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 🔒 | ||||||||
2026Q1 买入最多
| JPMORGAN CHASE & CO | 加仓 | $8,152.09万 |
| Blackhawk Capital Partners, LLC | 新建仓 | $3,012.80万 |
| Kestra Investment Management, LLC | 新建仓 | $2,932.75万 |
| UBS Group AG | 加仓 | $1,704.13万 |
| ALLIANCEBERNSTEIN L.P. | 新建仓 | $1,638.61万 |
| Waverly Advisors, LLC | 加仓 | $1,562.29万 |
| LPL Financial LLC | 加仓 | $1,446.94万 |
| AE Wealth Management LLC | 加仓 | $1,398.02万 |
| CHOREO, LLC | 新建仓 | $1,282.82万 |
| Midwest Trust Co | 加仓 | $1,270.83万 |
| Bank of New York Mellon Corp | 加仓 | $1,187.77万 |
| Members Advisory Group LLC | 新建仓 | $961.23万 |
| MORGAN STANLEY | 加仓 | $860.78万 |
| STIFEL FINANCIAL CORP | 加仓 | $803.68万 |
| L. Roy Papp & Associates, LLP | 加仓 | $719.44万 |
| MassMutual Private Wealth & Trust, FSB | 加仓 | $719.28万 |
| Allen Capital Group, LLC | 新建仓 | $666.58万 |
| JANE STREET GROUP, LLC | 新建仓 | $666.33万 |
| Moisand Fitzgerald Tamayo, LLC | 加仓 | $607.76万 |
| CreativeOne Wealth, LLC | 加仓 | $589.27万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2.86亿 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$8,347.67万 |
| SEI INVESTMENTS CO | 减仓 | -$4,513.14万 |
| SCS Capital Management LLC | 减仓 | -$3,341.82万 |
| Wealthfront Advisers LLC | 减仓 | -$2,666.62万 |
| United Capital Management of KS, Inc. | 减仓 | -$2,626.81万 |
| TRUIST FINANCIAL CORP | 减仓 | -$1,517.64万 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 减仓 | -$1,294.27万 |
| Savant Capital, LLC | 减仓 | -$1,167.69万 |
| Cerity Partners LLC | 减仓 | -$1,014.19万 |
| Resonant Capital Advisors, LLC | 减仓 | -$985.96万 |
| Phil A. Younker & Associates, Ltd. | 清仓 | -$979.80万 |
| Clearwater Capital Advisors, LLC | 减仓 | -$868.23万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$744.80万 |
| Triad Wealth Partners, LLC | 减仓 | -$736.85万 |
| ASSETMARK, INC | 减仓 | -$629.10万 |
| Cetera Investment Advisers | 减仓 | -$605.68万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$604.87万 |
| DAVENPORT & Co LLC | 减仓 | -$576.59万 |
| HighTower Advisors, LLC | 减仓 | -$517.04万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 110,717,308 | $26.87亿 | 0.20% | -11,783,851 | 减仓 |
| JPMORGAN CHASE & CO | 24,469,334 | $5.93亿 | 0.04% | 3,361,687 | 加仓 |
| SEI INVESTMENTS CO | 16,741,000 | $4.06亿 | 0.37% | -1,859,555 | 减仓 |
| AMERIPRISE FINANCIAL INC | 15,446,985 | $3.63亿 | 0.08% | -3,549,871 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 7,671,554 | $1.86亿 | 0.05% | 198,621 | 加仓 |
| STIFEL FINANCIAL CORP | 6,358,904 | $1.54亿 | 0.14% | 331,139 | 加仓 |
| PNC Financial Services Group, Inc. | 4,104,187 | $9,960.86万 | 0.06% | 227,884 | 加仓 |
| Moisand Fitzgerald Tamayo, LLC | 3,920,931 | $9,516.10万 | 10.23% | 250,417 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,409,345 | $8,254.02万 | 0.17% | 231,762 | 加仓 |
| STATE STREET CORP | 3,100,000 | $7,523.70万 | 0.00% | 0 | 不变 |
| Wealthfront Advisers LLC | 2,978,594 | $7,229.05万 | 0.16% | -1,098,731 | 减仓 |
| MCF Advisors LLC | 2,755,371 | $6,687.29万 | 2.93% | 43,767 | 加仓 |
| Bangor Savings Bank | 2,576,647 | $6,253.52万 | 5.00% | 133,105 | 加仓 |
