Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Schwab Strategic Trust - Schwab Government Money Market ETF, to m.in Moulton Wealth Management, Inc, Advisor OS, LLC, Mjp Associates Inc /adv, Clear Creek Financial Management, LLC, Goldman Sachs Group Inc, Vista Cima Wealth Management LLC, Beacon Pointe Advisors, LLC, WPWealth LLP, United Capital Financial Advisers, Llc, Mendota Financial Group, LLC, Johnson Investment Counsel Inc, Mirador Capital Partners LP, Private Client Services, Llc, AE Wealth Management LLC, Iams Wealth Management, Llc, Integrity Alliance, Llc., Capital Planning Advisors, LLC, Richard P Slaughter Associates Inc, SRS Capital Advisors, Inc., i Daymark Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 2 480 | 250 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 969 | 299 | ||||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2 982 | 300 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2 037 | 1,55 | 205 | 1,99 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 27 573 | 216,46 | 2 777 | 217,37 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 600 | 60 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 18 437 | 58,05 | 1 857 | 58,45 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 3 504 | 0,57 | 353 | 0,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 31 388 | 3 161 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10 126 | 338,17 | 1 020 | 339,22 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 557 | 473,71 | 358 | 477,42 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 890 | 90 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5 962 | 600 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 16 361 | 12,22 | 1 648 | 12,50 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 2 867 | 289 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2 596 | 261 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 4 610 837 | 4 611 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 2 980 | 300 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 43 932 | 4 425 | ||||||
| 2026-05-11 | 13F | WPWealth LLP | 6 198 | 624 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7 497 | 88,04 | 755 | 88,75 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5 269 | 123,93 | 531 | 124,58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 105 | 11 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 6 619 | 55,81 | 667 | 56,34 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 78 843 | 7 941 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 5 797 | 584 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 869 | 490 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2 226 | 224 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 3 | 0 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 169 162 | 17 038 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 173 271 | 17 452 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149 | 15 | ||||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 2 471 981 | 682,52 | 2 472 | 684,44 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 17 845 | 5,44 | 1 797 | 5,71 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11 506 | 100,66 | 1 159 | 101,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12 680 | 1 277 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 2 460 | 248 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2 220 | 224 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 158 | 4,64 | 16 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 114 | 11 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 86 322 | 2 806,46 | 8 694 | 2 817,45 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 15 714 | 1 583 |
