SCHO SCHWAB STRATEGIC TR
SHT TM US TRES
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 | 722 | 347,476,480 | $83.87亿 | 72 | 322 | 225 | 54 | $6.46亿 |
| 2026Q1 | 699 | 321,188,821 | $77.82亿 | 59 | 297 | 241 | 39 | -$1.83亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1.35亿 |
| ALLIANCEBERNSTEIN L.P. | 加仓 | $1.34亿 |
| AMERIPRISE FINANCIAL INC | 加仓 | $9,940.84万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6,803.83万 |
| LPL Financial LLC | 加仓 | $4,894.08万 |
| MCF Advisors LLC | 加仓 | $4,046.38万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $3,457.25万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $3,064.07万 |
| RMR Wealth Builders | 加仓 | $2,062.41万 |
| Cetera Investment Advisers | 加仓 | $1,886.96万 |
| Transmarket Holdings LP | 新建仓 | $1,876.77万 |
| UBS Group AG | 加仓 | $1,790.27万 |
| Midwest Trust Co | 加仓 | $1,659.21万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $1,650.99万 |
| SEI INVESTMENTS CO | 加仓 | $1,564.51万 |
| MassMutual Private Wealth & Trust, FSB | 加仓 | $1,330.93万 |
| Nuveen, LLC | 新建仓 | $1,320.64万 |
| Phillip James Consulting Co. | 新建仓 | $1,179.30万 |
| Savant Capital, LLC | 加仓 | $1,094.80万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,072.77万 |
2026Q2 卖出最多
| STATE STREET CORP | 清仓 | -$7,523.70万 |
| JPMORGAN CHASE & CO | 减仓 | -$5,500.86万 |
| Blackhawk Capital Partners, LLC | 清仓 | -$3,012.80万 |
| STIFEL FINANCIAL CORP | 减仓 | -$1,952.11万 |
| AE Wealth Management LLC | 减仓 | -$1,393.86万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$1,348.48万 |
| PNC Financial Services Group, Inc. | 减仓 | -$1,335.31万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 减仓 | -$1,197.30万 |
| Members Advisory Group LLC | 清仓 | -$961.23万 |
| Kestra Investment Management, LLC | 减仓 | -$765.00万 |
| Allen Capital Group, LLC | 清仓 | -$666.58万 |
| JANE STREET GROUP, LLC | 清仓 | -$666.33万 |
| CreativeOne Wealth, LLC | 减仓 | -$549.62万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$523.21万 |
| Eagle Strategies LLC | 减仓 | -$521.46万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$515.90万 |
| Kovack Advisors, Inc. | 清仓 | -$502.03万 |
| Mariner, LLC | 减仓 | -$454.17万 |
| Cerity Partners LLC | 减仓 | -$331.12万 |
| Focus Partners Wealth | 减仓 | -$310.43万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 113,535,796 | $27.41亿 | 0.18% | 2,818,488 | 加仓 |
| JPMORGAN CHASE & CO | 22,192,489 | $5.36亿 | 0.03% | -2,276,845 | 减仓 |
| AMERIPRISE FINANCIAL INC | 19,589,089 | $4.70亿 | 0.10% | 4,142,104 | 加仓 |
| SEI INVESTMENTS CO | 17,389,099 | $4.20亿 | 0.37% | 648,099 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 13,249,057 | $3.20亿 | 0.08% | 5,577,503 | 加仓 |
| ALLIANCEBERNSTEIN L.P. | 6,208,355 | $1.51亿 | 0.05% | 5,535,967 | 加仓 |
| STIFEL FINANCIAL CORP | 5,550,245 | $1.34亿 | 0.11% | -808,659 | 减仓 |
| MCF Advisors LLC | 4,431,584 | $1.07亿 | 3.82% | 1,676,213 | 加仓 |
| LPL Financial LLC | 4,352,014 | $1.05亿 | 0.02% | 2,027,374 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,095,259 | $9,857.29万 | 0.16% | 685,914 | 加仓 |
| Moisand Fitzgerald Tamayo, LLC | 4,082,346 | $9,854.78万 | 9.62% | 161,415 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,573,739 | $8,627.01万 | 0.01% | 1,269,290 | 加仓 |
