13F 机构持仓

SCHK SCHWAB STRATEGIC TR

1000 INDEX ETF

持有机构数2672026Q2
26Q126Q2
机构合计持股(股)78,904,3542026Q2
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
2026Q226778,904,354$28.44亿 40816916$1.45亿
2026Q124074,861,397$23.44亿 18935516$3,261.81万
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$2,396.62万
Mariner, LLC加仓$424.80万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$298.79万
Blue Sky Capital Consultants Group, Inc.加仓$296.99万
Warwick Investment Management, Inc.加仓$244.77万
WADDELL & ASSOCIATES, LLC加仓$218.96万
FreeGulliver LLC加仓$218.20万
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC加仓$200.07万
PENSION & WEALTH MANAGEMENT ADVISORS, INC.加仓$175.41万
Visionary Wealth Advisors加仓$128.19万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management加仓$114.23万
Main Street Financial Solutions, LLC加仓$111.18万
JPMORGAN CHASE & CO加仓$106.86万
One Capital Management, LLC新建仓$96.10万
Plum Street Advisors, LLC加仓$77.52万
BlackRock, Inc.加仓$69.36万
Lafayette Investments, Inc.新建仓$60.97万
FIFTH THIRD BANCORP新建仓$59.91万
HRT FINANCIAL LP新建仓$57.40万
Lighthouse Wealth Management Inc.加仓$51.13万

2026Q1 卖出最多

GOLDMAN SACHS GROUP INC重新持有-$382.58万
Legacy Wealth Management, LLC减仓-$366.65万
Principia Wealth Advisory, LLC减仓-$308.44万
Lido Advisors, LLC减仓-$206.31万
Financial Engines Advisors L.L.C.减仓-$205.94万
Blake Schutter Theil Wealth Advisors, LLC减仓-$188.14万
ARMSTRONG ADVISORY GROUP, INC减仓-$153.42万
Brookwood Investment Group LLC清仓-$139.42万
RFG Advisory, LLC减仓-$116.50万
Engineers Gate Manager LP清仓-$83.53万
CHARLES SCHWAB INVESTMENT MANAGEMENT INC减仓-$83.27万
Evanson Asset Management, LLC减仓-$79.01万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$69.37万
River Wealth Advisors LLC清仓-$64.01万
MILLENNIUM MANAGEMENT LLC清仓-$51.19万
RAYMOND JAMES FINANCIAL INC减仓-$32.19万
BANNERMAN WEALTH MANAGEMENT GROUP, LLC清仓-$30.92万
Robertson Stephens Wealth Management, LLC清仓-$30.48万
TUDOR INVESTMENT CORP ET AL清仓-$22.09万
Richardson Capital Management LLC减仓-$18.34万

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
Financial Engines Advisors L.L.C.43,613,251$13.66亿2.65%-65,732减仓
Legacy Wealth Management, LLC6,000,541$1.88亿10.96%-117,027减仓
Creative Planning3,899,148$1.22亿0.08%764,961加仓
Warwick Investment Management, Inc.3,580,579$1.12亿16.26%78,125加仓
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,450,953$1.08亿0.02%-26,579减仓
ARMSTRONG ADVISORY GROUP, INC2,477,917$7,763.31万5.21%-48,970减仓
WADDELL & ASSOCIATES, LLC2,141,052$6,707.92万3.78%69,887加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.1,346,877$4,219.77万12.51%55,987加仓
Plum Street Advisors, LLC720,874$2,258.50万7.82%24,744加仓
Focus Partners Wealth477,541$1,496.14万0.02%231加仓
Main Street Financial Solutions, LLC449,422$1,408.04万1.03%35,488加仓
Mariner, LLC449,173$1,407.26万0.02%135,589加仓
Lighthouse Wealth Management Inc.391,661$1,227.08万8.34%16,321加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC258,167$808.84万1.25%63,859加仓
LPL Financial LLC246,307$771.68万0.00%10,192加仓
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC217,827$682.45万0.14%12,258加仓
Blake Schutter Theil Wealth Advisors, LLC190,089$595.55万4.85%-60,050减仓
NorthRock Partners, LLC175,317$549.27万0.09%-3,900减仓
BANK OF AMERICA CORP /DE/173,740$544.33万0.00%-4,378减仓
FreeGulliver LLC146,686$459.57万1.94%69,645加仓
HBK Sorce Advisory LLC124,797$442.65万0.09%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP135,910$425.81万0.00%95,370加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC124,315$392.96万0.01%-21,946减仓
Blue Sky Capital Consultants Group, Inc.123,125$385.75万1.84%94,795加仓
Donor Advised Charitable Giving, Inc.117,247$367.33万0.09%0不变
Cerity Partners LLC116,867$366.15万0.01%-1,438减仓
MAI Capital Management109,549$343.22万0.02%329加仓
US BANCORP \DE\106,137$332.53万0.00%-2,817减仓
Wescott Financial Advisory Group, LLC90,988$285.07万0.25%365加仓
MORGAN STANLEY87,526$274.22万0.00%1,895加仓
FMR LLC86,223$270.14万0.00%4,292加仓
ORSER CAPITAL MANAGEMENT, LLC81,817$256.33万1.68%-1,380减仓
CAPTRUST FINANCIAL ADVISORS79,672$249.61万0.00%919加仓
Crusonia Wealth Advisors LLC78,464$245.83万0.51%0不变
Cetera Investment Advisers78,284$245.26万0.00%1,459加仓
Aptus Capital Advisors, LLC76,590$239.96万0.02%-3,305减仓
GUARDIAN WEALTH ADVISORS, LLC / NC76,590$239.96万0.15%-3,305减仓
Visionary Wealth Advisors72,508$227.17万0.10%40,915加仓
Bawa N Mallick Trust69,780$218.62万0.90%0不变
MML INVESTORS SERVICES, LLC67,556$211.65万0.01%-2,544减仓
Kohmann Bosshard Financial Services, LLC61,008$191.14万0.19%-1减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO54,083$169.44万0.00%12,894加仓
JPMORGAN CHASE & CO50,954$155.01万0.00%35,128加仓
Wolfstich Capital, LLC108,453$146.85万0.40%0不变
Sherrill & Hutchins Financial Advisory, Inc46,316$145.11万0.86%134加仓
Curry Webb Wealth Management LLC43,999$137.85万0.65%-2,737减仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management43,293$135.64万0.02%36,460加仓
Lido Advisors, LLC42,798$134.09万0.00%-65,850减仓
Corient Private Wealth LP42,635$133.58万0.00%7,715加仓
FIDUCIARY FINANCIAL GROUP, LLC41,192$129.06万0.17%1,183加仓

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