Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF comprennent Founders Financial Securities Llc, Kestra Advisory Services, LLC, Colony Group, LLC, Harbor Asset Planning, Inc., Traub Capital Management LLC, Atlantic Union Bankshares Corp, Sound Income Strategies, LLC, Russell Investments Group, Ltd., et Frazier Financial Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4 018 | 0,42 | 98 | 8,99 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 34 070 | 71,83 | 817 | 78,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 788 | 6,80 | 235 | 11,43 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 22 | 1 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 48 270 | 0,13 | 1 158 | 3,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 172 | 33,84 | 220 | 39,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23 933 | 49,05 | 574 | 55,56 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 46 357 | 0,18 | 1 112 | 4,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 934 | 0,35 | 262 | 4,80 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8 824 | 0,43 | 212 | 4,46 | ||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 2 407 | 126,22 | 55 | 129,17 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 20 108 | 4,07 | 482 | 8,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 686 144 | 12,15 | 16 | 14,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 412 | 0,43 | 178 | 4,73 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12 172 | 0,39 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 144 666 | 1,10 | 3 469 | 5,38 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 22 310 | 6,11 | 535 | 10,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 381 048 | 5,87 | 9 138 | 10,32 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 616 513 | 7,76 | 14 784 | 12,30 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 65 114 | 6,74 | 1 561 | 11,26 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 701 803 | 10,59 | 16 829 | 15,26 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 031 | 1,31 | 97 | 5,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 115 672 | 6,02 | 2 774 | 10,48 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 293 595 | 106 368,72 | 31 020 | 114 788,89 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 2 414 | 0,42 | 58 | 3,64 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 49 107 | 0,32 | 1 178 | 4,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 110 | 60,89 | 626 | 67,83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 284 | 1,51 | 55 | 5,88 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 125 | 105,45 | 171 | 115,19 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 9 143 | 0,56 | 219 | 4,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 935 | 108,01 | 70 | 125,81 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 42 487 | 0,32 | 1 019 | 9,94 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 523 | 204 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6 999 | 0,29 | 168 | 4,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 999 | 99,93 | 72 | 108,82 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 050 | 25 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 435 216 | 6,02 | 10 436 | 10,49 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 145 | 3 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 52 895 | 186,09 | 1 263 | 199,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 666 | 10,10 | 1 311 | 14,80 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34 950 | 0,43 | 838 | 4,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 500 | 31,58 | 60 | 37,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 273 068 | 217,63 | 6 548 | 231,04 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 49 823 | 1 195 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 846 | 0,37 | 116 | 4,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 453 | 11 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 900 | 22 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 56 822 | 0,05 | 1 363 | 4,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140 592 | 185,48 | 3 350 | 216,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145 641 | 63,02 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 22 008 | 83,31 | 528 | 90,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 137 | 27 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 73 197 | 7,92 | 1 755 | 12,50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 42 741 | 0,14 | 1 025 | 4,28 | ||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 85 101 | 8,62 | 1 958 | 7,46 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6 553 | 0,03 | 157 | 4,67 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 98 247 | 11,03 | 2 356 | 15,67 | ||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 11 304 | 16,86 | 260 | 16,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 340 | 200 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 57 569 | 10,35 | 1 381 | 15,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 574 | 278 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 119 | 22,54 | 578 | 26,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 245 556 | 28,77 | 5 888 | 34,21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 61 525 | 11,17 | 1 475 | 15,87 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 908 | 166 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262 206 | 6,23 | 6 278 | 10,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 695 144 | 3,29 | 16 670 | 7,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 854 | 8,67 | 380 | 13,43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 412 | 1 087 |
