SCHD SCHWAB STRATEGIC TR
US DIVIDEND EQ
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 | 2,136 | 841,331,392 | $267.07亿 | 139 | 1070 | 639 | 79 | $7.36亿 |
| 2026Q1 | 2,058 | 822,353,500 | $249.23亿 | 176 | 875 | 757 | 60 | $4.42亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| SUMITOMO LIFE INSURANCE CO | 加仓 | $4.48亿 |
| Virginia Estate & Retirement Planning Advisors Inc. | 新建仓 | $3.34亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2.14亿 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1.62亿 |
| LPL Financial LLC | 加仓 | $8,351.26万 |
| ROYAL BANK OF CANADA | 加仓 | $7,458.20万 |
| MORGAN STANLEY | 加仓 | $4,903.32万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $4,380.53万 |
| OSAIC HOLDINGS, INC. | 加仓 | $4,172.86万 |
| Cetera Investment Advisers | 加仓 | $4,130.48万 |
| Qube Research & Technologies Ltd | 加仓 | $3,645.97万 |
| Brookstone Capital Management | 加仓 | $3,565.92万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,458.42万 |
| Savant Capital, LLC | 加仓 | $2,872.73万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,826.42万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,812.42万 |
| Ameritas Advisory Services, LLC | 加仓 | $2,083.00万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $2,012.93万 |
| Baltimore-Washington Financial Advisors, Inc. | 加仓 | $1,717.87万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,708.03万 |
2026Q2 卖出最多
| Rakuten Investment Management, Inc. | 减仓 | -$11.51亿 |
| Bouchey Financial Group, Ltd. | 减仓 | -$5,840.07万 |
| Paradiem, LLC | 清仓 | -$5,625.81万 |
| Independent Advisor Alliance | 减仓 | -$2,917.19万 |
| CITADEL ADVISORS LLC | 清仓 | -$2,567.42万 |
| Mariner, LLC | 减仓 | -$2,005.88万 |
| D. E. Shaw & Co., Inc. | 清仓 | -$1,962.31万 |
| Corient Private Wealth LP | 减仓 | -$1,648.03万 |
| Keystone Financial Planning, Inc. | 减仓 | -$1,627.86万 |
| Allworth Financial LP | 减仓 | -$1,617.68万 |
| American Financial Advisors, LLC | 减仓 | -$1,410.25万 |
| Ascentis Independent Advisors | 减仓 | -$1,349.17万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,348.24万 |
| Gilbert Capital Group, Inc. | 清仓 | -$1,288.08万 |
| UBS Group AG | 减仓 | -$1,146.82万 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 减仓 | -$1,135.00万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$1,065.47万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$984.02万 |
| SURIENCE PRIVATE WEALTH LLC | 减仓 | -$894.10万 |
| PFG Advisors | 减仓 | -$881.29万 |
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 |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 59,569,934 | $18.89亿 | 30.88% | 14,119,934 | 加仓 |
| Rakuten Investment Management, Inc. | 47,138,834 | $15.05亿 | 4.35% | -36,045,234 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 35,964,374 | $11.40亿 | 0.07% | 5,102,120 | 加仓 |
| LPL Financial LLC | 33,495,236 | $10.62亿 | 0.24% | 2,633,635 | 加仓 |
| MORGAN STANLEY | 27,882,415 | $8.84亿 | 0.05% | 1,546,302 | 加仓 |
| Cetera Investment Advisers | 25,487,103 | $8.08亿 | 0.74% | 1,302,580 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 18,067,002 | $5.73亿 | 0.16% | 886,918 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 17,667,059 | $5.60亿 | 0.13% | 354,983 | 加仓 |
| UBS Group AG | 14,272,113 | $4.53亿 | 0.06% | -361,658 | 减仓 |
