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 🔒 | ||||||||
2026Q2 买入最多
| Boulay Financial Advisors, LLC | 新建仓 | $1.02亿 |
| Savant Capital, LLC | 加仓 | $1,683.23万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,681.35万 |
| EP Wealth Advisors, LLC | 加仓 | $1,173.41万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $916.56万 |
| Steele Capital Management, Inc. | 加仓 | $260.97万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $232.23万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $213.68万 |
| Cresset Asset Management, LLC | 加仓 | $178.52万 |
| Creative Planning | 加仓 | $175.96万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $167.55万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $158.05万 |
| Mariner, LLC | 加仓 | $141.98万 |
| Prairiewood Capital, LLC | 加仓 | $131.15万 |
| FLOW TRADERS U.S. LLC | 加仓 | $124.73万 |
| 10Elms LLP | 加仓 | $114.06万 |
| Kestra Advisory Services, LLC | 加仓 | $109.14万 |
| ROYAL BANK OF CANADA | 加仓 | $107.42万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $107.39万 |
| Seven Springs Wealth Group, LLC | 加仓 | $102.44万 |
2026Q2 卖出最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$16.00亿 |
| Clearstead Advisors, LLC | 减仓 | -$6,742.04万 |
| HORAN Wealth, LLC | 减仓 | -$1,096.30万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$721.15万 |
| Private Advisor Group, LLC | 减仓 | -$601.55万 |
| McAdam, LLC | 减仓 | -$494.81万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$437.21万 |
| Brightwater Advisory LLC | 清仓 | -$430.92万 |
| LPL Financial LLC | 减仓 | -$390.31万 |
| Hilltop Partners LLC | 减仓 | -$333.22万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$332.43万 |
| Goldstone Financial Group, LLC | 减仓 | -$316.47万 |
| Winter & Associates, Inc. | 减仓 | -$303.74万 |
| Addison Advisors LLC | 减仓 | -$296.51万 |
| CITADEL ADVISORS LLC | 清仓 | -$212.35万 |
| SUMMITRY LLC | 清仓 | -$157.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$146.95万 |
| MOLLER WEALTH PARTNERS | 减仓 | -$140.50万 |
| Ironwood Investment Counsel, LLC | 减仓 | -$125.78万 |
| DDD Partners, LLC | 减仓 | -$109.71万 |
2026Q2 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 | 137,214,468 | $52.22亿 | 0.70% | -42,027,324 | 减仓 |
| WADDELL & ASSOCIATES, LLC | 2,896,380 | $1.10亿 | 5.45% | 9,286 | 加仓 |
| Boulay Financial Advisors, LLC | 2,689,045 | $1.02亿 | 9.48% | 2,689,045 | 新建仓 |
| Steele Capital Management, Inc. | 2,176,267 | $8,282.87万 | 3.05% | 68,568 | 加仓 |
| Prairiewood Capital, LLC | 2,088,254 | $7,947.89万 | 20.60% | 34,459 | 加仓 |
| Clearstead Advisors, LLC | 1,971,498 | $7,503.52万 | 0.71% | -1,771,423 | 减仓 |
| UBS Group AG | 1,495,260 | $5,690.96万 | 0.01% | 16,985 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $5,497.43万 | 0.41% | 0 | 不变 |
| MOLLER WEALTH PARTNERS | 1,229,114 | $4,678.01万 | 8.46% | -36,916 | 减仓 |
| Riverpoint Wealth Management Holdings, LLC | 1,174,381 | $4,469.70万 | 8.21% | 16,609 | 加仓 |
| MORGAN STANLEY | 1,132,677 | $4,310.98万 | 0.00% | 3,077 | 加仓 |
