FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF - Propriedade Institucional - Vendedores

Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
US ˙ ARCA ˙ US8085247638

Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-01-22 13F Bfsg, Llc 0 -100.00 0
2026-05-13 13F Mariner, LLC 513,981 -0.84 16,668 2.05
2026-02-10 13F IAG Wealth Partners, LLC 0 -100.00 0
2026-04-21 13F Magnolia Private Wealth, LLC 10,276 -3.90 333 -0.89
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 6,086 -3.64 197 -1.01
2026-05-15 13F Two Sigma Securities, Llc 6,648 -54.59 216 -53.36
2026-04-28 13F Quent Capital, LLC 0 -100.00 0
2026-04-07 13F Signaturefd, Llc 4,755 -1.04 154 1.99
2026-02-04 13F Ground Swell Capital, LLC 0 -100.00 0
2026-05-08 13F SHP Wealth Management 29,170 -9.42 946 -6.80
2026-02-12 13F Chilton Capital Management Llc 0 -100.00 0
2026-05-15 13F Smartleaf Asset Management LLC 313 -67.36 10 -70.00
2026-04-21 13F Foster & Motley Inc 471,947 -1.79 15 0.00
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-04-20 13F GSB Wealth Management, LLC 328,713 -0.87 10,660 2.03
2026-04-23 13F First Pacific Financial 879,957 -1.45 28,537 1.43
2026-05-12 13F Cahill Financial Advisors Inc 49,969 -1.99 1,620 0.87
2026-04-17 13F BCS Wealth Management 50,773 -39.18 1,647 -37.41
2026-02-17 13F Wellington Management Group Llp 0 -100.00 0
2026-01-20 13F Pflug Koory, LLC 0 -100.00 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2026-02-17 13F SageView Advisory Group, LLC 41,938 -3.09 1,321 -2.00
2026-05-14 13F EP Wealth Advisors, Inc. 47,858 -14.02 1,552 -11.47
2026-04-28 13F Howe & Rusling Inc 7,230 -17.62 234 -15.22
2026-05-15 13F AlphaCore Capital LLC 818,424 -9.32 26,542 -6.67
2026-02-17 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-15 13F CI Private Wealth, LLC 99,061 -2.21 3,205 0.38
2026-05-01 13F Midwest Trust Co 0 -100.00 0
2026-05-08 13F Addison Advisors LLC 88,639 -0.34 2,875 2.57
2026-05-05 13F Ethos Financial Group, LLC 25,948 -10.75 820 -10.48
2026-04-17 13F Bell Investment Advisors, Inc 447,402 -29.58 14,509 -27.52
2026-05-05 13F Aspiring Ventures, LLC 14,294 -9.97 464 -7.40
2026-01-23 13F Aspect Partners, LLC 0 -100.00 0
2026-05-14 13F Marble Wealth, LLC 186,353 -2.25 6,043 0.60
2026-04-23 13F Lakewood Asset Management LLC 45,765 -17.50 1,484 -15.05
2026-05-12 13F Atlantic Union Bankshares Corp 1,096 -4.28 36 -2.78
2026-04-14 13F Austin Wealth Management, LLC 24,391 -32.56 804 -32.75
2026-04-29 13F Resonant Capital Advisors, LLC 771,733 -16.19 25,027 -13.75
2026-02-02 13F Chapman Financial Group, Llc 0 -100.00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100.00 0
2026-05-13 13F Bank Of Montreal /can/ 21,518 -11.29 698 -8.77
2026-02-13 13F Palisade Asset Management, LLC 0 -100.00 0
2026-05-11 13F National Wealth Management Group, LLC 7,477 -2.68 242 0.00
2026-05-13 13F Buckingham Strategic Partners 170,044 -14.52 5,515 -12.03
2026-05-14 13F Empower Advisory Group, LLC 10,352 -10.63 336 -7.97
2026-02-27 13F Compass Financial Services Inc 0 -100.00 0
2026-04-30 13F Manske Wealth Management 127,565 -1.22 4,137 1.65
2026-04-21 13F Northland Capital Management LLC 141,447 -14.96 4,587 -12.48
2026-04-16 13F Smith, Salley & Associates 8,026 -3.32 260 -0.38
