SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF - Institutionelles Eigentümerschaft - Verkäufer

Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
US ˙ ARCA ˙ US8085248628

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 13.491 -46,14 327 -46,39
2026-05-13 13F Mariner, LLC 300.579 -3,44 7.295 -3,84
2026-04-28 13F Belpointe Asset Management LLC 15.359 -25,91 373 -26,34
2026-05-01 13F Mutual Advisors, LLC 425.562 -0,78 10.328 -1,19
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 140.336 -11,29 3.406 -11,67
2026-05-13 13F Natixis Advisors, L.p. 18.378 -4,51 0
2026-04-16 13F Triad Wealth Partners, LLC 101.755 -74,90 2.470 -75,01
2026-05-15 13F Quantinno Capital Management LP 0 -100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 174.069 -4,94 4.225 -5,33
2026-05-12 13F Kingsview Wealth Management, LLC 38.741 -5,24 940 -5,62
2026-04-22 13F Genesee Capital Advisors, LLC 14.820 -0,07 360 -0,55
2026-02-17 13F Capital Insight Partners, Llc 0 -100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 0 -100,00 0
2026-05-15 13F Lumbard & Kellner, LLC 18.530 -47,00 450 -47,30
2026-01-28 13F Lebenthal Global Advisors, LLC 0 -100,00 0
2026-05-05 13F Tortoise Investment Management, LLC 76.127 -1,58 1.848 -1,96
2026-05-07 13F Dakota Wealth Management 126.413 -7,02 3.068 -7,40
2026-05-14 13F EP Wealth Advisors, Inc. 63.007 -2,34 1.529 -2,74
2026-04-29 13F Skopos Labs, Inc. 552.714 -19,36 13.414 -19,69
2026-05-15 13F Breakwater Investment Management 115.683 -1,69 2.808 -2,09
2026-04-23 13F Accurate Wealth Management, LLC 25.602 -31,38 620 -31,72
2026-05-11 13F Commerce Bank 229.332 -7,39 5.566 -7,77
2026-05-14 13F Capital Analysts, Inc. 5.648 -2,82 0
2026-04-27 13F Koshinski Asset Management, Inc. 31.373 -29,17 761 -29,47
2026-02-10 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-04-17 13F BCS Wealth Management 25.233 -49,98 612 -50,20
2026-01-29 13F Comerica Bank 27.380 -3,36 667 -3,47
2026-05-11 13F Scratch Capital Llc 8.433 -31,00 205 -31,31
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-04-28 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-12 13F Cloud Capital Management, LLC 347.705 -36,72 8 -38,46
2026-04-08 13F Birchbrook, Inc. 17.960 -0,18 436 -0,68
2026-04-15 13F Valley National Advisers Inc 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 99.143 -21,04 2.406 -21,35
2026-05-04 13F Tuttle Tactical Management LLC 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 0 -100,00 0
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-11 13F Pathstone Holdings, LLC 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 32.270 -3,15 783 -3,45
2026-05-12 13F WorthPointe, LLC 81.917 -41,56 1.988 -41,80
2026-05-08 13F Act Two Investors Llc 242.756 -15,14 5.892 -15,49
2026-02-04 13F Anson Capital, Inc. 0 -100,00 0
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-05-04 13F Hexagon Capital Partners LLC 27.465 -3,75 667 -4,17
2026-04-08 13F Dover Advisors, Llc 143.112 -8,76 3.473 -9,13
2026-04-28 13F Bogart Wealth, LLC 3.437 -4,66 83 -4,60
2026-04-16 13F Toth Financial Advisory Corp 7.048 -7,60 171 -7,57
2026-04-23 13F McBroom & Associates, LLC 0 -100,00 0
2026-05-05 13F PFG Advisors 8.717 -12,05 212 -12,45
2026-05-11 13F Evermay Wealth Management Llc 45.965 -3,46 1.116 -3,88
2026-05-12 13F Ballast Advisors Llc 0 -100,00 0
2026-01-05 13F Commons Capital, Llc 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 1.847 -85,32 45 -85,62
