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 🔒 | ||||||||
2026Q1 买入最多
| Empower Advisory Group, LLC | 加仓 | $8,373.24万 |
| UBS Group AG | 加仓 | $3,217.07万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,005.02万 |
| Mariner, LLC | 加仓 | $1,380.63万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,135.63万 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 加仓 | $1,126.02万 |
| L2 Asset Management, LLC | 新建仓 | $1,033.65万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $878.04万 |
| JOHNSON INVESTMENT COUNSEL INC | 加仓 | $823.30万 |
| Global Wealth Strategies & Associates | 加仓 | $788.87万 |
| OSAIC HOLDINGS, INC. | 加仓 | $787.07万 |
| Weaver Capital Management LLC | 加仓 | $661.14万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $619.54万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $591.16万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $575.69万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $575.03万 |
| Beacon Pointe Advisors, LLC | 加仓 | $554.75万 |
| Integrated Wealth Concepts LLC | 加仓 | $478.02万 |
| CITADEL ADVISORS LLC | 加仓 | $461.07万 |
| Seneca Financial Advisors LLC | 加仓 | $458.77万 |
2026Q1 卖出最多
| RMG Wealth Management LLC | 减仓 | -$1.20亿 |
| Corient Private Wealth LP | 减仓 | -$1.08亿 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$7,928.79万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$5,071.10万 |
| Creative Planning | 减仓 | -$2,310.86万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$749.59万 |
| MARSHALL WACE, LLP | 清仓 | -$732.62万 |
| Baird Financial Group, Inc. | 减仓 | -$729.72万 |
| Bouchey Financial Group, Ltd. | 减仓 | -$697.35万 |
| BCS Wealth Management | 减仓 | -$541.19万 |
| Summit Financial Strategies, Inc. | 减仓 | -$500.35万 |
| JPMORGAN CHASE & CO | 减仓 | -$483.00万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$481.43万 |
| MORGAN STANLEY | 减仓 | -$437.95万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$394.91万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$390.05万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$334.19万 |
| SYKON CAPITAL LLC | 清仓 | -$307.90万 |
| Focus Partners Wealth | 减仓 | -$288.28万 |
| SIMS INVESTMENT MANAGEMENT, LLC | 减仓 | -$280.88万 |
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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 36,903,750 | $10.73亿 | 2.79% | 2,879,382 | 加仓 |
| SEI INVESTMENTS CO | 14,734,817 | $4.28亿 | 0.40% | -24,324 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 14,587,526 | $4.24亿 | 0.03% | -2,726,545 | 减仓 |
| Creative Planning | 5,992,974 | $1.74亿 | 0.12% | -794,657 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,804,013 | $1.69亿 | 0.10% | 301,941 | 加仓 |
| UBS Group AG | 5,129,724 | $1.49亿 | 0.02% | 1,106,281 | 加仓 |
| Financial Engines Advisors L.L.C. | 4,583,359 | $1.33亿 | 0.26% | -257,767 | 减仓 |
| Advisory Alpha, LLC | 3,881,816 | $1.13亿 | 3.09% | -94,488 | 减仓 |
| Cerity Partners LLC | 3,844,244 | $1.12亿 | 0.16% | 87,162 | 加仓 |
| Mariner, LLC | 3,386,087 | $9,846.58万 | 0.11% | 474,776 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,688,510 | $7,936.48万 | 0.16% | -1,717,851 | 减仓 |
| LPL Financial LLC | 2,697,192 | $7,843.43万 | 0.02% | 48,575 | 加仓 |
