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 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $9,759.92万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $9,267.51万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $3,429.61万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,793.33万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $1,840.94万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1,667.50万 |
| Simplicity Wealth,LLC | 新建仓 | $1,283.25万 |
| Kestra Advisory Services, LLC | 加仓 | $1,148.53万 |
| Focus Partners Wealth | 加仓 | $1,070.94万 |
| BlackRock, Inc. | 加仓 | $1,026.00万 |
| Janney Montgomery Scott LLC | 加仓 | $889.40万 |
| Cerity Partners LLC | 加仓 | $758.65万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | $616.10万 |
| JOHNSON INVESTMENT COUNSEL INC | 加仓 | $583.08万 |
| Enclave Advisors LLC | 加仓 | $573.07万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $513.63万 |
| Advocacy Wealth Management, LLC | 加仓 | $494.74万 |
| Cetera Investment Advisers | 加仓 | $491.13万 |
| Diversify Advisory Services, LLC | 重新持有 | $435.01万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $423.18万 |
2026Q2 卖出最多
| Financial Engines Advisors L.L.C. | 减仓 | -$1.87亿 |
| Thrivent Financial for Lutherans | 减仓 | -$6,818.66万 |
| HighTower Advisors, LLC | 减仓 | -$2,435.08万 |
| BNP PARIBAS FINANCIAL MARKETS | 清仓 | -$1,857.69万 |
| Creative Planning | 减仓 | -$1,533.06万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$1,077.82万 |
| New York Life Investment Management LLC | 清仓 | -$691.19万 |
| Victrix Investment Advisors | 清仓 | -$661.71万 |
| Advisory Alpha, LLC | 减仓 | -$618.54万 |
| Summit Financial Strategies, Inc. | 减仓 | -$556.86万 |
| MANCHESTER FINANCIAL INC | 减仓 | -$545.28万 |
| Corient Private Wealth LP | 减仓 | -$521.09万 |
| Curi Capital, LLC | 减仓 | -$426.63万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$407.90万 |
| Independent Advisor Alliance | 减仓 | -$384.31万 |
| Visionary Wealth Advisors | 减仓 | -$381.47万 |
| Mariner, LLC | 减仓 | -$371.67万 |
| WealthShield Partners, LLC | 减仓 | -$368.71万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$368.61万 |
| RFG Advisory, LLC | 减仓 | -$355.44万 |
2026Q2 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. | 51,767,947 | $19.09亿 | 3.39% | -5,067,671 | 减仓 |
| Creative Planning | 29,016,208 | $10.70亿 | 0.63% | -415,802 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,568,632 | $4.63亿 | 0.25% | 930,189 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11,767,147 | $4.34亿 | 3.21% | 499,305 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 7,349,241 | $2.66亿 | 0.11% | 2,558,214 | 加仓 |
| Advisory Alpha, LLC | 6,983,767 | $2.57亿 | 6.32% | -167,760 | 减仓 |
| HighTower Advisors, LLC | 6,149,219 | $2.27亿 | 0.22% | -660,451 | 减仓 |
| Cerity Partners LLC | 5,729,822 | $1.98亿 | 0.24% | 219,018 | 加仓 |
| Legacy Wealth Management, LLC | 4,286,476 | $1.58亿 | 8.27% | -33,621 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,315,880 | $1.19亿 | 0.20% | -102,935 | 减仓 |
| Savant Capital, LLC | 3,231,643 | $1.15亿 | 0.34% | 2,752,495 | 加仓 |
| JMG Financial Group, Ltd. | 3,074,425 | $1.13亿 | 2.74% | -5,275 | 减仓 |