| Wealthspire Advisors, LLC | 13,574,503 | $4.30亿 | 2.37% | 263,057 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,398,710 | $4.25亿 | 0.23% | -336,004 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 13,299,293 | $4.22亿 | 0.48% | 6,755,980 | 加仓 |
| Wealthfront Advisers LLC | 12,619,208 | $4.00亿 | 0.77% | -188,634 | 减仓 |
| ROYAL BANK OF CANADA | 11,007,943 | $3.49亿 | 0.05% | 2,352,002 | 加仓 |
| OSAIC HOLDINGS, INC. | 10,869,562 | $3.45亿 | 0.40% | 1,315,834 | 加仓 |
| Virginia Estate & Retirement Planning Advisors Inc. | 10,533,989 | $3.34亿 | 50.56% | 10,533,989 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 10,190,067 | $3.23亿 | 0.05% | 891,334 | 加仓 |
| Cassaday & Co Wealth Management LLC | 9,917,423 | $3.14亿 | 5.91% | 348,397 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,607,085 | $3.05亿 | 0.38% | 162,613 | 加仓 |
| AMERIPRISE FINANCIAL INC | 8,187,261 | $2.60亿 | 0.05% | 294,367 | 加仓 |
| Mariner, LLC | 6,973,748 | $2.21亿 | 0.23% | -632,571 | 减仓 |
| MML INVESTORS SERVICES, LLC | 6,750,017 | $2.14亿 | 0.44% | 1,381,434 | 加仓 |
| Keystone Financial Planning, Inc. | 6,250,349 | $1.98亿 | 51.09% | -513,358 | 减仓 |
| CIBC WORLD MARKET INC. | 6,233,348 | $1.98亿 | 0.32% | 75,581 | 加仓 |
| Avantax Planning Partners, Inc. | 5,394,015 | $1.71亿 | 4.26% | -113,542 | 减仓 |
| HHM Wealth Advisors, LLC | 5,312,613 | $1.68亿 | 16.91% | 156,107 | 加仓 |
| HighTower Advisors, LLC | 5,226,355 | $1.66亿 | 0.16% | 91,694 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 4,932,758 | $1.58亿 | 0.06% | 1,077,762 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,807,434 | $1.55亿 | 0.26% | -172,351 | 减仓 |
| Creative Planning | 4,737,864 | $1.50亿 | 0.09% | 339,826 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,471,583 | $1.42亿 | 0.47% | 634,792 | 加仓 |
| JPMORGAN CHASE & CO | 3,890,026 | $1.24亿 | 0.01% | -422,249 | 减仓 |
| Kestra Advisory Services, LLC | 3,635,397 | $1.15亿 | 0.37% | 112,270 | 加仓 |
| TRUIST FINANCIAL CORP | 3,261,496 | $1.03亿 | 0.12% | 82,201 | 加仓 |
| Berger Financial Group, Inc | 3,205,319 | $1.02亿 | 5.19% | 210,210 | 加仓 |
| Cresset Asset Management, LLC | 2,989,722 | $9,480.41万 | 0.34% | 179,532 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,835,812 | $8,992.36万 | 0.11% | 538,642 | 加仓 |
| FIFTH THIRD BANCORP | 2,764,001 | $8,764.65万 | 0.14% | 23,083 | 加仓 |
| Valmark Advisers, Inc. | 2,632,336 | $8,347.14万 | 0.89% | -33,325 | 减仓 |
| Cerity Partners LLC | 2,522,251 | $7,998.06万 | 0.10% | 19,848 | 加仓 |
| Golden Reserve Retirement LLC | 2,339,310 | $7,417.95万 | 11.68% | 51,656 | 加仓 |
| Asset Advisors Investment Management, LLC | 2,326,736 | $7,378.08万 | 6.77% | -191,827 | 减仓 |
| STIFEL FINANCIAL CORP | 2,324,517 | $7,371.07万 | 0.06% | 19,079 | 加仓 |
| MAI Capital Management | 2,289,163 | $7,258.94万 | 0.27% | -15,692 | 减仓 |
| Baird Financial Group, Inc. | 2,080,899 | $6,598.53万 | 0.09% | 61,547 | 加仓 |
| Mirae Asset Global Investments Co., Ltd. | 2,075,065 | $6,580.03万 | 0.10% | 443,221 | 加仓 |
| Summit Asset Management, LLC | 2,068,062 | $6,557.82万 | 8.40% | 7,658 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 2,054,311 | $6,514.22万 | 0.88% | 128,838 | 加仓 |
| Waverly Advisors, LLC | 2,043,019 | $6,478.41万 | 0.38% | 296,601 | 加仓 |
| Charles Schwab Trust Bank | 1,963,094 | $6,224.97万 | 100.00% | -101,698 | 减仓 |
内部人交易（Form 4）
SCHD 董事、高管和大股东的最新买卖申报。专业版可看 🔒