2026-05-14 13F Financial Engines Advisors L.L.C. 19.402 -15,60 471 -16,07
2026-05-13 13F Calton & Associates, Inc. 20.926 -62,90 508 -63,10
2026-04-15 13F Eaton Financial Holdings Company, LLC 162.087 -9,77 3.934 -10,14
2026-01-14 13F Bond & Devick Financial Network, Inc. 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-10 13F Sage Investment Advisers LLC 51.077 -44,79 1.236 -45,16
2026-04-22 13F Seneca Financial Advisors LLC 29.141 -8,07 707 -8,42
2026-01-08 13F Websterrogers Financial Advisors, Llc 0 -100,00 0
2026-04-16 13F Sheets Smith Wealth Management 100.538 -13,52 2.440 -13,87
2026-05-12 13F Ausdal Financial Partners, Inc. 41.465 -2,53 1.006 -2,90
2026-06-03 13F DBK Financial Counsel, LLC 104.595 -1,71 2.539 -2,12
2026-04-29 13F KERR FINANCIAL PLANNING Corp 3 -25,00 0
2026-05-01 13F Innovative Wealth Building LLC 71.514 -11,59 1.736 -11,97
2026-04-30 13F Robinson Smith Wealth Advisors Llc 11.863 -30,60 288 -31,01
2026-05-14 13F Fortis Advisors, LLC 38.908 -57,17 944 -57,36
2026-05-14 13F Johnson Financial Group, LLC 148.256 -12,01 3.598 -12,37
2026-05-14 13F Raymond James Financial Inc 642.776 -12,47 15.600 -12,83
2026-05-14 13F Allworth Financial LP 124.706 -8,80 3.027 -9,18
2026-05-12 13F Ark & Tlk Investments, Llc 58.244 -0,20 1.414 -0,63
2026-04-14 13F Joule Financial, LLC 0 -100,00 0
2026-04-15 13F Bright Futures Wealth Management, LLC. 45.434 -4,77 1.103 -5,16
2026-05-14 13F Lauterbach Financial Advisors, LLC 9.473 -34,13 230 -34,57
2026-05-18 13F Arkadios Wealth Advisors 15.673 -4,89 380 -5,24
2026-05-11 13F Wbi Investments, Inc. 0 -100,00 0
2026-04-23 13F Seek First Inc. 54.971 -1,01 1.334 -1,40
2026-04-29 13F Compass Financial Group, INC/SD 67.559 -0,04 1.640 -0,49
2026-05-11 13F Founders Financial Alliance, LLC 2.186 -10,63 53 -10,17
2026-01-15 13F Foster & Motley Inc 0 -100,00 0
2026-04-29 13F Resonant Capital Advisors, LLC 264.865 -60,53 6.428 -60,69
2026-04-13 13F Enclave Advisors LLC 14.846 -8,87 360 -9,32
2026-04-21 13F Gilpin Wealth Management, Llc 1.400 -12,50 34 -13,16
2026-01-08 13F Grove Bank & Trust 0 -100,00 0
2026-04-20 13F Gilbert Capital Group, Inc. 108.099 -1,34 2.624 -1,76
2026-05-12 13F Elite Financial, Inc. 105.828 -2,90 3 0,00
2026-04-09 13F Noble Family Wealth, LLC 25.773 -0,27 626 -0,64
2026-05-15 13F Brown Advisory Inc 0 -100,00 0
2026-04-09 13F Peterson Wealth Advisors, LLC 472.888 -1,88 11.477 -2,29
2026-04-09 13F Mfg Wealth Management, Inc. 0 -100,00 0
2026-05-06 13F Assetmark, Inc 17.127 -93,80 416 -93,84
2026-04-17 13F RFG Advisory, LLC 9.071 -20,24 220 -20,58
2026-04-14 13F LifePlan Financial, LLC 39.502 -2,97 959 -3,43
2026-04-30 13F Verdence Capital Advisors LLC 121.535 -4,68 2.950 -5,09
2026-05-13 13F Bank Of Montreal /can/ 39.286 -57,60 953 -57,78
2026-04-03 13F Ridgewood Investments LLC 0 -100,00 0
2026-01-27 13F SageGuard Financial Group, LLC 0 -100,00 0
2026-05-05 13F Valtinson Bruner Financial Planning LLC 14.789 -1,98 359 -2,45
2026-04-30 13F Sequoia Financial Advisors, LLC 27.134 -16,52 659 -16,92
2026-04-28 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 239.922 -8,02 5.830 -8,28
2026-05-15 13F Cerity Partners LLC 1.692.832 -19,80 41.085 -20,13
2026-04-07 13F Alpha Omega Wealth Management LLC 9.819 -3,25 238 -3,64
2026-01-26 13F Lederer & Associates Investment Counsel/ca 0 -100,00 0
2025-12-16 13F Lindenwold Advisors 42.243 -0,09 1.031 0,00
2026-04-16 13F Brookstone Capital Management 129.323 -8,33 3.139 -8,70
