SCHM SCHWAB STRATEGIC TR
US MID-CAP 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 | 1,068 | 278,118,789 | $102.28亿 | 78 | 359 | 427 | 35 | $4,255.34万 |
| 2026Q1 | 1,019 | 279,757,028 | $86.73亿 | 51 | 368 | 403 | 28 | $1,655.73万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $4,163.09万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,936.33万 |
| CHOREO, LLC | 加仓 | $2,505.87万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,239.84万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $2,185.20万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $1,852.69万 |
| BNP PARIBAS FINANCIAL MARKETS | 重新持有 | $1,702.89万 |
| Mariner, LLC | 加仓 | $1,618.97万 |
| Dynamic Advisor Solutions LLC | 加仓 | $1,465.11万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1,396.55万 |
| EXENCIAL WEALTH ADVISORS, LLC | 加仓 | $1,199.02万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $798.88万 |
| Scarborough Advisors, LLC | 新建仓 | $776.44万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $712.64万 |
| OxenFree Capital LLC | 新建仓 | $596.45万 |
| BlackRock, Inc. | 加仓 | $568.70万 |
| RFG Advisory, LLC | 加仓 | $449.73万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $441.02万 |
| Cetera Investment Advisers | 加仓 | $346.56万 |
| Beacon Pointe Advisors, LLC | 加仓 | $331.93万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$7,313.21万 |
| Advisory Alpha, LLC | 减仓 | -$3,726.22万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$3,517.42万 |
| Creative Planning | 减仓 | -$3,109.72万 |
| Corient Private Wealth LP | 减仓 | -$2,818.65万 |
| N.E.W. Advisory Services LLC | 减仓 | -$1,001.95万 |
| Summit Financial Strategies, Inc. | 减仓 | -$885.95万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$680.29万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$606.70万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$569.69万 |
| Denver PWM, LLC | 减仓 | -$492.61万 |
| BENJAMIN EDWARDS INC | 减仓 | -$466.88万 |
| HighTower Advisors, LLC | 减仓 | -$437.23万 |
| OneDigital Investment Advisors LLC | 减仓 | -$428.18万 |
| MORGAN STANLEY | 减仓 | -$372.74万 |
| JPMORGAN CHASE & CO | 减仓 | -$339.48万 |
| Farther Finance Advisors, LLC | 减仓 | -$310.02万 |
| Lido Advisors, LLC | 减仓 | -$302.40万 |
| HORIZON FINANCIAL SERVICES, LLC | 减仓 | -$300.29万 |
| Northeast Financial Group, Inc. | 减仓 | -$256.10万 |
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. | 56,835,618 | $17.60亿 | 3.41% | -1,136,116 | 减仓 |
| Creative Planning | 29,432,010 | $9.11亿 | 0.62% | -1,004,432 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,638,443 | $3.60亿 | 0.22% | 705,814 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11,267,842 | $3.49亿 | 2.11% | 598,414 | 加仓 |
| Advisory Alpha, LLC | 7,151,527 | $2.21亿 | 6.05% | -1,203,553 | 减仓 |
| HighTower Advisors, LLC | 6,809,670 | $2.11亿 | 0.22% | -141,223 | 减仓 |
| Cerity Partners LLC | 5,510,804 | $1.71亿 | 0.24% | 72,960 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 4,791,027 | $1.45亿 | 0.07% | 1,296,395 | 加仓 |
| Legacy Wealth Management, LLC | 4,320,097 | $1.34亿 | 7.80% | 945 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,418,815 | $1.07亿 | 0.22% | -2,329,788 | 减仓 |
| JMG Financial Group, Ltd. | 3,079,700 | $9,534.75万 | 2.62% | -69,132 | 减仓 |
