SCHG SCHWAB STRATEGIC TR
US LCAP GR 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 | 1,665 | 962,067,382 | $325.31亿 | 91 | 746 | 548 | 77 | $16.93亿 |
| 2026Q1 | 1,626 | 921,221,488 | $269.04亿 | 77 | 730 | 565 | 66 | $15.92亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Oasis Advisors, LLC | 加仓 | $4.28亿 |
| RMG Wealth Management LLC | 加仓 | $1.85亿 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1.68亿 |
| Focus Partners Wealth | 加仓 | $1.62亿 |
| SEI INVESTMENTS CO | 加仓 | $9,778.45万 |
| LPL Financial LLC | 加仓 | $9,080.41万 |
| Beacon Pointe Advisors, LLC | 加仓 | $8,918.34万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $5,343.15万 |
| MATHER GROUP, LLC. | 加仓 | $5,005.74万 |
| TSG Advice Partners, LLC | 新建仓 | $4,752.16万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $4,256.86万 |
| Fund Evaluation Group, LLC | 加仓 | $3,605.18万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $3,189.74万 |
| LOWE BROCKENBROUGH & CO INC | 加仓 | $3,130.59万 |
| Cetera Investment Advisers | 加仓 | $2,899.52万 |
| Waverly Advisors, LLC | 加仓 | $2,891.08万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,725.38万 |
| World Investment Advisors | 加仓 | $2,318.22万 |
| CHOREO, LLC | 加仓 | $2,203.73万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $2,051.45万 |
2026Q1 卖出最多
| MML INVESTORS SERVICES, LLC | 减仓 | -$7,740.67万 |
| Financial Management Professionals, Inc. | 减仓 | -$5,302.22万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3,707.71万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$3,435.60万 |
| Creative Planning | 减仓 | -$2,701.07万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$2,492.89万 |
| B&D White Capital Company, LLC | 减仓 | -$1,775.44万 |
| JBGlobal.com LLC | 清仓 | -$1,666.18万 |
| Storen Legacy Partners, LLC | 减仓 | -$1,594.23万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$1,577.06万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,512.71万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$1,478.93万 |
| Robertson Stephens Wealth Management, LLC | 减仓 | -$1,411.18万 |
| Members Advisory Group LLC | 减仓 | -$1,367.31万 |
| Kovack Advisors, Inc. | 减仓 | -$1,359.86万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$1,239.08万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$1,222.71万 |
| Denver PWM, LLC | 减仓 | -$1,154.11万 |
| LVW Advisors, LLC | 减仓 | -$1,065.27万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$978.95万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 64,461,584 | $18.78亿 | 0.50% | 134,381 | 加仓 |
| SEI INVESTMENTS CO | 47,564,768 | $13.86亿 | 1.28% | 3,356,829 | 加仓 |
| MATHER GROUP, LLC. | 43,528,965 | $12.68亿 | 12.65% | 1,718,415 | 加仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 43,506,074 | $12.67亿 | 0.19% | 5,761,202 | 加仓 |
| LPL Financial LLC | 37,283,856 | $10.86亿 | 0.29% | 3,117,202 | 加仓 |
| Financial Engines Advisors L.L.C. | 34,105,277 | $9.93亿 | 1.92% | 121,045 | 加仓 |
| Mariner, LLC | 19,764,193 | $5.76亿 | 0.67% | -314,399 | 减仓 |
| OSAIC HOLDINGS, INC. | 18,201,902 | $5.30亿 | 0.78% | -81,051 | 减仓 |
| Cetera Investment Advisers | 17,955,640 | $5.23亿 | 0.56% | 995,373 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $4.97亿 | 4.21% | 0 | 不变 |