2026-05-15 13F Mission Wealth Management, Lp 28.633 -56,50 695 -56,73
2026-05-07 13F Rice Partnership, LLC 0 -100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-28 13F Howe & Rusling Inc 9.172 -45,23 223 -45,59
2026-04-27 13F Wbh Advisory Inc 118.172 -4,23 2.860 -4,92
2026-04-14 13F Amicus Financial Advisors, LLC 25.272 -0,05 613 -0,49
2026-05-14 13F Cwm, Llc 33.288 -3,40 808
2026-05-12 13F Vista Cima Wealth Management LLC 35.145 -18,59 853 -19,01
2026-04-27 13F Exencial Wealth Advisors, Llc 36.712 -0,19 891 -0,67
2026-04-27 13F Marotta Asset Management 564.482 -4,76 13.660 -5,42
2026-02-12 13F Resurgent Financial Advisors LLC 0 -100,00 0
2026-02-09 13F Diversified Portfolios, Inc. 0 -100,00 0
2026-04-21 13F Trevian Wealth Management LLC 35.351 -54,66 858 -54,89
2026-04-21 13F WT Wealth Management 114.619 -5,11 2.782 -5,50
2026-04-23 13F CWM Advisors, LLC 689.358 -6,56 16.731 -6,94
2026-05-07 13F Capital Performance Advisors Llp 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 12.533 -6,77 304 -7,03
2026-04-15 13F Sightline Wealth Advisors, LLC 48.548 -17,57 1.178 -17,91
2026-04-27 13F Truist Financial Corp 220.252 -73,95 5.346 -74,06
2026-04-20 13F Fiduciary Alliance LLC 8.459 -3,96 205 -4,21
2026-05-15 13F Dean Investment Associates, Llc 67.796 -66,23 1.645 -66,37
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-09 13F Elmwood Wealth Management, Inc. 34.000 -10,53 825 -10,91
2026-05-05 13F Wealthfront Advisers Llc 2.978.594 -26,95 72.290 -27,25
2026-05-13 13F Cetera Investment Advisers 804.911 -23,67 19.535 -23,98
2026-05-06 13F Modera Wealth Management, LLC 9.075 -19,35 220 -19,71
2026-05-15 13F Sonoma Private Wealth LLC 0 -100,00 0
2026-04-28 13F Clay Northam Wealth Management, LLC 14.300 -2,72 347 -3,07
2026-04-28 13F Fortis Capital Advisors, LLC 15.359 -25,91 373 -26,34
2026-05-04 13F Lifeworks Advisors, LLC 107.294 -11,01 2.604 -11,37
2026-05-13 13F Measured Wealth Private Client Group, LLC 1.676 -20,46 41 -21,57
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-24 13F Bellevue Asset Management, Llc 1.661 -18,94 40 -18,37
2026-04-22 13F Traphagen Investment Advisors Llc 8.262 -0,04 201 -0,50
2026-01-14 13F Mb, Levis & Associates, Llc 0 -100,00 0
2026-04-15 13F Mainsail Financial Group, LLC 87.544 -1,86 2.125 -2,25
2026-05-08 13F Roundview Capital LLC 339.388 -4,65 8.237 -5,05
2026-05-08 13F Altiora Financial Group, LLC 338.022 -0,29 8.204 -0,70
2026-05-11 13F Aptus Capital Advisors, LLC 1.281 -94,41 31 -94,44
2026-04-10 13F Perigon Wealth Management, LLC 19.167 -28,74 465 -29,01
2026-05-11 13F/A First Affirmative Financial Network 20.800 -1,30 505 -1,95
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-15 13F Valley Financial Group, Inc. 72.622 -7,69 1.763 -8,09
2026-02-09 13F Key FInancial Inc 0 -100,00 0
2026-05-01 13F Farrow Financial Inc. 230.174 -0,52 5.586 -0,92
2026-05-11 13F Umb Bank N A/mo 29.142 -11,18 707 -11,51
2026-05-14 13F Rockefeller Capital Management L.P. 107.157 -7,58 2.601 -7,96
2026-05-13 13F Freestone Capital Holdings, LLC 41.499 -23,08 1.007 -23,36
2026-04-24 13F EJMK Ventures LLC 19.767 -25,78 480 -26,19
2026-05-07 13F Vision Retirement, LLC 0 -100,00 0 -100,00
2026-05-15 13F Ameriprise Financial Inc 15.446.985 -18,69 363.242 -21,89
2026-04-21 13F Laurel Oak Wealth Management, Llc 24.485 -4,63 594 -4,96
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 69 -99,26 2 -99,56
2026-05-15 13F Tradition Wealth Management, LLC 21.552 -17,29 523 -17,64