| PNC Financial Services Group, Inc. | 3,551,034 | $8,572.19万 | 0.04% | -553,153 | 减仓 |
| Wealthfront Advisers LLC | 2,980,324 | $7,194.50万 | 0.14% | 1,730 | 加仓 |
| Bangor Savings Bank | 2,758,500 | $6,659.02万 | 4.90% | 181,853 | 加仓 |
| UBS Group AG | 2,562,789 | $6,186.57万 | 0.01% | 741,619 | 加仓 |
| Midwest Trust Co | 2,533,641 | $6,116.21万 | 0.69% | 687,327 | 加仓 |
| Merit Financial Group, LLC | 2,442,106 | $5,895.24万 | 0.36% | 384,453 | 加仓 |
| FIDUCIARY FINANCIAL GROUP, LLC | 2,304,888 | $5,564.00万 | 6.31% | 128,147 | 加仓 |
| LVW Advisors, LLC | 2,182,846 | $5,269.39万 | 4.55% | 69,861 | 加仓 |
| TruNorth Capital Management, LLC | 2,111,731 | $5,097.72万 | 8.19% | 147,440 | 加仓 |
| FLC Capital Advisors | 1,862,911 | $4,497.07万 | 7.23% | 144,087 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,850,117 | $4,466.18万 | 0.09% | 1,432,166 | 加仓 |
| MORGAN STANLEY | 1,811,836 | $4,373.78万 | 0.00% | -76,233 | 减仓 |
| High Probability Advisors, LLC | 1,758,868 | $4,245.91万 | 4.54% | 76,007 | 加仓 |
| MassMutual Private Wealth & Trust, FSB | 1,696,406 | $4,095.12万 | 1.06% | 551,336 | 加仓 |
| Waverly Advisors, LLC | 1,682,018 | $4,060.39万 | 0.24% | 160,776 | 加仓 |
| RMR Wealth Builders | 1,650,711 | $3,984.82万 | 2.47% | 854,354 | 加仓 |
| DAVENPORT & Co LLC | 1,644,809 | $3,970.57万 | 0.20% | 151,358 | 加仓 |
| Morningstar Investment Management LLC | 1,613,491 | $3,915.94万 | 2.42% | 0 | 不变 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,612,677 | $3,893.00万 | 2.20% | 68,144 | 加仓 |
| Willis Johnson & Associates, Inc. | 1,610,643 | $3,888.09万 | 2.17% | 152,932 | 加仓 |
| Cetera Investment Advisers | 1,586,586 | $3,830.02万 | 0.03% | 781,675 | 加仓 |
| Cerity Partners LLC | 1,555,667 | $3,755.38万 | 0.05% | -137,165 | 减仓 |
| MAI Capital Management | 1,465,012 | $3,536.54万 | 0.13% | 99,423 | 加仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1,420,725 | $3,429.63万 | 1.25% | 56,342 | 加仓 |
| ACCESS FINANCIAL SERVICES, INC. | 1,399,521 | $3,378.44万 | 11.08% | 15,726 | 加仓 |
| United Capital Management of KS, Inc. | 1,208,778 | $2,917.99万 | 3.82% | 35,237 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,186,671 | $2,864.62万 | 0.04% | -213,710 | 减仓 |
| Passive Capital Management, LLC. | 1,166,284 | $2,842.23万 | 8.94% | -68,149 | 减仓 |
| Charles Schwab Trust Co | 1,139,286 | $2,750.24万 | 1.53% | 37,603 | 加仓 |
| MBM WEALTH CONSULTANTS, LLC | 1,110,545 | $2,680.86万 | 5.17% | 147,695 | 加仓 |
| Avior Wealth Management, LLC | 1,083,719 | $2,616.10万 | 0.69% | 25,548 | 加仓 |
| Holcombe Financial, Inc. | 1,025,561 | $2,475.70万 | 13.98% | -4,027 | 减仓 |
| Galvin, Gaustad & Stein, LLC | 965,268 | $2,330.16万 | 1.72% | 78,368 | 加仓 |
| Alesco Advisors, LLC, An ESL Co | 921,015 | $2,223.33万 | 0.51% | 168,779 | 加仓 |
| Savant Capital, LLC | 904,197 | $2,188.28万 | 0.06% | 452,369 | 加仓 |
| Journey Advisory Group, LLC | 900,961 | $2,174.92万 | 1.66% | 41,069 | 加仓 |
| Kestra Investment Management, LLC | 891,421 | $2,151.89万 | 0.42% | -316,903 | 减仓 |
| BALLAST ADVISORS LLC | 870,406 | $2,101.16万 | 5.01% | 220,219 | 重新持有 |
内部人交易（Form 4）
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