SCHA SCHWAB STRATEGIC TR
US SML CAP ETF
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 | 1,348 | 252,406,899 | $90.80亿 | 116 | 475 | 506 | 41 | $1.41亿 |
| 2026Q1 | 1,260 | 247,896,002 | $72.23亿 | 55 | 479 | 482 | 38 | -$1.44亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $4,731.83万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,883.41万 |
| Empower Advisory Group, LLC | 加仓 | $2,868.74万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $2,525.64万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $1,975.59万 |
| Janney Montgomery Scott LLC | 加仓 | $1,310.23万 |
| Focus Partners Wealth | 加仓 | $1,282.27万 |
| AVALON CAPITAL MANAGEMENT | 新建仓 | $1,241.82万 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 加仓 | $1,184.98万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,072.97万 |
| Diversify Advisory Services, LLC | 重新持有 | $1,017.02万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $868.21万 |
| Concurrent Investment Advisors, LLC | 加仓 | $764.70万 |
| Plancorp, LLC | 加仓 | $733.57万 |
| NORTHERN TRUST CORP | 加仓 | $642.34万 |
| Merit Financial Group, LLC | 加仓 | $638.67万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $580.05万 |
| Cerity Partners LLC | 加仓 | $531.41万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $526.86万 |
| Phillip James Consulting Co. | 新建仓 | $525.88万 |
2026Q2 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$3,013.16万 |
| SEI INVESTMENTS CO | 减仓 | -$2,983.82万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$2,057.56万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$1,417.64万 |
| Tidal Investments LLC | 重新持有 | -$1,141.31万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$1,080.45万 |
| L2 Asset Management, LLC | 清仓 | -$1,033.65万 |
| Victrix Investment Advisors | 清仓 | -$720.39万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$690.40万 |
| JPMORGAN CHASE & CO | 减仓 | -$682.35万 |
| HighTower Advisors, LLC | 减仓 | -$581.63万 |
| Visionary Wealth Advisors | 减仓 | -$546.42万 |
| Corient Private Wealth LP | 减仓 | -$517.89万 |
| CITADEL ADVISORS LLC | 清仓 | -$508.48万 |
| PFG Advisors | 减仓 | -$464.30万 |
| Creative Planning | 减仓 | -$431.05万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$389.98万 |
| Summit Financial Strategies, Inc. | 减仓 | -$382.17万 |
| Cynosure Group, LLC | 减仓 | -$377.60万 |
| Independent Advisor Alliance | 减仓 | -$362.74万 |
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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 37,697,754 | $13.62亿 | 3.25% | 794,004 | 加仓 |
| SEI INVESTMENTS CO | 13,908,960 | $5.03亿 | 0.44% | -825,857 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 13,753,548 | $4.97亿 | 0.03% | -833,978 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,100,987 | $2.20亿 | 0.12% | 296,974 | 加仓 |
| Creative Planning | 5,873,670 | $2.12亿 | 0.12% | -119,304 | 减仓 |
| UBS Group AG | 5,171,149 | $1.87亿 | 0.02% | 41,425 | 加仓 |
| Financial Engines Advisors L.L.C. | 4,190,988 | $1.51亿 | 0.27% | -392,371 | 减仓 |
| Advisory Alpha, LLC | 3,796,240 | $1.37亿 | 3.36% | -85,576 | 减仓 |
| Cerity Partners LLC | 4,000,364 | $1.36亿 | 0.16% | 156,120 | 加仓 |
| Mariner, LLC | 3,288,410 | $1.19亿 | 0.12% | -97,677 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,788,801 | $9,735.70万 | 0.16% | 100,291 | 加仓 |