2026-04-16 13F Sentinel Pension Advisors Inc 8.899 -5,18 216 -5,70
2026-04-15 13F DAVENPORT & Co LLC 1.493.451 -13,72 36.246 -14,08
2026-04-28 13F Stratos Wealth Partners, LTD. 18.956 -21,87 460 -22,17
2026-05-06 13F Main Street Group, LTD 181.331 -20,10 4.401 -20,43
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 84.422 -10,11 2.049 -10,49
2026-04-17 13F United Advisor Group, LLC 61.071 -9,95 1.482 -10,29
2026-05-11 13F OpenArc Corporate Advisory, LLC 35.979 -29,93 873 -30,22
2026-04-22 13F Pasadena Private Wealth, LLC 28.913 -2,83 702 -3,31
2026-05-08 13F Steward Partners Investment Advisory, Llc 15.588 -28,19 378 -28,41
2026-01-08 13F Maridea Wealth Management LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 30.900 -0,32 750 -0,79
2026-05-14 13F VestGen Advisors, LLC 117.901 -22,44 2.847 -23,14
2026-04-29 13F WPG Advisers, LLC 9.053 -2,78 220 -3,10
2026-05-11 13F SCS Capital Management LLC 25.942 -98,15 630 -98,16
2026-04-30 13F Private Trust Co Na 1.375 -35,02 33 -35,29
2026-04-14 13F Focus Financial Network, Inc. 297.217 -6,78 7.213 -7,17
2026-04-24 13F Lynx Investment Advisory 9.291 -17,51 225 -17,88
2026-05-12 13F Bnp Paribas Arbitrage, Sa 626 -99,08 15 -99,09
2026-04-17 13F Phil A. Younker & Associates, Ltd. 0 -100,00 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-21 13F Financial Architects, LLC 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 780.153 -1,28 18.934 -1,69
2026-02-02 13F Forza Wealth Management, LLC 0 -100,00 0
2026-02-11 13F Gateway Wealth Partners, LLC 0 -100,00 0
2026-05-06 13F Frontier Asset Management, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 190.039 -52,85 4.612 -53,04
2026-05-13 13F Mpwm Advisory Solutions, Llc 45.465 -11,89 1.103 -12,25
2026-04-07 13F Bulwark Capital Corp 4.960 -32,17 120 -32,58
2026-01-22 13F Curran Financial Partners, LLC 0 -100,00 0
2026-05-08 13F Firestone Capital Management 8.345 -3,83 203 -4,27
2026-04-24 13F Medallion Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Lantern Wealth Advisors, LLC 84.016 -2,25 2.039 -2,63
2026-05-13 13F Lido Advisors, LLC 103.489 -43,92 2.512 -44,19
2026-05-13 13F SRS Capital Advisors, Inc. 8.857 -52,04 215 -52,44
2026-04-24 13F Smithbridge Asset Management Inc/de 47.777 -53,46 1.160 -53,66
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 110.717.308 -9,62 2.687.109 -9,99
2026-04-15 13F Gradient Capital Advisors, LLC 11.373 -28,69 276 -28,87
2026-05-11 13F Citigroup Inc 22.440 -90,41 545 -90,46
2026-04-15 13F ERTS Wealth Advisors, LLC 68.858 -65,70 1.671 -65,84
2026-05-04 13F Savant Capital, LLC 451.828 -51,57 10.966 -51,77
2026-02-10 13F Principia Wealth Advisory, LLC 0 -100,00 0
2026-05-14 13F Vident Advisory, LLC 27.667 -38,06 671 -38,33
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-09 13F Planned Solutions, Inc. 25.465 -0,90 618 -1,28
2026-04-23 13F SJS Investment Consulting Inc. 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-05-22 13F WNY Asset Management, LLC 174.656 -29,42 4.239 -29,80
2026-05-15 13F/A EverSource Wealth Advisors, LLC 52.828 -8,45 1.282 -8,82
2026-05-27 13F Birmingham Capital Management Co Inc/al 20.600 -51,64 0 -100,00
2026-04-17 13F ZynergyRetirementPlanningLLC 438.538 -9,39 10.643 -9,76
2026-05-15 13F Equitable Holdings, Inc. 0 -100,00 0
2026-04-28 13F Journey Beyond Wealth, LLC 132.930 -2,82 3.226 -3,21
2026-01-08 13F Wedmont Private Capital 0 -100,00 0
