Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF meliputi
Warren Averett Asset Management, LLC,
SMIDX - SMI Dynamic Allocation Fund,
Carolina Wealth Advisors, LLC,
Meridian Management Co,
Milestones Private Investment Advisors LLC,
SMILX - SMI 50/40/10 Fund,
MBE Wealth Management, LLC,
Mariner, LLC,
Strategic Advocates LLC,
Principia Wealth Advisory, LLC,
Atlas Capital Advisors Llc,
Trust Co Of Vermont,
Twin Peaks Wealth Advisors, LLC,
dan
Pnc Financial Services Group, 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
(%) |
| 2025-07-18 |
13F |
Trust Co Of Vermont
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-14 |
13F/A |
Seek First Inc.
|
|
|
|
33,532 |
2.32 |
1,069 |
-0.37 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
22,207 |
2.69 |
708 |
0.00 |
|
| 2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
149,449 |
783.01 |
4,766 |
760.11 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
7,828 |
|
250 |
|
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
829 |
1.10 |
26 |
0.00 |
|
| 2025-07-30 |
13F |
Strategic Blueprint, LLC
|
|
|
|
17,488 |
5.08 |
558 |
2.20 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Warren Averett Asset Management, LLC
|
|
|
|
53,814 |
|
1,716 |
|
|
| 2025-07-22 |
13F |
Carolina Wealth Advisors, LLC
|
|
|
|
29,497 |
|
941 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
4,133 |
|
132 |
|
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
24,298 |
|
1 |
|
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
27,447 |
|
875 |
|
|
| 2025-07-14 |
13F |
Park Avenue Securities Llc
|
|
|
|
198,526 |
|
6 |
|
|
| 2025-08-05 |
13F |
Meridian Management Co
|
|
|
|
16,145 |
|
508 |
|
|
| 2025-09-10 |
13F |
WT Wealth Management
|
|
|
|
91,288 |
4.46 |
2,911 |
1.71 |
|
| 2025-08-12 |
13F |
Centric Wealth Management
|
|
|
|
143,603 |
8.66 |
4,538 |
4.80 |
|
| 2025-08-12 |
13F |
Atlas Capital Advisors Llc
|
|
|
|
1,606 |
|
51 |
|
|
| 2025-07-24 |
13F |
Beacon Bridge Wealth Partners, LLC
|
|
|
|
204,119 |
18.29 |
6,509 |
15.14 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
159,820 |
67.96 |
5,097 |
63.49 |
|
| 2025-08-08 |
13F |
Foundations Investment Advisors, LLC
|
|
|
|
36,272 |
8.74 |
1,157 |
5.86 |
|
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
465 |
70.33 |
15 |
75.00 |
|
| 2025-07-11 |
13F |
SILVER OAK SECURITIES, Inc
|
|
|
|
30,923 |
4.30 |
986 |
2.39 |
|
| 2025-08-05 |
13F |
Prosperity Wealth Management, Inc.
|
|
|
|
36,432 |
10.50 |
1,162 |
7.50 |
|
| 2025-07-24 |
13F |
Antonelli Financial Advisors, LLC
|
|
|
|
38,663 |
6.14 |
1,233 |
3.27 |
|
| 2025-07-17 |
13F |
Park Place Capital Corp
|
|
|
|
886 |
176.88 |
28 |
180.00 |
|
| 2025-06-03 |
13F |
Invst, LLC
|
|
|
|
38,640 |
332.70 |
1,266 |
351.79 |
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
90,094 |
22.04 |
2,873 |
18.82 |
|
| 2025-07-15 |
13F |
Attessa Capital LLC
|
|
|
|
104,818 |
23.42 |
3,348 |
20.31 |
|
| 2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
63,022 |
|
2 |
|
|
| 2025-07-08 |
13F |
Strategic Advocates LLC
|
|
|
|
7,215 |
|
230 |
|
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
58,344 |
1.68 |
1,826 |
-0.81 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
99,236 |
8.75 |
3,165 |
5.85 |
|
| 2025-07-16 |
13F |
MBE Wealth Management, LLC
|
|
|
|
9,800 |
|
313 |
|
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
2,956 |
2.07 |
94 |
0.00 |
|
| 2025-09-11 |
13F |
Milestones Private Investment Advisors LLC
|
|
|
|
13,598 |
|
434 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
97 |
|
3 |
|
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
157,688 |
7.75 |
5,029 |
4.88 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
33,480 |
|
1,074 |
|
|
| 2025-07-07 |
13F |
RDA Financial Network
|
|
|
|
9,317 |
16.99 |
297 |
14.23 |
|
| 2025-07-17 |
13F |
Keystone Global Partners, LLC
|
|
|
|
70,351 |
43.61 |
2,243 |
39.84 |
|
| 2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-09 |
13F |
Fermata Advisors, LLC
|
|
|
|
37,628 |
1.42 |
1,200 |
-1.32 |
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
147,593 |
10.44 |
4,707 |
7.49 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
14,923 |
|
0 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
69,909 |
|
2,229 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
4,750 |
11.22 |
151 |
7.86 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
346,016 |
8.40 |
11,034 |
5.52 |
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
12,220 |
|
392 |
|
|
| 2025-08-14 |
13F |
Ambassador Advisors, LLC
|
|
|
|
425,447 |
3.77 |
13,568 |
1.02 |
|
| 2025-08-12 |
13F |
Sfmg, Llc
|
|
|
|
333,091 |
13.19 |
10,622 |
10.19 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
4,594 |
168.34 |
147 |
160.71 |
|
| 2025-07-03 |
13F |
Collective Family Office Llc
|
|
|
|
76,129 |
17.48 |
2,428 |
14.37 |
|
| 2025-07-10 |
13F |
Trust Point Inc.
|
|
|
|
31,744 |
1.59 |
1,012 |
-1.08 |
|
| 2025-07-30 |
13F |
LGT Financial Advisors LLC
|
|
|
|
683 |
8.07 |
22 |
5.00 |
|
| 2025-07-21 |
13F |
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
1,389,378 |
6.47 |
44,307 |
4.44 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
107,338 |
6.69 |
3,423 |
3.88 |
|
| 2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
97,800 |
|
3,119 |
|
|
| 2025-08-14 |
13F |
Integrated Wealth Concepts LLC
|
|
|
|
17,299 |
70.79 |
552 |
66.47 |
|
| 2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
287,241 |
7.46 |
9,161 |
4.61 |
|
