SCHJ SCHWAB STRATEGIC TR
1 5YR 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 | 152 | 12,897,139 | $3.18亿 | 33 | 56 | 31 | 7 | $9,097.08万 |
| 2026Q1 | 126 | 9,154,848 | $2.26亿 | 14 | 56 | 31 | 12 | $1,180.50万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Waverly Advisors, LLC | 新建仓 | $465.91万 |
| JANE STREET GROUP, LLC | 加仓 | $369.50万 |
| FF Advisors,LLC | 新建仓 | $344.72万 |
| Sightline Wealth Advisors, LLC | 加仓 | $304.99万 |
| Hamrick Investment Counsel, llc | 加仓 | $189.09万 |
| Yanni & Associates Investment Advisors, LLC | 加仓 | $186.46万 |
| HARTLINE INVESTMENT CORP/ | 加仓 | $155.85万 |
| Rossby Financial, LCC | 新建仓 | $155.35万 |
| Compass Financial Group, INC/SD | 加仓 | $118.19万 |
| White Wing Wealth Management | 加仓 | $99.08万 |
| VAN STRUM & TOWNE INC. | 加仓 | $85.67万 |
| MONEYWISE, INC. | 加仓 | $62.72万 |
| Creative Planning | 加仓 | $61.60万 |
| Steele Capital Management, Inc. | 新建仓 | $42.69万 |
| Cape Investment Advisory, Inc. | 加仓 | $39.10万 |
| First Financial Group Corp | 加仓 | $34.94万 |
| White & Co Financial Planning Inc | 加仓 | $31.63万 |
| Ascentis Independent Advisors | 加仓 | $31.63万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $25.38万 |
| Farther Finance Advisors, LLC | 加仓 | $24.12万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$420.85万 |
| Summit Financial, LLC | 减仓 | -$269.26万 |
| Vilga Financial Planning LLC | 清仓 | -$153.55万 |
| Modera Wealth Management, LLC | 减仓 | -$107.58万 |
| CITADEL ADVISORS LLC | 清仓 | -$104.76万 |
| Clearwater Capital Advisors, LLC | 减仓 | -$103.16万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$102.00万 |
| Foundations Investment Advisors, LLC | 减仓 | -$100.14万 |
| Columbus Macro, LLC | 减仓 | -$84.94万 |
| ORSER CAPITAL MANAGEMENT, LLC | 清仓 | -$79.51万 |
| SlateStone Wealth, LLC | 减仓 | -$55.34万 |
| CacheTech Inc. | 清仓 | -$45.67万 |
| Kestra Advisory Services, LLC | 减仓 | -$41.95万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$37.41万 |
| Corient Private Wealth LP | 减仓 | -$37.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$36.68万 |
| Essex LLC | 减仓 | -$36.44万 |
| Calamos Advisors LLC | 减仓 | -$33.68万 |
| Betterment LLC | 减仓 | -$31.47万 |
| WorthPointe, LLC | 清仓 | -$21.24万 |
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 |
|---|---|---|---|---|---|
| Hamrick Investment Counsel, llc | 742,523 | $1,835.89万 | 10.17% | 76,476 | 加仓 |
| HARTLINE INVESTMENT CORP/ | 640,325 | $1,583.20万 | 1.74% | 63,035 | 加仓 |
| White Wing Wealth Management | 466,818 | $1,154.21万 | 6.93% | 40,072 | 加仓 |
| Columbus Macro, LLC | 411,963 | $1,018.58万 | 1.09% | -34,353 | 减仓 |
| Cetera Investment Advisers | 388,794 | $961.29万 | 0.01% | 2,629 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 386,207 | $954.90万 | 0.00% | -14,836 | 减仓 |
| Sightline Wealth Advisors, LLC | 373,536 | $923.57万 | 3.91% | 123,352 | 加仓 |
| Cape Investment Advisory, Inc. | 340,246 | $841.26万 | 2.80% | 15,813 | 加仓 |
| SlateStone Wealth, LLC | 319,788 | $790.70万 | 0.65% | -22,383 | 减仓 |
