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 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $1,690.73万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,618.53万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,439.93万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $1,373.92万 |
| LPL Financial LLC | 加仓 | $1,136.35万 |
| MORGAN STANLEY | 加仓 | $1,034.02万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $992.34万 |
| ASSETMARK, INC | 加仓 | $882.56万 |
| Kozak & Associates, Inc. | 加仓 | $822.29万 |
| January Capital Advisors LLC | 加仓 | $746.23万 |
| Summit Financial, LLC | 加仓 | $533.97万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $526.33万 |
| Integrated Wealth Concepts LLC | 新建仓 | $513.06万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $489.02万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $362.89万 |
| Cetera Investment Advisers | 加仓 | $280.46万 |
| BIP Wealth, LLC | 新建仓 | $263.84万 |
| Verde Capital Management | 新建仓 | $238.87万 |
| Mariner, LLC | 加仓 | $219.11万 |
| Bleakley Financial Group, LLC | 加仓 | $202.46万 |
2026Q2 卖出最多
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$4,130.98万 |
| FMR LLC | 减仓 | -$2,932.79万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1,129.99万 |
| McAdam, LLC | 减仓 | -$760.00万 |
| Alternative Investment Advisors, LLC. | 清仓 | -$599.63万 |
| Almanack Investment Partners, LLC. | 减仓 | -$598.62万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$426.77万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$265.64万 |
| Nearwater Capital Markets, Ltd | 清仓 | -$255.96万 |
| Sonoma Allocations LLC | 清仓 | -$186.30万 |
| Private Advisor Group, LLC | 减仓 | -$179.88万 |
| RENAISSANCE TECHNOLOGIES LLC | 清仓 | -$177.53万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$165.59万 |
| RHS Financial, LLC | 减仓 | -$162.75万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$152.19万 |
| JPMORGAN CHASE & CO | 减仓 | -$134.07万 |
| Sanctuary Advisors, LLC | 减仓 | -$106.97万 |
| Kelman-Lazarov, Inc. | 减仓 | -$98.58万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$93.16万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$92.91万 |
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 | 124,010,383 | $49.21亿 | 0.65% | -9,021 | 减仓 |
| FMR LLC | 14,722,704 | $5.84亿 | 0.03% | -739,111 | 减仓 |
| MORGAN STANLEY | 4,036,172 | $1.60亿 | 0.01% | 260,590 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,922,545 | $1.16亿 | 0.01% | 123,242 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 2,226,548 | $8,834.94万 | 0.05% | 0 | 不变 |
| Bogart Wealth, LLC | 1,885,735 | $7,482.60万 | 2.56% | 28,467 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,397,794 | $5,546.45万 | 0.01% | -23,414 | 减仓 |
| FOSTER & MOTLEY INC | 1,235,419 | $4,902.10万 | 2.26% | -6,381 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,130,210 | $4,484.67万 | 0.01% | -38,354 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,074,017 | $4,262.40万 | 0.05% | 407,830 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,033,833 | $4,102.25万 | 0.02% | 11,515 | 加仓 |
| Unison Advisors LLC | 971,847 | $3,856.29万 | 2.69% | -780 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 970,820 | $3,852.21万 | 0.01% | 250,085 | 加仓 |
| LPL Financial LLC | 824,767 | $3,272.68万 | 0.01% | 286,379 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 768,778 | $3,050.60万 | 0.03% | 362,876 | 加仓 |
| Morningstar Investment Management LLC | 723,788 | $2,769.21万 | 1.71% | 0 | 不变 |
| UBS Group AG | 667,904 | $2,650.24万 | 0.00% | 17,472 | 加仓 |
| Seven Springs Wealth Group, LLC | 601,701 | $2,387.55万 | 5.21% | 38,167 | 加仓 |
| Johnson Bixby & Associates, LLC | 597,009 | $2,368.93万 | 2.64% | 23,956 | 加仓 |
| Savant Capital, LLC | 585,581 | $2,353.00万 | 0.07% | 420,766 | 加仓 |
| AlphaCore Capital LLC | 591,619 | $2,347.54万 | 0.43% | -1,713 | 减仓 |
| Resonant Capital Advisors, LLC | 570,078 | $2,262.07万 | 1.08% | 13,093 | 加仓 |
| Kelman-Lazarov, Inc. | 569,914 | $2,261.42万 | 2.96% | -24,845 | 减仓 |
| Almanack Investment Partners, LLC. | 561,157 | $2,226.67万 | 2.84% | -150,862 | 减仓 |
| Elgethun Capital Management | 556,068 | $2,206.48万 | 3.07% | 16,295 | 加仓 |
| HighTower Advisors, LLC | 540,639 | $2,145.25万 | 0.02% | 29,787 | 加仓 |
| ASPIRIANT, LLC | 539,037 | $2,138.90万 | 0.53% | -5,856 | 减仓 |
| CVA Family Office, LLC | 529,141 | $2,099.63万 | 1.90% | 19,574 | 加仓 |
| Bleakley Financial Group, LLC | 490,739 | $1,947.25万 | 0.25% | 51,024 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 490,430 | $1,946.03万 | 0.23% | -23,477 | 减仓 |
| HHM Wealth Advisors, LLC | 480,918 | $1,908.28万 | 1.92% | 47,789 | 加仓 |
| FINANCIAL CONSULATE, INC | 473,791 | $1,880.00万 | 2.09% | 20,108 | 加仓 |
| Cornerstone Planning Group LLC | 432,725 | $1,772.44万 | 2.23% | 16,463 | 加仓 |
| STIFEL FINANCIAL CORP | 428,941 | $1,702.04万 | 0.01% | 37,036 | 加仓 |
| Charles Schwab Trust Co | 409,608 | $1,625.32万 | 0.91% | -1,812 | 减仓 |
| Kathmere Capital Management, LLC | 393,575 | $1,561.70万 | 0.83% | 14,205 | 加仓 |
| Concurrent Investment Advisors, LLC | 390,468 | $1,549.38万 | 0.13% | 22,964 | 加仓 |
| MOLLER WEALTH PARTNERS | 370,133 | $1,468.69万 | 2.66% | 2,802 | 加仓 |
| Prairiewood Capital, LLC | 365,480 | $1,450.23万 | 3.76% | 11,746 | 加仓 |
| Nicholas Hoffman & Company, LLC. | 360,874 | $1,431.95万 | 0.30% | 15,695 | 加仓 |
| CABOT WEALTH MANAGEMENT INC | 359,305 | $1,425.72万 | 1.45% | 10,960 | 加仓 |
| Tandem Financial, LLC | 354,450 | $1,406.46万 | 4.23% | 25,708 | 加仓 |
| GOLDMAN SACHS GROUP INC | 346,249 | $1,373.92万 | 0.00% | 346,249 | 新建仓 |
| COWA, LLC | 337,812 | $1,340.44万 | 3.36% | 14,902 | 加仓 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 334,817 | $1,328.55万 | 3.02% | -15,120 | 减仓 |
| CHILTON CAPITAL MANAGEMENT LLC | 332,698 | $1,320.15万 | 0.42% | -225 | 减仓 |
| Cetera Investment Advisers | 329,890 | $1,309.00万 | 0.01% | 70,680 | 加仓 |
| LFA - Lugano Financial Advisors SA | 328,425 | $1,303.15万 | 7.84% | -6,135 | 减仓 |
| BALANCED WEALTH GROUP LLC | 314,528 | $1,248.05万 | 3.95% | 5,910 | 加仓 |
| ASSETMARK, INC | 292,193 | $1,159.42万 | 0.02% | 222,420 | 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 🔒