| Fragasso Financial Advisors Inc | 2,867,994 | $1.06亿 | 5.62% | -55,479 | 减仓 |
| Mariner, LLC | 2,627,084 | $9,686.04万 | 0.10% | -100,806 | 减仓 |
| UBS Group AG | 2,285,436 | $8,426.40万 | 0.01% | -11,169 | 减仓 |
| LPL Financial LLC | 2,017,782 | $7,439.56万 | 0.02% | 90,945 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,859,876 | $6,857.36万 | 0.02% | 34,957 | 加仓 |
| Prime Capital Investment Advisors, LLC | 1,830,982 | $6,750.83万 | 0.65% | -43,211 | 减仓 |
| Advocacy Wealth Management, LLC | 1,715,392 | $6,324.65万 | 2.30% | 134,186 | 加仓 |
| Waverly Advisors, LLC | 1,699,550 | $6,266.24万 | 0.36% | -3,231 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,682,848 | $6,204.60万 | 0.07% | 757,624 | 加仓 |
| MORGAN STANLEY | 1,649,131 | $6,080.35万 | 0.00% | -43,255 | 减仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,636,994 | $6,035.60万 | 0.01% | 452,264 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,553,972 | $5,715.67万 | 0.01% | 139,644 | 加仓 |
| 93 Financial Group, LLC | 1,499,269 | $5,527.81万 | 21.82% | -83,872 | 减仓 |
| Beacon Pointe Advisors, LLC | 1,484,018 | $5,471.57万 | 0.25% | 1,168 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,421,766 | $5,242.05万 | 0.08% | 18,701 | 加仓 |
| Cetera Investment Advisers | 1,418,775 | $5,231.02万 | 0.05% | 133,205 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,266,454 | $4,668.95万 | 0.01% | 23,929 | 加仓 |
| Summit Asset Management, LLC | 1,259,073 | $4,642.20万 | 5.95% | -9,738 | 减仓 |
| Financial Solutions Advisory Group, Inc. | 1,275,655 | $4,569.40万 | 5.78% | -3,901 | 减仓 |
| Dynamic Advisor Solutions LLC | 1,198,872 | $4,420.24万 | 1.25% | 59,632 | 加仓 |
| BLB&B Advisors, LLC | 1,196,515 | $4,411.55万 | 1.61% | -21,123 | 减仓 |
| Summit Financial Strategies, Inc. | 1,131,341 | $4,171.25万 | 2.93% | -151,033 | 减仓 |
| Focus Partners Wealth | 1,131,309 | $4,171.14万 | 0.04% | 290,462 | 加仓 |
| Mokosak Advisory Group, LLC | 1,129,814 | $4,165.68万 | 9.02% | -5,697 | 减仓 |
| Chicago Partners Investment Group LLC | 1,096,057 | $3,855.93万 | 0.77% | 79,204 | 加仓 |
| SAGE FINANCIAL GROUP INC | 1,005,202 | $3,706.18万 | 2.05% | 20,799 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 965,564 | $3,560.03万 | 0.00% | 95,891 | 加仓 |
| High Note Wealth, LLC | 916,640 | $3,379.65万 | 5.77% | 12,732 | 加仓 |
| BlackRock, Inc. | 887,355 | $3,271.68万 | 0.00% | 278,274 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 873,101 | $3,219.12万 | 0.04% | 7,753 | 加仓 |
| CHOREO, LLC | 871,833 | $3,214.45万 | 0.35% | -15,074 | 减仓 |
| Gemmer Asset Management LLC | 863,655 | $3,184.30万 | 2.16% | -21,712 | 减仓 |
| JOHNSON INVESTMENT COUNSEL INC | 815,376 | $3,006.29万 | 0.22% | 158,146 | 加仓 |
| IFP Advisors, Inc | 775,129 | $2,857.90万 | 0.52% | 257 | 加仓 |
| Koshinski Asset Management, Inc. | 769,563 | $2,837.38万 | 1.51% | 10,366 | 加仓 |
| Seneca Financial Advisors LLC | 767,806 | $2,830.90万 | 7.35% | 6,778 | 加仓 |
| OSAIC HOLDINGS, INC. | 766,354 | $2,825.83万 | 0.03% | 101,552 | 加仓 |
| Financial Planning Navigators CORP | 730,881 | $2,694.76万 | 10.09% | -15,107 | 减仓 |
内部人交易（Form 4）
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