| Meridian Wealth Management, LLC | 293,635 | $726.01万 | 0.25% | -1,022 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 287,702 | $711.34万 | 0.00% | 10,265 | 加仓 |
| Compass Financial Group, INC/SD | 215,750 | $533.44万 | 0.75% | 47,802 | 加仓 |
| VAN STRUM & TOWNE INC. | 212,550 | $525.53万 | 1.53% | 34,649 | 加仓 |
| HighTower Advisors, LLC | 195,302 | $482.89万 | 0.01% | 9,209 | 加仓 |
| Waverly Advisors, LLC | 188,438 | $465.91万 | 0.03% | 188,438 | 新建仓 |
| Kestra Advisory Services, LLC | 177,494 | $438.85万 | 0.02% | -16,967 | 减仓 |
| Modera Wealth Management, LLC | 167,321 | $413.70万 | 0.05% | -43,511 | 减仓 |
| JANE STREET GROUP, LLC | 160,872 | $397.76万 | 0.00% | 149,445 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 160,822 | $396.91万 | 0.01% | -170,524 | 减仓 |
| Yanni & Associates Investment Advisors, LLC | 143,400 | $354.56万 | 3.68% | 75,413 | 加仓 |
| FF Advisors,LLC | 139,195 | $344.72万 | 1.26% | 139,195 | 新建仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 124,597 | $308.07万 | 0.00% | -15,131 | 减仓 |
| MFG WEALTH MANAGEMENT, INC. | 120,914 | $298.96万 | 2.48% | 1,341 | 加仓 |
| White & Co Financial Planning Inc | 120,518 | $297.98万 | 2.10% | 12,794 | 加仓 |
| Summit Financial, LLC | 115,048 | $284.46万 | 0.04% | -108,903 | 减仓 |
| Mariner, LLC | 88,776 | $219.50万 | 0.00% | 7,774 | 加仓 |
| Brand Asset Management Group, Inc. | 83,313 | $205.99万 | 0.54% | -756 | 减仓 |
| Sanctuary Advisors, LLC | 81,240 | $200.86万 | 0.01% | -92 | 减仓 |
| Rosenberg Matthew Hamilton | 79,121 | $195.63万 | 0.40% | -561 | 减仓 |
| Victrix Investment Advisors | 78,322 | $193.65万 | 0.70% | 6,504 | 加仓 |
| Foundations Investment Advisors, LLC | 77,546 | $191.73万 | 0.02% | -40,501 | 减仓 |
| Creative Planning | 77,216 | $190.92万 | 0.00% | 24,916 | 加仓 |
| First Financial Group Corp | 73,010 | $180.52万 | 1.47% | 14,130 | 加仓 |
| Essex LLC | 71,571 | $176.96万 | 0.31% | -14,738 | 减仓 |
| Altiora Financial Group, LLC | 69,420 | $171.64万 | 0.28% | 0 | 不变 |
| Rossby Financial, LCC | 63,050 | $155.35万 | 0.32% | 63,050 | 新建仓 |
| MONEYWISE, INC. | 61,181 | $151.27万 | 0.66% | 25,366 | 加仓 |
| Valmark Advisers, Inc. | 56,583 | $139.90万 | 0.02% | 2,426 | 加仓 |
| Mutual Advisors, LLC | 56,341 | $139.30万 | 0.03% | 3,450 | 加仓 |
| LPL Financial LLC | 56,171 | $138.88万 | 0.00% | 6,831 | 加仓 |
| Cannon Financial Strategists, Inc. | 54,958 | $135.88万 | 0.18% | 426 | 加仓 |
| JPMORGAN CHASE & CO | 53,419 | $131.74万 | 0.00% | 5,415 | 加仓 |
| Monetary Solutions, Ltd | 51,586 | $127.55万 | 1.23% | 31 | 加仓 |
| AMERIPRISE FINANCIAL INC | 47,313 | $116.98万 | 0.00% | 1,302 | 加仓 |
| Calamos Advisors LLC | 43,588 | $107.77万 | 0.00% | -13,620 | 减仓 |
| Coordinated Financial Services, Inc. | 36,893 | $91.22万 | 0.52% | 4,273 | 加仓 |
| CAHILL FINANCIAL ADVISORS INC | 35,478 | $87.72万 | 0.09% | -1,746 | 减仓 |
| Cerity Partners LLC | 34,466 | $85.22万 | 0.00% | 4 | 加仓 |
| Farther Finance Advisors, LLC | 34,177 | $84.21万 | 0.01% | 9,791 | 加仓 |
| Seek First Inc. | 33,733 | $83.40万 | 0.59% | 57 | 加仓 |
内部人交易（Form 4）
SCHJ 董事、高管和大股东的最新买卖申报。专业版可看 🔒