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 🔒 | ||||||||
2026Q1 买入最多
| Gallagher Fiduciary Advisors, LLC | 加仓 | $16.71亿 |
| UBS Group AG | 加仓 | $11.82亿 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $2.23亿 |
| Quantinno Capital Management LP | 加仓 | $1,983.16万 |
| Tanglewood Wealth Management, Inc. | 加仓 | $1,831.27万 |
| NICOLET BANKSHARES INC | 新建仓 | $1,756.45万 |
| Mariner, LLC | 加仓 | $1,359.07万 |
| HORAN Wealth, LLC | 加仓 | $1,339.42万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,260.02万 |
| HighTower Advisors, LLC | 加仓 | $842.21万 |
| Downshift Financial, LLC | 加仓 | $825.39万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $781.39万 |
| Allworth Financial LP | 加仓 | $735.92万 |
| Strategic Financial Concepts, LLC | 加仓 | $734.87万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $596.48万 |
| Facet Wealth, Inc. | 加仓 | $557.50万 |
| Compass Financial Group, INC/SD | 加仓 | $553.69万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $533.40万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $516.47万 |
| Cerity Partners LLC | 加仓 | $454.63万 |
2026Q1 卖出最多
| Compass Advisory Group LLC | 减仓 | -$3,447.58万 |
| Wealthfront Advisers LLC | 减仓 | -$2,530.46万 |
| Corient Private Wealth LP | 减仓 | -$1,994.00万 |
| Creative Planning | 减仓 | -$1,532.56万 |
| OneDigital Investment Advisors LLC | 减仓 | -$1,447.87万 |
| Summit Financial Strategies, Inc. | 减仓 | -$1,282.41万 |
| AlphaCore Capital LLC | 减仓 | -$1,146.50万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,114.43万 |
| Betterment LLC | 减仓 | -$1,100.40万 |
| Cetera Investment Advisers | 减仓 | -$1,012.60万 |
| Intelligence Driven Advisers, LLC | 减仓 | -$908.01万 |
| Align Financial, LLC | 减仓 | -$888.42万 |
| Farther Finance Advisors, LLC | 减仓 | -$625.00万 |
| Roger Wittlin Investment Advisory, LLC | 减仓 | -$492.44万 |
| Jaffetilchin Investment Partners, LLC | 减仓 | -$487.19万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$475.44万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$426.82万 |
| VALLEY NATIONAL ADVISERS INC | 减仓 | -$410.91万 |
| BCS Wealth Management | 减仓 | -$380.43万 |
| Empower Advisory Group, LLC | 减仓 | -$347.73万 |
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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 69,206,449 | $17.37亿 | 2.11% | 66,580,096 | 加仓 |
| Wealthfront Advisers LLC | 52,556,138 | $13.19亿 | 2.90% | -1,008,153 | 减仓 |
| UBS Group AG | 48,514,355 | $12.18亿 | 0.18% | 47,100,114 | 加仓 |
| Betterment LLC | 15,717,854 | $3.95亿 | 0.75% | -438,408 | 减仓 |
| REBALANCE, LLC | 15,082,487 | $3.79亿 | 21.98% | 119,276 | 加仓 |
| SCS Capital Management LLC | 11,970,120 | $3.00亿 | 3.18% | 60,752 | 加仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,836,989 | $2.97亿 | 0.06% | 8,883,163 | 加仓 |
| HighTower Advisors, LLC | 8,967,340 | $2.25亿 | 0.24% | 335,543 | 加仓 |
| Strid Group, LLC | 8,648,946 | $2.17亿 | 26.90% | -67,872 | 减仓 |
| Evensky & Katz LLC | 8,165,499 | $2.05亿 | 11.66% | -115,344 | 减仓 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 7,722,465 | $1.94亿 | 16.93% | -3,782 | 减仓 |
| Hanson & Doremus Investment Management | 7,041,153 | $1.77亿 | 20.33% | 33,281 | 加仓 |