| AMERIPRISE FINANCIAL INC | 16,425,833 | $4.79亿 | 0.11% | -1,179,221 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 15,826,527 | $4.61亿 | 0.14% | 935,593 | 加仓 |
| Oasis Advisors, LLC | 15,144,064 | $4.41亿 | 10.09% | 14,703,456 | 加仓 |
| Avantax Planning Partners, Inc. | 15,031,527 | $4.38亿 | 12.02% | 140,994 | 加仓 |
| Focus Partners Wealth | 12,147,955 | $3.54亿 | 0.39% | 5,545,704 | 加仓 |
| Fund Evaluation Group, LLC | 10,683,794 | $3.11亿 | 9.56% | 1,238,208 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,146,702 | $2.96亿 | 0.18% | -425,361 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 10,007,876 | $2.92亿 | 0.02% | 1,461,332 | 加仓 |
| MORGAN STANLEY | 9,301,658 | $2.71亿 | 0.02% | 480,921 | 加仓 |
| MML INVESTORS SERVICES, LLC | 9,069,139 | $2.64亿 | 0.73% | -2,657,286 | 减仓 |
| HighTower Advisors, LLC | 8,624,426 | $2.51亿 | 0.27% | 255,009 | 加仓 |
| WELLS FARGO & COMPANY/MN | 8,618,176 | $2.51亿 | 0.05% | 1,834,243 | 加仓 |
| JPMORGAN CHASE & CO | 7,905,656 | $2.22亿 | 0.01% | -538,332 | 减仓 |
| OneDigital Investment Advisors LLC | 7,482,295 | $2.18亿 | 2.13% | 314,046 | 加仓 |
| McAdam, LLC | 7,413,124 | $2.16亿 | 9.73% | 156,150 | 加仓 |
| CWM, LLC | 7,205,154 | $2.10亿 | 0.55% | -253,458 | 减仓 |
| Beacon Pointe Advisors, LLC | 6,701,110 | $1.95亿 | 1.03% | 3,061,564 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6,434,196 | $1.87亿 | 1.13% | 704,238 | 加仓 |
| RMG Wealth Management LLC | 5,413,826 | $1.85亿 | 21.32% | 5,411,459 | 加仓 |
| Thrive Wealth Management, LLC | 5,317,891 | $1.55亿 | 23.09% | 395,364 | 加仓 |
| Focus Financial Network, Inc. | 4,731,526 | $1.38亿 | 4.94% | -30,258 | 减仓 |
| Clark Capital Management Group, Inc. | 4,616,512 | $1.34亿 | 0.83% | 55,561 | 加仓 |
| Marquette Asset Management, LLC | 4,266,763 | $1.24亿 | 18.58% | 22,527 | 加仓 |
| Krilogy Financial LLC | 3,734,904 | $1.20亿 | 3.81% | 269,835 | 加仓 |
| Golden Reserve Retirement LLC | 4,061,494 | $1.18亿 | 24.41% | -46,059 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,697,872 | $1.08亿 | 0.15% | -162,504 | 减仓 |
| HHM Wealth Advisors, LLC | 3,594,993 | $1.05亿 | 12.05% | 112,307 | 加仓 |
| Waverly Advisors, LLC | 3,515,835 | $1.02亿 | 0.76% | 992,474 | 加仓 |
| PARK AVENUE SECURITIES LLC | 3,413,376 | $9,943.20万 | 0.78% | -233,241 | 减仓 |
| Creative Planning | 3,287,294 | $9,575.89万 | 0.06% | -927,245 | 减仓 |
| UBS Group AG | 3,274,722 | $9,539.27万 | 0.01% | 486,861 | 加仓 |
| Cerity Partners LLC | 3,195,653 | $9,363.07万 | 0.13% | 130,206 | 加仓 |
| TRUIST FINANCIAL CORP | 3,177,852 | $9,257.08万 | 0.12% | -58,147 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 3,117,623 | $9,081.64万 | 14.75% | 20,849 | 加仓 |
| Lido Advisors, LLC | 3,114,183 | $9,071.62万 | 0.28% | -59,779 | 减仓 |
| Gemmer Asset Management LLC | 3,072,993 | $8,951.63万 | 7.13% | 370,659 | 加仓 |
| Thrivent Financial for Lutherans | 3,035,398 | $8,842.10万 | 0.17% | -75,061 | 减仓 |
| ASSETMARK, INC | 2,908,879 | $8,473.56万 | 0.17% | 7,504 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,907,132 | $8,468.48万 | 0.52% | 59,169 | 加仓 |
| Legacy Financial Strategies, LLC | 2,899,431 | $8,446.04万 | 15.24% | 46,364 | 加仓 |
内部人交易（Form 4）
SCHG 董事、高管和大股东的最新买卖申报。专业版可看 🔒