SCHE SCHWAB STRATEGIC TR
EMRG MKTEQ 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 | 893 | 154,582,331 | $55.97亿 | 59 | 344 | 333 | 43 | -$7,415.35万 |
| 2026Q1 | 870 | 156,599,133 | $51.72亿 | 56 | 319 | 322 | 20 | -$481.23万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Charles Schwab Trust Co | 加仓 | $3,480.51万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,373.98万 |
| BIP Wealth, LLC | 重新持有 | $1,116.84万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $876.10万 |
| Boyd Wealth Management, LLC | 加仓 | $849.20万 |
| Savant Capital, LLC | 加仓 | $826.50万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $547.70万 |
| NORTHERN TRUST CORP | 加仓 | $531.30万 |
| Focus Partners Wealth | 加仓 | $505.28万 |
| Prota Financial, LLC | 新建仓 | $505.18万 |
| LVW Advisors, LLC | 加仓 | $485.33万 |
| BlackRock, Inc. | 加仓 | $469.75万 |
| PRINCIPAL SECURITIES, INC. | 加仓 | $419.87万 |
| REBALANCE, LLC | 加仓 | $412.87万 |
| Sonoma Allocations LLC | 新建仓 | $379.48万 |
| Plancorp, LLC | 加仓 | $373.76万 |
| RENAISSANCE TECHNOLOGIES LLC | 加仓 | $356.70万 |
| Orgel Wealth Management, LLC | 加仓 | $320.43万 |
| STEVENS CAPITAL PARTNERS | 加仓 | $229.33万 |
| Strive Financial Group ,LLC | 加仓 | $218.61万 |
2026Q2 卖出最多
| Rakuten Investment Management, Inc. | 减仓 | -$5,556.03万 |
| McAdam, LLC | 减仓 | -$2,525.09万 |
| Creative Planning | 减仓 | -$2,434.67万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$1,520.07万 |
| DRW Securities, LLC | 重新持有 | -$1,282.60万 |
| Almanack Investment Partners, LLC. | 减仓 | -$1,251.63万 |
| Wealthspire Advisors, LLC | 减仓 | -$908.98万 |
| L2 Asset Management, LLC | 减仓 | -$859.89万 |
| HANTZ FINANCIAL SERVICES, INC. | 减仓 | -$850.90万 |
| US BANCORP \DE\ | 减仓 | -$828.78万 |
| SageView Advisory Group, LLC | 减仓 | -$712.06万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$702.63万 |
| CX Institutional | 减仓 | -$644.33万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$624.70万 |
| JPMORGAN CHASE & CO | 减仓 | -$535.84万 |
| Sanctuary Advisors, LLC | 减仓 | -$535.79万 |
| MORGAN STANLEY | 减仓 | -$518.91万 |
| LPL Financial LLC | 减仓 | -$487.71万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$415.23万 |
| WealthShield Partners, LLC | 减仓 | -$400.34万 |
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 |
|---|---|---|---|---|---|
| Creative Planning | 21,086,695 | $7.65亿 | 0.45% | -671,447 | 减仓 |
| Financial Engines Advisors L.L.C. | 15,123,069 | $5.48亿 | 0.97% | -419,213 | 减仓 |
| HighTower Advisors, LLC | 9,474,823 | $3.44亿 | 0.33% | -580 | 减仓 |
| US BANCORP \DE\ | 3,415,025 | $1.24亿 | 0.14% | -228,565 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,178,103 | $1.15亿 | 0.06% | -193,776 | 减仓 |
| SageView Advisory Group, LLC | 3,169,433 | $1.15亿 | 3.77% | -196,375 | 减仓 |
| Rakuten Investment Management, Inc. | 2,945,288 | $1.06亿 | 0.31% | -1,545,918 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,351,762 | $8,408.32万 | 0.03% | 245,041 | 加仓 |
| REBALANCE, LLC | 2,298,258 | $8,333.48万 | 4.37% | 113,863 | 加仓 |
| MORGAN STANLEY | 2,289,500 | $8,301.73万 | 0.00% | -143,109 | 减仓 |
| Orgel Wealth Management, LLC | 2,198,585 | $7,972.07万 | 1.51% | 88,370 | 加仓 |