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 417.417 -37,39 10.131 -37,65
2026-04-23 13F NewCorp Financial Services, Inc. 16.823 -4,60 408 -4,90
2026-04-17 13F Great Waters Wealth Management 58.149 -1,46 1.411 -1,88
2026-04-22 13F First Financial Group Corp 83.655 -4,70 2.030 -5,10
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-04-30 13F Kestra Advisory Services, LLC 26.675 -39,68 647 -39,93
2026-01-26 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 30.387 -16,47 738 -16,82
2026-04-07 13F SMI Advisory Services, LLC 317.022 -4,98 7.666 -5,72
2026-05-15 13F Fiduciary Trust Co 32.780 -13,86 796 -14,24
2026-04-28 13F Westfuller Advisors, LLC 560 -11,39 14 -13,33
2026-04-08 13F Dynamic Advisor Solutions LLC 220.544 -2,99 5.353 -3,39
2026-05-13 13F NFP Retirement, Inc. 42.018 -2,39 1.020 -2,86
2026-04-23 13F Traub Capital Management LLC 28.397 -0,05 689 -0,43
2026-04-21 13F Wedbush Securities Inc 14.784 -20,66 0
2026-05-21 13F JDM Financial Group LLC 41.449 -30,34 1.006 -30,69
2026-04-22 13F Apollon Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 58.759 -3,75 1.426 -4,10
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 0 -100,00 0
2026-04-07 13F Abacus Planning Group, Inc. 300.682 -3,67 7.298 -4,06
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 127.906 -17,70 3.104 -18,04
2026-04-20 13F SILVER OAK SECURITIES, Inc 28.899 -1,91 701 -2,37
2026-01-29 13F First Interstate Bank 0 -100,00 0
2026-04-22 13F Grove Street Fiduciary, LLC 293.361 -0,60 7.120 -1,02
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 10.305 -4,71 250 -4,94
2026-05-12 13F Ameritas Advisory Services, LLC 82.842 -9,89 2.011 -10,27
2026-05-07 13F Northwestern Mutual Wealth Management Co 761.195 -6,32 18.474 -6,70
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 10.385 -5,15 252 -5,64
2026-05-13 13F Somerset Group LLC 18.090 -1,33 440 -1,57
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 0 -100,00 0
2026-04-22 13F Aegis Wealth Management LLC 29.546 -0,31 717 -0,69
2026-04-27 13F Soltis Investment Advisors LLC 8.357 -12,79 203 -13,30
2026-04-21 13F MBE Wealth Management, LLC 59.338 -20,90 1.440 -21,23
2026-03-30 13F/A Barclays Plc 0 -100,00 0
2026-05-14 13F Diversified Enterprises, LLC 20.419 -27,97 496 -28,26
2026-05-14 13F Us Bancorp \de\ 489.466 -1,82 11.879 -2,22
2026-04-20 13F Foster Victor Wealth Advisors, LLC 49.647 -4,76 1.204 -5,20
2026-04-17 13F Vermillion Wealth Management, Inc. 10.626 -5,69 258 -6,20
2026-01-13 13F Roberts Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F Evensky & Katz LLC 232.942 -7,50 6 -16,67
2026-05-01 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15.125 -56,07 367 -56,26
2026-04-15 13F Aventus Investment Advisors, Inc. 118.555 -4,61 2.877 -4,99
2026-05-11 13F Lummis Asset Management, LP 46.846 -9,53 1.137 -9,91
2026-05-11 13F Ashton Thomas Private Wealth, LLC 12.910 -0,63 313 -0,95
2026-04-13 13F Accelerate Investment Advisors LLC 0 -100,00 0
2026-05-12 13F Leading Edge Financial Planning LLC 16.683 -0,97 405 -1,46
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0 -100,00
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 26.512 -6,37 646 -6,38
2026-04-20 13F Live Oak Private Wealth LLC 20.058 -12,53 487 -12,90
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-21 13F Aull & Monroe Investment Management Corp 9.986 -3,20 242 -3,59
2026-05-11 13F Federated Hermes, Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 147.335 -16,25 3.591 89.650,00
