SCHI SCHWAB STRATEGIC TR
5 10YR CORP BD
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 | 266 | 52,221,869 | $11.82亿 | 34 | 108 | 62 | 31 | $2,619.62万 |
| 2026Q1 | 259 | 50,547,529 | $11.47亿 | 52 | 95 | 63 | 21 | $1.18亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Permanens Capital L.P. | 新建仓 | $3,061.67万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1,571.21万 |
| L2 Asset Management, LLC | 加仓 | $1,493.26万 |
| JPMORGAN CHASE & CO | 加仓 | $1,352.71万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $800.19万 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 加仓 | $677.28万 |
| Systelligence, LLC | 新建仓 | $600.38万 |
| CITADEL ADVISORS LLC | 重新持有 | $546.61万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $543.92万 |
| FF Advisors,LLC | 新建仓 | $412.98万 |
| Equitable Holdings, Inc. | 新建仓 | $210.21万 |
| Forthright Family Wealth Advisory LLC | 新建仓 | $209.98万 |
| Concurrent Investment Advisors, LLC | 加仓 | $209.27万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $203.12万 |
| Caitlin John, LLC | 加仓 | $198.54万 |
| Prairiewood Capital, LLC | 加仓 | $186.13万 |
| GM Advisory Group, LLC | 新建仓 | $158.39万 |
| Entelevest, LLC | 加仓 | $127.92万 |
| FIFTH THIRD BANCORP | 加仓 | $118.61万 |
| DecisionPoint Financial, LLC | 加仓 | $116.86万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 重新持有 | -$528.68万 |
| BLAIR WILLIAM & CO/IL | 减仓 | -$396.67万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$367.47万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$275.56万 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 清仓 | -$267.44万 |
| Vident Advisory, LLC | 减仓 | -$239.66万 |
| Mariner, LLC | 减仓 | -$239.54万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$207.78万 |
| Corient Private Wealth LP | 减仓 | -$151.04万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$121.44万 |
| CIBC WORLD MARKET INC. | 清仓 | -$72.59万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$70.41万 |
| LPL Financial LLC | 减仓 | -$68.24万 |
| Andina Capital Management, LLC | 减仓 | -$61.61万 |
| WT Wealth Management | 减仓 | -$44.07万 |
| Beacon Bridge Wealth Partners, LLC | 减仓 | -$41.44万 |
| Janney Montgomery Scott LLC | 减仓 | -$35.43万 |
| ASSETMARK, INC | 减仓 | -$34.63万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$30.53万 |
| Integrity Advisory Solutions, LLC | 清仓 | -$27.23万 |
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 |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 8,527,007 | $1.93亿 | 0.34% | 692,773 | 加仓 |
| RiverFront Investment Group, LLC | 8,455,179 | $1.92亿 | 2.97% | 26,053 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,208,169 | $1.63亿 | 0.04% | -91,612 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 2,759,030 | $6,257.48万 | 0.02% | 239,825 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,603,736 | $3,632.82万 | 0.01% | 353,250 | 加仓 |
| Bouchey Financial Group, Ltd. | 1,470,244 | $3,347.75万 | 2.46% | 43,126 | 加仓 |
| Permanens Capital L.P. | 1,349,942 | $3,061.67万 | 3.94% | 1,349,942 | 新建仓 |
| L2 Asset Management, LLC | 1,313,035 | $2,977.96万 | 2.37% | 658,403 | 加仓 |
