FNDC SCHWAB STRATEGIC TR
FUNDAMENTAL INTL
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 | 304 | 32,526,596 | $15.79亿 | 23 | 109 | 90 | 19 | -$2.14亿 |
| 2026Q1 | 299 | 38,108,927 | $17.65亿 | 29 | 69 | 96 | 13 | -$7,529.18万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Nicholas Hoffman & Company, LLC. | 加仓 | $357.23万 |
| Clearstead Advisors, LLC | 加仓 | $178.35万 |
| Heirloom Wealth Management | 新建仓 | $131.34万 |
| Kelman-Lazarov, Inc. | 加仓 | $100.50万 |
| Mariner, LLC | 加仓 | $81.05万 |
| MORGAN STANLEY | 加仓 | $67.15万 |
| Breakwater Capital Group | 加仓 | $63.14万 |
| Prairiewood Capital, LLC | 加仓 | $61.37万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $56.11万 |
| Charles Schwab Trust Co | 加仓 | $52.83万 |
| HRT FINANCIAL LP | 加仓 | $49.94万 |
| COLLECTIVE FAMILY OFFICE LLC | 加仓 | $47.07万 |
| Creative Planning | 加仓 | $45.32万 |
| ATLas Financial Planning LLC | 加仓 | $43.57万 |
| West Wealth Group, LLC | 新建仓 | $40.19万 |
| Porter White Investment Advisors, Inc. | 新建仓 | $37.02万 |
| Members Trust Co | 新建仓 | $35.47万 |
| Pure Financial Advisors, LLC | 新建仓 | $31.52万 |
| IEQ CAPITAL, LLC | 新建仓 | $31.00万 |
| Quantinno Capital Management LP | 加仓 | $30.17万 |
2026Q1 卖出最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$1,950.98万 |
| VICTORY CAPITAL MANAGEMENT INC | 减仓 | -$1,023.53万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$972.82万 |
| CITADEL ADVISORS LLC | 减仓 | -$945.53万 |
| JANE STREET GROUP, LLC | 减仓 | -$862.27万 |
| Shore Point Advisors, LLC | 减仓 | -$674.84万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$531.80万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$530.89万 |
| Keystone Wealth Services, LLC | 清仓 | -$317.76万 |
| MorganRosel Wealth Management, LLC | 减仓 | -$282.31万 |
| ROYAL BANK OF CANADA | 减仓 | -$163.29万 |
| Factor Wealth Management LTD | 减仓 | -$150.46万 |
| BCS Wealth Management | 减仓 | -$139.16万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$109.12万 |
| Corient Private Wealth LP | 减仓 | -$106.05万 |
| ABBINGTON INVESTMENT GROUP | 减仓 | -$88.43万 |
| EXENCIAL WEALTH ADVISORS, LLC | 减仓 | -$85.31万 |
| Rockefeller Capital Management L.P. | 减仓 | -$67.84万 |
| Valued Wealth Advisors LLC | 减仓 | -$55.52万 |
| PFG Advisors | 减仓 | -$50.39万 |
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 | 28,030,618 | $12.99亿 | 0.20% | -420,832 | 减仓 |
| MORGAN STANLEY | 601,979 | $2,790.78万 | 0.00% | 14,484 | 加仓 |
| GHP Investment Advisors, Inc. | 600,222 | $2,782.63万 | 1.14% | 4,819 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 556,861 | $2,581.61万 | 0.80% | -18,401 | 减仓 |
| Focus Partners Wealth | 504,743 | $2,339.99万 | 0.03% | 351 | 加仓 |
| Kelman-Lazarov, Inc. | 496,936 | $2,303.79万 | 3.30% | 21,679 | 加仓 |
| Prairiewood Capital, LLC | 301,819 | $1,399.23万 | 4.05% | 13,238 | 加仓 |
| High Probability Advisors, LLC | 289,799 | $1,343.51万 | 1.72% | 1,817 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 281,277 | $1,304.00万 | 0.01% | -220,779 | 减仓 |
| COLLECTIVE FAMILY OFFICE LLC | 245,840 | $1,139.71万 | 2.57% | 10,153 | 加仓 |
