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 🔒 | ||||||||
2026Q1 买入最多
| Rakuten Investment Management, Inc. | 加仓 | $11.27亿 |
| SUMITOMO LIFE INSURANCE CO | 加仓 | $4.42亿 |
| Paradiem, LLC | 新建仓 | $5,625.81万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $5,102.20万 |
| MCF Advisors LLC | 加仓 | $4,679.77万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $3,372.92万 |
| Independent Advisor Alliance | 加仓 | $2,664.67万 |
| Mirae Asset Global Investments Co., Ltd. | 加仓 | $2,408.03万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,271.89万 |
| Keystone Financial Planning, Inc. | 加仓 | $2,227.24万 |
| Mariner, LLC | 加仓 | $2,168.69万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,153.92万 |
| ROYAL BANK OF CANADA | 加仓 | $2,027.56万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,558.88万 |
| White Lighthouse Investment Management Inc. | 加仓 | $1,525.03万 |
| UBS Group AG | 加仓 | $1,504.68万 |
| MORGAN STANLEY | 加仓 | $1,466.37万 |
| Gilbert Capital Group, Inc. | 新建仓 | $1,288.08万 |
| Sanctuary Advisors, LLC | 加仓 | $1,270.27万 |
| Ascentis Independent Advisors | 加仓 | $1,207.48万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$4.93亿 |
| Cetera Investment Advisers | 减仓 | -$3.20亿 |
| Avantax Planning Partners, Inc. | 减仓 | -$1.41亿 |
| Cerity Partners LLC | 减仓 | -$8,990.28万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$8,219.04万 |
| CWM, LLC | 减仓 | -$4,450.48万 |
| LPL Financial LLC | 减仓 | -$3,963.34万 |
| Allworth Financial LP | 减仓 | -$3,811.94万 |
| JPMORGAN CHASE & CO | 减仓 | -$2,987.84万 |
| ARGENT CAPITAL MANAGEMENT LLC | 清仓 | -$2,981.45万 |
| D. E. Shaw & Co., Inc. | 减仓 | -$2,882.40万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$2,852.17万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,775.99万 |
| LVW Advisors, LLC | 减仓 | -$2,702.03万 |
| CIBC WORLD MARKET INC. | 减仓 | -$2,653.80万 |
| PLANNING DIRECTIONS INC | 减仓 | -$2,637.29万 |
| Corient Private Wealth LP | 减仓 | -$2,372.77万 |
| Nadler Financial Group, Inc. | 减仓 | -$2,255.77万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$2,160.33万 |
| TRUIST FINANCIAL CORP | 减仓 | -$2,123.92万 |
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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 83,184,068 | $22.54亿 | 4.58% | 41,592,034 | 加仓 |
| SUMITOMO LIFE INSURANCE CO | 45,450,000 | $13.94亿 | 32.61% | 14,400,000 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 30,862,254 | $9.47亿 | 0.07% | -16,082,890 | 减仓 |
| LPL Financial LLC | 30,861,601 | $9.47亿 | 0.25% | -1,291,833 | 减仓 |
| MORGAN STANLEY | 26,336,113 | $8.08亿 | 0.05% | 477,956 | 加仓 |
| Cetera Investment Advisers | 24,184,523 | $7.42亿 | 0.79% | -10,421,505 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 17,312,076 | $5.31亿 | 0.14% | 1,099,387 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 17,180,084 | $5.27亿 | 0.16% | 1,663,039 | 加仓 |
| UBS Group AG | 14,633,771 | $4.49亿 | 0.07% | 490,444 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,734,714 | $4.21亿 | 0.26% | -315,647 | 减仓 |
| Wealthspire Advisors, LLC | 13,311,446 | $4.08亿 | 3.21% | -224,275 | 减仓 |