2026-05-16 13F Sunbelt Securities, Inc. 59 -78.85 2 -87.50
2026-05-13 13F O'shaughnessy Asset Management, Llc 11,871 -3.19 385 -0.52
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 0 -100.00 0
2026-05-15 13F Larson Financial Group LLC 14,865 -1.70 482 1.26
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 84,423 -52.28 2,767 -52.37
2026-02-09 13F HBK Sorce Advisory LLC 0 -100.00 0
2026-05-08 13F Sofos Investments, Inc. 0 -100.00 0
2026-05-01 13F Eq Wealth Advisors, Llc 70,048 -4.95 2,272 -2.20
2026-04-29 13F Axxcess Wealth Management, Llc 20,794 -8.15 674 -5.47
2026-01-20 13F Austin Private Wealth, LLC 21,355 -5.26 673 -4.27
2026-02-11 13F Parallel Advisors, LLC 6,451 -51.76 203 -51.20
2026-04-22 13F Spire Wealth Management 439 -16.22 14 -12.50
2026-02-06 13F New Millennium Group LLC 336 -38.57 11 -41.18
2026-05-15 13F Cresset Asset Management, LLC 130,035 -6.34 4,217 -3.59
2026-02-12 13F Principal Securities, Inc. 0 -100.00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 6,967 -14.21 226 -11.76
2026-04-28 13F Whittier Trust Co Of Nevada Inc 0 -100.00 0
2026-05-08 13F Blair William & Co/il 7,469 -0.03 242 2.98
2026-04-22 13F Pasadena Private Wealth, LLC 211,419 -9.29 6,856 -6.64
2026-05-15 13F NorthRock Partners, LLC 10,960 -4.64 355 -1.93
2026-05-12 13F Leavell Investment Management, Inc. 26,878 -2.22 872 0.58
2026-05-15 13F Ameriprise Financial Inc 918,127 -4.49 30,270 -0.06
2026-05-15 13F Quadcap Wealth Management, LLC 20,180 -0.66 654 2.19
2026-05-05 13F Wealthfront Advisers Llc 33,280 -4.64 1,079 -1.82
2026-01-21 13F Crews Bank & Trust 0 -100.00 0
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 22,398 -4.86 726 -2.02
2026-05-15 13F Empowered Funds, LLC 0 -100.00 0 -100.00
2026-04-20 13F SILVER OAK SECURITIES, Inc 43,429 -2.23 1,408 -0.49
2026-04-15 13F Sowa Financial Group, Inc. 15,544 -1.71 1
2026-05-11 13F Brand Asset Management Group, Inc. 30,892 -2.48 1,002 0.30
2026-04-28 13F Red Mountain Financial, LLC 33,532 -6.22 1,087 -3.46
2026-05-13 13F Brinker Capital Investments, LLC 55,278 -10.72 1,793 -8.10
2026-02-17 13F Quadrature Capital Ltd 0 -100.00 0
2026-05-11 13F Aptus Capital Advisors, LLC 4,197 -1.01 136 2.26
2026-04-24 13F Root Financial Partners, LLC 14,385 -8.81 467 -6.24
2026-04-14 13F Arnold Financial Planning LLC 6,341 -0.11 206 2.50
2026-05-14 13F Northern Trust Corp 9,954 -13.83 323 -11.54
2026-04-15 13F Verum Partners LLC 103,188 -12.35 3,346 -9.79
2026-05-13 13F Freestone Capital Holdings, LLC 7,904 -8.85 256 -6.23
2026-01-30 13F Kiker Wealth Management, LLC 0 -100.00 0
2026-04-20 13F Sowell Financial Services LLC 107,308 -6.57 3,480 -3.87
2026-05-14 13F Captrust Financial Advisors 102,098 -5.66 3,311 -2.90
2026-05-11 13F Foundations Investment Advisors, LLC 7,620 -95.11 247 -94.97
2026-05-07 13F Ironwood Investment Counsel, LLC 940,337 -4.86 30,495 -2.08
2026-04-20 13F Clune & Associates, Ltd. 9,272 -10.61 301 -7.98
2026-04-28 13F Integrated Advisors Network LLC 0 -100.00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 1,444,411 -7.78 46,842 -5.09
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100.00 0
2026-04-28 13F Opes Wealth Management LLC 304,740 -1.85 9,883 1.01
2026-05-08 13F McAdam, LLC 183,022 -3.85 5,935 -1.03
