Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schwab Strategic Trust - Schwab High Yield Bond ETF, omfatter
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 side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris
(Øst) |
Aktier |
Δ Aktier
(%) |
Rapporteret
Værdi
($1000) |
Δ Værdi
(%) |
Port Alloc
(%) |
| 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 |
|
|
