13F 机构持仓

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

持有机构数8932026Q2
26Q126Q2
机构合计持股(股)154,582,3312026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2893154,582,331$55.97亿 5934433343-$7,415.35万
2026Q1870156,599,133$51.72亿 5631932220-$481.23万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Creative Planning加仓$9,394.73万
Rakuten Investment Management, Inc.加仓$7,462.14万
ENVESTNET ASSET MANAGEMENT INC加仓$3,405.26万
Mountain Capital Investment Advisors Inc.加仓$2,077.63万
Waverly Advisors, LLC加仓$1,766.50万
JONES FINANCIAL COMPANIES LLLP加仓$1,437.66万
TRUIST FINANCIAL CORP加仓$1,029.59万
L2 Asset Management, LLC加仓$963.56万
Wealthspire Advisors, LLC加仓$818.69万
UBS Group AG加仓$715.83万
Almanack Investment Partners, LLC.加仓$555.54万
OAK FAMILY ADVISORS, LLC新建仓$488.28万
OLD MISSION CAPITAL LLC加仓$463.10万
BlackRock, Inc.加仓$456.86万
PRINCIPAL SECURITIES, INC.加仓$377.99万
MORGAN STANLEY加仓$355.54万
Orgel Wealth Management, LLC加仓$354.34万
OSAIC HOLDINGS, INC.加仓$335.09万
Bank of New York Mellon Corp加仓$264.81万
BERKSHIRE ASSET MANAGEMENT LLC/PA加仓$219.80万

2026Q1 卖出最多

US BANCORP \DE\减仓-$9,555.12万
RMG Wealth Management LLC减仓-$5,343.88万
Corient Private Wealth LP减仓-$4,801.15万
CITADEL ADVISORS LLC减仓-$3,495.81万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$3,107.10万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$2,932.43万
Financial Engines Advisors L.L.C.减仓-$2,204.62万
BlueSky Wealth Advisors, LLC减仓-$1,837.72万
ADAMSBROWN WEALTH CONSULTANTS LLC减仓-$925.55万
JANE STREET GROUP, LLC清仓-$725.17万
HighTower Advisors, LLC减仓-$616.90万
CABOT WEALTH MANAGEMENT INC减仓-$616.43万
COOPER/HAIMS ADVISORS, LLC减仓-$431.10万
MorganRosel Wealth Management, LLC减仓-$386.79万
Empowered Funds, LLC重新持有-$310.46万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$303.82万
Heartwood Wealth Advisors LLC减仓-$254.85万
ROYAL BANK OF CANADA减仓-$215.77万
Curtis Advisory Group, LLC减仓-$187.12万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$181.50万

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
Creative Planning21,758,142$7.17亿0.49%2,851,208加仓
Financial Engines Advisors L.L.C.15,542,282$5.12亿0.99%-669,081减仓
HighTower Advisors, LLC9,475,403$3.12亿0.33%-187,222减仓
Rakuten Investment Management, Inc.4,491,206$1.49亿0.30%2,245,603加仓
US BANCORP \DE\3,643,590$1.20亿0.15%-2,899,885减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,371,879$1.11亿0.07%-92,205减仓
SageView Advisory Group, LLC3,365,808$1.11亿4.05%6,873加仓
MORGAN STANLEY2,432,609$8,015.45万0.00%107,902加仓
REBALANCE, LLC2,184,395$7,197.58万4.18%16,458加仓
Orgel Wealth Management, LLC2,110,215$6,953.16万1.50%107,539加仓
MATHER GROUP, LLC.2,081,385$6,858.16万0.68%-14,509减仓
JONES FINANCIAL COMPANIES LLLP2,106,721$6,806.73万0.03%444,964加仓
MONETA GROUP INVESTMENT ADVISORS LLC1,914,788$6,309.23万0.38%21,599加仓
Sanctuary Advisors, LLC1,909,261$6,291.01万0.34%36,013加仓
Krilogy Financial LLC1,704,193$6,031.14万1.91%47,730加仓
JPMORGAN CHASE & CO1,721,550$5,493.47万0.00%-8,541减仓
FMR LLC1,565,070$5,156.90万0.00%-15,105减仓
Mountain Capital Investment Advisors Inc.1,431,314$5,114.09万4.16%581,479加仓
Mariner, LLC1,525,115$5,025.15万0.06%36,717加仓
ENVESTNET ASSET MANAGEMENT INC1,524,161$5,022.11万0.01%1,033,463加仓
Corient Private Wealth LP1,500,199$4,923.37万0.07%-1,462,957减仓
WELLS FARGO & COMPANY/MN1,480,192$4,877.23万0.01%39,256加仓
Heartwood Wealth Advisors LLC1,471,629$4,849.02万4.23%-77,343减仓
MERCER GLOBAL ADVISORS INC /ADV1,446,971$4,767.77万0.07%-40,830减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,288,013$4,227.26万0.09%-946,710减仓
Wealthspire Advisors, LLC1,256,495$4,140.15万0.33%248,465加仓
Fund Evaluation Group, LLC1,224,851$4,035.88万1.24%-44,949减仓
RAINEY & RANDALL WEALTH ADVISORS INC.1,092,100$3,598.47万5.85%16,520加仓
COOPER/HAIMS ADVISORS, LLC1,055,311$3,477.25万16.36%-130,834减仓
Waverly Advisors, LLC1,042,983$3,436.63万0.26%536,116加仓
JMG Financial Group, Ltd.942,824$3,106.61万0.86%-21,867减仓
McAdam, LLC939,664$3,096.19万1.39%-42,764减仓
UBS Group AG896,838$2,955.08万0.00%217,247加仓
Cerity Partners LLC887,746$2,937.37万0.04%43,523加仓
HBK Sorce Advisory LLC792,488$2,917.15万0.57%-15,971减仓
Cetera Investment Advisers847,101$2,791.20万0.03%10,905加仓
BENJAMIN EDWARDS INC810,336$2,669.86万0.27%15,191加仓
SCS Capital Management LLC749,111$2,468.32万0.26%6,572加仓
Charles Schwab Trust Co692,044$2,280.28万1.48%23,771加仓
OSAIC HOLDINGS, INC.679,704$2,239.76万0.03%101,691加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP654,911$2,157.93万0.00%-889,965减仓
Ballentine Partners, LLC650,782$2,144.33万0.30%-9,700减仓
BlueSky Wealth Advisors, LLC628,752$2,071.74万2.67%-557,731减仓
93 Financial Group, LLC623,006$2,052.80万9.15%-22,310减仓
Thrivent Financial for Lutherans595,196$1,961.20万0.04%38,153加仓
Focus Partners Wealth543,184$1,789.79万0.02%43,968加仓
SUMMIT WEALTH & RETIREMENT PLANNING, INC.500,583$1,649.42万3.94%1,539加仓
L2 Asset Management, LLC497,259$1,638.47万1.30%292,432加仓
LPL Financial LLC491,328$1,618.92万0.00%2,530加仓
Towercrest Capital Management490,541$1,616.33万2.52%8,100加仓

内部人交易(Form 4)

SCHE 董事、高管和大股东的最新买卖申报。专业版可看 🔒