SCHQ SCHWAB STRATEGIC TR
LONG TERM US
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 | 118 | 10,930,530 | $3.42亿 | 23 | 32 | 49 | 28 | -$1.50亿 |
| 2026Q1 | 121 | 15,500,628 | $4.87亿 | 18 | 39 | 49 | 18 | -$1.24亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Tidal Investments LLC | 加仓 | $1,124.08万 |
| L2 Asset Management, LLC | 加仓 | $510.77万 |
| Bank of New York Mellon Corp | 加仓 | $454.61万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $412.98万 |
| Summit Financial, LLC | 加仓 | $317.82万 |
| SFMG, LLC | 加仓 | $200.21万 |
| Tower Research Capital LLC (TRC) | 新建仓 | $156.65万 |
| Principia Wealth Advisory, LLC | 加仓 | $136.06万 |
| World Investment Advisors | 新建仓 | $112.21万 |
| Frisch Financial Group, Inc. | 新建仓 | $100.01万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 加仓 | $87.93万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $80.68万 |
| Charles Schwab Trust Co | 加仓 | $51.81万 |
| Rockefeller Capital Management L.P. | 重新持有 | $39.32万 |
| Smart Money Group LLC | 加仓 | $34.98万 |
| RITHOLTZ WEALTH MANAGEMENT | 新建仓 | $33.87万 |
| IFP Advisors, Inc | 加仓 | $31.51万 |
| Centric Wealth Management | 加仓 | $29.91万 |
| XTX Topco Ltd | 新建仓 | $25.65万 |
| Independent Advisor Alliance | 新建仓 | $25.54万 |
2026Q1 卖出最多
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$6,482.50万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$2,104.14万 |
| LPL Financial LLC | 减仓 | -$1,710.55万 |
| Mirae Asset Global Investments Co., Ltd. | 减仓 | -$960.55万 |
| Thrivent Financial for Lutherans | 清仓 | -$644.50万 |
| JPMORGAN CHASE & CO | 减仓 | -$572.66万 |
| MORGAN STANLEY | 减仓 | -$507.47万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$504.47万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$437.20万 |
| Cetera Investment Advisers | 减仓 | -$390.98万 |
| Kaizen Financial Strategies | 清仓 | -$383.14万 |
| GTS SECURITIES LLC | 减仓 | -$260.84万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$132.22万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$114.75万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$112.10万 |
| VAN STRUM & TOWNE INC. | 清仓 | -$109.94万 |
| WBH ADVISORY INC | 减仓 | -$103.93万 |
| Galvin, Gaustad & Stein, LLC | 减仓 | -$90.47万 |
| Keystone Global Partners, LLC | 减仓 | -$70.30万 |
| Invst, LLC | 减仓 | -$70.30万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 3,988,690 | $1.25亿 | 0.03% | -2,062,520 | 减仓 |
| LPL Financial LLC | 1,360,175 | $4,275.03万 | 0.01% | -544,242 | 减仓 |
| Mirae Asset Global Investments Co., Ltd. | 977,627 | $3,072.68万 | 0.09% | -305,615 | 减仓 |
| MML INVESTORS SERVICES, LLC | 976,422 | $3,068.89万 | 0.09% | -669,470 | 减仓 |
| Tidal Investments LLC | 676,157 | $2,117.95万 | 0.04% | 358,864 | 加仓 |
| Carolina Wealth Advisors, LLC | 564,266 | $1,773.49万 | 7.39% | -15,423 | 减仓 |
| SFMG, LLC | 540,812 | $1,699.77万 | 1.15% | 63,699 | 加仓 |
| Werba Rubin Papier Wealth Management | 478,692 | $1,504.53万 | 2.10% | -4,056 | 减仓 |
| WELLS FARGO & COMPANY/MN | 469,286 | $1,474.97万 | 0.00% | 131,396 | 加仓 |
| JPMORGAN CHASE & CO | 419,782 | $1,319.80万 | 0.00% | -182,145 | 减仓 |