| Solitude Financial Services | 1,046,847 | $3,984.30万 | 11.03% | 16,954 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 961,088 | $3,657.90万 | 0.00% | 61,018 | 加仓 |
| Ironwood Investment Counsel, LLC | 907,290 | $3,453.15万 | 4.53% | -33,047 | 减仓 |
| First Pacific Financial | 885,996 | $3,372.10万 | 4.02% | 6,039 | 加仓 |
| AMERIPRISE FINANCIAL INC | 803,306 | $3,058.76万 | 0.01% | -114,821 | 减仓 |
| AlphaCore Capital LLC | 800,230 | $3,045.68万 | 0.56% | -18,194 | 减仓 |
| Resonant Capital Advisors, LLC | 763,063 | $2,904.22万 | 1.39% | -8,670 | 减仓 |
| Savant Capital, LLC | 732,553 | $2,643.47万 | 0.08% | 466,452 | 加仓 |
| Gemmer Asset Management LLC | 656,112 | $2,497.16万 | 1.69% | 9,208 | 加仓 |
| Trilogy Capital Inc. | 622,642 | $2,369.78万 | 0.92% | 1,953 | 加仓 |
| Wealth Forward, LLC | 603,841 | $2,298.22万 | 11.45% | 11,634 | 加仓 |
| Seven Springs Wealth Group, LLC | 598,617 | $2,278.33万 | 4.97% | 26,915 | 加仓 |
| OSAIC HOLDINGS, INC. | 558,855 | $2,127.11万 | 0.02% | 441,741 | 加仓 |
| Mariner, LLC | 551,284 | $2,098.19万 | 0.02% | 37,303 | 加仓 |
| Cerity Partners LLC | 524,112 | $1,994.77万 | 0.02% | -18,477 | 减仓 |
| Creative Planning | 485,593 | $1,848.17万 | 0.01% | 46,231 | 加仓 |
| FOSTER & MOTLEY INC | 470,018 | $1,788.90万 | 0.82% | -1,929 | 减仓 |
| MAI Capital Management | 457,746 | $1,742.18万 | 0.07% | 25,949 | 加仓 |
| Bell Investment Advisors, Inc | 442,641 | $1,684.69万 | 2.47% | -4,761 | 减仓 |
| Charles Schwab Trust Co | 431,168 | $1,641.03万 | 0.92% | 6,659 | 加仓 |
| GOLDMAN SACHS GROUP INC | 424,289 | $1,614.84万 | 0.00% | 240,821 | 加仓 |
| COLLECTIVE FAMILY OFFICE LLC | 390,724 | $1,487.10万 | 3.04% | 16,116 | 加仓 |
| LPL Financial LLC | 367,791 | $1,399.81万 | 0.00% | -102,551 | 减仓 |
| Goldstone Financial Group, LLC | 359,618 | $1,368.71万 | 1.25% | -83,149 | 减仓 |
| EP Wealth Advisors, LLC | 356,163 | $1,355.56万 | 0.05% | 308,305 | 加仓 |
| Grey Ledge Advisors, LLC | 332,827 | $1,266.73万 | 2.54% | 4,114 | 加仓 |
| Sound Stewardship, LLC | 321,406 | $1,223.27万 | 5.05% | 8,388 | 加仓 |
| Johnson Bixby & Associates, LLC | 307,499 | $1,170.34万 | 1.31% | 8,645 | 加仓 |
| Waverly Advisors, LLC | 298,409 | $1,135.75万 | 0.07% | 7,624 | 加仓 |
| HORAN Wealth, LLC | 289,037 | $1,100.07万 | 1.38% | -288,045 | 减仓 |
| Arlington Financial Advisors, LLC | 281,940 | $1,073.06万 | 1.36% | -2,723 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 277,675 | $1,056.87万 | 0.17% | -5,620 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 270,185 | $1,028.33万 | 0.01% | -189,477 | 减仓 |
| Accredited Investors Inc. | 266,452 | $1,014.12万 | 0.44% | -17,081 | 减仓 |
| Cetera Investment Advisers | 238,430 | $907.47万 | 0.01% | 18,398 | 加仓 |
| Shore Point Advisors, LLC | 386,724 | $877.21万 | 3.00% | 28,164 | 加仓 |
| Wealthspire Retirement, LLC | 220,136 | $837.84万 | 0.46% | -1,556 | 减仓 |
| Focus Partners Wealth | 215,745 | $821.10万 | 0.01% | 16,093 | 加仓 |
| Pasadena Private Wealth, LLC | 212,362 | $808.25万 | 1.03% | 943 | 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 🔒