FNDE SCHWAB STRATEGIC TR
FUNDAMENTAL EMER
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 | 496 | 189,957,177 | $75.37亿 | 48 | 205 | 139 | 33 | $7,251.25万 |
| 2026Q1 | 479 | 187,241,031 | $71.65亿 | 56 | 168 | 133 | 18 | $1.34亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $4,055.78万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,456.11万 |
| Bleakley Financial Group, LLC | 加仓 | $1,427.20万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,345.85万 |
| STIFEL FINANCIAL CORP | 加仓 | $1,182.05万 |
| Concurrent Investment Advisors, LLC | 加仓 | $796.36万 |
| VICTORY CAPITAL MANAGEMENT INC | 加仓 | $782.10万 |
| Pinnacle Wealth Management, LLC | 加仓 | $653.36万 |
| Alternative Investment Advisors, LLC. | 新建仓 | $599.63万 |
| HighTower Advisors, LLC | 加仓 | $561.35万 |
| CVA Family Office, LLC | 加仓 | $518.30万 |
| Silver Coast Investments LLC | 新建仓 | $492.38万 |
| LFA - Lugano Financial Advisors SA | 加仓 | $464.49万 |
| Seven Springs Wealth Group, LLC | 加仓 | $420.18万 |
| MorganRosel Wealth Management, LLC | 加仓 | $414.18万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $380.69万 |
| US BANCORP \DE\ | 加仓 | $362.29万 |
| LPL Financial LLC | 加仓 | $327.26万 |
| UBS Group AG | 加仓 | $327.18万 |
| Cerity Partners LLC | 加仓 | $325.71万 |
2026Q1 卖出最多
| FMR LLC | 减仓 | -$4,261.56万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,606.61万 |
| MORGAN STANLEY | 减仓 | -$1,161.60万 |
| JPMORGAN CHASE & CO | 减仓 | -$388.29万 |
| Embree Financial Group | 减仓 | -$356.58万 |
| Sanctuary Advisors, LLC | 减仓 | -$342.49万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$335.67万 |
| Resonant Capital Advisors, LLC | 减仓 | -$316.15万 |
| TRUST POINT INC. | 减仓 | -$308.91万 |
| CITIGROUP INC | 减仓 | -$278.49万 |
| RHS Financial, LLC | 减仓 | -$220.73万 |
| Goldstone Financial Group, LLC | 减仓 | -$160.77万 |
| EP Wealth Advisors, LLC | 减仓 | -$112.89万 |
| Unison Advisors LLC | 减仓 | -$99.23万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$98.87万 |
| BFI Wealth Solutions, LLC | 减仓 | -$98.10万 |
| BCS Wealth Management | 减仓 | -$97.28万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$93.69万 |
| Clarity Retirement & Wealth, LLC | 清仓 | -$91.80万 |
| Corient Private Wealth LP | 减仓 | -$91.52万 |
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 | 124,019,404 | $47.45亿 | 0.73% | 1,060,058 | 加仓 |
| FMR LLC | 15,461,815 | $5.92亿 | 0.03% | -1,113,841 | 减仓 |
| MORGAN STANLEY | 3,775,582 | $1.44亿 | 0.01% | -303,607 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 2,799,303 | $1.07亿 | 0.01% | 641,952 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 2,226,548 | $8,518.77万 | 0.05% | 204,418 | 加仓 |
| Bogart Wealth, LLC | 1,857,268 | $7,105.91万 | 2.74% | 3,254 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,421,208 | $5,437.54万 | 0.01% | 67,526 | 加仓 |
| FOSTER & MOTLEY INC | 1,241,800 | $4,751.10万 | 2.45% | -22,395 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,168,564 | $4,470.93万 | 0.01% | -25,841 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,022,318 | $3,911.39万 | 0.02% | 351,764 | 加仓 |
| Unison Advisors LLC | 972,627 | $3,721.27万 | 2.82% | -25,937 | 减仓 |
