FNDX SCHWAB STRATEGIC TR
FUNDAMENTAL US L
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 | 836 | 655,199,655 | $203.80亿 | 83 | 337 | 217 | 44 | -$8.16亿 |
| 2026Q1 | 784 | 682,677,516 | $190.21亿 | 66 | 338 | 200 | 27 | $3.41亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1.70亿 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1.67亿 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $1.16亿 |
| True North Advisors, LLC | 新建仓 | $5,775.64万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $4,089.06万 |
| OLD NATIONAL BANCORP /IN/ | 新建仓 | $3,139.81万 |
| NorthCoast Asset Management LLC | 重新持有 | $2,186.23万 |
| LPL Financial LLC | 加仓 | $1,876.79万 |
| Johnson Bixby & Associates, LLC | 加仓 | $1,522.92万 |
| Boulay Financial Advisors, LLC | 加仓 | $1,229.88万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 加仓 | $1,104.97万 |
| Tanglewood Wealth Management, Inc. | 加仓 | $1,074.26万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $1,068.16万 |
| TUDOR INVESTMENT CORP ET AL | 新建仓 | $1,062.43万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $911.86万 |
| Urban Financial Advisory Corp | 加仓 | $791.15万 |
| IFC & Insurance Marketing, Inc. | 新建仓 | $737.22万 |
| Quantinno Capital Management LP | 加仓 | $698.87万 |
| MORGAN STANLEY | 加仓 | $596.71万 |
| Richardson Capital Management LLC | 加仓 | $542.32万 |
2026Q1 卖出最多
| TradeWell Securities, LLC. | 清仓 | -$3.46亿 |
| BlueStem Wealth Partners, LLC | 减仓 | -$3,193.87万 |
| Corient Private Wealth LP | 减仓 | -$2,681.75万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$2,109.69万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,357.22万 |
| AlphaCore Capital LLC | 减仓 | -$1,232.76万 |
| QUADRANT CAPITAL GROUP LLC | 减仓 | -$1,219.65万 |
| Clarkston Capital Partners, LLC | 减仓 | -$1,087.26万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$900.90万 |
| Qube Research & Technologies Ltd | 减仓 | -$823.49万 |
| PTM WEALTH MANAGEMENT, LLC | 减仓 | -$726.21万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$712.35万 |
| CAHILL FINANCIAL ADVISORS INC | 减仓 | -$663.90万 |
| Belpointe Asset Management LLC | 减仓 | -$558.89万 |
| Fortis Capital Advisors, LLC | 减仓 | -$558.89万 |
| BCS Wealth Management | 减仓 | -$556.17万 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 减仓 | -$548.84万 |
| UBS Group AG | 减仓 | -$545.43万 |
| Lee Financial Co | 减仓 | -$391.16万 |
| Merit Financial Group, LLC | 减仓 | -$333.64万 |
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 | 419,422,622 | $116.81亿 | 1.78% | 5,979,401 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 27,495,487 | $7.66亿 | 1.34% | 6,102,140 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 12,454,472 | $3.47亿 | 1.27% | 4,162,731 | 加仓 |
| Boulay Financial Advisors, LLC | 9,567,867 | $2.66亿 | 30.58% | 441,607 | 加仓 |
| McAdam, LLC | 9,370,273 | $2.61亿 | 11.76% | 190,377 | 加仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,425,671 | $2.35亿 | 4.75% | 396,756 | 加仓 |
| AMERIPRISE FINANCIAL INC | 8,164,384 | $2.27亿 | 0.05% | -323,515 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 6,622,443 | $1.84亿 | 0.05% | 1,468,243 | 加仓 |
| Steele Capital Management, Inc. | 6,300,154 | $1.75亿 | 7.27% | 187,464 | 加仓 |
| LPL Financial LLC | 5,825,215 | $1.62亿 | 0.04% | 673,893 | 加仓 |