| MATHER GROUP, LLC. | 2,118,024 | $7,679.95万 | 0.67% | 36,639 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,941,101 | $7,038.43万 | 0.52% | 26,313 | 加仓 |
| Sanctuary Advisors, LLC | 1,761,499 | $6,387.20万 | 0.30% | -147,762 | 减仓 |
| Krilogy Financial LLC | 1,737,850 | $6,301.44万 | 1.86% | 33,657 | 加仓 |
| Charles Schwab Trust Co | 1,651,919 | $5,989.86万 | 3.34% | 959,875 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,564,651 | $5,671.80万 | 0.01% | 40,490 | 加仓 |
| JPMORGAN CHASE & CO | 1,572,456 | $5,651.41万 | 0.00% | -149,094 | 减仓 |
| FMR LLC | 1,548,538 | $5,615.00万 | 0.00% | -16,532 | 减仓 |
| Mariner, LLC | 1,540,632 | $5,582.63万 | 0.06% | 15,517 | 加仓 |
| Heartwood Wealth Advisors LLC | 1,518,670 | $5,506.70万 | 4.28% | 47,041 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,489,129 | $5,399.58万 | 0.01% | 8,937 | 加仓 |
| Corient Private Wealth LP | 1,446,830 | $5,246.21万 | 0.07% | -53,369 | 减仓 |
| Mountain Capital Investment Advisors Inc. | 1,444,034 | $5,236.07万 | 7.46% | 12,720 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,391,990 | $5,047.35万 | 0.06% | -54,981 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,311,736 | $4,699.55万 | 0.08% | 23,723 | 加仓 |
| Fund Evaluation Group, LLC | 1,153,361 | $4,182.09万 | 1.13% | -71,490 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1,095,808 | $3,973.40万 | 5.68% | 3,708 | 加仓 |
| Waverly Advisors, LLC | 1,017,905 | $3,690.92万 | 0.21% | -25,078 | 减仓 |
| Wealthspire Advisors, LLC | 1,005,812 | $3,647.07万 | 0.20% | -250,683 | 减仓 |
| COOPER/HAIMS ADVISORS, LLC | 992,925 | $3,600.35万 | 15.49% | -62,386 | 减仓 |
| JMG Financial Group, Ltd. | 960,587 | $3,483.09万 | 0.84% | 17,763 | 加仓 |
| Cerity Partners LLC | 901,137 | $3,268.66万 | 0.04% | 13,391 | 加仓 |
| UBS Group AG | 893,714 | $3,240.61万 | 0.00% | -3,124 | 减仓 |
| BENJAMIN EDWARDS INC | 857,565 | $3,109.29万 | 0.28% | 47,229 | 加仓 |
| Cetera Investment Advisers | 823,721 | $2,986.81万 | 0.03% | -23,380 | 减仓 |
| HBK Sorce Advisory LLC | 768,693 | $2,820.33万 | 0.53% | -23,795 | 减仓 |
| SCS Capital Management LLC | 737,603 | $2,674.55万 | 0.25% | -11,508 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 704,076 | $2,553.00万 | 0.03% | 378,921 | 加仓 |
| OSAIC HOLDINGS, INC. | 694,776 | $2,519.44万 | 0.03% | 15,072 | 加仓 |
| Focus Partners Wealth | 682,534 | $2,474.84万 | 0.03% | 139,350 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 637,348 | $2,311.02万 | 0.00% | -17,563 | 减仓 |
| Ballentine Partners, LLC | 636,075 | $2,306.41万 | 0.28% | -14,707 | 减仓 |
| BlueSky Wealth Advisors, LLC | 623,170 | $2,259.61万 | 2.62% | -5,582 | 减仓 |
| 93 Financial Group, LLC | 617,288 | $2,238.29万 | 8.84% | -5,718 | 减仓 |
| Thrivent Financial for Lutherans | 518,521 | $1,880.20万 | 0.03% | -76,675 | 减仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 507,913 | $1,841.69万 | 3.90% | 7,330 | 加仓 |
| TruNorth Capital Management, LLC | 496,715 | $1,801.09万 | 2.89% | 47,289 | 加仓 |
| NAPLES GLOBAL ADVISORS, LLC | 492,388 | $1,785.40万 | 1.10% | 7,071 | 加仓 |
| PRINCIPAL SECURITIES, INC. | 480,364 | $1,741.80万 | 0.21% | 115,794 | 加仓 |
内部人交易（Form 4）
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