| Cetera Investment Advisers | 372,644 | $1,171.22万 | 0.01% | -124,398 | 减仓 |
| L2 Asset Management, LLC | 324,933 | $1,021.27万 | 0.81% | 162,509 | 加仓 |
| MORGAN STANLEY | 312,529 | $982.28万 | 0.00% | -161,461 | 减仓 |
| Bank of New York Mellon Corp | 285,707 | $897.98万 | 0.00% | 144,641 | 加仓 |
| PARK AVENUE SECURITIES LLC | 249,508 | $784.20万 | 0.06% | -139,104 | 减仓 |
| Summit Financial, LLC | 189,078 | $594.27万 | 0.08% | 101,121 | 加仓 |
| Beacon Bridge Wealth Partners, LLC | 176,856 | $555.86万 | 1.86% | 1,988 | 加仓 |
| Centric Wealth Management | 164,686 | $508.39万 | 1.00% | 9,690 | 加仓 |
| AMERIPRISE FINANCIAL INC | 160,810 | $505.44万 | 0.00% | 1,733 | 加仓 |
| ROYAL BANK OF CANADA | 150,316 | $472.40万 | 0.00% | -2,768 | 减仓 |
| Principia Wealth Advisory, LLC | 131,952 | $414.73万 | 1.07% | 43,289 | 加仓 |
| Attessa Capital LLC | 123,516 | $388.21万 | 2.11% | -815 | 减仓 |
| GOLDMAN SACHS GROUP INC | 118,727 | $373.16万 | 0.00% | -160,506 | 减仓 |
| Professional Financial Management, Inc. | 102,093 | $320.88万 | 3.34% | 6,059 | 加仓 |
| WBH ADVISORY INC | 95,285 | $298.15万 | 0.22% | -33,215 | 减仓 |
| WT Wealth Management | 91,052 | $286.18万 | 0.85% | -4,145 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 90,524 | $284.52万 | 0.02% | -36,510 | 减仓 |
| Charles Schwab Trust Co | 85,315 | $268.14万 | 0.17% | 16,483 | 加仓 |
| COLLECTIVE FAMILY OFFICE LLC | 79,316 | $249.29万 | 0.56% | -4,981 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 77,508 | $243.61万 | 0.00% | -4,388 | 减仓 |
| MFG WEALTH MANAGEMENT, INC. | 73,332 | $230.48万 | 1.91% | 3,272 | 加仓 |
| GTS SECURITIES LLC | 69,653 | $218.92万 | 0.08% | -82,991 | 减仓 |
| BANK OF NOVA SCOTIA | 68,200 | $214.35万 | 0.00% | 0 | 不变 |
| Sequoia Financial Advisors, LLC | 62,304 | $195.82万 | 0.01% | -21,476 | 减仓 |
| Sanctuary Advisors, LLC | 57,655 | $181.21万 | 0.01% | -14,164 | 减仓 |
| Waverly Advisors, LLC | 55,220 | $173.56万 | 0.01% | -6,993 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 53,745 | $168.92万 | 0.00% | 7,776 | 加仓 |
| Mutual Advisors, LLC | 53,398 | $167.83万 | 0.04% | -6,275 | 减仓 |
| Fermata Advisors, LLC | 52,565 | $165.21万 | 0.37% | 262 | 加仓 |
| Tower Research Capital LLC (TRC) | 49,840 | $156.65万 | 0.04% | 49,840 | 新建仓 |
| NorthRock Partners, LLC | 49,130 | $154.42万 | 0.02% | -16,559 | 减仓 |
| Galvin, Gaustad & Stein, LLC | 48,045 | $151.01万 | 0.12% | -28,785 | 减仓 |
| Foundations Investment Advisors, LLC | 47,753 | $150.09万 | 0.02% | 3,909 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,683 | $149.87万 | 0.00% | 25,669 | 重新持有 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44,930 | $141.22万 | 0.01% | 27,975 | 加仓 |
| Barden Capital Management, Inc. | 44,165 | $138.81万 | 1.19% | 312 | 加仓 |
| CWM, LLC | 38,846 | $122.09万 | 0.00% | -1,360 | 减仓 |
| Seek First Inc. | 37,207 | $116.94万 | 0.82% | 2,668 | 加仓 |
| Faithward Advisors, LLC | 36,545 | $114.86万 | 0.16% | 7,749 | 加仓 |
| World Investment Advisors | 35,703 | $112.21万 | 0.02% | 35,703 | 新建仓 |
内部人交易（Form 4）
SCHQ 董事、高管和大股东的最新买卖申报。专业版可看 🔒