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 🔒 | ||||||||
2026Q2 买入最多
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $8,752.78万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $7,407.77万 |
| McAdam, LLC | 加仓 | $4,855.47万 |
| BlueStem Wealth Partners, LLC | 加仓 | $4,795.97万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $4,199.37万 |
| DAVENPORT & Co LLC | 加仓 | $2,657.18万 |
| Eagle Strategies LLC | 加仓 | $2,383.95万 |
| Arax Advisory Partners | 加仓 | $2,360.17万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2,317.32万 |
| Bank of New York Mellon Corp | 加仓 | $1,763.35万 |
| Qube Research & Technologies Ltd | 加仓 | $1,707.51万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $1,634.31万 |
| MORGAN STANLEY | 加仓 | $1,469.31万 |
| EP Wealth Advisors, LLC | 加仓 | $1,464.49万 |
| LPL Financial LLC | 加仓 | $1,354.21万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,296.25万 |
| TUDOR INVESTMENT CORP ET AL | 加仓 | $1,234.62万 |
| Charles Schwab Trust Co | 加仓 | $1,206.51万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,160.86万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $1,157.12万 |
2026Q2 卖出最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$13.82亿 |
| Private Advisor Group, LLC | 减仓 | -$5,954.24万 |
| OLD NATIONAL BANCORP /IN/ | 减仓 | -$3,481.15万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 减仓 | -$2,961.71万 |
| Corient Private Wealth LP | 减仓 | -$1,896.98万 |
| Northwest Bancshares, Inc. | 减仓 | -$1,655.72万 |
| Merit Financial Group, LLC | 减仓 | -$987.49万 |
| ARQ WEALTH ADVISORS, LLC | 减仓 | -$605.96万 |
| Mariner, LLC | 减仓 | -$512.27万 |
| Roehl & Yi Investment Advisors, LLC | 重新持有 | -$460.31万 |
| BNP PARIBAS FINANCIAL MARKETS | 清仓 | -$417.75万 |
| AlphaCore Capital LLC | 减仓 | -$398.74万 |
| CITADEL ADVISORS LLC | 清仓 | -$333.14万 |
| Schrum Private Wealth Management LLC | 减仓 | -$310.45万 |
| RENAISSANCE TECHNOLOGIES LLC | 清仓 | -$303.84万 |
| UBS Group AG | 减仓 | -$252.01万 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 减仓 | -$237.67万 |
| Clarkston Capital Partners, LLC | 减仓 | -$227.74万 |
| Glassman Wealth Services | 减仓 | -$194.92万 |
| Haverford Trust Co | 减仓 | -$190.99万 |
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 | 374,969,727 | $116.62亿 | 1.55% | -44,452,895 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 28,845,768 | $8.97亿 | 1.37% | 1,350,281 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 15,268,868 | $4.75亿 | 1.56% | 2,814,396 | 加仓 |
| McAdam, LLC | 10,931,518 | $3.40亿 | 13.13% | 1,561,245 | 加仓 |
| Boulay Financial Advisors, LLC | 9,744,092 | $3.03亿 | 28.06% | 176,225 | 加仓 |
| AMERIPRISE FINANCIAL INC | 8,536,435 | $2.65亿 | 0.05% | 372,051 | 加仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,473,354 | $2.32亿 | 4.18% | -952,317 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,039,245 | $2.19亿 | 0.05% | 416,802 | 加仓 |
| Steele Capital Management, Inc. | 6,423,407 | $2.00亿 | 7.35% | 123,253 | 加仓 |
| LPL Financial LLC | 6,260,653 | $1.95亿 | 0.04% | 435,438 | 加仓 |
| MORGAN STANLEY | 5,908,781 | $1.84亿 | 0.01% | 472,446 | 加仓 |
