FNDA SCHWAB STRATEGIC TR
FUNDAMENTAL US S
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 484 | 185,911,442 | $70.68亿 | 40 | 190 | 141 | 27 | -$15.40亿 |
| 2026Q1 | 476 | 226,879,050 | $73.56亿 | 36 | 163 | 140 | 24 | $1.01亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Clearstead Advisors, LLC | 加仓 | $1.21亿 |
| HORAN Wealth, LLC | 加仓 | $943.11万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $479.70万 |
| Seven Springs Wealth Group, LLC | 加仓 | $329.93万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $274.06万 |
| Johnson Bixby & Associates, LLC | 加仓 | $273.13万 |
| Krilogy Financial LLC | 新建仓 | $249.35万 |
| Creative Planning | 加仓 | $234.22万 |
| Founders Capital Management | 加仓 | $218.96万 |
| CITADEL ADVISORS LLC | 新建仓 | $212.35万 |
| JPMORGAN CHASE & CO | 加仓 | $207.78万 |
| Prairiewood Capital, LLC | 加仓 | $207.03万 |
| WADDELL & ASSOCIATES, LLC | 加仓 | $205.39万 |
| Steele Capital Management, Inc. | 加仓 | $196.44万 |
| ROYAL BANK OF CANADA | 加仓 | $186.63万 |
| 10Elms LLP | 加仓 | $162.56万 |
| UBS Group AG | 加仓 | $160.02万 |
| MOLLER WEALTH PARTNERS | 加仓 | $156.86万 |
| MAI Capital Management | 加仓 | $144.06万 |
| Solitude Financial Services | 加仓 | $104.66万 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$1,783.39万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$629.61万 |
| Bell Investment Advisors, Inc | 减仓 | -$609.44万 |
| MORGAN STANLEY | 减仓 | -$498.53万 |
| Shore Point Advisors, LLC | 减仓 | -$491.67万 |
| Resonant Capital Advisors, LLC | 减仓 | -$483.63万 |
| Foundations Investment Advisors, LLC | 减仓 | -$481.15万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$395.10万 |
| Trilogy Capital Inc. | 减仓 | -$377.51万 |
| Corient Private Wealth LP | 减仓 | -$334.98万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$303.13万 |
| AlphaCore Capital LLC | 减仓 | -$272.66万 |
| Tower Research Capital LLC (TRC) | 重新持有 | -$252.72万 |
| MARSHALL WACE, LLP | 清仓 | -$245.10万 |
| Goldstone Financial Group, LLC | 减仓 | -$193.62万 |
| Ironwood Investment Counsel, LLC | 减仓 | -$155.65万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$142.24万 |
| Savant Capital, LLC | 减仓 | -$106.13万 |
| BCS Wealth Management | 减仓 | -$106.07万 |
| Winter & Associates, Inc. | 减仓 | -$99.80万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 179,241,792 | $58.13亿 | 0.89% | -194,144 | 减仓 |
| Clearstead Advisors, LLC | 3,742,921 | $1.21亿 | 1.11% | 3,732,722 | 加仓 |
| WADDELL & ASSOCIATES, LLC | 2,887,094 | $9,362.85万 | 5.28% | 63,332 | 加仓 |
| Steele Capital Management, Inc. | 2,107,699 | $6,835.27万 | 2.83% | 60,573 | 加仓 |
| Prairiewood Capital, LLC | 2,053,795 | $6,660.46万 | 19.26% | 63,840 | 加仓 |
| UBS Group AG | 1,478,275 | $4,794.05万 | 0.01% | 49,343 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $4,684.22万 | 0.40% | -121,832 | 减仓 |
| MOLLER WEALTH PARTNERS | 1,266,030 | $4,105.73万 | 8.11% | 48,370 | 加仓 |
| Riverpoint Wealth Management Holdings, LLC | 1,157,772 | $3,754.65万 | 7.99% | 14,946 | 加仓 |
| MORGAN STANLEY | 1,129,600 | $3,663.30万 | 0.00% | -153,724 | 减仓 |
