Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF eröffnet haben, gehören Permanens Capital L.P., Systelligence, LLC, FF Advisors,LLC, Equitable Holdings, Inc., GM Advisory Group, Inc., Worth Asset Management, LLC, Sigma Planning Corp, Jupiter Wealth Management LLC, Facet Wealth, Inc., Spartan Wealth Advisory Services LLC, Scotia Capital Inc., Swisher Financial Concepts, Inc., Betterment LLC, Millennium Management Llc, Lodestar Private Asset Management Llc, Gts Financial, Llc, Baird Financial Group, Inc., Aqr Capital Management Llc, SOUTH STATE Corp, und Quantinno Capital Management LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 550.093 | 1,13 | 12.476 | -0,14 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.950 | 6,41 | 112 | 5,66 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 511.344 | 7,42 | 11.597 | 6,06 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 181 | 4 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7.229 | 10,30 | 164 | 8,67 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 368.644 | 5,76 | 8.398 | 4,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 212.078 | 19,38 | 4.810 | 17,87 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 12.035 | 0,85 | 273 | -0,73 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 128 | 3 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 32.093 | 737 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 8.527.007 | 8,84 | 193.393 | 7,47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.185 | 0,74 | 231 | -0,86 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.562 | 2.689,29 | 35 | 3.400,00 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 5.472 | 124 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 56.843 | 5,21 | 1.289 | 3,87 | ||||
| 2026-05-05 | 13F | UBS Group AG | 295 | 7 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 274 | 6 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 28.569 | 0,56 | 648 | -0,77 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 15.244 | 64,00 | 350 | 63,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 312.029 | 7.077 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 26.108 | 62,40 | 592 | 60,43 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 84 | 50,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 372.691 | 8.453 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 11 | 0 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 22.143 | 36,39 | 502 | 34,95 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 866 | 35,10 | 20 | 35,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 51.725 | 25,22 | 1.173 | 23,73 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 13.601 | 0,54 | 308 | -0,32 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 121.510 | 19,00 | 2.756 | 17,48 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 14.495 | 12,23 | 329 | 10,81 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2.084 | 2,16 | 47 | 2,17 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 59.205 | 15,02 | 1.343 | 13,54 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9.209 | 0,29 | 208 | -0,95 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.046 | 24 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.759.030 | 9,52 | 62.575 | 8,14 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 47.197 | 2.100 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 73.471 | 1,82 | 1.666 | 0,54 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 14.278 | 17,28 | 324 | 15,77 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.097.916 | 1,02 | 24.900 | -0,25 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23.666 | 34,85 | 544 | 34,07 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 30.863 | 700 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 65.701 | 2,36 | 1.490 | 1,09 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 | 0 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 68.158 | 16,83 | 1.546 | 15,30 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 10.158 | 230 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.457 | 8.295,38 | 125 | 12.400,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.867 | 36,53 | 292 | 34,72 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 2.340 | 53 | ||||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 1.313.035 | 100,58 | 29.780 | 98,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6.918 | 0,09 | 157 | -1,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 123.529 | 52,87 | 2.802 | 50,92 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.000 | 23 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 22.656 | 18,27 | 514 | 16,59 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.487 | 2.378,33 | 34 | 3.200,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 15.708 | 356 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 793 | 18 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10.170 | 231 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53.012 | 37,69 | 1.202 | 35,97 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 16.341 | 371 | ||||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 14.065 | 319 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 80 | 2 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 1.050 | 24 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 9.289 | 213 | ||||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 80.495 | 107,50 | 1.826 | 104,83 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 29.657 | 8,74 | 673 | 7,35 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 14 | 7,69 | 0 | |||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 209.984 | 64,16 | 4.762 | 62,08 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 965 | 22 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.319 | 1,75 | 188 | 0,53 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 194.087 | 31,40 | 4.402 | 29,75 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.931 | 66 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 77 | 2 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 89.557 | 2.031 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 65.698 | 70,41 | 1.490 | 68,36 | ||||