2026-02-09 13F Prospera Financial Services Inc 0 -100.00 0
2026-05-07 13F True North Advisors, LLC 0 -100.00 0
2026-01-15 13F Highline Wealth Partners Llc 0 -100.00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2026-04-13 13F Fiduciary Financial Group, Llc 14,204 -0.06 461 2.91
2026-05-05 13F HighTower Advisors, LLC 155,149 -3.39 5,031 -0.57
2026-05-01 13F Thrivent Financial For Lutherans 41,807 -3.57 1 0.00
2026-02-12 13F Jane Street Group, Llc 0 -100.00 0
2026-04-08 13F Winter & Associates, Inc. 161,515 -15.79 5,322 -11.95
2026-02-11 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-04-29 13F CVA Family Office, LLC 23,462 -0.07 761 2.84
2026-04-27 13F HB Wealth Management, LLC 31,044 -14.08 1,007 -11.60
2026-05-12 13F Hilltop Partners LLC 122,841 -3.30 3,984 -0.47
2026-05-14 13F Greenline Wealth Management LLC 0 -100.00 0
2026-04-21 13F Trilogy Capital Inc. 620,689 -15.79 20,129 -13.33
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31,535 -13.43 1,023 -10.90
2026-02-13 13F Atlas Capital Advisors Llc 0 -100.00 0
2026-04-14 13F Focus Financial Network, Inc. 19,105 -24.98 620 -22.82
2026-05-14 13F Regal Investment Advisors LLC 8,216 -0.95 266 1.92
2026-04-27 13F Qrg Capital Management, Inc. 81,335 -3.24 2,638 -0.42
2026-05-05 13F Capital Investment Advisory Services, LLC 18,130 -0.26 588 2.62
2026-05-29 13F Asset Dedication, LLC 35,379 -5.56 1,147 -2.80
2026-04-28 13F Kathmere Capital Management, LLC 161,759 -3.28 5,246 -0.47
2026-05-15 13F Morgan Stanley 1,129,600 -11.98 36,633 -9.41
2026-05-13 13F Lido Advisors, LLC 69,164 -17.41 2,243 -14.23
2026-04-17 13F HHM Wealth Advisors, LLC 93,365 -4.03 3,028 -1.24
2026-05-04 13F Savant Capital, LLC 266,101 -10.95 8,630 -8.36
2026-05-15 13F Charles Schwab Investment Management Inc 179,241,792 -0.11 5,812,811 2.81
2026-04-30 13F Accredited Investors Inc. 283,533 -4.79 9,195 -2.01
2026-04-24 13F Williams Financial, LLC 54,917 -2.84 1,781 -0.06
2026-04-28 13F Golden State Wealth Management, LLC 0 -100.00 0
2026-04-22 13F Janney Montgomery Scott LLC 33,100 -4.33 1 0.00
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-04-28 13F Appleton Partners Inc/ma 11,595 -1.89 0
2026-04-10 13F McGrath & Associates, Inc. 61,053 -21.99 1,980 -19.75
2026-04-22 13F Harbor Asset Planning, Inc. 32,279 -0.09 1,047 2.75
2026-05-15 13F Ancora Advisors, LLC 2,612 -35.96 85 -34.37
2026-04-15 13F Valley National Advisers Inc 1,980 -0.80 0
2026-05-28 13F Cozad Asset Management Inc 11,661 -6.12 378 -3.32
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 0 -100.00 0
2026-05-15 13F Talon Private Wealth, LLC 0 -100.00 0
2026-04-23 13F SJS Investment Consulting Inc. 0 -100.00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100.00 0
2026-05-14 13F Ieq Capital, Llc 27,326 -25.47 886 -23.29
2026-04-22 13F Wiser Advisor Group LLC 142 -7.79 5 0.00
2026-05-13 13F NFP Retirement, Inc. 221,692 -4.20 7,189 -1.40
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-01 13F Johnson Investment Counsel Inc 19,399 -2.99 629 -0.16
2026-04-16 13F Brookstone Capital Management 0 -100.00 0
2026-05-15 13F Millennium Management Llc 0 -100.00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100.00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 0 -100.00 0
