Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Schwab Strategic Trust - Schwab High Yield Bond ETF inkluderer
SWKRX - Schwab Monthly Income Fund - Enhanced Payout,
Strategic Financial Planning, Inc.,
SWLRX - Schwab Monthly Income Fund - Maximum Payout,
SWJRX - Schwab Monthly Income Fund - Moderate Payout,
Empowered Funds, LLC,
AGGA - Astoria Dynamic Core US Fixed Income ETF,
SMIDX - SMI Dynamic Allocation Fund,
SMILX - SMI 50/40/10 Fund,
Mma Asset Management Llc,
Buckingham Strategic Partners,
Principia Wealth Advisory, LLC,
OMNI 360 Wealth, Inc.,
Evergreen Advisors, LLC,
Joseph P. Lucia & Associates, LLC,
Ballast, Inc.,
Captrust Financial Advisors,
Cambridge Investment Research Advisors, Inc.,
Old Mission Capital Llc,
SRS Capital Advisors, Inc.,
og
BlackRock, Inc.
.
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato |
Kilde |
Investor |
|
Type |
Gjennomsnittlig pris
(estimert) |
Aksjer |
Δ Aksjer
(%) |
Rapportert verdi ($1000) |
Verdi (%) |
Portallokering (%) |
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
8 067 |
|
0 |
|
|
| 2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
13 240 |
2 441,27 |
351 |
2 600,00 |
|
| 2025-07-17 |
13F |
Charles Schwab Trust Co
|
|
|
|
384 155 |
189,75 |
10 195 |
194,57 |
|
| 2025-07-30 |
NP |
AGGA - Astoria Dynamic Core US Fixed Income ETF
|
|
|
|
144 233 |
|
3 776 |
|
|
| 2025-08-04 |
13F |
Joseph P. Lucia & Associates, LLC
|
|
|
|
18 491 |
|
491 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
1 354 |
204,27 |
36 |
218,18 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
14 695 |
|
390 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
25 532 |
|
678 |
|
|
| 2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
8 384 |
|
223 |
|
|
| 2025-08-12 |
13F |
Howe & Rusling Inc
|
|
|
|
1 066 |
650,70 |
28 |
833,33 |
|
| 2025-07-25 |
13F |
NorthRock Partners, LLC
|
|
|
|
330 |
1,85 |
9 |
0,00 |
|
| 2025-08-05 |
13F |
Mma Asset Management Llc
|
|
|
|
47 539 |
|
1 262 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
289 |
|
8 |
|
|
| 2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
1 271 |
|
34 |
|
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
15 888 |
56,50 |
422 |
58,87 |
|
| 2025-08-12 |
13F |
Wealthbridge Capital Management, Llc
|
|
|
|
17 294 |
26,83 |
459 |
28,65 |
|
| 2025-08-13 |
13F |
JT Stratford LLC
|
|
|
|
43 540 |
4,02 |
1 156 |
5,77 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
52 007 |
419,29 |
1 380 |
428,74 |
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
1 547 |
38,87 |
41 |
41,38 |
|
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
158 753 |
|
4 188 |
|
|
| 2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
156 |
|
4 |
|
|
| 2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
39 092 |
43,19 |
1 038 |
45,65 |
|
| 2025-07-17 |
13F |
Wolff Wiese Magana Llc
|
|
|
|
6 |
|
0 |
|
|
| 2025-08-11 |
13F |
Brown Brothers Harriman & Co
|
|
|
|
6 |
|
0 |
|
|
| 2025-07-30 |
13F |
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
250 |
|
7 |
|
|
| 2025-07-07 |
13F |
OMNI 360 Wealth, Inc.
|
|
|
|
25 187 |
|
668 |
|
|
| 2025-07-29 |
13F |
Ballast, Inc.
|
|
|
|
18 491 |
|
491 |
|
|
| 2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
49 |
|
1 |
|
|
| 2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
1 647 085 |
65,60 |
43 450 |
67,32 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
27 |
3,85 |
1 |
|
|
| 2025-08-04 |
13F |
Evergreen Advisors, LLC
|
|
|
|
22 000 |
|
584 |
|
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
274 332 |
|
7 281 |
|
|
| 2025-07-31 |
13F |
Moser Wealth Advisors, LLC
|
|
|
|
73 |
|
2 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
151 |
371,88 |
4 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
7 579 |
15,06 |
201 |
17,54 |
|
| 2025-08-29 |
NP |
RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
1 850 001 |
77,08 |
49 099 |
80,00 |
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
188 111 |
5,55 |
4 992 |
7,29 |
|
| 2025-07-30 |
13F |
Forum Financial Management, LP
|
|
|
|
10 295 |
7,12 |
273 |
9,20 |
|
| 2025-08-13 |
13F |
Strategic Financial Planning, Inc.
|
|
|
|
215 009 |
|
5 706 |
|
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
12 652 |
|
336 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
85 |
347,37 |
2 |
|
|
| 2025-07-31 |
13F |
Buckingham Strategic Partners
|
|
|
|
25 677 |
|
681 |
|
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
49 270 |
|
1 280 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
9 786 |
163 000,00 |
260 |
|
|
| 2025-08-14 |
13F |
Old Mission Capital Llc
|
|
|
|
7 562 |
|
201 |
|
|
| 2025-05-14 |
13F |
Huntington National Bank
|
|
|
|
|
|
0 |
|
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
304 |
|
8 |
|
|
| 2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
13 178 |
|
0 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
551 |
|
15 |
|
|
| 2025-08-12 |
13F |
Peachtree Investment Partners, LLC
|
|
|
|
330 |
1,85 |
9 |
0,00 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
204 312 |
|
5 422 |
|
|
| 2025-07-29 |
13F |
Mb, Levis & Associates, Llc
|
|
|
|
10 496 |
1,67 |
279 |
3,35 |
|
| 2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
17 |
|
0 |
|
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
170 683 |
|
4 530 |
|
|
| 2025-08-05 |
13F |
Tsfg, Llc
|
|
|
|
100 |
|
0 |
|
|
| 2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
10 345 |
7,94 |
275 |
9,60 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
136 580 |
|
3 547 |
|
|
