SCHB SCHWAB STRATEGIC TR
US BRD MKT 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 | 1,391 | 538,269,634 | $155.62亿 | 94 | 536 | 488 | 44 | -$17.30亿 |
| 2026Q1 | 1,322 | 599,377,602 | $150.72亿 | 68 | 521 | 489 | 45 | $30.61亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $8,041.38万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $4,991.66万 |
| Bluespring Wealth Management, LLC | 加仓 | $2,099.26万 |
| EP Wealth Advisors, LLC | 加仓 | $2,037.35万 |
| Waverly Advisors, LLC | 加仓 | $1,357.36万 |
| UBS Group AG | 加仓 | $1,214.61万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $1,212.45万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $1,073.77万 |
| Phillip James Consulting Co. | 新建仓 | $1,036.59万 |
| Cerity Partners LLC | 加仓 | $1,022.81万 |
| HighTower Advisors, LLC | 加仓 | $949.87万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $949.22万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $939.95万 |
| Kestra Advisory Services, LLC | 加仓 | $930.41万 |
| Quantinno Capital Management LP | 加仓 | $880.24万 |
| Janney Montgomery Scott LLC | 重新持有 | $838.38万 |
| SAX WEALTH ADVISORS, LLC | 新建仓 | $721.12万 |
| Morton Brown Family Wealth, LLC | 加仓 | $705.58万 |
| TruNorth Capital Management, LLC | 加仓 | $690.49万 |
| Downshift Financial, LLC | 加仓 | $602.05万 |
2026Q2 卖出最多
| Gallagher Fiduciary Advisors, LLC | 减仓 | -$19.26亿 |
| Wealthfront Advisers LLC | 减仓 | -$3,246.79万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,904.89万 |
| Genesee Capital Advisors, LLC | 减仓 | -$1,670.02万 |
| HORAN Wealth, LLC | 减仓 | -$1,515.98万 |
| Betterment LLC | 减仓 | -$1,232.85万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$1,184.86万 |
| Members Advisory Group LLC | 减仓 | -$1,168.47万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$1,138.59万 |
| Summit Financial Strategies, Inc. | 减仓 | -$1,002.10万 |
| REBALANCE, LLC | 减仓 | -$996.32万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$964.39万 |
| Mariner, LLC | 减仓 | -$906.35万 |
| Private Advisor Group, LLC | 减仓 | -$815.49万 |
| Focus Partners Wealth | 减仓 | -$783.03万 |
| EXCHANGE TRADED CONCEPTS, LLC | 清仓 | -$781.43万 |
| Ethos Financial Group, LLC | 减仓 | -$651.08万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$572.53万 |
| Roger Wittlin Investment Advisory, LLC | 减仓 | -$533.84万 |
| Evensky & Katz LLC | 减仓 | -$516.77万 |
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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 51,435,009 | $14.90亿 | 2.86% | -1,121,129 | 减仓 |
| UBS Group AG | 48,933,766 | $14.17亿 | 0.18% | 419,411 | 加仓 |
| Betterment LLC | 15,292,144 | $4.43亿 | 0.75% | -425,710 | 减仓 |
| REBALANCE, LLC | 14,738,453 | $4.27亿 | 22.37% | -344,034 | 减仓 |
| SCS Capital Management LLC | 11,934,362 | $3.46亿 | 3.26% | -35,758 | 减仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,427,853 | $3.31亿 | 0.06% | -409,136 | 减仓 |
| HighTower Advisors, LLC | 9,295,333 | $2.69亿 | 0.26% | 327,993 | 加仓 |
| Strid Group, LLC | 8,576,683 | $2.48亿 | 27.57% | -72,263 | 减仓 |
| Evensky & Katz LLC | 7,987,057 | $2.31亿 | 11.95% | -178,442 | 减仓 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 7,640,636 | $2.21亿 | 17.17% | -81,829 | 减仓 |