| HB Wealth Management, LLC | 6,595,221 | $1.66亿 | 1.07% | -93,398 | 减仓 |
| Evergreen Advisors, LLC | 6,280,152 | $1.58亿 | 37.02% | 112,717 | 加仓 |
| Forvis Mazars Wealth Advisors, LLC | 6,230,006 | $1.56亿 | 2.97% | 36,116 | 加仓 |
| HT Partners LLC | 6,181,453 | $1.55亿 | 46.99% | 98,668 | 加仓 |
| AlphaCore Capital LLC | 5,353,704 | $1.34亿 | 3.19% | -456,774 | 减仓 |
| TruNorth Capital Management, LLC | 5,210,739 | $1.31亿 | 25.07% | 120,310 | 加仓 |
| HHM Wealth Advisors, LLC | 5,146,591 | $1.29亿 | 14.87% | 108,943 | 加仓 |
| Mariner, LLC | 4,996,510 | $1.25亿 | 0.15% | 542,197 | 加仓 |
| Accredited Investors Inc. | 4,607,337 | $1.16亿 | 6.23% | -112,204 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 4,047,483 | $1.02亿 | 0.18% | -189,417 | 减仓 |
| Morton Brown Family Wealth, LLC | 4,017,868 | $1.01亿 | 26.65% | 170,427 | 加仓 |
| Compass Financial Group, INC/SD | 3,869,236 | $9,711.78万 | 13.59% | 220,594 | 加仓 |
| HBK Sorce Advisory LLC | 3,130,458 | $8,896.76万 | 1.75% | 24,324 | 加仓 |
| MANCHESTER FINANCIAL INC | 3,426,829 | $8,601.34万 | 16.51% | -5,439 | 减仓 |
| MORGAN STANLEY | 3,370,368 | $8,459.63万 | 0.01% | 153,219 | 加仓 |
| Ballentine Partners, LLC | 3,257,692 | $8,176.81万 | 1.14% | 48,399 | 加仓 |
| Creative Planning | 3,197,065 | $8,024.63万 | 0.05% | -610,580 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 3,194,228 | $8,017.51万 | 0.01% | -18,255 | 减仓 |
| Waverly Advisors, LLC | 3,061,232 | $7,683.69万 | 0.57% | 41,366 | 加仓 |
| Savant Capital, LLC | 2,969,874 | $7,454.38万 | 0.36% | 170,270 | 加仓 |
| LPL Financial LLC | 2,908,036 | $7,299.17万 | 0.02% | 58,506 | 加仓 |
| ROYAL BANK OF CANADA | 2,881,786 | $7,233.20万 | 0.01% | 138,430 | 加仓 |
| Quantinno Capital Management LP | 2,783,258 | $6,985.98万 | 0.12% | 790,102 | 加仓 |
| Asset Advisors Investment Management, LLC | 2,762,273 | $6,933.31万 | 6.61% | -46,963 | 减仓 |
| BROWN ADVISORY INC | 2,711,077 | $6,804.80万 | 0.11% | -15,792 | 减仓 |
| NORTH STAR ASSET MANAGEMENT INC | 2,680,611 | $6,728.33万 | 2.92% | 4,379 | 加仓 |
| Summit Financial Strategies, Inc. | 2,672,115 | $6,707.01万 | 5.29% | -510,921 | 减仓 |
| Focus Partners Wealth | 2,654,159 | $6,664.24万 | 0.07% | 28,106 | 加仓 |
| Circle Wealth Management, LLC | 2,636,237 | $6,616.96万 | 0.94% | 24,376 | 加仓 |
| Legacy Financial Strategies, LLC | 2,614,587 | $6,562.61万 | 11.84% | 21,361 | 加仓 |
| D L CARLSON INVESTMENT GROUP INC | 2,591,924 | $6,505.73万 | 11.18% | -5,938 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,639,096 | $6,465.78万 | 0.03% | 243,463 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,568,121 | $6,445.98万 | 0.94% | 205,766 | 加仓 |
| Bouchey Financial Group, Ltd. | 2,451,793 | $6,435.96万 | 4.72% | -101,131 | 减仓 |
| MYECFO, LLC | 2,557,723 | $6,419.38万 | 26.86% | 76,674 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,531,564 | $6,354.23万 | 0.09% | -136,340 | 减仓 |
| Winthrop Advisory Group LLC | 2,395,034 | $6,011.53万 | 4.91% | 100,796 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,320,383 | $5,676.08万 | 0.11% | -455,577 | 减仓 |
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 🔒