| Fragasso Financial Advisors Inc | 2,923,473 | $9,200.17万 | 5.33% | -57,023 | 减仓 |
| Mariner, LLC | 2,727,890 | $8,445.49万 | 0.10% | 522,927 | 加仓 |
| UBS Group AG | 2,296,605 | $7,110.29万 | 0.01% | 1,344,668 | 加仓 |
| Thrivent Financial for Lutherans | 2,138,502 | $6,620.80万 | 0.13% | 65,664 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 2,011,027 | $6,226.14万 | 1.94% | 387,282 | 加仓 |
| LPL Financial LLC | 1,926,837 | $5,965.49万 | 0.02% | 7,597 | 加仓 |
| Prime Capital Investment Advisors, LLC | 1,874,193 | $5,802.50万 | 0.67% | 230,181 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,824,919 | $5,649.95万 | 0.02% | 5,685 | 加仓 |
| Waverly Advisors, LLC | 1,702,781 | $5,271.81万 | 0.39% | -39,004 | 减仓 |
| MORGAN STANLEY | 1,692,386 | $5,239.63万 | 0.00% | -120,393 | 减仓 |
| 93 Financial Group, LLC | 1,583,141 | $4,901.41万 | 21.86% | -33,537 | 减仓 |
| Advocacy Wealth Management, LLC | 1,581,206 | $4,895.41万 | 2.16% | 21,781 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,482,850 | $4,590.90万 | 0.24% | 107,212 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,414,328 | $4,378.76万 | 0.01% | 723,462 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,403,065 | $4,343.60万 | 0.08% | -9,007 | 减仓 |
| Cetera Investment Advisers | 1,285,570 | $3,980.12万 | 0.04% | 111,937 | 加仓 |
| Summit Financial Strategies, Inc. | 1,282,374 | $3,970.23万 | 3.13% | -286,160 | 减仓 |
| Financial Solutions Advisory Group, Inc. | 1,279,556 | $3,961.51万 | 5.48% | — | — |
| Summit Asset Management, LLC | 1,268,811 | $3,928.24万 | 5.46% | 8,217 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,242,525 | $3,846.01万 | 0.01% | -219,779 | 减仓 |
| BLB&B Advisors, LLC | 1,217,638 | $3,769.81万 | 1.56% | -14,778 | 减仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,184,730 | $3,667.92万 | 0.01% | 451,082 | 加仓 |
| Dynamic Advisor Solutions LLC | 1,139,240 | $3,527.09万 | 1.11% | 473,227 | 加仓 |
| Mokosak Advisory Group, LLC | 1,135,511 | $3,516.06万 | 8.80% | -2,970 | 减仓 |
| Chicago Partners Investment Group LLC | 1,016,853 | $3,433.91万 | 0.70% | 64,931 | 加仓 |
| SAGE FINANCIAL GROUP INC | 984,403 | $3,047.71万 | 1.98% | 10,359 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 925,224 | $2,864.50万 | 0.07% | 65,728 | 加仓 |
| High Note Wealth, LLC | 903,908 | $2,798.50万 | 5.50% | 5,661 | 加仓 |
| CHOREO, LLC | 886,907 | $2,745.87万 | 0.34% | 809,389 | 加仓 |
| Gemmer Asset Management LLC | 885,367 | $2,741.10万 | 2.18% | -54,427 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 869,673 | $2,692.51万 | 0.00% | -12,166 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 865,348 | $2,679.12万 | 0.04% | -195,964 | 减仓 |
| Focus Partners Wealth | 840,847 | $2,603.26万 | 0.03% | -4,709 | 减仓 |
| Corient Private Wealth LP | 828,191 | $2,562.35万 | 0.04% | -911,031 | 减仓 |
| Northeast Financial Group, Inc. | 807,726 | $2,501.17万 | 6.19% | -82,706 | 减仓 |
| Curi Capital, LLC | 798,817 | $2,473.14万 | 0.44% | -60,391 | 减仓 |
| IFP Advisors, Inc | 774,872 | $2,399.00万 | 0.50% | -3,391 | 减仓 |
| Seneca Financial Advisors LLC | 761,028 | $2,356.14万 | 6.90% | 28,894 | 加仓 |
| Koshinski Asset Management, Inc. | 759,197 | $2,350.47万 | 1.47% | 15,785 | 加仓 |
内部人交易（Form 4）
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