| Hanson & Doremus Investment Management | 7,035,343 | $2.04亿 | 20.73% | -5,810 | 减仓 |
| HB Wealth Management, LLC | 6,571,056 | $1.90亿 | 1.07% | -24,165 | 减仓 |
| Evergreen Advisors, LLC | 6,300,530 | $1.82亿 | 38.94% | 20,378 | 加仓 |
| Forvis Mazars Wealth Advisors, LLC | 6,148,772 | $1.78亿 | 2.97% | -81,234 | 减仓 |
| HT Partners LLC | 6,067,895 | $1.76亿 | 48.66% | -113,558 | 减仓 |
| Savant Capital, LLC | 5,943,212 | $1.61亿 | 0.47% | 2,973,338 | 加仓 |
| TruNorth Capital Management, LLC | 5,449,167 | $1.58亿 | 25.35% | 238,428 | 加仓 |
| HHM Wealth Advisors, LLC | 5,258,356 | $1.52亿 | 15.29% | 111,765 | 加仓 |
| AlphaCore Capital LLC | 5,233,490 | $1.52亿 | 2.79% | -120,214 | 减仓 |
| Mariner, LLC | 4,683,545 | $1.36亿 | 0.14% | -312,965 | 减仓 |
| Accredited Investors Inc. | 4,443,846 | $1.29亿 | 5.56% | -163,491 | 减仓 |
| Morton Brown Family Wealth, LLC | 4,261,509 | $1.23亿 | 27.98% | 243,641 | 加仓 |
| Compass Financial Group, INC/SD | 3,894,102 | $1.13亿 | 12.94% | 24,866 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 3,654,324 | $1.06亿 | 0.16% | -393,159 | 减仓 |
| Waverly Advisors, LLC | 3,529,934 | $1.02亿 | 0.59% | 468,702 | 加仓 |
| MORGAN STANLEY | 3,458,745 | $1.00亿 | 0.01% | 88,377 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 3,439,333 | $9,960.30万 | 0.11% | 1,723,640 | 加仓 |
| MANCHESTER FINANCIAL INC | 3,381,852 | $9,793.84万 | 17.41% | -44,977 | 减仓 |
| Creative Planning | 3,300,545 | $9,558.38万 | 0.06% | 103,480 | 加仓 |
| Ballentine Partners, LLC | 3,253,122 | $9,421.04万 | 1.15% | -4,570 | 减仓 |
| HBK Sorce Advisory LLC | 3,151,706 | $9,373.17万 | 1.78% | 21,248 | 加仓 |
| Quantinno Capital Management LP | 3,087,207 | $8,940.55万 | 0.11% | 303,949 | 加仓 |
| LPL Financial LLC | 2,973,417 | $8,611.01万 | 0.02% | 65,381 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,970,765 | $8,419.15万 | 0.03% | 331,669 | 加仓 |
| ROYAL BANK OF CANADA | 2,882,036 | $8,346.50万 | 0.01% | 250 | 加仓 |
| NORTH STAR ASSET MANAGEMENT INC | 2,772,864 | $8,030.21万 | 3.16% | 92,253 | 加仓 |
| Asset Advisors Investment Management, LLC | 2,739,361 | $7,933.19万 | 7.28% | -22,912 | 减仓 |
| BROWN ADVISORY INC | 2,718,247 | $7,872.04万 | 0.12% | 7,170 | 加仓 |
| Gallagher Fiduciary Advisors, LLC | 2,708,469 | $7,843.73万 | 2.58% | -66,497,980 | 减仓 |
| Legacy Financial Strategies, LLC | 2,665,380 | $7,718.94万 | 11.96% | 50,793 | 加仓 |
| Circle Wealth Management, LLC | 2,635,156 | $7,631.41万 | 0.96% | -1,081 | 减仓 |
| D L CARLSON INVESTMENT GROUP INC | 2,592,207 | $7,507.03万 | 11.95% | 283 | 加仓 |
| MYECFO, LLC | 2,577,055 | $7,463.27万 | 28.17% | 19,332 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,536,461 | $7,345.59万 | 0.00% | -657,767 | 减仓 |
| Bluespring Wealth Management, LLC | 2,529,349 | $7,325.00万 | 1.41% | 724,884 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,527,684 | $7,320.17万 | 0.96% | -40,437 | 减仓 |
| Winthrop Advisory Group LLC | 2,487,708 | $7,204.40万 | 4.85% | 92,674 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,500,208 | $7,061.25万 | 0.12% | 179,825 | 加仓 |
| Bouchey Financial Group, Ltd. | 2,424,447 | $7,021.20万 | 4.54% | -27,346 | 减仓 |
| WELLS FARGO & COMPANY/MN | 2,390,687 | $6,923.43万 | 0.01% | 327,771 | 加仓 |
内部人交易（Form 4）
SCHB 董事、高管和大股东的最新买卖申报。专业版可看 🔒