| Charles Schwab Trust Co | 228,411 | $1,058.91万 | 0.69% | 11,395 | 加仓 |
| Opes Wealth Management LLC | 225,489 | $1,045.37万 | 1.72% | 2,249 | 加仓 |
| CWM, LLC | 212,911 | $987.06万 | 0.03% | 4,882 | 加仓 |
| Geneos Wealth Management Inc. | 203,934 | $945.44万 | 0.22% | -1,951 | 减仓 |
| Cherry Tree Wealth Management, LLC | 180,312 | $835.93万 | 1.77% | -1,433 | 减仓 |
| UBS Group AG | 175,564 | $813.91万 | 0.00% | -8,531 | 减仓 |
| Breakwater Capital Group | 174,455 | $808.78万 | 1.08% | 13,619 | 加仓 |
| Creative Planning | 163,886 | $759.77万 | 0.01% | 9,776 | 加仓 |
| Bell Investment Advisors, Inc | 163,451 | $757.76万 | 1.19% | -6,157 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 155,255 | $719.76万 | 0.00% | 12,104 | 加仓 |
| Shore Point Advisors, LLC | 171,701 | $661.96万 | 2.61% | -175,043 | 减仓 |
| ABBINGTON INVESTMENT GROUP | 135,009 | $625.89万 | 3.64% | -19,075 | 减仓 |
| Factor Wealth Management LTD | 119,760 | $555.21万 | 1.04% | -32,454 | 减仓 |
| CITADEL ADVISORS LLC | 116,446 | $539.84万 | 0.00% | -203,953 | 减仓 |
| Dynamic Advisor Solutions LLC | 113,807 | $527.61万 | 0.17% | -1,428 | 减仓 |
| MOLLER WEALTH PARTNERS | 107,112 | $496.57万 | 0.98% | 115 | 加仓 |
| RF&L WEALTH MANAGEMENT, LLC | 106,308 | $492.84万 | 3.69% | -1,584 | 减仓 |
| MorganRosel Wealth Management, LLC | 99,552 | $461.52万 | 1.82% | -60,895 | 减仓 |
| Grove Street Fiduciary, LLC | 99,085 | $459.36万 | 2.02% | -1,107 | 减仓 |
| Nicholas Hoffman & Company, LLC. | 88,096 | $408.41万 | 0.09% | 77,056 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 83,606 | $387.60万 | 0.00% | -7,440 | 减仓 |
| Modern Wealth Management, LLC | 81,595 | $383.66万 | 0.07% | -8,683 | 减仓 |
| OSAIC HOLDINGS, INC. | 80,410 | $372.77万 | 0.01% | -209,846 | 减仓 |
| Savant Capital, LLC | 73,276 | $339.71万 | 0.02% | -7,517 | 减仓 |
| ATLas Financial Planning LLC | 68,395 | $317.08万 | 2.84% | 9,399 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,127 | $304.21万 | 0.01% | -23,362 | 减仓 |
| BFI Wealth Solutions, LLC | 63,103 | $298.35万 | 2.86% | 6,341 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 63,876 | $296.13万 | 0.00% | -405 | 减仓 |
| Mariner, LLC | 63,377 | $293.81万 | 0.00% | 17,483 | 加仓 |
| CABOT WEALTH MANAGEMENT INC | 63,032 | $292.21万 | 0.34% | 1,682 | 加仓 |
| Bravera Wealth | 61,565 | $285.42万 | 1.29% | 5,573 | 加仓 |
| CUTLER INVESTMENT COUNSEL LLC | 59,287 | $274.85万 | 0.28% | 4,558 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 56,941 | $263.98万 | 0.00% | 144 | 加仓 |
| Cerity Partners LLC | 53,724 | $249.06万 | 0.00% | 585 | 加仓 |
| Kestra Advisory Services, LLC | 53,564 | $248.32万 | 0.01% | -2,817 | 减仓 |
| Sterling Financial Planning, Inc. | 53,136 | $246.34万 | 0.73% | -4,292 | 减仓 |
| LPL Financial LLC | 52,601 | $243.86万 | 0.00% | 3,399 | 加仓 |
| Valued Wealth Advisors LLC | 52,443 | $243.12万 | 0.99% | -11,976 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 50,137 | $232.44万 | 0.02% | -2,947 | 减仓 |
| BCS Wealth Management | 49,484 | $229.40万 | 0.47% | -30,018 | 减仓 |
内部人交易（Form 4）
FNDC 董事、高管和大股东的最新买卖申报。专业版可看 🔒