Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF eröffnet haben, gehören 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, und SageView Advisory Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 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 |