| 2026-05-14 | 13F | Betterment LLC | 13.192 | 0 | ||||||
| 2026-04-23 | 13F | Seek First Inc. | 194.332 | 0,57 | 4.407 | -0,70 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 6.582 | 0,08 | 149 | -1,32 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 44.326 | 15,15 | 1.005 | 13,69 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95.981 | 22,21 | 2.177 | 20,62 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.717 | 84 | ||||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 1.349.942 | 30.617 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 136.928 | 0,50 | 3.106 | -0,77 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 2.749 | 62 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 195 | 4 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 10.583 | 0,17 | 240 | -0,83 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 385 | 9 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.248 | 51 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 108.812 | 1,98 | 2.468 | 0,69 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 138.513 | 11,77 | 3.141 | 10,37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 92.686 | 2.102 | ||||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 230.339 | 10,67 | 5.224 | 9,29 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 938 | 5,39 | 21 | 5,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 9.440 | 214 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 40 | 1 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 374.736 | 11,21 | 8.499 | 9,82 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 48.916 | 1.109 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 264.716 | 6.004 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 819.086 | 273,64 | 18.470 | 266,83 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 32.997 | 7,24 | 748 | 5,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 467.609 | 176,73 | 11 | 233,33 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 508.475 | 2,65 | 11.532 | 1,35 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 27.921 | 13,19 | 633 | 11,84 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 132.684 | 1,79 | 3.009 | 0,50 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4.660 | 106 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 20.878 | 73,95 | 474 | 72,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 17.769 | 0,14 | 403 | -0,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.498 | 34 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 377.803 | 11,24 | 8.569 | 9,83 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 51.304 | 5,34 | 1.178 | 6,32 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 16.014 | 44,21 | 0 | |||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 15.935 | 361 | ||||||
| 2026-05-19 | 13F | Gts Financial, Llc | 10.835 | 243 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 12.089 | 274 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 5.102 | 116 | ||||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 51.887 | 10,26 | 1.177 | 8,89 | ||||
| 2026-04-23 | 13F | American National Bank | 74.263 | 12,36 | 1.684 | 10,94 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 282.903 | 9,51 | 6.416 | 8,14 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 567 | 13 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.603.736 | 28,25 | 36.328 | 26,46 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 632.171 | 6,05 | 14.338 | 4,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5.046 | 4,69 | 114 | 3,64 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 15.733 | 1,74 | 357 | 0,28 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 25.143 | 35,78 | 570 | 34,12 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9.385 | 213 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 590 | 14 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 54.521 | 2.353,69 | 1.237 | 2.323,53 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 1.470.244 | 3,02 | 33.477 | 2,13 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 69.838 | 1.584 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 19.862 | 3,72 | 450 | 2,51 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 133.058 | 73,58 | 3.018 | 71,42 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 249 | 6 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 99.782 | 47,35 | 2.263 | 45,53 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10.288 | 233 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 8.455.179 | 0,31 | 191.763 | -0,96 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 235.110 | 15,52 | 5.332 | 14,08 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.053 | 24 | ||||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 20.000 | 452 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 13.497 | 0,66 | 306 | -0,33 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 94.801 | 1,40 | 2.150 | 0,14 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 181.213 | 4.130 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 11.558 | 12,62 | 262 | 11,49 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1.923 | 1.254,23 | 44 | 1.366,67 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 337.088 | 35,08 | 7.645 | 33,37 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 12.000 | 272 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 34.314 | 24,28 | 1 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 163.196 | 46,14 | 3.701 | 44,29 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38.722 | 1 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 212.979 | 3,64 | 4.820 | 2,10 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.669 | 14,00 | 38 | 12,12 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.000 | 45 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.150 | 1,70 | 49 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18.383 | 124,76 | 417 | 122,46 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 9.316 | 211 | ||||||
| 2026-04-24 | 13F | Essex LLC | 87.138 | 5,33 | 1.976 | 4,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 600 | 0,84 | 14 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 9.587 | 30.825,81 | 217 |