| LPL Financial LLC | 2,324,640 | $5,641.90万 | 0.01% | 596,186 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,304,449 | $5,592.90万 | 0.01% | 146,913 | 加仓 |
| FIDUCIARY FINANCIAL GROUP, LLC | 2,176,741 | $5,282.95万 | 7.01% | 224,689 | 加仓 |
| LVW Advisors, LLC | 2,112,985 | $5,128.21万 | 4.89% | 40,751 | 加仓 |
| Merit Financial Group, LLC | 2,057,653 | $4,993.92万 | 0.37% | 168,337 | 加仓 |
| TruNorth Capital Management, LLC | 1,964,291 | $4,767.33万 | 9.14% | 26,303 | 加仓 |
| MORGAN STANLEY | 1,888,069 | $4,582.35万 | 0.00% | 354,669 | 加仓 |
| Midwest Trust Co | 1,846,314 | $4,481.00万 | 0.56% | 523,622 | 加仓 |
| UBS Group AG | 1,821,170 | $4,419.98万 | 0.01% | 702,153 | 加仓 |
| FLC Capital Advisors | 1,718,824 | $4,171.59万 | 7.45% | 89,613 | 加仓 |
| Cerity Partners LLC | 1,692,832 | $4,108.50万 | 0.06% | -417,878 | 减仓 |
| High Probability Advisors, LLC | 1,682,861 | $4,084.30万 | 5.23% | 213,719 | 加仓 |
| Morningstar Investment Management LLC | 1,613,491 | $3,915.94万 | 2.42% | -113,181 | 减仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,544,533 | $3,748.58万 | 2.39% | -533,280 | 减仓 |
| Waverly Advisors, LLC | 1,521,242 | $3,692.05万 | 0.28% | 643,713 | 加仓 |
| DAVENPORT & Co LLC | 1,493,451 | $3,624.60万 | 0.20% | -237,574 | 减仓 |
| Willis Johnson & Associates, Inc. | 1,457,711 | $3,537.86万 | 2.06% | 98,635 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,400,381 | $3,398.73万 | 0.05% | -37,144 | 减仓 |
| ACCESS FINANCIAL SERVICES, INC. | 1,383,795 | $3,358.47万 | 11.91% | 2,210 | 加仓 |
| MAI Capital Management | 1,365,589 | $3,314.28万 | 0.19% | 102,019 | 加仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1,364,383 | $3,311.36万 | 1.36% | 79,514 | 加仓 |
| Blackhawk Capital Partners, LLC | 1,241,367 | $3,012.80万 | 11.05% | 1,241,367 | 新建仓 |
| Passive Capital Management, LLC. | 1,234,433 | $2,995.97万 | 8.94% | 68,149 | 加仓 |
| Kestra Investment Management, LLC | 1,208,324 | $2,932.75万 | 0.51% | 1,208,324 | 新建仓 |
| United Capital Management of KS, Inc. | 1,173,541 | $2,848.18万 | 4.31% | -1,082,329 | 减仓 |
| MassMutual Private Wealth & Trust, FSB | 1,145,070 | $2,779.08万 | 0.76% | 296,365 | 加仓 |
| Charles Schwab Trust Co | 1,101,683 | $2,673.78万 | 1.73% | 64,464 | 加仓 |
| Avior Wealth Management, LLC | 1,058,171 | $2,568.18万 | 0.73% | 74,310 | 加仓 |
| Holcombe Financial, Inc. | 1,029,588 | $2,498.81万 | 14.69% | 69,726 | 加仓 |
| MBM WEALTH CONSULTANTS, LLC | 962,850 | $2,336.84万 | 5.36% | 63,131 | 加仓 |
| Galvin, Gaustad & Stein, LLC | 886,900 | $2,152.51万 | 1.72% | 4,262 | 加仓 |
| Journey Advisory Group, LLC | 859,892 | $2,086.96万 | 1.78% | 64,548 | 加仓 |
| Courage Miller Partners, LLC | 820,033 | $1,990.22万 | 5.62% | 25,466 | 加仓 |
| Cetera Investment Advisers | 804,911 | $1,953.52万 | 0.02% | -249,561 | 减仓 |
| RMR Wealth Builders | 796,357 | $1,932.76万 | 1.52% | 139,553 | 加仓 |
| NOVEM GROUP | 790,571 | $1,918.71万 | 2.20% | 33,051 | 加仓 |
| AdvisorNet Financial, Inc | 780,153 | $1,893.43万 | 0.98% | -10,137 | 减仓 |
内部人交易（Form 4）
SCHO 董事、高管和大股东的最新买卖申报。专业版可看 🔒