| MORGAN STANLEY | 5,436,335 | $1.51亿 | 0.01% | 214,259 | 加仓 |
| Glassman Wealth Services | 4,671,904 | $1.30亿 | 17.69% | 5,341 | 加仓 |
| Northwest Bancshares, Inc. | 3,974,516 | $1.11亿 | 22.03% | -119,197 | 减仓 |
| Cetera Investment Advisers | 3,891,438 | $1.08亿 | 0.12% | 108,569 | 加仓 |
| Charles Schwab Trust Co | 3,218,779 | $8,964.30万 | 5.81% | 109,011 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,144,222 | $8,756.66万 | 0.01% | 13,371 | 加仓 |
| AlphaCore Capital LLC | 3,050,385 | $8,495.32万 | 2.01% | -442,644 | 减仓 |
| QUADRANT CAPITAL GROUP LLC | 2,704,685 | $7,532.55万 | 2.25% | -437,937 | 减仓 |
| Gemmer Asset Management LLC | 2,683,602 | $7,473.83万 | 5.95% | 34,540 | 加仓 |
| Bank of New York Mellon Corp | 2,629,717 | $7,323.76万 | 0.01% | 101,050 | 加仓 |
| Clark Capital Management Group, Inc. | 2,494,669 | $6,947.65万 | 0.43% | 32,851 | 加仓 |
| Kelman-Lazarov, Inc. | 2,371,188 | $6,603.76万 | 9.47% | 14,759 | 加仓 |
| RESTON WEALTH MANAGEMENT LLC | 2,329,590 | $6,487.91万 | 19.87% | -51,204 | 减仓 |
| Lee Financial Co | 2,183,679 | $6,081.55万 | 8.58% | -140,451 | 减仓 |
| Bell Investment Advisors, Inc | 2,178,555 | $6,067.27万 | 9.49% | 165,072 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,175,364 | $6,058.40万 | 0.16% | 327,418 | 加仓 |
| Creative Planning | 2,169,172 | $6,041.14万 | 0.04% | 47,431 | 加仓 |
| UBS Group AG | 2,145,776 | $5,975.99万 | 0.01% | -195,846 | 减仓 |
| True North Advisors, LLC | 2,073,839 | $5,775.64万 | 6.58% | 2,073,839 | 新建仓 |
| Private Advisor Group, LLC | 2,031,747 | $5,658.41万 | 0.27% | -15,921 | 减仓 |
| HighTower Advisors, LLC | 2,024,776 | $5,639.00万 | 0.06% | 87,716 | 加仓 |
| Prairiewood Capital, LLC | 1,914,777 | $5,332.65万 | 15.42% | 90,716 | 加仓 |
| Cornerstone Planning Group LLC | 1,696,212 | $5,120.86万 | 6.81% | 133,686 | 加仓 |
| Ashford Advisors, LLC | 1,835,393 | $5,111.57万 | 11.91% | 0 | 不变 |
| Koesten, Hirschmann & Crabtree, INC. | 1,704,754 | $4,747.74万 | 23.13% | -11,198 | 减仓 |
| Tanglewood Wealth Management, Inc. | 1,702,554 | $4,741.61万 | 3.93% | 385,731 | 加仓 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 1,594,298 | $4,440.12万 | 5.56% | 17,673 | 加仓 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,500,003 | $4,177.51万 | 7.23% | 20,649 | 加仓 |
| Focus Partners Wealth | 1,475,727 | $4,111.59万 | 0.05% | -22,741 | 减仓 |
| Resonant Capital Advisors, LLC | 1,465,255 | $4,080.74万 | 2.14% | 97,328 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,300,970 | $3,623.64万 | 0.05% | -757,427 | 减仓 |
| Mariner, LLC | 1,256,720 | $3,498.49万 | 0.04% | 50,449 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,205,610 | $3,357.62万 | 0.05% | -9,212 | 减仓 |
| Fortis Capital Advisors, LLC | 1,144,416 | $3,187.20万 | 4.17% | -200,679 | 减仓 |
| Belpointe Asset Management LLC | 1,144,416 | $3,187.20万 | 1.16% | -200,679 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,138,243 | $3,170.04万 | 0.58% | 27,974 | 加仓 |
| OLD NATIONAL BANCORP /IN/ | 1,127,401 | $3,139.81万 | 0.53% | 1,127,401 | 新建仓 |
| DAVENPORT & Co LLC | 1,105,098 | $3,077.70万 | 0.17% | 188,169 | 加仓 |
| Urban Financial Advisory Corp | 1,078,214 | $3,002.83万 | 10.62% | 284,075 | 加仓 |
| PTM WEALTH MANAGEMENT, LLC | 1,051,900 | $2,957.94万 | 15.68% | -258,254 | 减仓 |
内部人交易（Form 4）
FNDX 董事、高管和大股东的最新买卖申报。专业版可看 🔒