| Steele Capital Management, Inc. | 2,262,086 | $6,580.25万 | 2.73% | -11,484 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,027,244 | $5,895.23万 | 0.50% | -134,129 | 减仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,025,667 | $5,890.64万 | 0.36% | 70,385 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,008,641 | $5,841.13万 | 0.09% | -114,920 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,842,691 | $5,352.21万 | 0.08% | 270,978 | 加仓 |
| Betterment LLC | 1,839,896 | $5,350.40万 | 0.10% | 143,145 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,869,605 | $5,336.40万 | 0.03% | 397,866 | 加仓 |
| HighTower Advisors, LLC | 1,782,550 | $5,183.67万 | 0.06% | -62,357 | 减仓 |
| New York Life Investment Management LLC | 1,771,690 | $5,152.07万 | 0.44% | 41,282 | 加仓 |
| SIMS INVESTMENT MANAGEMENT, LLC | 1,734,769 | $5,044.71万 | 18.54% | -96,590 | 减仓 |
| RMG Wealth Management LLC | 1,500,409 | $5,020.37万 | 5.79% | -3,577,001 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,650,074 | $4,798.42万 | 0.01% | 689,484 | 加仓 |
| 93 Financial Group, LLC | 1,608,645 | $4,677.94万 | 20.86% | -59,515 | 减仓 |
| MORGAN STANLEY | 1,601,927 | $4,658.41万 | 0.00% | -150,603 | 减仓 |
| CoreCap Advisors, LLC | 1,594,940 | $4,638.09万 | 1.58% | 7,609 | 加仓 |
| Gemmer Asset Management LLC | 1,521,296 | $4,423.93万 | 3.52% | 9,755 | 加仓 |
| Golden Reserve Retirement LLC | 1,500,790 | $4,364.30万 | 9.00% | -73,412 | 减仓 |
| Savant Capital, LLC | 1,464,613 | $4,259.09万 | 0.21% | -52,087 | 减仓 |
| Kohmann Bosshard Financial Services, LLC | 1,406,465 | $4,090.00万 | 3.98% | 48,269 | 加仓 |
| GOLDMAN SACHS GROUP INC | 1,400,172 | $4,071.70万 | 0.00% | -165,554 | 减仓 |
| Corient Private Wealth LP | 1,384,923 | $4,014.25万 | 0.06% | -3,714,728 | 减仓 |
| Focus Partners Wealth | 1,313,049 | $3,823.79万 | 0.04% | -98,994 | 减仓 |
| Cetera Investment Advisers | 1,271,774 | $3,698.32万 | 0.04% | 88,435 | 加仓 |
| Mokosak Advisory Group, LLC | 1,196,865 | $3,481.06万 | 8.71% | -20,931 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1,181,707 | $3,436.40万 | 5.58% | -8,111 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,106,106 | $3,216.41万 | 0.06% | 22,097 | 加仓 |
| JOHNSON INVESTMENT COUNSEL INC | 1,045,004 | $3,038.87万 | 0.25% | 283,117 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,044,296 | $3,036.81万 | 0.16% | 190,768 | 加仓 |
| BlueSky Wealth Advisors, LLC | 1,039,134 | $3,021.80万 | 3.89% | 41,722 | 加仓 |
| KLINGENSTEIN FIELDS & CO LP | 1,028,297 | $2,990.29万 | 1.18% | -77,684 | 减仓 |
| Kestra Advisory Services, LLC | 989,759 | $2,878.22万 | 0.11% | 18,101 | 加仓 |
| Noble Family Wealth, LLC | 986,306 | $2,868.18万 | 5.92% | 6,461 | 加仓 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 985,135 | $2,864.77万 | 0.02% | 387,216 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 966,196 | $2,809.70万 | 0.41% | 203,286 | 加仓 |
| ForthRight Wealth Management, LLC | 954,561 | $2,775.86万 | 7.87% | 3,537 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 941,688 | $2,738.43万 | 0.01% | 213,047 | 加仓 |
| TruNorth Capital Management, LLC | 915,652 | $2,662.72万 | 5.10% | -16,090 | 减仓 |
| Chicago Partners Investment Group LLC | 821,213 | $2,648.41万 | 0.54% | 56,893 | 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 🔒