Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF eröffnet haben, gehören Hartland & Co., LLC, Rossby Financial, LCC, Quantinno Capital Management LP, Beacon Pointe Advisors, LLC, Intentional Wealth Strategies, LLC, Heirloom Wealth Management, Skopos Labs, Inc., Warren Averett Asset Management, LLC, EP Wealth Advisors, Inc., IHT Wealth Management, LLC, Wedmont Private Capital, Focus Financial Network, Inc., Hamrick Investment Counsel, llc, Banque Transatlantique SA, Magnolia Wealth Management, LLC, Hantz Financial Services, Inc., IFG Advisory, LLC, Fifth Third Bancorp, und DB Fitzpatrick & Co, Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 173 | 5 | ||||||
| 2026-05-12 | 13F | Creative Planning | 53.438 | 14,82 | 1.454 | 17,56 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 79.329 | 0,70 | 2.158 | 3,06 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 4.822 | 0,33 | 131 | 3,15 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 168.947 | 4.595 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 50.914 | 11,80 | 1.391 | 12,01 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 11.564 | 246,75 | 315 | 256,82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104.473 | 0,72 | 2.842 | 3,08 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 8.150 | 228 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 13.574 | 58,93 | 369 | 63,27 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.039.540 | 1,99 | 28.275 | 4,41 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 16.061 | 0,34 | 437 | 2,59 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.184 | 0,13 | 250 | 2,47 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 11.044 | 0,31 | 300 | 2,74 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 744.765 | 0,96 | 20.258 | 3,36 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 94.001 | 14,80 | 2.683 | 23,36 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 28.572 | 0,07 | 777 | 2,51 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 234.705 | 153,30 | 6.384 | 159,37 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 19.991 | 0,34 | 544 | 2,65 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 18.539 | 0,39 | 504 | 2,86 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.500 | 50,00 | 41 | 53,85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 19.083 | 9,26 | 519 | 11,85 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 126.975 | 0,07 | 3.454 | 2,43 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 6.557 | 0,03 | 178 | 2,30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.782 | 2,07 | 233 | 5,43 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 4.069 | 0,39 | 111 | -1,79 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 496 | 9,49 | 14 | 8,33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 22.822 | 3,99 | 621 | 6,35 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 39.819 | 5,17 | 1.083 | 7,65 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 75.070 | 11,42 | 2.042 | 14,02 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.029 | 0,80 | 80 | 3,90 | ||||
| 2026-05-05 | 13F | UBS Group AG | 116.058 | 3,38 | 3.157 | 5,84 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.587 | 29,31 | 288 | 32,26 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 52.246 | 30,13 | 1.421 | 33,30 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 7.500 | 204 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 528 | 0,38 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 42.166 | 463,94 | 1.147 | 478,79 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 15.271 | 415 | ||||||
| 2026-05-12 | 13F | Avant Capital LLC | 28.950 | 3,37 | 787 | 5,78 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4.030 | 10,14 | 110 | 12,37 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 200.960 | 82,14 | 5.466 | 86,49 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 21.072 | 0,06 | 573 | 2,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 139.320 | 40,21 | 3.724 | 41,06 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 19.887 | 541 | ||||||
| 2026-05-12 | 13F | Channel Wealth Llc | 35.191 | 0,50 | 957 | 2,90 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 640.437 | 0,85 | 17.420 | 3,24 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 168.076 | 4.582 | ||||||
| 2026-04-24 | 13F | James Investment Research Inc | 109.943 | 13,57 | 2.990 | 16,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 104.714 | 2.848 | ||||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 32.242 | 2,23 | 877 | 4,66 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 50.957 | 1.386 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 19.218 | 0,43 | 525 | 3,35 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 18.312 | 498 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 439.558 | 10,09 | 11.956 | 12,69 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 13.854 | 377 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 301.002 | 6,15 | 8.187 | 8,67 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16.339 | 444 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 87.475 | 0,27 | 2.379 | 2,68 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 59.156 | 10,18 | 1.609 | 10,89 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 63.856 | 7,32 | 1.798 | 13,80 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 92 | 3 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 38.941 | 290,43 | 1.059 | 299,62 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 171.607 | 7,29 | 4.668 | 9,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 12.966 | 4,37 | 353 | 6,67 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 94.260 | 7,14 | 2.564 | 9,67 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 569 | 15 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 9.347 | 0,94 | 254 | 3,25 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.276 | 0 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 68.954 | 0,65 | 1.876 | 3,02 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 53.529 | 17,36 | 1.456 | 20,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 300 | 8 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 2.700 | 73 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 11.821 | 322 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 5.562 | 151 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 42.887 | 0,29 | 1.167 | 2,64 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 29.425 | 1,75 | 800 | 4,17 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 2.055 | 56 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8.954 | 244 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 627 | 109,00 | 17 | 142,86 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 277.770 | 11,85 | 7.555 | 14,50 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6.996 | 0,39 | 190 | 2,70 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12.734 | 346 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 19.158 | 73,85 | 521 | 78,42 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 42.344 | 149,10 | 1.152 | 155,21 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 22.938 | 4,13 | 661 | 8,73 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 25.312 | 0,29 | 690 | 2,84 |