| LPL Financial LLC | 2,640,354 | $9,539.60万 | 0.02% | -56,838 | 减仓 |
| Savant Capital, LLC | 2,917,095 | $9,503.19万 | 0.28% | 1,452,482 | 加仓 |
| Steele Capital Management, Inc. | 2,273,743 | $8,220.59万 | 3.03% | 11,657 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,090,236 | $7,552.02万 | 0.56% | 64,569 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,113,728 | $7,517.35万 | 0.03% | 244,123 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,030,619 | $7,336.63万 | 0.09% | 21,978 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,027,244 | $7,324.43万 | 0.55% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 1,900,593 | $6,866.37万 | 0.08% | 57,902 | 加仓 |
| Betterment LLC | 1,753,579 | $6,335.70万 | 0.11% | -86,317 | 减仓 |
| SIMS INVESTMENT MANAGEMENT, LLC | 1,734,453 | $6,266.58万 | 19.38% | -316 | 减仓 |
| New York Life Investment Management LLC | 1,694,799 | $6,123.31万 | 0.43% | -76,891 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,675,695 | $6,054.02万 | 0.01% | 25,621 | 加仓 |
| Focus Partners Wealth | 1,667,957 | $6,026.28万 | 0.06% | 354,908 | 加仓 |
| CoreCap Advisors, LLC | 1,656,885 | $5,986.32万 | 1.77% | 61,945 | 加仓 |
| HighTower Advisors, LLC | 1,621,568 | $5,858.72万 | 0.06% | -160,982 | 减仓 |
| MORGAN STANLEY | 1,598,877 | $5,776.75万 | 0.00% | -3,050 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,573,256 | $5,684.20万 | 0.06% | 798,062 | 加仓 |
| Golden Reserve Retirement LLC | 1,526,535 | $5,515.37万 | 8.69% | 25,745 | 加仓 |
| Gemmer Asset Management LLC | 1,517,147 | $5,481.45万 | 3.71% | -4,149 | 减仓 |
| 93 Financial Group, LLC | 1,508,904 | $5,451.67万 | 21.52% | -99,741 | 减仓 |
| RMG Wealth Management LLC | 1,502,429 | $5,273.53万 | 5.44% | 2,020 | 加仓 |
| Kohmann Bosshard Financial Services, LLC | 1,442,916 | $5,213.26万 | 4.42% | 36,451 | 加仓 |
| Cetera Investment Advisers | 1,329,913 | $4,804.98万 | 0.04% | 58,139 | 加仓 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1,313,111 | $4,744.27万 | 0.03% | 327,976 | 加仓 |
| Corient Private Wealth LP | 1,241,583 | $4,485.85万 | 0.06% | -143,340 | 减仓 |
| Mokosak Advisory Group, LLC | 1,183,905 | $4,277.45万 | 9.26% | -12,960 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1,176,951 | $4,252.32万 | 6.08% | -4,756 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,142,727 | $4,128.67万 | 0.06% | 36,621 | 加仓 |
| JOHNSON INVESTMENT COUNSEL INC | 1,133,550 | $4,095.52万 | 0.30% | 88,546 | 加仓 |
| BlueSky Wealth Advisors, LLC | 1,096,973 | $3,963.36万 | 4.59% | 57,839 | 加仓 |
| Kestra Advisory Services, LLC | 1,018,703 | $3,680.57万 | 0.12% | 28,944 | 加仓 |
| Beacon Pointe Advisors, LLC | 997,223 | $3,602.97万 | 0.17% | -47,073 | 减仓 |
| KLINGENSTEIN FIELDS & CO LP | 991,435 | $3,582.05万 | 1.25% | -36,862 | 减仓 |
| Noble Family Wealth, LLC | 988,541 | $3,571.60万 | 6.39% | 2,235 | 加仓 |
| TruNorth Capital Management, LLC | 947,282 | $3,422.53万 | 5.50% | 31,630 | 加仓 |
| ForthRight Wealth Management, LLC | 942,364 | $3,404.76万 | 8.71% | -12,197 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 935,401 | $3,379.60万 | 0.01% | -6,287 | 减仓 |
| Dynamic Advisor Solutions LLC | 899,273 | $3,249.07万 | 0.92% | 21,722 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 892,690 | $3,225.29万 | 0.15% | 145,824 | 加仓 |
内部人交易（Form 4）
SCHA 董事、高管和大股东的最新买卖申报。专业版可看 🔒