| Solitude Financial Services | 1,029,893 | $3,557.25万 | 10.52% | 30,300 | 加仓 |
| Ironwood Investment Counsel, LLC | 940,337 | $3,049.52万 | 4.39% | -47,996 | 减仓 |
| AMERIPRISE FINANCIAL INC | 918,127 | $3,027.00万 | 0.01% | -43,142 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 900,070 | $2,918.93万 | 0.00% | 12,819 | 加仓 |
| First Pacific Financial | 879,957 | $2,853.70万 | 3.67% | -12,920 | 减仓 |
| AlphaCore Capital LLC | 818,424 | $2,654.15万 | 0.63% | -84,077 | 减仓 |
| Resonant Capital Advisors, LLC | 771,733 | $2,502.73万 | 1.31% | -149,129 | 减仓 |
| Gemmer Asset Management LLC | 646,904 | $2,097.91万 | 1.67% | 6,033 | 加仓 |
| Trilogy Capital Inc. | 620,689 | $2,012.90万 | 0.89% | -116,407 | 减仓 |
| Wealth Forward, LLC | 592,207 | $1,920.53万 | 10.84% | 4,661 | 加仓 |
| HORAN Wealth, LLC | 577,082 | $1,868.04万 | 1.78% | 291,350 | 加仓 |
| Seven Springs Wealth Group, LLC | 571,702 | $1,854.03万 | 4.29% | 101,735 | 加仓 |
| Cerity Partners LLC | 542,589 | $1,759.61万 | 0.02% | 19,641 | 加仓 |
| Mariner, LLC | 513,981 | $1,666.84万 | 0.02% | -4,374 | 减仓 |
| FOSTER & MOTLEY INC | 471,947 | $1,530.50万 | 0.79% | -8,603 | 减仓 |
| LPL Financial LLC | 470,342 | $1,525.32万 | 0.00% | 25,110 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 459,662 | $1,490.68万 | 0.01% | 28,663 | 加仓 |
| Bell Investment Advisors, Inc | 447,402 | $1,450.93万 | 2.27% | -187,926 | 减仓 |
| Goldstone Financial Group, LLC | 442,767 | $1,435.89万 | 1.56% | -59,703 | 减仓 |
| Creative Planning | 439,362 | $1,424.85万 | 0.01% | 72,224 | 加仓 |
| MAI Capital Management | 431,797 | $1,400.32万 | 0.08% | 44,421 | 加仓 |
| Charles Schwab Trust Co | 424,509 | $1,376.68万 | 0.89% | 21,253 | 加仓 |
| COLLECTIVE FAMILY OFFICE LLC | 374,608 | $1,214.85万 | 2.73% | 18,249 | 加仓 |
| Grey Ledge Advisors, LLC | 328,713 | $1,066.01万 | 2.41% | -2,885 | 减仓 |
| Sound Stewardship, LLC | 313,018 | $1,015.12万 | 4.65% | 11,814 | 加仓 |
| Opes Wealth Management LLC | 304,740 | $988.27万 | 1.62% | -5,741 | 减仓 |
| Johnson Bixby & Associates, LLC | 298,854 | $969.18万 | 1.20% | 84,221 | 加仓 |
| Waverly Advisors, LLC | 290,785 | $943.02万 | 0.07% | 9,230 | 加仓 |
| Arlington Financial Advisors, LLC | 284,663 | $923.16万 | 1.32% | -10,484 | 减仓 |
| Accredited Investors Inc. | 283,533 | $919.50万 | 0.50% | -14,261 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 283,295 | $918.73万 | 0.17% | 8,612 | 加仓 |
| Savant Capital, LLC | 266,101 | $862.96万 | 0.04% | -32,726 | 减仓 |
| Shore Point Advisors, LLC | 358,560 | $731.18万 | 2.89% | -241,109 | 减仓 |
| Wealthspire Retirement, LLC | 221,692 | $718.95万 | 0.43% | -9,726 | 减仓 |
| Cetera Investment Advisers | 220,032 | $713.57万 | 0.01% | 16,621 | 加仓 |
| Pasadena Private Wealth, LLC | 211,419 | $685.63万 | 0.95% | -21,660 | 减仓 |
| Your Advocates Ltd., LLP | 210,457 | $682.51万 | 2.08% | 6,981 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 204,729 | $663.94万 | 0.21% | -1,381 | 减仓 |
| Focus Partners Wealth | 199,652 | $650.10万 | 0.01% | 30,784 | 加仓 |
| RESTON WEALTH MANAGEMENT LLC | 191,074 | $619.65万 | 1.90% | 3,680 | 加仓 |
内部人交易（Form 4）
FNDA 董事、高管和大股东的最新买卖申报。专业版可看 🔒