| Morningstar Investment Management LLC | 723,788 | $2,769.21万 | 1.71% | 22,898 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 720,735 | $2,757.53万 | 0.01% | 99,501 | 加仓 |
| Almanack Investment Partners, LLC. | 712,019 | $2,724.18万 | 4.60% | 13,265 | 加仓 |
| OSAIC HOLDINGS, INC. | 666,187 | $2,549.18万 | 0.04% | -419,860 | 减仓 |
| UBS Group AG | 650,432 | $2,488.55万 | 0.00% | 85,514 | 加仓 |
| Kelman-Lazarov, Inc. | 594,759 | $2,275.55万 | 3.26% | -13,003 | 减仓 |
| AlphaCore Capital LLC | 593,332 | $2,270.09万 | 0.54% | -3,859 | 减仓 |
| Johnson Bixby & Associates, LLC | 573,053 | $2,192.50万 | 2.72% | 39,120 | 加仓 |
| Seven Springs Wealth Group, LLC | 563,534 | $2,156.08万 | 4.99% | 109,823 | 加仓 |
| Resonant Capital Advisors, LLC | 556,985 | $2,131.02万 | 1.12% | -82,632 | 减仓 |
| ASPIRIANT, LLC | 544,893 | $2,084.76万 | 0.59% | 2,644 | 加仓 |
| Elgethun Capital Management | 539,773 | $2,065.17万 | 3.42% | 3,028 | 加仓 |
| LPL Financial LLC | 538,388 | $2,059.87万 | 0.01% | 85,535 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 513,907 | $1,966.21万 | 0.29% | 38,248 | 加仓 |
| HighTower Advisors, LLC | 510,852 | $1,954.51万 | 0.02% | 146,720 | 加仓 |
| CVA Family Office, LLC | 509,567 | $1,949.60万 | 2.05% | 135,469 | 加仓 |
| FINANCIAL CONSULATE, INC | 453,683 | $1,735.79万 | 2.16% | 12,173 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 445,553 | $1,704.68万 | 0.02% | -5,160 | 减仓 |
| Cornerstone Planning Group LLC | 416,262 | $1,704.17万 | 2.27% | 63,070 | 加仓 |
| Bleakley Financial Group, LLC | 439,715 | $1,682.35万 | 0.26% | 373,027 | 加仓 |
| HHM Wealth Advisors, LLC | 433,129 | $1,657.15万 | 1.91% | 630 | 加仓 |
| Charles Schwab Trust Co | 411,420 | $1,574.09万 | 1.02% | 10,661 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 405,902 | $1,553.00万 | 0.04% | -87,734 | 减仓 |
| STIFEL FINANCIAL CORP | 391,905 | $1,499.44万 | 0.01% | 308,951 | 加仓 |
| Kathmere Capital Management, LLC | 379,370 | $1,451.47万 | 0.89% | 5,870 | 加仓 |
| Concurrent Investment Advisors, LLC | 367,504 | $1,406.07万 | 0.15% | 208,145 | 加仓 |
| MOLLER WEALTH PARTNERS | 367,331 | $1,405.41万 | 2.77% | 13,687 | 加仓 |
| Prairiewood Capital, LLC | 353,734 | $1,353.39万 | 3.91% | 16,503 | 加仓 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 349,937 | $1,338.86万 | 3.50% | -9,861 | 减仓 |
| CABOT WEALTH MANAGEMENT INC | 348,345 | $1,332.77万 | 1.53% | 2,703 | 加仓 |
| Nicholas Hoffman & Company, LLC. | 345,179 | $1,320.66万 | 0.30% | 25,620 | 加仓 |
| LFA - Lugano Financial Advisors SA | 334,560 | $1,280.03万 | 6.47% | 121,403 | 加仓 |
| CHILTON CAPITAL MANAGEMENT LLC | 332,923 | $1,273.76万 | 0.44% | 19,309 | 加仓 |
| Tandem Financial, LLC | 328,742 | $1,257.77万 | 4.00% | 47,281 | 重新持有 |
| COWA, LLC | 322,910 | $1,235.46万 | 3.33% | 11,469 | 加仓 |
| BALANCED WEALTH GROUP LLC | 308,618 | $1,180.77万 | 4.23% | 16,070 | 加仓 |
| McAdam, LLC | 300,584 | $1,150.04万 | 0.52% | -10,424 | 减仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 273,070 | $1,044.76万 | 0.32% | -8,154 | 减仓 |
| Cetera Investment Advisers | 259,210 | $991.74万 | 0.01% | 1,817 | 加仓 |
内部人交易（Form 4）
FNDE 董事、高管和大股东的最新买卖申报。专业版可看 🔒