Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF comprennent Charles Schwab Investment Management Inc, CacheTech Inc., Adams Wealth Management, Jpmorgan Chase & Co, Goldman Sachs Group Inc, Old Mission Capital Llc, Lido Advisors, LLC, Chapman Financial Group, Llc, LPL Financial LLC, Susquehanna International Group, Llp, Copperwynd Financial, LLC, CoreCap Advisors, LLC, Larson Financial Group LLC, GWM Advisors LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Northwestern Mutual Wealth Management Co, Hoey Investments, Inc, SYM FINANCIAL Corp, et Jones Financial Companies Lllp .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | MCF Advisors LLC | 845 | 22 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 800 | 20 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 971 | 254 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 384 | 35 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 17 775 | 453 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 913 | 49 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 546 | 14 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 202 020 489 | 5 145 462 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18 495 | 471 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 73 568 | 349,08 | 1 874 | 350,24 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9 997 | 255 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 180 | 5 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 612 | 16 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 379 | 61 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 130 140 | 38,06 | 3 315 | 38,14 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 34 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 199 | 5 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 585 | 193 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 64 | 2 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 8 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 587 | 117 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 | 0 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 557 | 40 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 084 | 104 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 86 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 149 | 4 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 115 | 3 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 323 | 263 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 104 | 3 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 47 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 116 | 3 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 680 | 425 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 64 733 | 1 649 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 392 | 10 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 52 297 | 1 332 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 535 119 | 12 606 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 361 | 9 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 208 | 5 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 28 | 1 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 495 315 | 12 606 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 875 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 141 868 | 3 613 |