| Wealthfront Advisers LLC | 12,807,842 | $3.93亿 | 0.86% | -79,615 | 减仓 |
| Cassaday & Co Wealth Management LLC | 9,569,026 | $2.94亿 | 6.25% | 324,778 | 加仓 |
| OSAIC HOLDINGS, INC. | 9,553,728 | $2.93亿 | 0.43% | 355,573 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,444,472 | $2.90亿 | 0.40% | -564,161 | 减仓 |
| WELLS FARGO & COMPANY/MN | 9,298,733 | $2.85亿 | 0.05% | -904,820 | 减仓 |
| ROYAL BANK OF CANADA | 8,655,941 | $2.66亿 | 0.05% | 660,876 | 加仓 |
| AMERIPRISE FINANCIAL INC | 7,892,894 | $2.42亿 | 0.06% | -704,032 | 减仓 |
| Mariner, LLC | 7,606,319 | $2.33亿 | 0.27% | 706,876 | 加仓 |
| Keystone Financial Planning, Inc. | 6,763,707 | $2.08亿 | 55.43% | 725,957 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 6,543,313 | $2.01亿 | 0.52% | 173,869 | 加仓 |
| CIBC WORLD MARKET INC. | 6,157,767 | $1.89亿 | 0.31% | -864,992 | 减仓 |
| Avantax Planning Partners, Inc. | 5,507,557 | $1.69亿 | 4.64% | -4,598,666 | 减仓 |
| MML INVESTORS SERVICES, LLC | 5,368,583 | $1.65亿 | 0.46% | -929,651 | 减仓 |
| HHM Wealth Advisors, LLC | 5,156,506 | $1.58亿 | 18.21% | 138,225 | 加仓 |
| HighTower Advisors, LLC | 5,134,661 | $1.58亿 | 0.17% | -277,147 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,979,785 | $1.51亿 | 0.30% | -2,712,642 | 减仓 |
| Creative Planning | 4,398,038 | $1.35亿 | 0.09% | 106,479 | 加仓 |
| JPMORGAN CHASE & CO | 4,312,275 | $1.31亿 | 0.01% | -980,262 | 减仓 |
| CWM, LLC | 4,054,445 | $1.24亿 | 0.33% | -1,450,613 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,836,791 | $1.18亿 | 0.43% | 280,129 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 3,854,996 | $1.17亿 | 0.06% | 707,568 | 加仓 |
| Kestra Advisory Services, LLC | 3,523,127 | $1.08亿 | 0.41% | 126,902 | 加仓 |
| TRUIST FINANCIAL CORP | 3,179,295 | $9,754.08万 | 0.13% | -692,283 | 减仓 |
| Berger Financial Group, Inc | 2,995,109 | $9,188.99万 | 5.14% | -157,747 | 减仓 |
| Cresset Asset Management, LLC | 2,810,190 | $8,621.66万 | 0.37% | 187,580 | 加仓 |
| FIFTH THIRD BANCORP | 2,740,918 | $8,409.13万 | 0.15% | 190,748 | 加仓 |
| Valmark Advisers, Inc. | 2,665,661 | $8,178.25万 | 0.97% | 38,194 | 加仓 |
| Asset Advisors Investment Management, LLC | 2,518,563 | $7,726.95万 | 7.37% | -15,928 | 减仓 |
| Cerity Partners LLC | 2,502,403 | $7,677.37万 | 0.11% | -2,930,338 | 减仓 |
| Bouchey Financial Group, Ltd. | 2,356,664 | $7,291.52万 | 5.35% | -179,398 | 减仓 |
| STIFEL FINANCIAL CORP | 2,305,438 | $7,073.08万 | 0.07% | 56,636 | 加仓 |
| MAI Capital Management | 2,304,855 | $7,071.30万 | 0.40% | 58,486 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,297,170 | $7,047.72万 | 0.10% | 508,108 | 加仓 |
| Golden Reserve Retirement LLC | 2,287,654 | $7,018.52万 | 14.48% | -111,896 | 减仓 |
| Charles Schwab Trust Bank | 2,064,792 | $6,334.78万 | 100.00% | -433,439 | 减仓 |
| Summit Asset Management, LLC | 2,060,404 | $6,321.32万 | 8.79% | 23,863 | 加仓 |
| Baird Financial Group, Inc. | 2,019,352 | $6,195.37万 | 0.10% | -96,005 | 减仓 |
| Focus Financial Network, Inc. | 1,983,174 | $6,084.38万 | 2.18% | -200,456 | 减仓 |
| D.A. DAVIDSON & CO. | 1,957,156 | $6,004.56万 | 0.36% | -274,903 | 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 🔒