Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF, to m.in Warren Averett Asset Management, LLC, FF Advisors,LLC, Rossby Financial, LCC, Steele Capital Management, Inc., Kovack Advisors, Inc., SOUTH STATE Corp, Team Financial Group, LLC, JDM Financial Group LLC, Comerica Bank, Fifth Third Bancorp, Cassaday & Co Wealth Management LLC, Fairscale Capital, LLC, Western Wealth Management, LLC, Nalls Sherbakoff Group, Llc, MidFirst Bank, i SageView Advisory Group, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Wedmont Private Capital | 23 674 | 1,15 | 585 | 0,34 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 215 750 | 28,46 | 5 334 | 27,58 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 27 200 | 9,35 | 673 | 8,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 76 | 72,73 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 11 963 | 9,68 | 296 | 8,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2 000 | 50 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 5 526 | 137 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1 449 | 36 | ||||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 19 971 | 0,76 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 20 651 | 20,50 | 511 | 19,72 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 88 776 | 9,60 | 2 195 | 8,83 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 100 | 27 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 287 702 | 3,70 | 7 113 | 2,97 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 27 525 | 21,22 | 681 | 20,35 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 4 012 | 99 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 54 958 | 0,78 | 1 359 | 0,07 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 800 | 20 | ||||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 19 241 | 80,18 | 476 | 79,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 195 302 | 4,95 | 4 829 | 4,21 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 16 253 | 3,85 | 402 | 3,08 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 9 213 | 228 | ||||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 17 264 | 427 | ||||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 120 914 | 1,12 | 2 990 | 0,40 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 425 | 1,43 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 160 872 | 1 307,82 | 3 978 | 1 300,35 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 212 550 | 19,48 | 5 255 | 18,65 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 24 279 | 111,34 | 600 | 109,79 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 10 776 | 1,66 | 266 | 1,14 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 340 246 | 4,87 | 8 413 | 4,13 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 19 349 | 16,68 | 478 | 16,02 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 56 583 | 4,48 | 1 399 | 3,78 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 29 097 | 2,32 | 719 | 1,55 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 996 | 1 283,93 | 124 | 1 437,50 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 13 669 | 46,19 | 338 | 45,26 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 34 466 | 0,01 | 852 | -0,70 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 63 050 | 1 554 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 120 518 | 11,88 | 2 980 | 11,07 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 466 818 | 9,39 | 11 542 | 8,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 118 | 3 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 493 | 0,67 | 37 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53 419 | 11,28 | 1 317 | 10,21 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8 882 | 219 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 47 313 | 2,83 | 1 170 | 2,10 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 975 | 20,99 | 271 | 20,44 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 51 586 | 0,06 | 1 275 | -0,62 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 388 794 | 0,68 | 9 613 | -0,03 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 24 036 | 0,09 | 594 | -0,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 188 438 | 4 659 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 15 293 | 0,62 | 378 | 0,00 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 373 536 | 49,30 | 9 236 | 48,26 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 925 | 23 | ||||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 78 322 | 9,06 | 1 937 | 8,28 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 36 893 | 13,10 | 912 | 12,32 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8 457 | 209 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 14 159 | 9,46 | 350 | 8,70 | ||||
| 2026-05-12 | 13F | Creative Planning | 77 216 | 47,64 | 1 909 | 46,62 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 000 | 49 | ||||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 640 325 | 10,92 | 15 832 | 10,14 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 61 181 | 70,83 | 1 513 | 69,70 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 22 749 | 18,55 | 562 | 17,82 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 160 487 | 8,23 | 3 996 | 8,06 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 061 | 26 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 742 523 | 11,48 | 18 359 | 10,70 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 73 010 | 24,00 | 1 805 | 23,12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 409 | 1,49 | 10 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 209 | 5 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 139 195 | 3 447 | ||||||
| 2026-04-23 | 13F | Seek First Inc. | 33 733 | 0,17 | 834 | -0,48 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 539 | 12,28 | 310 | 11,51 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34 177 | 40,15 | 842 | 38,71 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 13 092 | 1,28 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 143 400 | 110,92 | 3 546 | 109,52 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 574 | 39 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 378 | 0,80 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 553 | 3,60 | 137 | 3,01 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56 341 | 6,52 | 1 393 | 5,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 56 171 | 13,84 | 1 389 | 13,03 |
