 | 29.56 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF Shares | 42,301 | 110.99 | 513 | 123.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,391 | 328 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,829 | 201 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 303 | 51.50 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 48,911 | 1.67 | 1,113 | 3.06 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 146,398 | 2.29 | 3,332 | 3.67 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,084 | 19.50 | 298 | 21.22 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 10,016 | 1.26 | 228 | 2.25 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 24,239 | 2.83 | 552 | 4.55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 59,874 | 15.81 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11,765 | 26.64 | 268 | 28.37 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,412 | 214 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,243,804 | 14.43 | 164,869 | 15.96 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 10,535 | 5.06 | 240 | 6.22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 376,683 | 58.70 | 8,572 | 60.78 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,596 | 309 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 216 | 5 | ||||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 141,040 | 10.34 | 3,210 | 11.85 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2,040 | 46 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 176 | 4 | ||||||
| 2025-07-31 | 13F | Rational Advisors Llc | 551,209 | 43.34 | 12,546 | 45.26 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 313,031 | 36.04 | 7,125 | 37.87 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 511,211 | 11,635 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 121,243 | 1.50 | 2,759 | 2.87 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20,859 | 0.22 | 475 | 1.72 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 15,500 | 353 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,911 | 53.09 | 248 | 55.00 | ||||
| 2025-06-30 | NP | VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 643,230 | 17.09 | 7,807 | 23.55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 165,144 | 1,039.79 | 4 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 13,484 | 5.20 | 307 | 6.62 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73,616 | 0.54 | 1,676 | 1.89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 53 | 1 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 48,703 | 50.06 | 1,108 | 52.20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 26,397 | 139.71 | 601 | 142.91 | ||||
| 2025-07-25 | NP | SMIN - iShares MSCI India Small-Cap ETF | 101,211 | 66.16 | 1,397 | 130.74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 49,751 | 96.75 | 1,132 | 99.65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,866 | 106.80 | 475 | 109.73 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 181,557 | 2.54 | 4,130 | 5.04 | ||||
| 2025-07-28 | NP | AVEE - Avantis Emerging Markets Small Cap Equity ETF | 1,914 | 71.97 | 26 | 136.36 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 96,730 | 133.41 | 2,202 | 15.12 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8,847 | 201 | ||||||
| 2025-06-30 | NP | VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares | 184,455 | 22.57 | 2,239 | 29.29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9,047 | 258.16 | 206 | 266.07 | ||||
| 2025-08-08 | 13F | Creative Planning | 77,651 | 8.61 | 1,767 | 10.09 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 15,435 | 0.14 | 349 | 3.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,712 | 1.45 | 517 | -2.64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,334 | 0.20 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 135,174 | 27.28 | 3,077 | 28.97 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9,332 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,275 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14,047 | 9.68 | 318 | 11.58 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 368 | 211.86 | 8 | 300.00 | ||||
| 2025-08-28 | NP | SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp 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 | 12,239 | 176 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 45,800 | 1,042 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 12,807 | 1.27 | 291 | 2.46 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 2,929 | 946.07 | 66 | 983.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,074 | 24 | ||||||
| 2025-07-28 | NP | AVSE - Avantis Responsible Emerging Markets Equity ETF | 2,315 | 5.37 | 32 | 47.62 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 556,055 | 0.21 | 12,656 | 1.55 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 192 | 4 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 13 | 8.33 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 165,888 | 9.03 | 3,762 | 10.45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37,984 | 154.82 | 865 | 158.68 | ||||
| 2025-07-16 | 13F | American National Bank | 52,372 | 49.96 | 1,192 | 51.91 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 66,819 | 4.55 | 1,521 | 5.92 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9,410 | 214 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,431 | 33 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 17,661 | 0.20 | 402 | 1.52 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,479 | 125 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,788 | 11.90 | 291 | 13.67 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 651,801 | 2.61 | 14,835 | 3.98 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,699 | 39 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 | 0 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 11,512 | 262 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19,085 | 434 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 461,669 | 60.32 | 10,508 | 62.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18,280 | 23.81 | 416 | 25.68 | ||||
| 2025-07-29 | NP | VSGX - Vanguard ESG International Stock ETF ETF Shares | 9,631 | 133 | ||||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 808,160 | 26.38 | 9,808 | 33.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 134 | 3 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 90,162 | 8.74 | 2,052 | 10.20 | ||||
| 2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum 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 | 232,790 | 1.14 | 5,298 | 2.50 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,475 | 0.01 | 238 | 1.28 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 57 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38,850 | 14.52 | 873 | 16.58 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | -40.00 | ||||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 3,255 | 26.46 | 39 | 34.48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 367,337 | 16.78 | 8,361 | 18.35 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,052 | 0.10 | 24 | 0.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 111,809 | 73.95 | 2,545 | 79.41 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 27,638 | 15.01 | 1 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 8,950 | 204 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 19,571 | 54.10 | 445 | 56.14 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 100,984 | 27.57 | 2,298 | 29.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22,098 | 2.88 | 503 | 4.15 |