| ROYAL BANK OF CANADA | 1,097,916 | $2,490.00万 | 0.00% | 11,129 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,020,460 | $2,314.40万 | 0.00% | -53,543 | 减仓 |
| JPMORGAN CHASE & CO | 819,086 | $1,847.04万 | 0.00% | 599,869 | 加仓 |
| Janney Montgomery Scott LLC | 754,806 | $1,711.90万 | 0.04% | -15,620 | 减仓 |
| WestHill Financial Advisors, Inc. | 632,171 | $1,433.76万 | 2.74% | 36,069 | 加仓 |
| STIFEL FINANCIAL CORP | 550,093 | $1,247.61万 | 0.01% | 6,153 | 加仓 |
| Charles Schwab Trust Co | 511,344 | $1,159.73万 | 0.75% | 35,314 | 加仓 |
| VAN STRUM & TOWNE INC. | 508,475 | $1,153.22万 | 3.37% | 13,122 | 加仓 |
| LPL Financial LLC | 497,421 | $1,128.15万 | 0.00% | -30,088 | 减仓 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 467,609 | $1,060.50万 | 2.91% | 298,633 | 加仓 |
| White & Co Financial Planning Inc | 377,803 | $856.86万 | 6.02% | 38,183 | 加仓 |
| Advisory Services Network, LLC | 374,736 | $849.90万 | 0.11% | 37,782 | 加仓 |
| JANE STREET GROUP, LLC | 372,691 | $845.26万 | 0.00% | -233,102 | 重新持有 |
| Kaizen Financial Strategies | 368,644 | $839.77万 | 3.55% | 20,066 | 加仓 |
| WT Wealth Management | 340,592 | $772.46万 | 2.30% | -19,429 | 减仓 |
| Caitlin John, LLC | 337,088 | $764.52万 | 4.59% | 87,541 | 加仓 |
| CITADEL ADVISORS LLC | 312,029 | $707.68万 | 0.00% | 241,010 | 重新持有 |
| Cetera Investment Advisers | 282,903 | $641.62万 | 0.01% | 24,575 | 加仓 |
| Systelligence, LLC | 264,716 | $600.38万 | 1.17% | 264,716 | 新建仓 |
| Bank of New Hampshire | 235,110 | $533.23万 | 1.22% | 31,589 | 加仓 |
| TRUIST FINANCIAL CORP | 234,932 | $532.83万 | 0.01% | -7,312 | 减仓 |
| Madden Advisory Services, Inc. | 230,339 | $522.41万 | 2.06% | 22,207 | 加仓 |
| BLAIR WILLIAM & CO/IL | 218,744 | $496.11万 | 0.01% | -174,897 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 212,979 | $481.97万 | 0.52% | 7,487 | 加仓 |
| Mutual Advisors, LLC | 212,078 | $480.99万 | 0.10% | 34,427 | 加仓 |
| Prairiewood Capital, LLC | 209,984 | $476.24万 | 1.38% | 82,069 | 加仓 |
| Mariner, LLC | 206,001 | $467.21万 | 0.01% | -105,618 | 减仓 |
| Seek First Inc. | 194,332 | $440.74万 | 3.11% | 1,108 | 加仓 |
| Arrowroot Family Office, LLC | 194,087 | $440.19万 | 1.46% | 46,381 | 加仓 |
| FF Advisors,LLC | 181,213 | $412.98万 | 1.51% | 181,213 | 新建仓 |
| Vident Advisory, LLC | 179,346 | $406.76万 | 0.03% | -105,668 | 减仓 |
| DecisionPoint Financial, LLC | 163,196 | $370.13万 | 0.80% | 51,526 | 加仓 |
| WFA of San Diego, LLC | 138,513 | $314.15万 | 2.52% | 14,589 | 加仓 |
| Wealthspire Advisors, LLC | 136,928 | $310.55万 | 0.02% | 676 | 加仓 |
| Entelevest, LLC | 133,058 | $301.77万 | 3.02% | 56,404 | 加仓 |
| HighTower Advisors, LLC | 132,950 | $301.54万 | 0.00% | -5,890 | 减仓 |
| MFG WEALTH MANAGEMENT, INC. | 132,684 | $300.93万 | 2.50% | 2,338 | 加仓 |
| MORGAN STANLEY | 128,380 | $291.17万 | 0.00% | -6,646 | 减仓 |
| Beacon Bridge Wealth Partners, LLC | 125,574 | $284.80万 | 0.95% | -18,273 | 减仓 |
| Creative Planning | 123,529 | $280.16万 | 0.00% | 42,720 | 加仓 |
| Cascades Capital Asset Management, LLC | 121,510 | $275.59万 | 1.16% | 19,404 | 加仓 |
| Concurrent Investment Advisors, LLC | 115,936 | $262.94万 | 0.03% | 92,270 | 加仓 |
内部人交易（Form 4）
SCHI 董事、高管和大股东的最新买卖申报。专业版可看 🔒