| Glassman Wealth Services | 4,609,229 | $1.43亿 | 17.17% | -62,675 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 4,557,270 | $1.42亿 | 0.16% | 2,381,906 | 加仓 |
| Cetera Investment Advisers | 4,116,304 | $1.28亿 | 0.12% | 224,866 | 加仓 |
| Charles Schwab Trust Co | 3,606,725 | $1.12亿 | 6.26% | 387,946 | 加仓 |
| Northwest Bancshares, Inc. | 3,442,130 | $1.07亿 | 19.27% | -532,386 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 3,386,660 | $1.05亿 | 0.01% | 242,438 | 加仓 |
| Bank of New York Mellon Corp | 3,196,711 | $9,941.77万 | 0.02% | 566,994 | 加仓 |
| AlphaCore Capital LLC | 2,922,172 | $9,087.96万 | 1.67% | -128,213 | 减仓 |
| QUADRANT CAPITAL GROUP LLC | 2,707,265 | $8,419.59万 | 2.31% | 2,580 | 加仓 |
| Gemmer Asset Management LLC | 2,688,126 | $8,360.07万 | 5.66% | 4,524 | 加仓 |
| Clark Capital Management Group, Inc. | 2,684,676 | $8,349.34万 | 0.46% | 190,007 | 加仓 |
| RESTON WEALTH MANAGEMENT LLC | 2,366,034 | $7,358.37万 | 19.83% | 36,444 | 加仓 |
| BlueStem Wealth Partners, LLC | 2,361,445 | $7,344.09万 | 7.31% | 1,542,111 | 加仓 |
| Kelman-Lazarov, Inc. | 2,350,202 | $7,309.13万 | 9.58% | -20,986 | 减仓 |
| HighTower Advisors, LLC | 2,254,293 | $7,010.85万 | 0.07% | 229,517 | 加仓 |
| Bell Investment Advisors, Inc | 2,202,691 | $6,850.37万 | 10.06% | 24,136 | 加仓 |
| Creative Planning | 2,178,826 | $6,776.15万 | 0.04% | 9,654 | 加仓 |
| Lee Financial Co | 2,177,038 | $6,770.59万 | 8.65% | -6,641 | 减仓 |
| True North Advisors, LLC | 2,140,879 | $6,658.14万 | 6.37% | 67,040 | 加仓 |
| UBS Group AG | 2,064,745 | $6,421.36万 | 0.01% | -81,031 | 减仓 |
| OSAIC HOLDINGS, INC. | 2,046,010 | $6,363.76万 | 0.07% | 745,040 | 加仓 |
| Prairiewood Capital, LLC | 1,973,737 | $6,138.32万 | 15.91% | 58,960 | 加仓 |
| DAVENPORT & Co LLC | 1,959,498 | $6,094.04万 | 0.30% | 854,400 | 加仓 |
| Ashford Advisors, LLC | 1,828,254 | $5,685.87万 | 11.73% | -7,139 | 减仓 |
| Eagle Strategies LLC | 1,814,296 | $5,642.46万 | 5.61% | 766,545 | 加仓 |
| Cornerstone Planning Group LLC | 1,742,873 | $5,509.22万 | 6.94% | 46,661 | 加仓 |
| Tanglewood Wealth Management, Inc. | 1,719,646 | $5,348.10万 | 4.55% | 17,092 | 加仓 |
| Koesten, Hirschmann & Crabtree, INC. | 1,694,633 | $5,270.31万 | 21.94% | -10,121 | 减仓 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 1,650,796 | $5,133.98万 | 6.33% | 56,498 | 加仓 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,530,215 | $4,758.97万 | 7.47% | 30,212 | 加仓 |
| Focus Partners Wealth | 1,464,987 | $4,556.11万 | 0.05% | -10,740 | 减仓 |
| Resonant Capital Advisors, LLC | 1,424,766 | $4,431.02万 | 2.12% | -40,489 | 减仓 |
| Urban Financial Advisory Corp | 1,208,406 | $3,758.14万 | 10.36% | 130,192 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,152,222 | $3,583.41万 | 0.05% | -53,388 | 减仓 |
| Belpointe Asset Management LLC | 1,148,343 | $3,571.35万 | 1.17% | 3,927 | 加仓 |
| Fortis Capital Advisors, LLC | 1,148,343 | $3,571.35万 | 4.02% | 3,927 | 加仓 |
| PTM WEALTH MANAGEMENT, LLC | 1,111,614 | $3,503.81万 | 15.78% | 59,714 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,119,658 | $3,482.11万 | 0.55% | -18,585 | 减仓 |
| Wealthspire Retirement, LLC | 1,110,024 | $3,452.18万 | 1.89% | 155,250 | 加仓 |
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 🔒