2026-04-07 13F Farther Finance Advisors, LLC 77,290 -3.02 2,522 0.40
2026-05-15 13F Tudor Investment Corp Et Al 11,246 -69.48 365 -68.62
2026-04-30 13F KLCM Advisors, Inc. 6,743 -6.49 219 -3.96
2026-04-08 13F Shore Point Advisors, LLC 358,560 -40.21 7,312 -51.74
2026-04-16 13F Tandem Capital Management Corp /adv 16,810 -10.54 545 -7.94
2026-04-27 13F Exencial Wealth Advisors, Llc 204,729 -0.67 6,639 2.23
2026-05-06 13F ProVise Management Group, LLC 31,944 -2.93 1,036 -0.10
2026-04-07 13F Park Avenue Securities Llc 6,319 -4.65 0
2026-05-01 13F Brightwater Advisory LLC 132,878 -2.92 4,309 -0.09
2026-04-21 13F Red Tortoise LLC 3,836 -8.75 124 -6.06
2026-04-22 13F JNBA Financial Advisors 131 -14.94 4 0.00
2026-02-06 13F Cullen/frost Bankers, Inc. 0 -100.00 0
2026-04-13 13F Creative Financial Designs Inc /adv 2,424 -1.02 79 1.30
2026-02-12 13F Hrt Financial Lp 0 -100.00 0
2026-04-13 13F BKA Wealth Consulting, Inc. 12,754 -6.19 414 -3.50
2026-05-07 13F Liberty Square Wealth Partners Llc 52,422 -15.82 1,700 -13.35
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100.00 0 -100.00
2026-05-15 13F TCG Advisory Services, LLC 9,864 -0.76 320 1.92
2026-04-22 13F Vicus Capital 49,026 -1.57 1,590 1.27
2026-05-14 13F Roof Eidam & Maycock/adv 139,479 -0.50 4,523 2.40
2026-02-12 13F Commonwealth Equity Services, Llc 152,447 -10.98 4,804 95,960.00
2026-04-21 13F OneAscent Wealth Management LLC 7,552 -8.10 245 -5.43
2026-05-13 13F Triumph Capital Management 0 -100.00 0
2026-05-14 13F Sand Hill Global Advisors, LLC 7,559 -5.63 245 -2.78
2026-05-14 13F Integrity Financial Corp /WA 0 -100.00 0
2026-04-21 13F Creekside Partners 11,650 -0.25 378 2.72
2026-05-04 13F Geneos Wealth Management Inc. 3,396 -16.02 110 -13.39
2026-05-14 13F Paragon Capital Management LLC 0 -100.00 0
2026-04-28 13F RHS Financial, LLC 6,653 -4.22 216 -1.38
2026-04-15 13F Seacrest Wealth Management, Llc 7,908 -26.93 256 -27.27
2026-04-17 13F Morris Financial Concepts, Inc. 6,954 -0.86 226 1.81
2026-04-06 13F Washington Trust Advisors, Inc. 24,903 -0.40 808 2.54
2026-04-27 13F Kelman-Lazarov, Inc. 68,219 -1.71 2,212 1.19
2026-05-15 13F Susquehanna International Group, Llp 59,217 -20.20 1,920 -17.88
2026-05-15 13F Advisor Group Holdings, Inc. 117,114 -82.44 3,798 -81.93
2026-02-02 13F Horizon Investments, LLC 0 -100.00 0
2026-05-08 13F Russell Investments Group, Ltd. 497 -41.18 16 -38.46
2026-01-14 13F Clarius Group, LLC 1,889,725 -1.53 59,545 -0.42
2026-05-14 13F Marshall Wace, Llp 0 -100.00 0
2026-05-11 13F Salomon & Ludwin, LLC 421 -4.97 14 -7.14
2026-04-22 13F Red Door Wealth Management, LLC 12,812 -0.15 415 2.72
2026-04-15 13F Arlington Financial Advisors, LLC 284,663 -3.55 9,232 -0.74
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100.00 0
2026-04-16 13F Phillips Financial Management, Llc 0 -100.00 0
2026-04-24 13F Goldstone Financial Group, LLC 442,767 -11.88 14,359 -9.31
2026-04-16 13F Sprinkle Financial Consultants LLC 7,343 -0.35 238 2.59
2026-02-04 13F Pure Financial Advisors, Inc. 0 -100.00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 0 -100.00 0
2026-05-05 13F Journey Advisory Group, LLC 0 -100.00 0
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