2026-05-15 13F Strategic Advocates LLC 20 -99,77 0 -100,00
2026-04-28 13F K2 Financial Inc. 47.245 -10,32 1.146 -10,75
2026-04-15 13F Fifth Third Securities, Inc. 335.587 -7,87 8.145 -8,25
2026-04-14 13F Juncture Wealth Strategies, Llc 79.223 -2,51 1.923 -2,93
2026-05-12 13F Cahill Financial Advisors Inc 13.842 -6,53 336 -6,94
2026-04-20 13F Brandywine Oak Private Wealth Llc 753.576 -0,02 18.289 -0,43
2026-05-12 13F Asset One Wealth Management LLC 35.625 -8,51 864 -8,77
2026-05-13 13F Brinker Capital Investments, LLC 19.304 -71,50 469 -71,64
2026-04-17 13F Krilogy Financial LLC 24.824 -51,64 602 -51,88
2026-04-15 13F Seacrest Wealth Management, Llc 17.220 -11,79 418 -12,21
2026-05-12 13F Creative Planning 399.294 -6,66 9.691 -7,05
2026-05-13 13F Triumph Capital Management 56 -12,50 1 0,00
2026-04-20 13F Kestra Private Wealth Services, Llc 125.986 -4,88 3.058 -5,27
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 39.111 -28,04 949 -28,32
2026-05-11 13F Per Stirling Capital Management, LLC. 16.861 -0,49 409 -0,73
2026-05-14 13F Morningstar Investment Management LLC 1.613.491 -6,55 39.159 93.135,71
2026-04-20 13F Independent Wealth Network Inc. 18.870 -1,52 458 -1,93
2026-04-21 13F North Forty Two & Co. 115.406 -0,09 2.801 -0,53
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-04-09 13F Pinkerton Retirement Specialists, LLC 112.900 -2,37 2.751 -2,38
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-17 13F Mainstream Capital Management LLC 18.585 -0,21 451 -0,44
2026-05-06 13F Alteri Wealth LLC 46.055 -12,12 1.118 -12,53
2026-04-27 13F Pensionmark Financial Group, Llc 519.885 -8,01 12.618 -8,39
2026-02-02 13F Williams Financial, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 27.487 -2,27 667 -2,63
2026-05-04 13F Mml Investors Services, Llc 417.951 -13,26 10.144 -13,62
2026-05-15 13F Goldman Sachs Group Inc 80.670 -0,41 1.958 -0,81
2026-05-12 13F Strategic Wealth Partners, Ltd. 2.493 -41,24 61 -41,75
2026-05-15 13F Mercer Global Advisors Inc /adv 1.400.381 -2,58 33.987 -2,98
2026-05-08 13F Opus Financial Solutions LLC 73.682 -6,81 1.788 -7,17
2026-04-23 13F Bigelow Investment Advisors, LLC 197.856 -1,86 4.802 -2,28
2026-04-16 13F Mendota Financial Group, LLC 62.228 -1,22 1.510 -1,63
2026-05-11 13F Fourth Dimension Wealth, LLC 4.787 -10,91 116 -10,77
2026-04-08 13F Spinnaker Investment Group, LLC 27.121 -6,06 658 -6,40
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-29 13F Weitzel Financial Services, Inc. 26.138 -0,84 633 -1,56
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 42.581 -13,42 1.033 -13,77
2026-05-15 13F Northeast Financial Group, Inc. 522.603 -12,05 12.691 -12,37
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 2.397 -24,84 58 -24,68
2026-04-30 13F Simplicity Wealth,LLC 28.144 -19,40 683 -19,65
2026-05-04 13F Clear Investment Research, Llc 49.167 -6,15 1.193 -6,50
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-14 13F Rockbridge Investment Management, LCC 0 -100,00 0
2026-05-06 13F Nelson Capital Management, LLC 0 -100,00 0 -100,00
2026-05-05 13F Atria Investments Llc 19.859 -34,20 482 -34,56
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-02-13 13F Bank Of Nova Scotia 0 -100,00 0
2026-04-08 13F Stephens Group Asset Management, Llc 1.544.533 -25,67 37.486 -25,97
2026-05-13 13F Clearwater Capital Advisors, LLC 194.349 -64,80 4.717 -64,95
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